8:30am             Opening Remarks. 
Report on committee chairs and vice-chairs breakfast topics and other committee business.  Panelist:  A. Christopher Sega, Venable LLP, Washington, DC.

8:35am             Recent Developments.   Report on recent developments affecting the income taxation of trusts and estates.  Panelist:   Jeanne L. Newlon, Venable LLP, Washington, DC.

8:50am             Regulatory Roundup.  Representatives from the IRS and the Department of Treasury will speak on recent developments and pending guidance. Panelists:  George Masnik, Branch Chief, (Passthroughs and Special Industries), IRS, Washington, DC; Catherine V. Hughes, Attorney Advisor, Office of Tax Policy, Department of  Treasury, Washington, DC.

9:40am             Special Needs Trusts.  The panel will provide tips and suggestions in planning and drafting special needs trusts, in particular the income tax treatment of these special-purpose entities. Panelist: Scott M. Solkoff, Solkoff & Associates PA, Boynton Beach, FL. 

10:30am           Tough Issues in the Administration of Large Estates and Trusts.  This panel will describe significant issues they have witnessed firsthand when administering complex trusts and estates, and share practical solutions that have been drawn from over a century of experience as a family office. Panelists: David J. Arcella, Bessemer Trust, New York, NY; Mark R. Parthemer, Bessemer Trust, Palm Beach, FL.