Saturday, August 16, 2014
American Law Institute Continuing Legal Education (ALI CLE) is holding a CLE entitled, When a Revocable Trust Becomes Irrevocable: Dealing with the Trust Administration Issues Following a Grantor’s Death, on Aug. 29, 2014 from 12:00 – 1:30 PM ET, available via telephone seminar or audio webcast. Here is why you should attend:
When a grantor dies, a number of trust administration issue arise-- some that could have been handled during the drafting phase, others that are totally unexpected. Understanding what should be done at the drafting phase to anticipate and eliminate issues, as well as what the administration challenges will be when those drafting tips are not implemented, is the focus of this fast-paced program.
Friday, August 15, 2014
The American Bar Association is holding a Continuing Legal Education (CLE) program entitled, Special Needs Trusts: An Introduction to What, Why, When, Who and How, on September 17, 2014 from 1:00 – 2:30 PM Eastern, via webinar. Here is why you should attend:
A panel of nationally recognized attorneys in the area of disability planning will present an overview of special needs trusts (SNTs). Topics will include an explanation of the three types of special needs trusts, along with a discussion of when—and which type of—an SNT should be considered for a person with a disability. A summary of federal and state law and regulations affecting drafting of SNTs and the interpretation by the Social Security Administration, state Medicaid agencies, Department of Housing and Urban Development and other sources of government benefits for persons with disabilities will be addressed, along with the types of items and services an SNT can provide, considerations in choosing a Trustee and where to locate experienced attorneys to prepare SNTs and advise on administration.
Friday, August 1, 2014
The American Bar Association section of Real Property, Trust and Estate Law is holding a CLE entitled, Protection of IRA & Qualified Plan Assets After Clark v. Rameker, on August 19, 2014 from 1:00 – 2:30 PM CT via webinar. Here is why you should attend:
Retirement plan assets have become a major factor in the USA, amounting to approximately $23trillion as of December 31, 2013. Individual Retirement Accounts (IRA) were some $6.5trillion of that total, and have been looked upon as a tool for closing out many company and government sponsored retirement accounts. Many estate plans use IRA accounts as an integral part of succession planning.
On June 12, 2014 the U.S. Supreme Court unanimously ruled in Clark v. Rameker that an inherited IRA is not exempt from claims of creditors under the Bankruptcy Code provisions that generally exempt "retirement funds" from claims of creditors. The effects of this decision are complex and may reach beyond "inherited IRAs." During this presentation our panel will discuss the ramifications of this decision and offer thoughts about the opinion and alternate techniques to protect inherited IRAs and other retirement benefits from creditors' claims.
Sunday, July 27, 2014
The American Bar Association is holding a Paralegal eLearning Program entitled, Immediate Pre-Mortem Planning, on August 14, 2014 from 12:30 – 1:30 PM CT via webinar. Here is why you should attend:
The ABA Section of Real Property, Trust and Estate Law is proud to continue our professional development series focused on paralegals, legal assistants, and others working in the areas of Trust & Estate Law, with the 2014 program 'Til Death Do We Part - Estate Planning During Client's Lifetime. This program is co-sponsored by the ABA Standing Committee on Paralegals.
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 includes ten 60-minute webinar sessions, and attendees can register for the entire series or individual sessions. Those who sign-up for the entire series after it begins will be registered for the remaining webinar sessions and receive recordings of the sessions that have already occurred.
Sunday, July 20, 2014
The American Law Institute Continuing Legal Education (ALI CLE) is holding a CLE entitled, International Trust and Estate Planning, on October 20-21 in San Francisco, CA. Here is why you should attend:
If you provide tax and trust advice to U.S. clients with international connections or to foreign clients with U.S. connections (or you don’t currently counsel such clients, but wish to start doing so), you must attend this program!
Set in San Francisco, International Trust and Estate Planning comprises more than 13 hours of instruction, including two hours of ethics, and gives attendees the tools they need to not only stay competitive, but also to practically advise clients on rapidly-changing legislative, regulatory, and enforcement developments in this complex area.
An all-star faculty – including a representative of the Internal Revenue Service who addresses current offshore compliance and enforcement initiatives – examines the practical application of the complex U.S. income, gift, and estate tax rules affecting noncitizens living or investing in the U.S., or U.S. clients with foreign property, foreign financial accounts, interests in foreign entities, or who are beneficiaries of foreign trusts or trust-like vehicles. The course also includes segments focusing on country-specific developments outside the U.S., and multi-national initiatives related to tax compliance, bank secrecy, and the prevention of money laundering.
In addition to the critical substantive information presented through an engaging, interactive format, registrants have the unique opportunity to discuss their legal questions and network with faculty members and attendees from around the world.
Tuesday, July 15, 2014
The American Law Institute Continuing Legal Education (ALI CLE) is holding a CLE entitled, The Silent Trust: Using State Statutes to Delay Notification of a Trust, on July 30, 2014 from 1:00 – 2:00 PM Eastern, available via telephone seminar or audio webcast. Here is why you should attend:
Do you have a client concerned about who is the beneficiary of a trust? Most state laws impose a requirement on trustees to keep current beneficiaries of a trust reasonably apprised of their beneficial interests. This can be concerning to many grantors, particularly with respect to younger beneficiaries. Grantors fear that a beneficiary’s knowledge of the wealth in the trust can result in a disincentive for the beneficiary to achieve his/her own success.
The creation of the “silent trust” changes this dynamic by eliminating a trustee’s duty to inform beneficiaries of the existence of a trust for a period of time. Join us at this all-new CLE program on silent trusts for a practical, in-depth examination of silent trusts and their special considerations.
Saturday, July 12, 2014
The American Bar Association is holding a CLE entitled, Proactive Estate Planning: Managing the Art Portfolio to Maximize Value and Legacy, on July 17, 2014, 1:00 PM – 2:30 PM ET via webinar. Here is why you should attend:
Join an esteemed art lawyer and renowned conservator as they:
- Consider how security, revenue exploitation, intellectual property audits, licensing, archival maintenance, periodic condition analysis, and reports factor into the estate plan
- Discuss environmental and relevant conditions to sustain asset value
- Review the ethics of art portfolio management under museum, legal and conservation guidelines
Take a proactive approach to managing the art and antiques portfolio of the estate plan. Art, antiques, and furnishings are part of the investment portfolio, which are overlooked or inadequately managed during the lifetime of the testator and afterward. What are the benefits? Increasing values of art, antiques, and decorative arts in the market place; complexity of intellectual property rights in artworks, especially copyright and the licensing market potential of art; repatriation claims for antiquities; and conserving the art assets in accordance with industry standards to sustain market value and protect the integrity of the objects are all part of today’s art estate asset management.
Friday, July 11, 2014
The American Bar Association is holding a CLE entitled, ART Law: The Intersection of Reproductive Technology Law with Family Law & Estate Planning, on July 23, 2014 at 12:00 PM – 1:30 PM Eastern via webinar. Here is why you should attend:
Assisted Reproductive Technology (ART) law is not the niche practice most attorneys believe it to be. Understanding ART issues is vital for family law and estate planning attorneys. Join our expert faculty for a discussion that will:
- Create the necessary awareness for you to inquire about—and properly address—ART issues in your everyday practice
Most attorneys consider the practice of assisted reproductive technology (ART) law to be a specialized niche practice reserved for the few attorneys expert in surrogacy and gamete donation law. The reality is that most mainstream attorneys are already (or should be) practicing ART law in their otherwise routine law practices. An estimated 8.1 million U.S. citizens experience infertility and participate in some sort of assisted reproduction. These same clients populate the offices of family and estate planning attorneys with ART issues that most of those attorneys are not familiar with and of which they are not even aware.
The risk of remaining unaware is possible malpractice. This webinar will create the necessary awareness for all family law and estate planning attorneys to inquire about—and properly address—ART issues in their everyday practices.
Monday, July 7, 2014
Conference Announced: Modern Studies in the Law of Trusts and Wealth Management: Theory and Practice
The School of Law, Singapore Management University, York Law School and the Singapore Academy of Law will convene a conference entitled “Modern Studies in the Law of Trusts and Wealth Management: Theory and Practice” from 30-31 July 2015 in Singapore.
The theme of the conference is “Present Trends and Future Challenges in the Law of Trusts and Wealth Management.” Scholars working in the fields of trust law and wealth management are invited to submit proposals addressing the conference theme. The organisers are particularly keen to hear from Asian scholars and young scholars in the field.
Confirmed speakers include Sir Launcelot Henderson J, Matthew Conaglen (Sydney), Richard Nolan (York), Lionel Smith (McGill), Lusina Ho (HKU), Rebecca Lee (HKU), Simone Degeling (UNSW), Matthew Harding (Melbourne), Peter Turner (Cambridge), James Penner (NUS), Francesco Schurr (Liechtenstein), Pauline Ridge (ANU), Tony Molloy QC (Shortland Chambers), Tang Hang Wu (SMU), Kelvin Low (SMU) and David Pollard (Freshfields).
Presenters will be expected to meet their own travel costs and to pay the conference registration fee of S$500 (excluding Goods and Services Tax of 7%). If you would like to offer a paper, please submit a working title and an abstract (of no more than 1500 words) by 31 August 2014 by email to Richard Nolan email@example.com , Tang Hang Wu firstname.lastname@example.org and Kelvin Low email@example.com.
Papers will be selected on the basis of quality, extent of engagement with the conference theme and fit with other papers being presented at the conference. Authors are welcome to offer more than one paper (although only one paper per author will be accepted).
The Conference website can be found here: https://law.smu.edu.sg/conference/TrustLaw2015.
Friday, July 4, 2014
The American Law Institute Continuing Legal Education (ALI CLE) is presenting a CLE entitled, Future of Estate Planning: Changing Landscape Across Familiar Terrain, Tuesday July 22, 2014, 12:00 – 1:30 p.m. Eastern, online and by phone. Here is why you should attend:
Do you have a game plan for your estate planning practice?
As an estate planner, you’ve witnessed significant changes in estate planning in recent years. But, like many of your colleagues, you likely find that your day-to-day practice remains relatively unchanged. Will this trend continue? What does the future hold for your estate planning practice?
This unique CLE on the future of estate planning features a distinguished panel of nationally known estate planning specialists who will examine the current state of estate planning practice, identify how the practice is changing, and discuss how these changes will affect a variety of practice settings and client markets.
None of us has a crystal ball. But it’s prudent to analyze recent developments for a glimpse into the future state of estate planning. Attend this webcast so you can begin to develop a sensible, forward-looking plan for your practice.