Wills, Trusts & Estates Prof Blog

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

A Member of the Law Professor Blogs Network

Friday, May 29, 2015

CLE Estate Tax Returns & Estate Expense

CLEThe American Bar Association presents a paralegal CLE entitled, Introduction to Estate Tax Returns, Estate Expense, Thursday June 4, 2015, 12:300-1:30 Central online. Here is why you should attend:

Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues – as well as best practices – from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law.  The program will offer ten 60-minute eLearning sessions, and attendees can register for the entire series or individual sessions.

As an added bonus, all Paralegal eLearning Program series registrants will receive a complimentary Associate membership in both the ABA and Section of Real Property, Trust & Estate Law for the 2014-2015 bar year.

May 29, 2015 in Conferences & CLE, Estate Planning - Generally, Estate Tax | Permalink | Comments (0)

Monday, May 25, 2015

CLE On Estate Tax Returns, Estate Expenses

CLEThe American Bar Association Paralegal Elearning Program presents, From Undertaker to Litigator and Steps in Between: The Role of the Paralegal in Estate Administration, Distribution and Resolution, Thursday June 4, 2015 from 12:30-1:30pm Central, online. Here is why you should attend:

Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues – as well as best practices – from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law.  The program will offer ten 60-minute eLearning sessions, and attendees can register for the entire series or individual sessions.

As an added bonus, all Paralegal eLearning Program series registrants will receive a complimentary Associate membership in both the ABA and Section of Real Property, Trust & Estate Law for the 2014-2015 bar year.

May 25, 2015 in Conferences & CLE, Estate Administration, Estate Planning - Generally, Estate Tax | Permalink | Comments (0) | TrackBack (0)

Thursday, May 21, 2015

CLE On Domestic Asset Protection Trust

CLE PictureThe American Bar Association is presenting a CLE entitled, Domestic Asset Protection Trust Planning: Jurisdiction Selection Series, Tuesday June 9, 2015 from 3:00-4:30 Eastern online. Here is why you should attend:

Effective July 1, 2014, Mississippi became the 15th state to permit the creation of full blown self-settled asset protection trusts. Besides the 15, at least 10 other states allow some form of an asset protection trust, including inter vivos QTIP trusts. The proliferation of domestic asset protection trusts leaves attorneys inquiring about the laws in each asset protection state and the benefits of creating such a trust in one state versus another. Other frequently asked questions include:

    •     What is an inter vivos QTIP trust and how can it help my clients?
    •     Will domestic self-settled asset protection trusts benefit my clients?
    •     Is the trust really protected from creditors?
    •     Can the trust be used to avoid the income tax in the grantor's state of residence?
    •     Can a same sex couple benefit from the use of these trusts?
    •     Is using an offshore trust better?

These are just some of the questions that will be answered over the course of five eCLE webinars addressing some of the full blown domestic self-settled asset protection trust statutes and inter vivos QTIP trust statutes.

Register for the entire series or individual sessions. Those who sign-up for the entire series will be registered for all remaining sessions and will receive recordings of any sessions that have already occurred.

May 21, 2015 in Conferences & CLE, Estate Planning - Generally, Trusts | Permalink | Comments (0) | TrackBack (0)

Saturday, May 16, 2015

CLE On Estate Tax Returns, Estate Expenses

CLE PictureThe American Bar Association Paralegal Elearning Program presents, From Undertaker to Litigator and Steps in Between: The Role of the Paralegal in Estate Administration, Distribution and Resolution, Thursday June 4, 2015 from 12:30-1:30pm Central, online. Here is why you should attend:

Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues – as well as best practices – from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law.  The program will offer ten 60-minute eLearning sessions, and attendees can register for the entire series or individual sessions.

As an added bonus, all Paralegal eLearning Program series registrants will receive a complimentary Associate membership in both the ABA and Section of Real Property, Trust & Estate Law for the 2014-2015 bar year.

May 16, 2015 in Conferences & CLE, Estate Tax | Permalink | Comments (0) | TrackBack (0)

Saturday, April 25, 2015

CLE on Skills Training for Estate Planners

CLE Photo

The American Bar Association Section of Real Property, Trust and Estate Law is holding its annual CLE entitled, 2015 Skills Training for Estate Planners.  The fundamentals course takes place July 13-17th and the advanced topics course is from July 15-17th at New York Law School.  Here is why you should attend:

This institute-type program provides a comprehensive CLE experience with coordinated sessions that build upon one another. It’s held annually at New York Law School in the Tribeca neighborhood of downtown Manhattan. Some of the benefits of this unique program include:

  • An outstanding expert faculty who share their insights and strategies on the most pressing issues estate planners currently face
  • An intensive classroom environment that encourages interaction and integrates substance with practical skills instruction
  • Detailed course materials that serve as a valuable reference when you return to your office
  • The opportunity to network with faculty and other participants from across the country at two receptions, program breakfasts and lunches, as well as informally in the evenings
  • Between 24-54 hours of CLE credit (including 1 hour of ethics credit), depending on your state and the course chosen

April 25, 2015 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0) | TrackBack (0)

Wednesday, April 22, 2015

CLE on Hot Topics and Recent Developments in Estate Planning

CLEThe American Bar Association Section of Real Property Trust & Estate Law is holding an eCLE entitled, Hot Topics and Recent Developments in Estate Planning and Administration, on May 5 from 1:00 – 2:30 PM ET via webinar. 1.50 General CLE Credit Hours. Here is why you should attend:

This presentation will address recent developments and trends that impact practice and procedure in estate planning and fiduciary administration, including Federal and State transfer & income tax issues as well as developments in the substantive laws of wills, trusts and fiduciary administration. The speakers will also address Department of Treasury Guidance, pertinent Presidential revenue proposals and relevant congressional tax reform proposals. Moreover, the speakers will adapt their program to reflect any late breaking developments.

April 22, 2015 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0) | TrackBack (0)

Tuesday, April 21, 2015

CLE on Estate Planning in Depth

CLEThe American Law Institute Continuing Legal Education (ALI CLE) is presenting a CLE entitled, Estate Planning in Depth, on June 21-26, 2015, at the University of Wisconsin School of Law.  Here is why you should attend:

Hear the country’s most experienced practitioners share strategies, tips, and insights on some of the most complex challenges estate planners encounter, including:

    -    using trusts to manage inherited wealth
    -    what every domestic estate planner should know about international estate planning
    -    estate planning for digital assets
    -    portability
    -    selecting, educating, and protecting trustees
    -    estate planning with life insurance
    -    estate planning for business owners, including succession planning
    -    assisting elderly and disabled clients with their planning needs
    -    charitable planning from simple to sophisticated

April 21, 2015 in Conferences & CLE, Estate Administration, Estate Planning - Generally, Non-Probate Assets, Trusts, Wills | Permalink | Comments (0) | TrackBack (0)

Thursday, April 16, 2015

The Law of Charity -- Free conference at University of Montreal

UMontreal

On May 8, 2015, the Faculty of Law at the University of Montreal will a conference entitled The Law of Charity.  Here is a description of the program:

Charity is big business.  At present, it is estimated that Canada has more than 85,000 charitable organisations holding more than $55 billion in assets.  In the United States, the numbers are even more staggering, where nearly 300,000 charities combine to control almost $3 trillion.  The situation is the same in other Commonwealth countries, where massive amounts of money is held by private entities engaged in providing services designed to relieve poverty, advance education, promote religion or provide other benefits to the public.

Rather surprisingly, until recently, the organisation and activities of charitable foundations have largely escaped public notice or substantial government regulation.  Indeed, it is somewhat surprising that with so much money moving about the voluntary sector governments have not been more aggressive in attempting to ascertain how that money is obtained and how it is spent.  This is especially puzzling given the fact that one of the most important aspects of charitable organisations is that their income is generally tax free.

The past decade has seen a dramatic shift in governments' approach to the problems of the charitable sector.  Legislators and policy-makers have begun to turn their attention to the activities of private sector charities with a view toward regulating their work and making their operations more transparent.

This conference will bring together scholars from around the common law world to consider both the normative and practical questions of regulating charities.  It will discuss the future of charities law and develop both avenues for continuing research as well as concrete proposals for reform.

Keynote Speaker:
Judge Alison McKenna, Principal Judge, First-tier Tribunal (Charity)(England & Wales) 

Participants include:

Mary Synge (Cardiff)                                              Matthew Harding (Melbourne)
Adam Parachin (Western)                                     Michael Lubetsky (Davies)
Oonagh Breen (UCD)                                              Mark Sidel (Wisconsin)
Dana Brakeman Reiser (Brooklyn)                      Aline Grénon (Ottawa)
Evelyn Brody (Chicago-Kent)                                Roger Colinvaux (Catholic)
Debra Morris (Liverpool)                                       Kathryn Chan (Victoria)
Anne-Sophie Hulin (McGill)                                  Hubert Picarda QC

 Registration is free

Complete details may be found on the university’s website at www.droit.umontreal.ca.

For more information or to register:  matthew.p.harrington@umontreal.ca

An application for recognition for 6 CLE credits is pending with the Barreau du Québec

April 16, 2015 in Conferences & CLE | Permalink | Comments (0) | TrackBack (0)

CLE on Domestic Asset Protection Trust Planning in Hawaii, Kentucky, South Dakota, Utah

CLEThe ABA Section of Real Property, Trust and Estate Law is presenting the last of five eCLE webinars that are part the Domestic Asset Protection Trust Planning: Jurisdiction Selection Series. The upcoming webinar will focus on asset protection laws in Florida Hawaii, Kentucky, South Dakota, and Utah on Tuesday, June 9, 2015, 2:00 – 3:30 p.m. CT.  1.50 General CLE Credit Hours. Here is why you should attend:

15 states, such as Nevada and New Hampshire, permit the creation of full blown self-settled asset protection trusts. Besides the 15, at least 10 other states, including Arizona and Maryland, allow some form of an asset protection trust, including inter vivos QTIP trusts.  The proliferation of domestic asset protection trusts leaves attorneys inquiring about the laws in each asset protection state and the benefits of creating such a trust in one state versus another. Over the course of this e-CLE, the presenters will address domestic self-settled asset protection trust statutes and inter vivos QTIP trust statutes, and discuss:

  • What is an inter vivos QTIP trust and how can it help my clients?
  • Will domestic self-settled asset protection trusts benefit my clients?
  • Do the costs of creating a trust in one state for creditor protection or taxation benefits really outweigh the creation of such a trust in another?
  • Is the trust really protected from creditors?
  • Can the trust be used to avoid the income tax in the grantor's state of residence?
  • Can a same sex couple benefit from the use of these trusts?
  • Is using an offshore trust better?

These are just some of the questions that will be answered over the course of six e-CLEs addressing some of the full blown domestic self-settled asset protection trust statutes and inter vivos QTIP trust statutes. The seventh and final e-CLE in the series will address international self-settled asset protection trusts and how they compare and contrast to domestic self-settled asset protection trusts and inter vivos QTIP trusts.

April 16, 2015 in Conferences & CLE, Estate Planning - Generally, Non-Probate Assets, Trusts | Permalink | Comments (0) | TrackBack (0)

Wednesday, April 15, 2015

CLE on Contested Guardianships

CLEThe American Bar Association Section of Real Property Trust & Estate Law is holding an eCLE entitled, Silver Hair and Fighting Heirs: Contested Guardianships, on May 19 from 12:00 – 1:30 PM CT via webinar. 1.50 General CLE Credit Hours. Here is why you should attend:

This program will survey national trends and new developments in contested guardianships and other pre-death events that impact the assets and care of the incapacitated, as well as their estates at death.

The panel will cover the following issues, among others:

  • Multi-jurisdictional disputes;
  • Adult guardianships and the Protective Proceeding Act;
  • Role of guardianship in caring for persons with mental illness;
  • Civil commitment;
  • Capacity determinations;
  • Guardianship appointments; and
  • Alternatives to guardianships.

April 15, 2015 in Conferences & CLE, Estate Planning - Generally, Guardianship | Permalink | Comments (0) | TrackBack (0)