Beth will speak at the Spring Symposia for the Real Property Trust and Estate Division of the American Bar Association in Orlando, Florida on May 10, 2018. Beth will be on a panel presenting "Where Tomorrowland Meets Adventureland: How to Create and Maintain a Practice that Will Attract Great Clients and Employees into the Future" where she will discuss her leap from "big law" to a solo/small practice.
Beth is a co-Planner for the 39th Annual Estate Planning & Fiduciary Law Program sponsored by the North Carolina Bar Association on Kiawah Island, South Carolina from July 26 to July 28, 2018.
This program provides three mornings of innovative CLE programming with local and national speakers covering significant estate planning, estate administration and tax issues and a wide range of topics for both new and experienced lawyers. Coinciding with the annual meeting of the Estate Planning & Fiduciary Law Section, this program, attended by attorneys, CPAs, trust companies and other estate planning professionals from North Carolina and beyond, offers a number of opportunities to network and mingle with colleagues in the estate planning arena.
Beth spoke at New York University’s 76th Institute on Federal Taxation (October 27, 2017 in NYC and November 17, 2017 in San Francisco) - "Beneficiary Defective Inheritors Trusts: Should You BDIT or Beat It?” The presentation compared a number of grantor trust techniques, including grantor retained annuity trusts ("GRATs"), intentionally defective grantor trusts ("IDGTs"), and beneficiary defective inheritors trusts ("BDITs") and offered an in-depth discussion of the mechanics of BDITs.
Beth participated in an eCLE sponsored by the American Bar Association Real Property and Trust and Estate Section titled "How to Deal with Capacity and Psychological Issues in Estate Planning" on October 17, 2017. Beth joined Marc Bekerman, a New York estate planning attorney, and Dr. Lynn Shaefer, the Director of Neuropsychology at the Nassau University Medical Center in New York, to discuss issues of civil capacity that can play a significant role in our justice system both before and after death, especially with an aging population.
Beth spoke at the Law School of the University of North Carolina’s J. Nelson Young Tax Institute on April 28, 2017 in Chapel Hill, North Carolina. Her topic was the Dissection of Beneficiary Defective Inheritors Trusts.
Beth spoke at he American Bar Association Joint Tax and Trust and Estate Planning Sections Fall Meeting on October 10, 2015 in Chicago, Illinois. Her panel's topic was Estate Tax Return Preparation and Audit Mitigation Strategies.
Law Offices of Beth A. Wood, PLLC