Private Wealth Planning in the 21st Century, CLE course and online webcast
Private Wealth Planning in the 21st Century
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Available Online: | Coursebook

Why You Should Attend


Spend just one day focused on what you need to know to best serve your private wealth clients during this period of continuing economic and legal uncertainty and instability.


Register today for this CLE program on private wealth planning at which preeminent practitioners and academics from across the country will assemble, in person and via the web, to share their best insights, suggestions, and strategies. There will be no long lectures, only to-the-point presentations designed to target the essentials: the issues and tips that will be most important and useful to planners for the balance of 2013 and throughout 2014. 


Can't attend in person? Whether participating on-location in Philadelphia or remotely via video webcast, attendees will be able to interact with the faculty and each other throughout the day.

Hear Planning Chair Ed Beckwith talk about this course and why you should attend this year. Click here to see the brief video.

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What You Will Learn

Expert faculty will explore the essentials, including:

a review of 2013 issues for estate planners

planning techniques for same-sex couples

how to handle a decedent’s digital identity

impact of Taxpayer Relief Act of 2012 on your practice

what’s new and what’s coming from Washington, DC

private planning in a multi-cultural world

lessons learned from an expert regarding modern buy-sell agreements

the estate planner’s guide to professional rules of conduct

multi-advisor and fiduciary trust arrangements

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Who Should Attend

This accredited continuing legal education program from ALI CLE is designed for advanced practitioners in trust and estate law, and other experienced legal professionals in the estate and financial planning industry.

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Planning Chair

Edward Jay Beckwith, Baker & Hostetler LLP, Washington, DC

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Dennis I. Belcher, McGuireWoods, Richmond, Virginia

Peter S. Gordon, Gordon, Fournaris & Mammarella, P.A., Wilmington, Delaware

George D. Karibjanian, Proskauer Rose LLP, Boca Raton, Florida

Sharon L. Klein, Managing Director of Family Office Services and Wealth Strategies, Wilmington Trust, New York

Eric A. Manterfield, Krieg DeVault LLP, Indianapolis

Jeffrey N. Pennell, Richard H. Clark Professor of Law, Emory University School of Law, Atlanta

John A. Terrill, II, Heckscher, Teillon, Terrill & Sager, P.C., West Conshohocken, Pennsylvania

Margaret Van Houten, Davis, Brown, Koehn, Shors & Roberts, P.C., Des Moines, Iowa

Norris P. Wright, Gordon, Fournaris & Mammarella, P.A., Wilmington, Delaware


ALI CLE Program Attorney: Kevin O’Connor (

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Program Schedule

7:30 a.m. Registration and Continental Breakfast

8:00 a.m. The Year in Review: An Essential Briefing for Estate Planners (recorded) – Professor Pennell

8:55 a.m. Welcome and Announcements – ALI CLE Staff

9: 00 a.m. Welcome and Introductions – Mr. Beckwith

9:10 a.m. Report from Inside the Beltway – Mr. Beckwith

9:30 a.m. Private Wealth Planning in a Multi-Cultural World: Lessons from the ACTEC Taskforce on the 21st Century – Mr. Belcher (remote broadcast) Messrs. Beckwith and Terrrill and Ms. Klein

10:15 a.m. Networking and Refreshment Break

10:30 a.m. Key State Law Developments That Impact Everyday Practice – Ms. Klein

11:00 a.m. The Anatomy of the Modern Buy-Sell Agreement: What I Know Now That I Wish I Knew Then - Mr. Manterfield 

12:00 noon Lunch Break (lunch provided; includes re-broadcast of Professor Pennell’s The Year in Review presentation)

1:00 p.m. Live Question and Answer Session - Professor Pennell moderated by Messrs. Beckwith and Terrill and Ms. Klein

1:30 p.m. Is My Armor on Straight? A Planner’s Guide to the Model Rules of Professional Conduct and Related Developments – Messrs. Beckwith and Terrill

2:30 p.m. This is NOT Your Grandfather’s Trust Agreement: Tales from the Brave New World of Multi-Advisor and Fiduciary Trust Arrangements – Messrs. Gordon and Wright

3:30 p.m. Networking and Refreshment Break

3:45 p.m. ‘Til Death Do Us Part: Planning Techniques and Challenges for Same-Sex Couples – Mr. Karibjanian

4:30 p.m. Assets to Assets, Dust to Dust: What to Do with a Decedent’s Digital Identity? – Ms. Van Houten

5:15 p.m. Concluding Remarks – Mr. Beckwith

5:30 p.m. Re-broadcast of Professor Pennell’s The Year in Review presentation

6:30 p.m. Adjournment


Total 60-minute hours of instruction: 8, including 1 hour of ethics

Suggested Prerequisite: Substantial experience in legal practice in subject matter

Educational Objective: Maintenance of professional competence as a practitioner; Provision of information on recent legal developments; Development of proficiency in performance of intricate and complex legal tasks within a narrow area

Level of Instruction: Advanced

Click Here for MCLE Credit Information

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Here's what registrants have said about this course:

"Very good program with interesting insights."

"Professor Pennell never disappoints!"

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Course Details

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