Wills, Trusts & Estates Prof Blog

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

Monday, November 21, 2016

CLE on Changes & Trends Affecting Special Needs Trusts

CLEThe University of Texas at Austin School of Law is holding a CLE entitled, 13th Annual Changes and Trends Affecting Special Needs Trusts: A Guide for Attorneys, Financial Advisors and Trust Officers, which will take place February 8–9, 2017, at the Radisson Hotel and Suites in downtown Austin, Texas. Provided below is a description of the event:

The 13th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized 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. This year’s program includes:

  • Essentials for special needs trusts decision-making, including a practical “decision tree” analysis for determining the need for and type of SNT from C. Reaves, plus the fundamental rules for protecting your client’s eligibility for SSI and Medicaid
  • A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process and opinions on amending trusts; plus Neal Winstonwith advice and tips for practitioners in handling the trust review process
  • Strategies and best practices for maintaining SSI eligibility once an SNT is created with Patricia F. Sitchler and Nancy Sosa
  • Practical applications and case studies demonstrating the use of ABLE Accounts and special needs trusts from Stephen W. Dale
  • A HIPAA Compliance Survival Guide to protect you and your practice from fines and penalties after the expansion of Texas House Bill 300
  • Tips and challenges in planning for the crowdfunding beneficiary from Mary Alice Jackson
  • Supported Decision-Making Agreements and understanding key issues and pitfalls in representing parties using these agreements
  • Current issues and trends from the Texas Health and Human Services Commission (HHSC)
  • Discussion on a variety of other SNT essentials, including Decanting and SNTs; SNT Modification and Reformations; and more
  • An interactive presentation on the Ethics of Joint Representation with Rebecca C. Morgan
  • Earn up to 2.50 hours of ethics, plus network with program faculty and attendees at the Thursday Evening Reception

If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program!

November 21, 2016 in Conferences & CLE, Estate Planning - Generally, Trusts | Permalink | Comments (0)

Saturday, November 12, 2016

Call for Proposals -- Institute for Law Teaching and Learning


Institute for Law Teaching and Learning—Summer 2017 Conference

Teaching Cultural Competency and Other Professional Skills Suggested by ABA Standard 302

July 7-8, 2017

University of Arkansas at Little Rock William H. Bowen School of Law

 ABA Standard 302 requires all law schools to establish learning outcomes in certain areas, such as knowledge of substantive and procedural law, legal analysis and reasoning, and the exercise of professional and ethical responsibilities. While requiring outcomes in these areas, however, the ABA also has given law schools discretion under Standard 302(d) to individualize their programs by establishing learning outcomes related to “other professional skills needed for competent and ethical participation as a member of the legal profession.” These other professional skills “are determined by the law school and may include skills such as interviewing, counseling, negotiation, fact development and analysis, trial practice, document drafting, conflict resolution, organization and management of legal work, collaboration, cultural competency and self-evaluation.” This language encourages law schools to be innovative and to differentiate themselves by creating learning outcomes that are consistent with their own unique values and particular educational mission.

The Institute for Law Teaching and Learning invites proposals for conference workshops addressing the many ways that law schools are establishing learning outcomes related to “other professional skills,” particularly the skills of cultural competency, conflict resolution, collaboration, self-evaluation, and other relational skills. Which, if any, of the outcomes suggested in Standard 302(d) have law schools established for themselves, and why did they select those outcomes? How are law professors teaching and assessing skills such as cultural competency, conflict resolution, collaboration, and self-evaluation? Have law schools established outcomes related to professional skills other than those suggested in Standard 302(d)? If so, what are those skills, and how are professors teaching and assessing them?

The Institute welcomes proposals for workshops on the teaching and assessment of such skills in doctrinal, clinical, externship, writing, seminar, hybrid, and interdisciplinary courses. Workshops can address the teaching or assessment of such skills in first-year courses, upper-level courses, required courses, electives, academic support teaching, or extracurricular programs. Workshops can present innovative teaching materials, teaching methods, course designs, assessment methods, curricular, or program designs. Each workshop should include materials that participants can use during the workshop and also when they return to their campuses. Presenters should model best practices in teaching methods by actively engaging the workshop participants.

The Institute invites proposals for 60-minute workshops consistent with a broad interpretation of the conference theme. To be considered for the conference, proposals should be one single-spaced page (maximum) and should include the following information:

  • the title of the workshop;
  • the name, address, telephone number, and email address of the presenter(s);
  • a summary of the contents of the workshop, including its goals and methods; and
  • an explanation of the interactive teaching methods the presenter(s) will use to engage the audience.

The Institute must receive proposals by February 1, 2017. Submit proposals via email to Kelly Terry, Co-Director, Institute for Law Teaching and Learning, at ksterry@ualr.edu.

Conference Details 

Schedule of Events:

The UALR Bowen School of Law will host a welcome reception on the evening of Thursday, July 6. The conference will consist of concurrent workshop sessions that will take place at the law school all day on Friday, July 7 and until the early afternoon on Saturday, July 8.

Travel and Lodging: 

A block of hotel rooms for conference attendees has been reserved at the Little Rock Marriot Hotel, 3 Statehouse Plaza, Little Rock, AR 72201. The discounted rate will be available until June 5, 2017. Reservations may be made online by using this link: Group rate for UALR School of Law Room Block July 2017. Reservations also may be made by calling the hotel’s reservations at 877-759-6290 and referencing the UALR Bowen School of Law/ ILTL Conference Room Block.


The conference fee for participants is $400, which includes materials, meals during the conference (two breakfasts and two lunches), and the welcome reception on Thursday evening, July 6. The conference fee for presenters is $300.

For more information:

Please visit our website (http://lawteaching.org/conferences/2017/) or contact one of the ILTL Co-Directors:

Professor Kelly Terry at ksterry@ualr.edu; 501-324-9946

Professor Emily Grant at emily.grant@washburn.edu; 785-670-1677

Associate Dean Sandra Simpson at ssimpson@lawschool.gonzaga.edu; 509-313-3809

November 12, 2016 in Conferences & CLE, Scholarship | Permalink | Comments (0)

Friday, November 4, 2016

Conference on Trusts & Estates

CLEUSC Gould School of Law is holding a conference entitled, 42nd Annual Trust and Estate Conference, which will take place Friday, November 18, 2016, at the Westin Bonaventure Hotel in Los Angeles, California. Provided below is a description of the event:

High-Quality Education

For over 40 years, USC Gould’s Trust and Estate Conference has provided high-quality continuing education customized for trust, estate planning, probate and elder law professionals.

Practical and Realistic Solutions

The Conference has a proven track record of teaching practical and realistic solutions to everyday and unexpected problems in estate planning, trust administration, probate, trust and estate litigation, elder law and client relationships. Speakers often share “how-to” techniques and forms used in their practices.


Almost 550 of your peers registered for the Conference last year – learn from both the speakers and your professional colleagues.

Who should attend?

The Conference is specially tailored for attorneys, paralegals, trust officers, accountants, financial institution executives, private professional fiduciaries, wealth management professionals, fiduciary officers, underwriters, insurance advisors and other professionals in the trust, estate planning, probate and elder law fields.

Register now

Registration includes all sessions, breaks, the luncheon presentation, continuing education credit, and print and downloadable copies of the practical Conference Syllabus and popular Resource Guide, a Trust and Estate Professional Directory covering Los Angeles, Orange and San Diego counties.

November 4, 2016 in Conferences & CLE, Current Events, Elder Law, Estate Planning - Generally, Trusts | Permalink | Comments (0)

Tuesday, October 18, 2016

CLE on Estate Planning for Family Business Owner

CLEThe American Law Institute is holding a CLE entitled, Estate Planning for the Family Business Owner, which will take place Thursday–Friday, November 3–4, 2016, at Dallas Marriott City Center in Dallas, Texas. Provided below is a description of the event:

Don’t miss this comprehensive conference on estate planning for family businesses! It will help you become better prepared to recognize and evaluate family business issues and, as a result, better skilled than ever at designing customized succession plans for your family business clients.

Featuring updates on the hottest topics, including the new proposed Section 2704(b) regulations, this nationally recognized program examines:

  • Income tax issues and planning strategies for business entities
  • Incentive or deferred compensation
  • Practical uses of life insurance for the family business
  • Buy-sell agreements
  • Valuation of a family business
  • Family rivalries and divisive reorganization planning
  • Trust advisors, trust protectors for business interests

Register today for this webcast or in-person program on November 3-4. You can also register two or more from your organization and SAVE!


October 18, 2016 in Conferences & CLE, Current Events, Estate Planning - Generally, Income Tax, Trusts | Permalink | Comments (0)

Thursday, October 13, 2016

Call for Proposals on Formulative Assessements in Legal Education

Detroit MercyThe material below was supplied by Prof. Julia Belian:


The Impact of Formative Assessment: Emphasizing Outcome Measures in Legal Education

The University of Detroit Mercy Law Review is pleased to announce its annual academic Symposium to be held on March 3, 2017, at the University of Detroit Mercy School of Law. The Symposium will contemplate how the American Bar Association’s emphasis on outcome measures in its revised Standards for Approval will affect law students’ educational experience. Specific topics may address, but are not limited to, the following issues:

  1. The Need for and Benefits of Incorporating Formative Assessments into the Classroom: The importance of self-regulated learning and qualitative feedback; the benefits of formative assessment versus using only summative assessment; the effect of formative assessments on professors’ teaching experience.
  2. Methods for Incorporating Formative Assessments into the Classroom: The types of formative assessments that satisfy the ABA’s requirements; when qualitative feedback is most effective for student success; ways in which to implement formative assessments to improve student learning.
  3. Measuring the Success of Formative Assessments: The methods by which law schools can conduct ongoing evaluation of the assessment methods to adequately “measure the degree to which students have attained competency in the school’s learning outcomes” as required by the new ABA Standards.    

The Law Review invites interested individuals to submit an abstract of 250-300 words that detail their proposed topic and presentation. Since the above list of topics is non-exhaustive, the University of Detroit Mercy Law Review encourages all interested parties to develop their own topic to present at the Symposium. Included with the abstract should be the author’s name, contact information, and a copy of their resume/curriculum vitae. Abstracts should indicate whether the proposal is for presentation and publication or for presentation only. Although publication is not required to present at the Symposium, preference will be given to proposals that include a commitment to produce a publishable article for the Symposium edition of the Law Review (to be published Fall 2017).

The deadline for abstract submissions is October 31, 2016. Individuals selected to present at the Symposium will be contacted by November 14, 2016.

Submissions, and any questions regarding the Symposium or the abstract process, should be directed to Law Review Symposium Director Erin Cobane at cobaneer@udmercy.edu.

You may also contact Prof. Belian at belianju@udmercy.edu or 313-596-0225.  

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

Thursday, October 6, 2016

CLE on Annual Building Blocks of Wills, Estates, and Probate

CLEThe State Bar of Texas is holding a CLE entitled, 18th Annual Building Blocks of Wills, Estates and Probate Course, which will take place on January 20, 2017, via webcast from 8:55 AM – 4:45 PM. Provided below is a description of the event:

An outstanding group of estate planning and probate professionals has been carefully selected to bring you the latest case law, evolving trends and issues, and recent developments.

Topics highlights include:

  • Basic Estate Planning
  • Elder Law Planning and Issue Spotting
  • Tools for Efficiently Developing Your Estate and Trusts Practice
  • Probate Procedures and Alternatives
  • Administering the Estate

If you can't watch the live webcast on January 20th, video replays will occur in various cities in February and March, and the seminar will be archived later as an online class available on demand.

Register for one of the Video Replays:

  • Dallas - February 17, 2017
  • Cityplace Events


  • Fort Worth - February 24, 2017
  • Norris Conference Center
  • Houston - March 3, 2017
  • Crowne Plaza River Oaks Hotel


  • San Antonio - March 3, 2017
  • Norris Conference Center

REPTL Section members save up to $50! ($25 of it provided by REPTL)

Attorneys licensed 5 years or less attend for half off!


October 6, 2016 in Conferences & CLE, Estate Administration, Estate Planning - Generally, Wills | Permalink | Comments (1)

Wednesday, October 5, 2016

Wealth Transfer Law in Comparative and International Perspective -- Call for Papers

ACTECThe University of Iowa College of Law and The American College of Trust and Estate Counsel’s Legal Education Committee are organizing the 7th academic symposium financially supported by the ACTEC Foundation. The symposium, Wealth Transfer Law in Comparative and International Perspective will be held at the University of Iowa College of Law on Friday, September 8, 2017. The keynote address will be given by Professor Lionel Smith of McGill University and King’s College London.

Among the objectives of this symposium are:

            (1) To bring together prominent and up-and-coming scholars for the discussion of important issues in wealth transfer law from a comparative and international perspective;

            (2) To spur leading-edge research on wealth transfer law, looking beyond the borders of any one jurisdiction;

            (3) To encourage U.S. professors of trusts and estates to incorporate comparative and international perspectives into their scholarship and teaching; and

            (4) To promote collaborations and exchanges between U.S. and non-U.S. scholars.

Papers presented at the symposium will consist of papers selected from this Call for Papers and papers from invited speakers. The papers will be published in the Iowa Law Review.

If you would like to be considered to present a paper, please submit an abstract of your paper to Professor Thomas Gallanis by email (thomas-gallanis@uiowa.edu) by November 1, 2016. The Iowa Law Review will notify individuals chosen to participate in the symposium no later than December 1, 2016. Symposium speakers will be required to submit a draft of their papers by August 1, 2017, so that the panel commentators will have sufficient time to prepare their commentary.

Symposium speakers will be reimbursed for their travel expenses (economy airfare, the cost of ground transportation, and up to two nights’ hotel for speakers within North America and up to three nights’ hotel for speakers from beyond North America). Speakers will be invited to dinner on the evenings of Thursday, September 7, and (for speakers staying Friday evening) Friday, September 8.

Breakfast and lunch will be provided to speakers and attendees on Friday, September 8, courtesy of the ACTEC Foundation.

Questions about the symposium or this call for papers should be directed to Professor Gallanis at the email address above.

October 5, 2016 in Conferences & CLE, Scholarship | Permalink | Comments (0)

Conference on Compliance with ABA Standard 314

CLEThe Institute for Law Teaching & Learning and Emory University School of Law are holding a conference entitled, Compliance with ABA Standard 314: Formative Assessment in Large Classes, which will take place on Saturday, March 25, 2017, at Emory University School of Law. Provided below is a description of the event:

“Compliance with ABA Standard 314: Formative Assessment in Large Classes” is a one-day conference for law teachers and administrators who want to learn how to design, implement, and evaluate formative assessment plans.  The conference will be interactive workshops during which attendees will learn about formative assessment techniques from games to crafting multiple choice questions to team-based learning.  Participants will also learn ways to coordinate assessment across the curriculum.   The conference workshop sessions will take place on Saturday, March 25, 2017, at Emory University School of Law.

Conference Content:  Sessions will address the following topics:

  • Why Assess: Empirical Data on How it Helps Students Learn
  • Games as Formative Assessments in the Classroom
  • Formative Assessment with Team-Based Learning
  • Creating Multiple Choice Questions and Ways to Using Them as Formative Assessment
  • Coordinating Formative Assessment Across the Curriculum

Conference Faculty:  Workshops will be taught by experienced faculty: Andrea Curcio (GSU Law), Lindsey Gustafson (UALR Bowen), Michael Hunter-Schwartz (UALR Bowen), Heidi Holland (Gonzaga) and Sandra Simpson (Gonzaga)

Who Should Attend:  This conference is for all law faculty and administrators.  By the end of the conference, attendees will have concrete and practical knowledge about formative assessment and complying with Standard 314 to take back to their colleagues and institutions. Details about the conference will be available on the websites of the Institute for Law Teaching & Learning and Emory University School of Law. 

Registration Information:  The registration fee is $225 for the first registrant from each law school.  We are offering a discounted fee of $200 for each subsequent registrant from the same school, so that schools may be able to send multiple attendees.  Details regarding the registration process will be provided in future announcements.

Accommodations:  A block of hotel rooms for conference attendees has been reserved at the Emory Conference Center Hotel for $159/night; at the Courtyard by Marriott in downtown, Decatur for $99/night; and at the Decatur Holiday Inn for $159/night.  Reservation phone numbers are : Emory Conference Center Hotel: 1-800-933-6679; Courtyard by Marriott Downtown Decatur:  www.marriott.com or 1-404-371-0204; Holiday Inn Hotel Decatur 1-888-HOLIDAY.

Download ILTL Conference at Emory Spring 2017

October 5, 2016 in Conferences & CLE | Permalink | Comments (0)

Tuesday, October 4, 2016

Seminar on Estate, Tax, Legal & Financial Planning

CLEJohns Hopkins All Children’s Hospital is hosting a seminar entitled, 19th Annual Estate, Tax, Legal & Financial Planning Seminar, which will take place on Thursday, February 9, 2017, at Johns Hopkins All Children’s Hospital, 701 4th St. South, St. Petersburg, Florida 33701. Provided below is a description of the event:

Johns Hopkins All Children's 19th Annual Estate, Tax, Legal & Financial Planning Seminar offers a full day of continuing education for Attorneys, Certified Public Accountants, Certified Financial Planners, Trust Officers, Bankers, and CTFAs.  This year's topics include:

  • Recent Developments and Strategies
  • Charitable Giving and Avoiding Traps for the Unwary
  • Transferring Business Interests After the 2704 Buzzsaw (or Is It Really A Butterknife?)
  • Retaining, Obtaining, and Sustaining Basis
  • Do People Really Do That?
  • Tales from the Dark Side: Drafting Issues from the Fiduciary Perspective
  • Recognizing and Preventing Financial Abuse of the Elderly, including the Regional FAST Program


Please join us after the Seminar for a brief presentation by Sanford Schlesinger, who will share an inspiring presentation “Communicating Charitable Planning in an Understandable Manner”. 

Sanford will discuss how when a properly structured charitable giving technique is implemented correctly, the charitable gift may not cost the donor anything out of pocket. Instead, what can be given to charity is the money the individual would have otherwise paid in Federal income taxes and estate taxes.

Come mix, mingle and network with our All Children's Hospital Foundation Dream Builders, donors, physicians, employees and potential donors, and learn more about the benefits of establishing charitable plans for your clients. In past years our seminar activities have been directed solely to our professional partners. However, this year we wanted to offer a program that is of benefit to you, your clients and potential clients.

This additional program will run from 4:35 p.m. - 6:00 p.m.


October 4, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Wednesday, September 28, 2016

CLE on Working with Appraisers and Valuation Experts for Your Estate

CLEThe American Law Institute is hosting a CLE entitled, My Estate Is Worth What? Best Practices and Pitfalls of Working with Appraisers and Valuation Experts, which will take place on October 19, 2016, 1:00–2:00 PM Eastern. Provided below is a description of the event:

Is your estate planning client going through a divorce? Looking to establish a buy-sell agreement for its business interests? Anxious to transfer hard-to-value assets before the end of the year in light of the proposed section 2704 regulations? Then you are likely going to need to hire an appraiser or valuation expert. Do you know how to get the best appraisal for your client?

In just 60 minutes, this program will teach you not only how to protect your client’s interests in these critical times, but also to ensure that the appraisal passes IRS scrutiny!

Topics include:

  • Determining when a valuation expert is needed
  • Deciding whom to hire as an appraiser and the type of appraisal required
  • Best practices for engaging the appraiser to maintain evidentiary privilege
  • Best practices for reviewing and revising draft appraisals
  • Select valuation issues to consider

Register today for this important program! Or register two or more from your organization and save!


September 28, 2016 in Conferences & CLE, Current Events, Estate Planning - Generally | Permalink | Comments (0)