Current Developments in Estate Planning with Steve Akers
Date: Wednesday, June 3, 2026
Time: 08:30 AM - 10:30 AM
Location: GVSU - Richard DeVos Center - University Club: 401 Fulton St. W., Grand Rapids, MI
Speaker: Stephen R. Akers
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The Current Developments is a live, in-person webinar and will focus on practical issues for planners, including:
- practice-oriented observations from the 60th Annual Heckerling Institute.
- selected observations about planning under the OBBBA tax legislation.
- hot planning arrangements with qualified small business stock (QSBS).
- administrative announcements.
- GRAT litigation attacks (with observations from the briefs in Elcan v. Commissioner).
- gifts by beneficiaries in NJSA actions (McDougall v. Commissioner).
- privilege issues including from the use of artificial intelligence (U.S. v. Heppner).
- the treatment on the divorce of trust settlors of trusts created by them for descendants (C.S. v. R.H.).
- valuation of notes.
- tax effects of joint grantor trusts.
- and other late-breaking developments.
AGENDA:
8:30-9:00 Networking and morning beverages & snacks
9:00-10:00 Program and Q&A
10:00-10:30 Networking and program closure
More about the presenter:
Stephen Akers, Senior Fiduciary Counsel, Bessemer Trust
Mr. Akers is Managing Director and Senior Fiduciary Counsel at Bessemer Trust. In this role, he serves as Chair of the firm’s Estate Planning Committee and works closely with clients in the Southwest Region regarding their estate and trust planning issues. He joined Bessemer in 2001.
Steve earned a J.D. from the University of Texas School of Law and a B.S. in chemical engineering from Oklahoma State University.
