STUDY GROUP/Webinar-"Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider"
Live Webinar Date: Wednesday, August 19, 2026
Time: 3:00pm - 4:00pm
Topic: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Speaker: Thomas A.Tietz, JD
Details: Many clients believe that their estate planning is complete once they sign documents. However, as many important court decisions highlight, the IRS often challenges transactions based on the failure of taxpayers to properly administer their planning. Cases such as Galli, Rowland, Connelly, Sorensen, Smaldino and Levine highlighted the importance of proper documentation and implementation of planning. While these cases present a plethora of substantive law issues worthy of discussion, this program will focus on the practical lessons for estate planning professionals of all disciplines, and for clients of all wealth levels, about how to plan considering the lessons of these cases. Understanding what was done right or wrong provides valuable guidance on how to better structure and implement estate plans.
Thomas A. Tietz, Esq., is an Associate with Shenkman Law practicing in New York and New Jersey. After several sleepless years working full-time and going to law school at night, he has dedicated his practice solely to estate planning. Honing his craft, he has lectured at the Notre Dame Tax & Estate Planning Institute, for the New Jersey State Bar Association, New Jersey Institute of Continuing Legal Education, CPA Academy, as well as several estate planning
councils, including the Financial and Estate Planning Council of Metropolitan Detroit, the Bergen County Estate Planning Council, and numerous other institutions.
He has published articles in many publications, including the American Bar Association E-Report, the National Association of Estate Planning Council’s Journal of Estate and Tax Planning, Steve Leimberg’s Estate Planning Newsletter, Wealthmanagement.com, and Trusts & Estates Magazine.
Register Here: https://naepc.tradewing.com/events/kc6BawmhXpLgjWgm8
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