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DTSTART:20261005T170000Z
DTEND:20261005T180000Z
LOCATION:New Location: Missouri Athletic Club 7701 Forsyth Blvd., Clayton MO 63105 
UID:3015820261005T170000ZPondering Portability: Practical Considerations During Planning and Administration
DTSTAMP:20261013T123321Z
DESCRIPTION:\n[Register NOW!](https://www.epcstlouis.org/events/register/30158)\n \nTitle: Pondering Portability: Practical Considerations During Planning and Administration \n \nDate: Monday, October 5, 2026\n \nTime: 12:00pm - 1:00pm\n \nLocation: Missouri Athletic Club Clayton (15th Floor) 7701 Forsyth Blvd., Clayton, MO 63105\n \nSpeaker: James I. Dougherty, Partner, : Dungey Dougherty PLLC\n \nAbout the presentation: Portability is a widely applicable topic in estate planning and administration, however, there is little guidance on it from the courts and the IRS. The presentation will first introduce portability, including its benefits and drawbacks. Then the presentation will cover how to properly make elections considering recent guidance and how fiduciary duties factor into the decision on whether to file to make the election. Finally, there will be a discussion on how this factors into gift planning.\n \nContinuing Education for 50 minutes \n \nEPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  \n \nCPE Information for CPAs CE in person only! You must answer three of the questions asked to receive credit. \n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will: \n \nCPE Learning Objectives: Participants will learn about how to properly make portability elections given guidance from recent developments and how to advise clients on how to factor it into their planning. \n \nUpon completion of this course, you should be able to:\n \nUnderstand the benefits and limitations of portability\n \nKnow how to make proper elections\n \nBe able to consider the liability of a practitioner • Consider how portability can be effectively used in gift planning\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will earn 1 CPE credit. \n \nField of Study: Specialized Knowledge \n \nAdditional Information:\n \nDelivery Method: Group Live\n \nProgram Level: Basic\n \nPre-requisite: NONE \n \nAdvanced Preparation: NONE\n \nWho should attend: This presentation is directed towards attorneys, accountants, trust officers, and other advisors who assist and guide clients regarding estate planning and estate administration.\n \nRefunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or credit for a future meeting. For more information regarding refunds, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.\n \nEstate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\n \nNational Registry of CPE Sponsors Number 109467\n \n​CTFA\n \nCTFA 1.0 CE credit \n \nCFP Learning Objectives:\n \nThe attendee will: Upon completion of this session, you should be able to:\n  \nUpon completion of this course, you should be able to:\n \nUnderstand the benefits and limitations of portability\n \nKnow how to make proper elections\n \nBe able to consider the liability of a practitioner • Consider how portability can be effectively used in gift planning\n  \nSpeaker Bio: Dungey Dougherty PLLC\n \nGreenwich, Connecticut\n \nJames I. Dougherty is a partner at and co-founder of Dungey Dougherty PLLC, admitted to practice law in the State of Connecticut and the State of New York. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is a member of its Legal Education Committee.\n \nIn his practice, he assists executors and beneficiaries alike through all aspects of the estate administration process including probate, contested estates, contentious trust litigation, tax, and post-mortem estate planning issues. His practice also includes working with affluent individuals in the development and implementation of sophisticated planning techniques to help them accumulate, preserve, and transfer their wealth.\n \nHe is a frequent author and speaker on estate, trust, tax, and probate matters having presented at the Heckerling Institute, ACTEC, the American Bar Association, NYU, and various state bar associations.\n \nHe authored the LexisNexis Practice Guide: Connecticut Probate and Estate Administration and has been published in Trusts & Estates, Bloomberg BNA Estates, Gifts, & Trusts Journal, STEP Journal, ACTEC Law Journal, Probate & Property, as well as other publications. He is also an Editorial Board Member for Trusts & Estates.\n \nHe is an adjunct professor the University of Connecticut School of Law where he teaches Trusts & Estates and at Quinnipiac University School of Law where he teaches Estate & Gift Taxation.\n \n \n \n \n
SUMMARY:Pondering Portability: Practical Considerations During Planning and Administration - Estate Planning Council of St. Louis 
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