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11:00 am – 12:00 pm / Early Registration12:00 pm – 4:00 pm Pre-Conference Dealing with Families and the Different Generations WorkshopDid you ever wonder why each family generation has their “own unique ways”? As generational transition picks up momentum, with more millennials succeeding boomers each year, the affected generations and their Wealth Transfer Advisors are facing new demands for transparency, change, and governance. This inter-active workshop will give participants an opportunity to explore why each generation is different, how they view life and what influences shaped these views. Participants will also be given specific examples, case studies and more in how to listen for “generation cues” and how to design specific responses to each generation. JOLINE GODFREY, Author12:00 pm – 4:00 pmPre-Conference Fiduciary Taxation WorkshopA comprehensive workshop covering 2016 income tax updates, in depth allocation and funding methods, selected 2016 final Form 1040 and Form 1041 issues, portability compliance, generation skipping transfer tax reporting, special gifting rules and Form 709 disclosures, special elections, including IRC 6166, maximizing deductions and much more. This session will feature hands-on training in filling out tax forms, case studies and practical advice for every situation.PAM ELLING, CPASTEPHAN KING, CPA4:00 pm – 4:30 pm / Questions and Answers