2020 AIFT Program Schedule

Wednesday, June 17th, 2020
7:30 a.m. Registration and Continental Breakfast
MORNING SESSION Greg Watts, Co-Chair, Presiding Trustee
8:30 a.m. “Issues with Grantor Trusts”

Charles D. Fox, IV; McGuireWoods LLP; Charlottesville, VA

10:00 a.m. Coffee Break
 10:15 a.m. “Business Succession Planning – Passing the porch without Dousing the Flame”

Charles A. “Clary” Redd; Stinson Leonard Street LLP; St. Louis, MO

11:45 a.m. Lunch on your own
AFTERNOON SESSION Hank Hutchinson, Presiding Trustee
1:00 p.m. “Contemporary Estate Planning Paradigms for Married Couples”

Samuel A Donaldson; Georgia State University; Atlanta, GA

2:15 p.m. Coffee Break
2:30 p.m. “Recent Developments in Wealth Transfer Taxation”

Jeremiah “Jere” Doyle; BNY Mellon Wealth Management; Boston, MA

4:00 p.m. Coffee Break
4:15 p.m. “Life Settlement Legal and Ethical Responsibility”

Jamie Mendelsohn; Ashar Group; Orlando, FL

5:15 p.m. Recess
Thursday, June 18th, 2020
7:30 a.m. Continental Breakfast
MORNING SESSION Myra Roberts; Co-Chair; Presiding Trustee
8:30 a.m. “Recent Developments in Income Taxation”

David N. DeJong; Steing, Sperling, Bennett, DeJong, Driscoll, PC; Rockville, MD

10:00 a.m. Coffee Break
10:15 a.m. “Buying and Selling S Corps after TCJA”

Aaron P. Nocjar; Steptoe; Washington, DC

11:45 a.m. Luncheon Provided by AIFT, by RSVP only at the time of registration.
AFTERNOON SESSION Bradley Sklar, Presiding Trustee
1:00 p.m. “Unwinding Entities After Tax Reform – Taxation on Termination of FLPs & LLCs”

Sasha Klein; Proskauer; Boca Raton, FL

Mark R. Parthemer; Bessemer Trust; Palm Beach, FL

2:30 p.m. Coffee Break
2:45 p.m. “Ethics Refresher Illustrated Via the Partnership Audit Rules”

Christopher Rizek; Caplin and Drysdale; Washington, DC

4:00 p.m. “Alabama Department of Revenue Discussion”

Craig Banks; Chief Counsel Dept. of Revenue; Montgomery, AL

Bruce P. Ely; Bradley Arant Coult Cummings, LLP; Birmingham, AL

Curtis E. Stewart; Alabama Department of Revenue; Montgomery, AL

5:15 p.m. Recess
Friday, June 19th, 2020
7:30 a.m. Continental Breakfast
MORNING SESSION R. Eugene Clenney, Presiding Trustee
8:30 a.m. “Life Insurance in the Business Succession Realm”

Mary Ann Mancini; Loeb & Loeb LLP; Washington, DC

9:30 a.m. “Tax Reform and Partnerships”

James “Jim” Sowell; KPMG; Washington, DC

10:30 a.m. Coffee Break
10:45 a.m. Topic: To Be Determined

David D. Aughtry; Chamberlain, Hrdlicka, White, Williams & Aughtry; Atlanta, GA

12:00 p.m. Adjourned


For more information, contact Keslie Fendley, Program Manager, at kcfendley@ua.edu or 205-348-2325.