Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Monday, March 21, 2016

Application For ABA Real Property, Trust, & Estate Law Fellowship

ABAThe ABA Section of Real Property, Trust and Estate (RPTE) Law Fellows Program encourages the active involvement and participation of young lawyers in Section activities. The goal of the program is to give young lawyers an opportunity to become involved in the substantive work of the RPTE Section, while developing into future leaders.

If appointed as an RPTE Fellow, you will:

  • Work with a designated Committee Chair, who will serve as a mentor and teach you how to successfully participate in committee leadership
  • Get involved in a substantive project, which could include writing for an RPTE publication or speaking at a Section CLE event
  • Become a Section liaison to the ABA Young Lawyers Division or your local bar association
  • Become an active member of the Membership Committee
  • Participate in important Section leadership meetings

The application may be found here.


March 21, 2016 in Appointments and Honors, Estate Planning - Generally | Permalink | Comments (0)

Friday, February 19, 2016

Professor Rebecca Morgan Receives Inaugural Award From National Elder Law Foundation

Professor morganThe co-director of the Stetson University College of Law Center for Excellence in Elder Law has earned an inaugural award from the National Elder Law Foundation. The foundation’s board of directors awarded professor Rebecca Morgan for her ongoing contributions to the field of elder law. “Professor Morgan is the Boston Asset Management Faculty Chair in Elder Law at Stetson University, a past president of the National Academy of Elder Law Attorneys, past president of the board of directors of Justice in Aging, past chair of the American Association of Law Schools Section on Aging and the Law and the Florida Bar Elder Law Section.” She has also authored several books, articles, and lectures that deal with the subject of elder law. This article also discusses many of the past prestigious awards that Professor Morgan has received.

See Stetson Elder Law Center Co-director Receives Inaugural Award from National Elder Law Foundation, prweb, February 19, 2016.

February 19, 2016 in Appointments and Honors, Elder Law, Estate Planning - Generally | Permalink | Comments (0)

Saturday, November 28, 2015

Michael D. Mulligan Inducted Into The National Association Of Estate Planners & Councils Estate Planning Hall Of Fame

Michael d. mulliganMichael D. Mulligan has recently had the honor of being one of five individuals that have been inducted into The National Association of Estate Planners & Councils Estate Planning Hall of Fame for the year 2015. He has also been awarded the Accredited Estate Planner (distinguished) designation in recognition of his distinguished service in the field of estate planning. Mr. Mulligan currently serves as co-chair of the organization's Estate Planning & Probate Department. “Mike is a principal originator of the estate planning strategy of sale to defective trust for an installment note, which is now widely used by estate planners nationally.” Additionally Mr. Mulligan serves on the Editorial Boards “of Estate Planning Magazine and The Journal of Taxation, and he is also a member of the Advisory Board of Tax Management Estates, Gifts and Trusts Journal.” He is a recognized and well respected expert in his field and frequently gives lectures on tax and estate planning subjects and has spoken many different seminars and tax institutes across the Nation.

See Michael D. Mulligan Elected to Estate Planning Hall of Fame by the National Association of Estate Planners & Councils, Lewis Rice LLC, October 21, 2015.

November 28, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (0)

Michael W. Halloran Inducted Into The National Association Of Estate Planners & Councils Estate Planning Hall Of Fame

Michael HalloranThe National Association of Estate Planners & Councils has recently honored Michael W. Halloran by inducting him into the Estate Planning Hall of Fame for the year 2015. Michael W. Halloran has been involved with the financial services industry for over 40 years and is currently a wealth management adviser with Northwestern Mutual. As a graduate of Florida State University and the American College “Mr. Halloran holds the following designations: CFP®, AEP®, CLU®, ChFC®, LUTCF, RHU®, REBC®. Additionally, he is Series 7, 8, 63, 65, and Life, Health, Long Term Care, and Annuity licensed.” He has received a large number of industry awards and has been featured in publications like the “National Underwriter, Capital Executive, New York University Review, Money, Life Association News, Life Insurance Selling, USA TODAY, New York Times, Chicago Tribune, Congressional Quarterly, [and the] Dow Jones News Wire,” and he “has spoken in numerous states on various fiancial planning topics.”

Mr. Halloran is the immediate Past President of the National Association of Estate Planners and Councils, past National Director of the Society of Financial Services Professionals, past Board of Directors of Florida Association of Insurance and Financial Advisors, past President of Jacksonville Association of Insurance and Financial Advisors, past President of the Estate Planning Council of Northeast Florida, is the Executive Director of Physicians Nationwide, is a Member of the Estate Strategies Group, and other community organization boards.”

See Michael W. Halloran, Estate Strategies Group: Professional, Michael W Halloran, CFP®, AEP®, ChFC®, CLU®, LUTCF, November 28, 2015.

November 28, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (0)

Friday, November 27, 2015

John DeBruyn Inducted Into The National Association of Estate Planners & Councils Estate Planning Hall Of Fame

ConferenceJohn DeBruyn, JD, LL.M., has recently been one of five prestigious estate planners that have been inducted into The National Association of Estate Planners & Councils Estate Planning Hall of Fame for the year 2015. Working as a transactional attorney in Denver, Colorado, Mr. DeBruyn places a strong emphasis on business, tax, and estate planning law. Previously serving as a trial attorney with the Tax Division of the US Department of justice Mr. DeBruyn continues to deal with tax controversies.

John DeBruyn is a Fellow of the American College of Tax Counsel and of the American College of Trust and Estate Counsel. Martindale-Hubbell's Bar Register of Pre-Eminent Lawyers has listed him as a Best Lawyers in America under both tax and estate planning.  He is a frequent speaker at national, regional and local continuing education conferences for lawyers and CPAs. “He is a former member of the American Bar Association's Technology Council and serves as moderator for several legal and tax discussion groups on the Internet that are affiliated with the ABA.” Mr DeBruyn is very active in developing “on-line educational programs, inter-active resource materials and other Internet and Web-based resources for this same audience.”

See DeBruyn Law Offices, November 27, 2015.

November 27, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (0)

National Association Of Estate Planners & Councils Inducts Turney Berry Into Hall Of Fame

Turney_BerryTurney P. Berry has recently been one of only five estate planning professionals elected into the National Association of Estate Planners & Councils Hall of Fame for 2015. “Mr. Berry concentrates his practice in the areas of estate and business planning, estate and trust administration, and charitable giving.” He was regent of the American College of Trust and Estate Counsel (ACTEC) and was also President of the ACTEC Foundation. Mr. Berry is currently the State Chair for Kentucky and Vice Chair and member of the Estate and Gift Tax Committee in the ACTEC Foundation.

Mr. Berry is a member of the Advisory Council of the Heckerling Institute on Estate Planning, and is Vice Chair of Charitable Planning for the American Bar Association’s Taxation and Real Property, and Probate & Trust Law Sections. Along with that he serves on several committees for the National Conference of Commissioners on Uniform State Laws, as well as the Advisory Board for Trusts & Estates. Being AV rated in Martindale-Hubbell, he “has been recognized in Woodward/White’s The Best Lawyers in America® in the areas of Trusts & Estates and Litigation – Trusts & Estates for the past 20 years, and was named Best Lawyers® Trusts & Estates “Lawyer of the Year” in Louisville for 2014.”

See Turney Berry Elected Into the National Association of Estate Planners & Councils Hall of Fame, Wyatt Tarrant & Combs LLP, November 23, 2015.

November 27, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (0)

Professor Gerry W. Beyer Receives Prestigious Estate Planning Award

Gerry beyerTexas Tech University School of Law Professor Gerry W. Beyer has recently been awarded the Accredited Estate Planner Distinguished Designation for 2015 at the National Association of Estate Planners & Councils annual conference. While receiving the prestigious estate planning award Professor Beyer was also inducted into the Estate Planning Hall of Fame. The Preston E. Smith regents professor at Texas Tech School of Law was one of five estate planners that was awarded this honor which recognizes lifetime achievements and contributions to the estate planning profession. Professor Beyer has been with Texas Tech since 2005 and also runs the first-ranked estate planning blog in the United States that is also the 21st most popular legal blog in the nation.

See Karen Michael, Texas Tech law professor awarded for estate planning, Lubbock Avalanche-Journal, November 25, 2015.

Special thanks to Jim Hillhouse for noticing this article.

Please note that I did not post this blog entry.  Instead, one of my very kind and eager blog assistants did so on his own volition.

November 27, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (1)

Monday, August 10, 2015

Congratulations To The New ABA Section of Real Property, Trust and Estate Law Fellows

ABAThe 2015-2017 fellows of the ABA Section of Real Property, Trust and Estate Law have been announced and may be found here. The fellows program is designed to provide experience to young attorneys by serving on a  committee with a mentor to help formulate policy in their particular section. In addition, fellows may take part in projects such as publication in a RPTE journal as well as leadership positions in their local bar associations. Membership in the fellows program is a great honor and I would like to extend my congratulations to all the appointees!

August 10, 2015 in Appointments and Honors | Permalink | Comments (0)

Wednesday, April 22, 2015

Richard B. Covey to receive first ABA Section of Real Property, Trust and Estate Award

RPTEThe following is from an ABA press released:

The American Bar Association Section of Real Property, Trust and Estate has established the Section of Real Property, Trust and Estate Award to recognize outstanding achievement, scholarship and volunteer leadership in the fields of Real Property and/or Trust and Estate law. The award will be presented annually at the Spring Symposia, held this year April 30-May 1 at the Capital Hilton in Washington, D.C.

The first recipient of the award is Richard B. Covey, senior counsel with the New York City law firm of Carter, Ledyard & Milburn. Mr. Covey received his A.B. from Harvard College and his J.D. from Columbia University Law School, and also received an honorary doctor of laws degree from the University of Miami. Among other notable achievements, Mr. Covey was the creator of a tax strategy in 1984 called a “GRIT” or grantor retained income trust which was so popular that Congress closed the loophole in 1990.  Gideon Rothschild, the Section’s Chair, stated that bestowing Dick with our first annual award is most fitting given that thousands of estate planners still utilize some of his most creative strategies to this day.”

He has been a frequent speaker at continuing legal education programs and tax institutes on estate planning and trust and estate matters for over 50 years. Mr. Covey has published two books, “Marital Deduction and Credit Shelter Dispositions and the Use of Formula Provisions” and “Generation-Skipping Transfers in Trust” which books have been cited as some of the most scholarly works in the subject area and is the editor of Practical Drafting®, a quarterly publication on estate planning and drafting wills and trusts. For more than 25 years, Mr. Covey acted as special tax counsel to the Trust Division of the American Bankers Association. He is a Fellow of the American College of Trust and Estate Counsel.

April 22, 2015 in Appointments and Honors | Permalink | Comments (0) | TrackBack (0)

Tuesday, April 21, 2015

Jeffrey Cooper Receives Faculty Scholar Award

Jeffrey CooperSpecial congratulations to Jeffrey Cooper, a professor at Quinnipiac University School of Law, for receiving the Faculty Scholar Award. 

Vice President for Academic Affairs Paul Zeleza says, “Faculty scholarship and teaching are synergistic, and when combined with faculty-student research, it benefits students’ learning immensely.  The faculty whose scholarly accomplishments we celebrated admirably model the life of the teacher-scholar which we cherish as a university.”

See University Presents Scholar Awards to Four Faculty Members, Quinnipiac University, Apr. 10, 2015.

April 21, 2015 in Appointments and Honors, Scholarship | Permalink | Comments (0) | TrackBack (0)