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2021: Steve Akers presented: 

• Sophisticated Transfer Planning Strategies 
• Structuring Trustee Powers to Avoid a Tax Catastophe 
• Estate Planning Current Developments and Hot Topics 

2020: Christopher R. Hoyt addressed:

• Retirement Assets for First and Second Marriages: Let the Fun Begin 
• Estate Planning for Retirement Assets After the SECURE Act 
• How to get Income Tax Savings from Charitable Bequests 
• So, You Wanna be a Philanthropist, including Proposed New Rules for Donor Advised Funds 

2019: Sam Donaldson provided a federal tax update: 

• Contemporary Estate Planning Paradigms for Married Couples 
• Unwinding Estate Plans Because of Changed Circumstances 
• Fifty Shades of J: A Guide to the Federal Income Taxation of Trusts and Estates 

2018: Turney P. Berry discussed the 2017 Tax Act, the shift in planning from estate taxes to income taxes, the Uniform Directed Trust Act and charitable giving: 

• Notable Developments of Interest to Estate Planners 
• Charitable Giving for Family Business Families 
• Uniform Directed Trust Act 

2017: Sam Donaldson provided a federal tax update: 

• Unpacking the Tax Cuts and Jobs Acts of 2017 

• A Hitchhiker’s Guide to International Estate Planning 

2016: Natalie Choate addressed retirement benefits: 

• Estate Planning for Retirement Benefits: Selected Case Studies 
• Making Retirement Benefits Payable to Trusts 
• Charitable Giving with Retirement Benefits 

• The 203 Best and Worst Planning Ideas for Your Client’s Retirement Benefits 

2015: Sam Donaldson provided a federal tax update: 

• Income tax aspects of family limited partnership 
• The remains of the Day: Planning Decisions Regarding the Use and Disposition of a Client’s Body After Death 

2014: Steve Trytten addressed estate and charitable planning for retirement assets: 

• Intermediate and advanced tax and benefits issues relating to estate and charitable planning 
• Case study analysis pertaining to ethics and law of estate and charitable planning under AZ state laws. 

2013: Sam Donaldson provided a federal tax update: 

• Major recent developments in federal income, estate, and gift laws 
• Analysis of tax planning opportunities 

• Detailed coverage of significant estate tax legislation 
• Important cases, rulings and new regulations made easy to understand 

2012: Christopher R. Hoyt addressed: 

• Planning optimal outcomes for family, charitable and tax objectives 
• Overview of 2012 and 2013 tax changes, with planning strategies for 2012 

• Pending Bush tax cuts 
• Summary of required IRA distributions and their impact during retirement and on beneficiaries 
• Analysis and strategies concerning the 2012 legislative proposal to require inherited IRAs to be liquidated in five years 

2011: Sam Donaldson provided a federal tax update: 

• Major recent developments in federal income, estate, and gift laws 

• Analysis of tax planning opportunities 
• Detailed coverage of significant estate tax legislation 
• Important cases, rulings and new regulations made easy to understand 

2010: Erik Dryburgh presented “Hot Topics in Estate Planning” including: 

• Gifts of Real Estate: Technical Considerations 

• Gifts of Business Interests 
• Private Foundations: What You Need to Know 
• Creative Applications of Charitable Remainder Trusts 

2009: Sam Donaldson provided a federal tax update: 

2008: Larry Katzenstein presented “A Potpourri of Charitable Planning Tricks and Traps,” including: 

• Planning for gifts of tangible personal property 
• CLT planning 
• Marital Deduction Pitfalls 
• Drafting CRTs 

2007: Jon and Eileen Gallo addressed: 

• Estate Planning w/ Life Insurance (ILITS, GSTT, FLPs, etc.) 
• Psychological and Emotional Issues in Estate Planning 

2006: Christopher R. Hoyt addressed: 

• 2006 Tax Legislation: New Charitable Giving Incentives & New Charitable Reforms 
• Charitable Gifts and Bequests of Retirement Assets 

• How to Structure an Inheritance of Retirement Assets 
• Funding Trusts with Retirement Assets – A Checklist 

2005: Stanley Johanson addressed: 

• Recent developments affecting estate planning 
• Qualified plan benefits and IRAs in estate planning 

• Ethical Issues raised by durable powers of attorney 

2004: Conrad Teitell addressed various topics related to charitable gift planning 

2003: Jeffrey Pennell addressed: 

• Planning for Married Couples 
• Section 2036 Family Limited Partnership cases 

• Charitable Developments and Grantor Trusts and Subchapter J Developments 

2002: Natalie Choate presented on retirement planning issues 

2001: Ed Beckwith and Steve Leimberg addressed: 

• Estate Planning w/ Life Insurance 
• The 2001 Tax Bill 

• Trust Drafting and Distribution Issues 
• Panel discussion re: discussing charitable giving w/ clients 

2000: Terry Simmons and Neal Kurn addressed: 

• Charitable Lead Trusts 
• Stock Options
   

Other past national speakers prior to 2000 include: 

• Terry Simmons 
• Scott Blakesly 
• Jane Peebles 
• Reynolds Caffereta 

• David Kempler 
• Paul Gordon Hoffman