Wills, Trusts & Estates Prof Blog

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

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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)

Tuesday, April 14, 2015

CLE on Grantor Trust

CLE PictureThe American Law Institute Continuing Legal Education is presenting a CLE entitled, Current Planning Issues In A Grantor Trust World, Wednesday May 6, 2015, 1:00-2:30pm Eastern, online and by phone. Here is why you should attend:

Learn how to identify and effectively create grantor trusts to benefit your clients for future generations. Practical examples will be given in this timely and topical program.

What You Will Learn

  • Grantor trust issues when the grantor dies (with a particular focus on the basis of the trust assets)
  • Grantor trust issues when one of multiple grantors dies
  • Grantor trust issues when the grantor divorces
  • Grantor trust issues when the surviving spouse is the grantor
  • Toggling grantor trust status on and off
  • Unintentionally defective grantor trusts - - do we live in a Goodwyn or a Wyly world
  • Creating and using intentionally non-grantor trusts
  • Decanting grantor trusts and the exercise of powers of appointment to create new trusts
  • Partnership tax issues when grantor trust is lost or found or turned on and off
  • Entities as the grantor of a grantor trust

Have a question for the faculty? This interactive seminar will give you the opportunity to submit questions to the faculty before and/or during the program.

April 14, 2015 in Conferences & CLE, Trusts | Permalink | Comments (0) | TrackBack (0)

Thursday, April 9, 2015

CLE on Domestic Asset Protection Trust Planning in Arizona, Maryland, Nevada, New Hampshire

CLEThe ABA Section of Real Property, Trust and Estate Law is presenting the fourth 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 Arizona, Maryland, Nevada, and New Hampshire on Tuesday, April 14, 2015, 12:00 – 1:30 p.m. CT. 1.5 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?

April 9, 2015 in Conferences & CLE, Estate Planning - Generally, Non-Probate Assets, Trusts | Permalink | Comments (0) | TrackBack (0)

Wednesday, April 8, 2015

CLE on Handling An Inherited IRA

CLE Photo

The American Bar Association Section of Real Property Trust & Estate Law is holding an eCLE entitled, Handling An Inherited IRA, on April 21st from 12:00 – 1:30 PM CT via webinar.  Here is why you should attend:

For many clients, IRAs and other retirement accounts are a significant asset. Maximizing these benefits after death means knowing what steps to take, and when to take them.

This program will cover how to maximize the value of inherited IRAs, including:

  • Critical Deadlines;
  • What makes stretch distributions so valuable;
  • How to orchestrate the transfer to an Inherited IRA;
  • What trustees need to know; and
  • Surviving spouses.

April 8, 2015 in Conferences & CLE, Estate Administration, Estate Planning - Generally, Non-Probate Assets | Permalink | Comments (0) | TrackBack (0)

Friday, April 3, 2015

CLE on Asset Preservation for Elder Law Clients

CLE

The American Law Institute Continuing Legal Education (ALI CLE) is holding a CLE cosponsored by the American College of Trust and Estate Counsel (ACTEC) entitled, Asset Preservation for Elder Law Clients: IIOTs Compared to Other Alternatives, on April 21st from 12:30 – 2:00 PM Eastern via telephone seminar or audio webcast.  Here is why you should attend:

Asset preservation is an important part of Elder Law planning. Clients looking to plan their own long-term care or support and care for family members need unique estate planning advice. This accredited CLE seminar from ALI CLE will discuss the Irrevocable Income Only Trust (IIOT) as compared to more traditional alternatives.

Join Fellows of The American College of Trust and Estate Counsel for a detailed 90 minutes that will cue you into techniques you can employ to better assist your elder estate planning clients.

April 3, 2015 in Conferences & CLE, Elder Law, Estate Planning - Generally, Trusts | Permalink | Comments (0) | TrackBack (0)