Wills, Trusts & Estates Prof Blog

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

Friday, August 19, 2016

CLE on International Trust & Estate Planning in Washington, D.C.

CLEThe American Law Institute is hosting a CLE entitled, 19th Annual ALI CLE Advanced Course of Study on International Trust and Estate Planning, which will take place on October 27–28, 2016, at the Washington Plaza Hotel in Washington, D.C. at 10 Thomas Circle. Provided below is a description of the event:

The two-day program provides an in-depth review of the factors to consider when providing tax and estate planning advice to wealthy individuals and families with U.S. and foreign contacts. Some of this year’s important topics include:

  • U.S. tax rules applicable to foreign “grantor” and “non-grantor” trusts
  • Common Law trusts and their analogues in other legal systems
  • Trust and related tax law developments outside the United States
  • Practical advice for clients with foreign trusts and business interests
  • Update of current multinational initiatives impacting cross-border wealth and tax planning
  • New options for international charitable planning and related developments
  • S. immigration and citizenship rules relevant to estate planning
  • The current “mark-to-market” expatriation tax rules, including the proposed section 2801 “inheritance” tax regulations
  • The effect that the international exchange of beneficial owner information embedded in CRS and FATCA is likely to have on cross-border tax and estate planning

As in past years, the course’s distinguished faculty will use interactive panels to address the latest wealth planning strategies and trends. There will be ample time to discuss your questions with the faculty and to network with them and a national audience of your peers.

August 19, 2016 in Conferences & CLE, Estate Planning - Generally, Estate Tax, Trusts | Permalink | Comments (0)

Tuesday, August 16, 2016

SEALS Trusts and Estates Proposed Programming

SealsA team of law professors is hoping to encourage more trusts and estates programming at the Southeastern Association of Law Schools conference, which will be held from July 30-Aug. 6, 2017, in Boca Raton.  The team will be proposing two discussion groups, described below, one which focuses on pedagogy and one on scholarship; please let them know if you would like to participate. In addition, please feel free to propose a panel or discussion group yourself; here is the submission information, http://www.sealslawschools.org/submissions/.

Thank you!  If you have any questions, then please contact Naomi Cahn at ncahn@law.gwu.edu.

SEALS T and E Resource Team: Mark Bauer, Naomi Cahn, and Karen Sneddon.


Many trusts and estates courses have historically focused their teaching techniques on the traditional Socratic method, and much of trusts and estates scholarship has focused on the development of doctrine within the field itself.  This half day of programming will include two plenary discussion groups that explore pedagogy and scholarship that are expanding the ways of teaching and studying trusts and estates, and related doctrines. The additional discussion groups will address 1) innovations in teaching, including both skills and doctrine; 2) new research that uses trusts and estates concept in other areas of the law, including Elder Law, Family Law, Property, and Professional Responsibility.

August 16, 2016 in Conferences & CLE, Scholarship | Permalink | Comments (0)

Wednesday, August 3, 2016

CLE on Legal Impact of Marriage Equality

CLEThe State Bar of Texas is hosting a CLE entitled, The Legal Impact of Marriage Equality: New Frontiers & New Issues 2016, which will take place on December 7, 2016 at the Texas Law Center in Austin, Texas at 1414 Colorado. Provided below is a description of the event:

Register by November 28th and save $50! LGBT Law Section members can save $75!

Attorneys licensed 5 years or less attend for half off!

Topics Highlights:

  • Federal Constitutional Supremacy - Protecting the LGBT Community and the Ethical Obligation of Officers of the
Court to Comply with the Law
  • Religious Exemptions and RFRAs Update: Where Are We Now?
  • Potential New LGBT Laws and Bills at the Upcoming Legislative Session
  • Transgender Update
  • LGBT Issues in the Military
  • LGBT Asylum and Immigration Issues
  • Employment Law Update
  • Voters Rights Issues
  • Common Law Marriage - The Great Texas Split: Property and Parentage
  • Coming Out? The Ethical Implications of Staying in the Closet Post-Obergefell

Course Amenities:

  • Coffee & pastries in the morning
  • Working lunch included
  • Course materials provided as a PDF download
  • Complimentary internet signal
  • Social after the course sponsored by the LGBT Section

Can't make it to Austin? Watch from your computer or mobile device via Live Webcast!Live Webcast

December 7, 2016

8:50 a.m. to 4:30 p.m.

August 3, 2016 in Conferences & CLE | Permalink | Comments (0)

Wednesday, July 20, 2016

Registration Open for Central States Law Schools Association Conference

CSLSA 2016 graphic-2Registration is now open for the Central States Law Schools Association 2016 Scholarship Conference, which will be held on Friday, September 23 and Saturday, September 24 at the University of North Dakota School of Law in Grand Forks, ND. We invite law faculty from across the country to submit proposals to present papers or works in progress.

CSLSA is an organization of law schools dedicated to providing a forum for conversation and collaboration among law school academics. The CSLSA Annual Conference is an opportunity for legal scholars, especially more junior scholars, to present on any law-related topic in a relaxed and supportive setting where junior and senior scholars from various disciplines are available to comment. More mature scholars have an opportunity to test new ideas in a less formal setting than is generally available for their work. Scholars from member and nonmember schools are invited to attend. 

Please click here to register. The deadline for registration is September 2, 2016.  

Hotel rooms are now available for pre-booking. The conference hotel is the Hilton Garden Inn in Grand Forks. The hotel phone number is (701) 775-6000. When booking, identify yourself as part of the “UND School of Law” block to receive a daily rate of $89. Please note that conference participants are responsible for all of their own travel expenses including hotel accommodations.

For more information about CSLSA and the 2016 Annual Conference please subscribe to our blog.

We look forward to seeing you in Grand Forks!


The 2016 CSLSA Board

For more information about CSLSA, visit our website at http://cslsa.us/ or contact a board member.

July 20, 2016 in Conferences & CLE | Permalink | Comments (0)

Saturday, July 16, 2016

CLE on Tax & Estate Planning in South Bend, Indiana

 CLEThe University of Notre Dame is hosting a CLE entitled, 42nd Annual Notre Dame Tax and Estate Planning Institute, which will take place on October 27–28, 2016 at South Bend’s Century Center on the banks of the St. Joseph River in downtown South Bend, Indiana at 120 South St. Joseph Street. Provided below is a description of the event:

The Institute will continue to present topics relevant for families exposed to the estate tax and for families with a net worth below the combined estate tax exemptions. The advantage of having simultaneous tracks is that one track will focus on creative planning for estate tax reduction, or even elimination, while the other track will cover topics relevant for all families, even families not exposed to the estate tax. Therefore, individuals attending the Institute can choose topics relevant to their clients.

As in the past, we clustered related topics together so that continuity can be enhanced. Of particular interest is the Thursday afternoon cluster on the use of trusts, culminating in a panel discussion on the three prior trust topics. A similar cluster deals with charitable planning.

The Institute presents topics that provide background attendees can use to expand their potential client base, such as how one can introduce both income tax planning and estate planning in the context of a divorce. This year the Institute added a session on the evolving area of Bitcoin, where the speaker will first explain the financial principles underlying virtual currencies and blockchains and then go on to how one can protect these unique assets. As in the past, the Institute will provide topics focused on income tax planning, such as obtaining income tax-free step up in basis at death and assignment of income to taxpayers in lower marginal income tax brackets, including elimination or deferral of state income taxes.

The Institute will also address a topic that is often overlooked: What the planning professional needs to do when there is a mistake in the documents or a mistake in one’s advice. The speaker will provide practical advice on how to deal with the aftermath of a mistake, including how to handle your firm’s partners, your firm’s malpractice carrier, how to manage the client, how to handle a possible IRS audit and what can be done to mitigate possible damage claims.

Download ND_TaxEstate_Oct2016 final brochure

July 16, 2016 in Conferences & CLE, Estate Planning - Generally, Estate Tax, Income Tax | Permalink | Comments (0)

Wednesday, June 22, 2016

CLE on Special Needs Trusts in Austin, Texas

CLEThe University of Texas at Austin School of Law is hosting a CLE entitled, 13th Annual Changes and Trends Affecting Special Needs Trusts, which will take place on February 9–10, 2017 at the Radisson Hotel and Suites in Austin. Provided below is a description of the event:

Mark your calendar for the 13th Annual Changes and Trends Affecting Special Needs Trusts on February 9-10, 2017 at the Radisson Hotel and Suites in downtown Austin, Texas. 

The conference brings together leading professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources. If you work with special needs trusts—or want to learn how to use, draft, fund, and administer them—don't miss this program!

Check the conference website for more information and updates.

The Radisson Hotel and Suites is offering attendees a special room rate of $199. Call 512.478.9611 and mention 'UT Law' by January 9, 2017 to receive this special rate. 

We hope to see you in February!

June 22, 2016 in Conferences & CLE, Estate Planning - Generally, Trusts | Permalink | Comments (0)

Friday, June 3, 2016

Call for Papers — Second Wills, Trusts and Estates Meets Gender, Race, and Class Conference

Gender race class conferenceOklahoma City University School of Law is proud to announce that it will host the second one-day conference on the intersection of inheritance law, broadly defined, with gender, race and class, on September 10, 2016.

The Keynote Speaker will be Thomas P. Gallanis, Professor of Law and History at the University of Iowa, College of Law; Conference Commentator will be Professor William LaPiana, Professor of Law at New York Law School.

This conference proceeds from the assumption that, as Lawrence Friedman has said, inheritance is the DNA of society: it determines which social formations and hierarchies will be replicated from generation to generation and which will change. In that vein, we seek proposals for papers that examine all aspects of this theme, both within the United States and abroad, within common law, civil law, and other legal traditions.

Possible topics might include: the effect on inheritance of the Obergefell ruling, changing families and existing law, taxation, the role of charitable giving in undermining or replicating social stratification, varying patterns of bequests and inheritance among different ethnic communities, the class and gender implications of the Uniform Probate Code, among others.

OCU will also hold a Junior Scholars session at the conference, and it encourages young faculty to submit works-in-progress for feedback.

The papers from this conference, along with presentations from the previous conference on the same topic in 2014, will be submitted to publishers as a book proposal.

Please submit a 300-word abstract for individual papers and 500-word panel proposals to cspivack@okcu.edu by July 1st. Presenters will be notified by mid-July.

June 3, 2016 in Conferences & CLE | Permalink | Comments (0)

Tuesday, May 17, 2016

CLE On Inherited IRAs

CleThe American Bar Association is hosting a CLE entitled, Inherited IRAs: What You Must Know, which will take place on June 14, 2016 from 1:00 P.M. – 2:00 P.M. ET. Provided below is a description of the event:

Retirement assets often represent a substantial portion of a taxpayer's wealth. The retirement assets may be accumulated in a 401(k) plan, 403(b) arrangement, in another kind of qualified plan, or in an IRA. Regardless of the retirement arrangement involved, the tax consequences of making the right move at the right time can be financially beneficial - or, conversely, financially hazardous - for the taxpayer and the taxpayer's family.

This program will help you avoid common errors when dealing with retirement assets during your client's lifetime and after your client's death. Tax planning with retirement assets including integrating retirement assets in an estate plan will be discussed. Additionally, the presentation takes on special significance since the Supreme Court of the United States in Clark v. Rameker held that an inherited IRA is not a retirement fund under the federal bankruptcy exemption. This program is especially important since it will include coverage of the new IRA rollover rules that are effective as of January 1, 2015.

May 17, 2016 in Conferences & CLE, Estate Planning - Generally, Intestate Succession, Wills | Permalink | Comments (0)

Friday, May 13, 2016

CLE On Texas Advanced Estate Planning Strategies

CLEThe State Bar of Texas is hosting a CLE entitled, Advanced Estate Planning And Probate 2016, which will take place on June 22-24, 2016 at the La Cantera Hill Country Resort in San Antonio. Provided below is a description of the event:

Many issues that arise in a practice involving wills, trusts, and estates fall somewhere in between the basic “mom and pop” will or independent estate administration and the more sophisticated matters such as GRIT’s and GRAT’s. The goal of the intermediate course is to offer practitioners practical advice on either less-routine matters or those which may be beyond the basics but not as challenging as topics covered by the advanced course. This course will teach you how to dissect a will, so that you will be able to recognize (and avoid) the deficiencies of the Office Max or Legal Zoom form wills. For those with a probate practice, the course will cover from head to toe the still very common heirship proceeding, and will also address the sometimes difficult task of collecting assets in the administration of estates, including one talk devoted specifically to handling real estate in planning and administrations. For those whose practice is more geared to estate planning, the course will address marital property agreements and dealing with international assets. In addition, the course will address the ever-growing area of special needs planning and incapacity planning. This course is designed to be both a “stand-alone” training ground to propel your practice to the next level and also an ideal complement and primer to the Advanced Course which follows it.

May 13, 2016 in Conferences & CLE | Permalink | Comments (0)

Thursday, May 12, 2016

CLE On Skills Training For Estate Planners

CLEThe American Bar Association is sponsoring a CLE entitled, Skills Training for Estate Planners, which will take place from July 17-22, 2016 in at the New York Law School in New York City. Provided below are some details about the upcoming CLE:

This is the ideal estate planning CLE program for both new and experienced lawyers. Young or transitioning lawyers new to the practice will receive a strong educational experience focused on the “how to” of estate planning in the program’s Fundamentals course; while more experienced lawyers will appreciate the opportunity to further expand their knowledge in the program’s Advanced Topics course. The outstanding faculty includes experts in all aspects of estate planning and will cover a wide range of topics.

May 12, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)