Trusts & Estates magazine & Georgetown University Law Center Continuing Legal Education Present The Wealth Management Summit Thursday-Friday, October 28-29, 2004 11.5 CLE credits, includes 1.5 optional hour of ethics/13.5 CPE credits SPEAKERS: Bryan Dunn Louis I. Margolis Ted R. Ridlehuber SPONSORS: Kinship Trust Company, LLC Select Advisors, LLC Cannon Financial Trusts & Estates Ronald D. Aucutt Northbrook, IL New York, NY Institute, Inc. magazine and McGuireWoods LLP Athens, GA Georgetown University Law McLean, VA Edward J. Finley II Louis A. Mezzullo Center Continuing Legal JPMorgan Private Bank McGuireWoods LLP Professor Paul G. Education Dennis I. Belcher New York, NY Richmond, VA Schervish McGuireWoods LLP Boston College LOCATION: Richmond, VA Richard L. Harris Andrew M. Parker Boston, MA Georgetown University BPN Montaigne LLC Bessemer Trust Law Center John T. Brooks Clifton, NJ New York, NY Raymond L. Sutton Jr. 600 New Jersey Avenue, NW Foley & Lardner LLP Baker & Hostetler, LLP Washington, DC 20001 Chicago, IL Ellen K. Harrison Lloyd Leva Plaine Denver, CO Shaw Pittman LLP Sutherland Asbill & PROGRAM CHAIRS: Robert B. Coplan Washington, DC Brennan LLP Conrad Teitell Edward Jay Beckwith Ernst & Young, LLP Washington, DC Cummings & Lockwood LLC Baker & Hostetler, LLP Washington, DC Bernard A. Krooks Stamford, CT Washington, DC Littman Krooks LLP Russ Alan Prince John P.C. Duncan New York, NY Prince & Associates, LLC David A. Wexler Rorie M. Sherman Duncan Associates Attorneys Redding, CT Greenberg, Wexler & Editor in Chief and Counselors, P.C. Jeffrey R. Lauterbach Associates, LLC Trusts & Estates magazine Chicago, IL The Capital Trust Company Charles L. Ratner Washington, DC New York, NY of Delaware Ernst & Young, LLP Wilmington, DE Cleveland, OH GEORGETOWN UNIVERSITY LAW CENTER CONTINUING LEGAL EDUCATION YOUR AUTHORITATIVE LEGAL RESOURCE FROM THE NATION’S CAPITAL THE WEALTH MANAGEMENT SUMMIT SUMMIT AGENDA THURSDAY, OCTOBER 28 3:30 - 5:00 pm Trusts & Estates magazine and Georgetown University Law Center have joined together to create a LAWS, REGS, STRATEGIES, PRODUCTS: Critical unique gathering of private wealth professionals in our nation’s Capital. For two days, Oct. 28 and 29— 8:00 - 8:30 am Developments, Key Challenges and Practical Solutions on the eve of the 2004 presidential elections—advisors from around the country will convene in REGISTRATION AND CONTINENTAL BREAKFAST Edward Jay Beckwith, Robert B. Coplan and Lloyd Leva Plaine Washington, DC at Georgetown Law Center to discuss the latest thinking on the accumulation, SPONSOR WELCOME 5:00 - 6:00 pm management and disposition of private wealth. Attendance is strictly limited to ensure attendees have NETWORKING COCKTAIL RECEPTION access to the all-star roster of speakers. The summit’s speakers showcase trendsetters and top analysts Christian G. Heilmann, Managing Director, Merrill Lynch Private from private practice and academia. Early registration is strongly advised. Banking and Investment Group FRIDAY, OCTOBER 29 8:30 - 8:45 am WELCOME 8:30 - 8:45 am During two fast-paced, information-packed days in Washington, DC, you will: Edward Jay Beckwith and Rorie M. Sherman, program chairs CONTINENTAL BREAKFAST • participate in your choice of advanced-level workshops facilitated by leading wealth planning professionals; • master best practices in estate planning that already are being used by top lawyers, accountants, insurance professionals and others; 8:45 - 9:30 am 8:45 - 9:00 am • improve your ability to solve clients’ problems by implementing creative, tested solutions; PRIVATE WEALTH TODAY: The Demographics, Econometrics, REVIEW AND PREVIEW Edward Jay Beckwith and Rorie M. Sherman, program chairs • learn how to boost your productivity and profitability; Attitudes, Trends and Market Shares of High-Net-Worth America Professor Paul G. Schervish 9:00 - 9:45 am • explore the hot issues and trends that will affect your clients’ and your practice’s futures; • share experiences, ideas and solutions with your peers; THE INSURANCE INDUSTRY REGROUPS: Life after Split Dollar 9:30 - 9:45 am Richard L. Harris, Charles L. Ratner and David A. Wexler • benchmark your practices and techniques against those of the best practitioners in the country; TAX POLICY: History and Prologue • discover products and services to help you be more successful; Ronald D. Aucutt 9:45 - 10:30 am • energize your career with fresh insights, new skills and valuable contacts. REALLY PRIVATE ASSET MANAGEMENT: The Latest on Family 9:45 - 10:45 am Offices and Private Trust Companies TAX POLICY: Portrait of a Work in Progress John P.C. Duncan, Bryan Dunn, Jeffrey R. Lauterbach and Ronald D. Aucutt, Dennis I. Belcher and Ellen K. Harrison Raymond L. Sutton, Jr. Your registration includes: • a thought-provoking keynote address by a scholar who has studied America’s wealth; 10:30 - 11:00 am 10:45 - 11:15 am REFRESHMENT BREAK • a review of tax policy by a blue-ribbon multi-disciplinary strategic task force; REFRESHMENT BREAK • practical tips on how to improve your practice; 11:00 am - 12:00 pm • an empowering lunch address by one of the pioneers in wealth management; 11:15 am - 12:15 pm VALUATION MORASS: Lessons Learned, Battles to Come • choice of workshops on legal ethics, avoiding fiduciary suits and coping with the phase-out of state death tax credits; THE PRACTICE: How to Profit Today, Position for Tomorrow Louis A. Mezzullo • up-to-the-minute discussion of current developments affecting laws, regulations, strategies and new products; Russ Alan Prince and Ted R. Ridlehuber 12:00 - 12:30 pm • analysis of the insurance industry after split dollar; BOX LUNCH 12:15 - 12:45 pm • assessment of the latest issues impacting family offices and private trust companies; BOX LUNCH • clarification of the morass surrounding valuation and what will come in the future; 12:30 - 1:30 pm ADVANCED WORKSHOPS • a spotlight session on international planning techniques; 12:45 - 1:45 pm A. INTERNATIONAL PLANNING • choice of workshops on insurance developments, valuation problems and private wealth management; KEYNOTE ADDRESS Edward J. Finley II • pointers on avoiding the mine fields surrounding hedge funds; ONE MAN’S OBSERVATIONS AND PREDICTIONS 1969 TO B. INSURANCE 2009: Making a Better World While Avoiding Bad Heir Days and Charles L. Ratner • exploration of high-end assisted care and other innovative choices for your very wealthy clients; Near-Death Tax Experiences C. VALUATION • reports from the 2004 presidential camps—high-ranking officials from both campaigns will offer their assessment of how their Conrad Teitell Louis A. Mezzullo candidate’s win will affect fiscal and wealth management policies; D. PRIVATE WEALTH MANAGEMENT • comprehensive written materials for all sessions and workshops; 1:45 - 2:00 pm John P.C. Duncan and Jeffrey R. Lauterbach • a reception where you can mingle with speakers and fellow attendees; REFRESHMENT BREAK 1:30 - 1:45 pm • networking breakfasts, lunches and refreshment breaks; REFRESHMENT BREAK 2:00 - 3:30 pm • an exhibit area featuring valuable products and services for professionals from all disciplines. ADVANCED WORKSHOPS 1:45 - 2:25 pm A. ETHICS FOR LAWYERS: A Survival Kit HEDGE FUNDS: The Good, The Bad and The Ugly Dennis I. Belcher Louis I. Margolis and Andrew M. Parker Who should attend: • How to manage the conflicts of interest in representing multiple • Attorneys fiduciaries. 2:25 - 3:00 pm • Accountants • Can/should the attorney represent an individual who is a fiduciary NEW OPTIONS FOR OLD AGE: High-End Assisted Care and and also one of the beneficiaries in both capacities (fiduciary and Other Innovative Choices for the Fabulously Wealthy • Trust Professionals individual beneficary)? Bernard A. Krooks • Insurance Professionals • How to identify and manage the conflicts of interest in representing • Financial Planners the entity and the owners of the entity. 3:00 - 3:30 pm • Investment Advisors WASHINGTON SPEAKS: If My Candidate Wins… B. ETHICS FOR FIDUCIARIES: How Not to be Sued Insiders give the last-minute low-down on how their candidate, as presi- • Asset Managers John T. Brooks dent, will impact fiscal policy and the accumulation of private wealth. • Philanthropy Professionals C. IN TRANSITION: Coping with the Phase-Out of the State • Family Office Executives Death Tax Credit and Other Drafting Headaches 3:30 pm Ronald D. Aucutt ADJOURNMENT HOTEL INFORMATION Georgetown University Law Center CLE REGISTRATION FORM has preferred rates at the Hyatt Regency Washington on Capitol Hill. Thursday-Friday, Georgetown University Law Center Continuing When making reservations, please October 28-29, 2004 Legal Education refer to Corporate Number 58549 to receive the Georgetown University Ph: (202) 662-9890 600 New Jersey Avenue, NW Law Center rate. We recommend Fax: (202) 662-9891 Washington, DC 20001-1564 making reservations at least 30 days prior to the conference. This rate is based on hotel availability. Institute Fee: ❑ $795 regular ❑ $745 GULC alumnus class of ______ Phone: 1-800-233-1234 I cannot attend, but please send me the following: or 202-737-1234 Hyatt Regency Washington ❑ CD-ROM (text only) $129 ❑ Course Materials $149 on Capitol Hill ❑ Audio Cassettes $249 ❑ Audio CD-ROM (audio & text) $499 400 New Jersey Avenue, NW Washington, DC 20001-1564 ❑ I would like a one year subscription to Trusts & Estates for the special Wealth Management Summit rate of $169 (The hotel is approximately two blocks from the Law Center) Name CANCELLATION Occupation: ❑ Attorney ❑ Accountant ❑ Insurance Professional Please fax your cancellation notice to ❑ Trust Professional ❑ Financial Planner ❑ Asset Manager (202) 662-9891 by 5:00 p.m. on ❑ Philanthropy Professional ❑ Family Office Executive ❑ Other (Please specify): October 25, 2004 for a refund (less _______________________ a $50 administrative fee). Rain checks for a future program will be Firm/Company granted for cancellations received after October 25 and prior to the Address start of the program. City State Zip CLE/CPE CREDIT 11.5 CLE credits, includes 1.5 Telephone Fax optional hour of ethics (based on a 60-minute hour)/13.5 CPE credits. E-mail Address Registered with the National Association of State Boards of CLE/CPE Credit? If Yes, What State? Accountancy as a sponsor of continuing professional education on Source Code (Source code can be found on top of mailing label) the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. CPE credits are FIVE WAYS TO REGISTER not granted for self-study purposes. For more information regarding _________ PHONE: Call (202) 662-9890 (credit card registrations only) administrative policies such as complaint and refund, please _________ FAX: (202) 662-9891 with your credit card information contact our offices at 202-662-9890. No prerequisites or advanced Visa _________ MasterCard _________ AmEx _________ preparation is required. Card # Exp. Date: SCHOLARSHIP Signature: Apply online at www.georgetowncle.org or submit written request no later than _________ MAIL: Send form with your check or Purchase Order 5:00 pm on October 14, 2004 to: Please make checks payable to Georgetown CLE Scholarship Committee Return to Georgetown CLE, 600 New Jersey Avenue, NW, Washington, DC 20001-1564 Georgetown CLE 600 New Jersey Avenue, NW _________ E-MAIL: Send your information to: firstname.lastname@example.org (credit card registrations only) Washington, DC 20001-1564 or fax to (202) 662-9891 _________ ONLINE: Register on the web at www.georgetowncle.org THE WEALTH MANAGEMENT SUMMIT Georgetown University Law Center Non-Profit Continuing Legal Education U.S. Postage 600 New Jersey Avenue, NW PAID Washington, DC 20001-1564 Wash., D.C. No. 3493 Attention Mail Room: If the individual whose name is on the label is no longer employed, please forward this material to the successor.
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