Wills, Trusts & Estates Prof Blog

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

Wednesday, February 8, 2017

CLE on Advanced Estate Planning and Probate

CLEThe State Bar of Texas is holding a CLE entitled, 41st Annual Course: Advanced Estate Planning and Probate, which will take place June 7–9, 2017, at the Westin Galleria in Houston, Texas. Provided below is a description of the event:

Hot Topics:

  • Grievances and Malpractice in Estate Planning and Probate
  • Asset Protection Strategies and Recent Developments
  • Pre-Litigation Strategies in Dealing with Difficult Executors and Trustees
  • Drafting for Flexibility of Trust Modifications
  • Trusts "With Everything"
  • Estate Planning in Light of the New Administration - What Do We Tell Our Clients Now?

Come a day early for Intermediate Estate Planning & Probate Course

Intermediate Estate Planning and Probate will address the ins and outs of taking that next step from basic wills to more sophisticated planning techniques and approaches.

Topics Include:

  • Privacy for Clients - How to Make Someone Disappear
  • What Every Estate Planner Needs to Know About Mineral Interests
  • IP Law for Estate Planning and Probate Attorneys
  • Able Accounts, Arc of Texas, and Special Needs Trusts
  • A Spoon Full of Sugar Helps the Premarital Agreement Go Down - Tips for Representing Perturbed Parties to Premarital Agreements
  • Dissecting a LLC Agreement
  • IRS Lingo
  • Duty of Full Disclosure
  • Best Practices in Interfamily Loans
  • Practical CYA Advice

February 8, 2017 in Conferences & CLE, Estate Planning - Generally, Trusts | Permalink | Comments (0)

Thursday, January 19, 2017

Call for Papers -- Modern Studies in the Law of Trusts and Wealth Management

The below announcement is posted at the request of Richard Nolan, Tang Hang Wu and Kelvin Low who would like to invite proposals for papers for a conference to be held in Singapore from 27-28 July 2017.

The Centre for Cross-Border Commercial Law in Asia, Singapore Management University, York Law School and the Singapore Academy of Law will convene the second conference in the “Modern Studies in the Law of Trusts and Wealth Management” series from 27-28 July 2017 in Singapore.  The website of the first conference may be found here http://www.sal.org.sg/conference/Trusts2015/default.htm

The theme of the conference is “The Use and Abuse of Trusts and Other Wealth Management Devices”. The theme of the conference focuses on current developments and challenges facing trust law, and those who study or practise it, in the present political climate. The conveners of the conference plan to produce a published volume from the papers presented at this conference. Selected papers from the last conference will soon be published by Cambridge University Press. Scholars working in the fields of trust law and wealth management are invited to submit proposals addressing the conference theme.  The conveners are keen to hear a diversity of voices on the topic and would welcome scholars from beyond the Commonwealth, women scholars and young scholars in the field.

We are in the process of confirming the keynote and various speakers.  Thus far, the confirmed speakers include Alastair Hudson (Exeter), Paul Davies (Oxford) David Pollard (Trust Law International/Freshfields), James Lee (KCL), Jamie Glister (Sydney), Lou Jianbo (Peking), Lusina Ho (HKU), Simon Douglas (Oxford), Simone Degeling (UNSW), Thomas Gallanis (Iowa) and Warren Barr (Liverpool).

Presenters from the general call for papers 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%). Unfortunately, the conference organisers do not have any funding to help meet cost of travel or the registration fee.

If you would like to offer a paper, please submit a working title and an abstract (of no more than 1500 words) by 31 January 2017 by email to all of three of us: Richard Nolan (richard.nolan@york.ac.uk ), Tang Hang Wu (hwtang@smu.edu.sg ) and Kelvin Low (kelvinlow@smu.edu.sg )”.


January 19, 2017 in Conferences & CLE, Scholarship, Trusts | Permalink | Comments (0)

Friday, January 13, 2017

CLE on Advanced Elder & Advanced Guardianship Laws

CLEThe State Bar of Texas is holding a CLE entitled, 2017 Advanced Elder Law and Advanced Guardianship Law, which will take place April 6–7, 2017, at the Westin Memorial City on 945 Gessner Road in Houston, Texas. Provided below is a description of the event:

We hope you will join us for our upcoming live presentations of 2017 Advanced Elder Law and Advanced Guardianship Law in Houston on April 6-7, 2017 at the Westin Memorial City.

We are leading off this year with our Advanced Elder Law Course on Thursday, followed by Advanced Guardianship Law Course on Friday. Together these courses provide up to 13.25 hours (including 2.5 hours ethics) of MCLE credit while discussing some of the biggest topics in the field today.

Advanced Elder Law will cover:

  • What You Don't Know Can Hurt You: Case Law and Legislative Updates
  • Dealing with MERP Claims Through Probate Proceedings
  • MERP - It Ain't a Lien and Here's Why
  • How to Deal with the Transition Between VA and Medicaid
  • Anatomy of a Will
  • Title Issues on Gift Deeds, Lady Bird Deeds, and Transfer on Death Deeds
  • Communicating Complicated Elder Law Concepts to Clients Who May Have a Hard Time Understanding Complicated Concepts
  • Client Self Defense Against Abuse, Disputes, and Neglect
  • Medicaid Applications - The View from 30,000 Feet
  • Handling Odd Types of Property

Advanced Guardianship Law topics include:

  • Tool Kit for Contested Guardianships
  • Supports and Services - Alternatives to Guardianships
  • Temporary Guardianships and Other Remedies v TROs
  • The Interaction of POA in Guardianships
  • Runaway Ad Litems
  • Fees and Costs in Guardianships; A Trap for the Unwary
  • Effective Use of Management Trusts With or in Lieu of Guardianships: Guardians of the Estate
  • Creditors' Claims in Guardianships

Plus, attending Advanced Guardianship Law will qualify you for Attorney ad Litem certification!

Select rooms have been reserved at the Westin Memorial Hotel for State Bar registrants at the special rate of $189/night. Reserve your room by calling the hotel at 281-501-4300 and asking for the State Bar of Texas room block by March 16th or use the link above.


January 13, 2017 in Conferences & CLE, Elder Law, Estate Planning - Generally, Guardianship, Wills | Permalink | Comments (0)

Thursday, December 29, 2016

Blogging discussion to be held at AALS annual meeting

AALSThe 2017 Annual Meeting of the Association of American Law Schools is being held next week in San Francisco. Among the hundreds of presentations will be a program on Building and Sustaining Academic Communities Through Blogging and Other Tools on Thursday, January 5, 2017 8:30 - 10:15 a.m.     

This panel focuses on the work that a number of scholars have done to build community in their respective fields. Such community building does not fit neatly into traditional scholarship, teaching, or service categories and therefore often is not explicitly rewarded as part of the tenure process. But for those willing to do the work, creating community can be both personally rewarding and a good fit for those seeking to be engaged scholars.

The participants all have different goals and methods when it comes to community building, but there are commonalities. Establishing a strong blog and web presence have been core parts of the community building work in a number of fields. Participants who have worked on building online communities will discuss everything from how they started and the choices they make as far as blogging coverage to what are the best and most challenging parts of blogging. In other fields, much of the community building work takes the form of conference organizing and participants will discuss their successes and failures when it comes to this form of public service. They will also discuss the amount of effort conferences require as well as ideas to lessen the planning burden.

  • Moderator: Louis J. Sirico, Jr., Villanova University Charles Widger School of Law
  • Benjamin Barros, University of Toledo College of Law
  • Gerry W. Beyer, Texas Tech University School of Law
  • Megan Boyd, Georgia State University College of Law
  • Rashmi Dyal-Chand, Northeastern University School of Law
  • Marc-Tizoc Gonzalez, St. Thomas University School of Law
  • James B. Levy, Nova Southeastern University Shepard Broad College of Law
  • Ezra E.S. Rosser, American University, Washington College of Law
  • Nancy J. Soonpaa, Texas Tech University School of Law
  • Mark E. Wojcik, The John Marshall Law School - Chicago

The presentation will be in the Continental Ballroom 6, Ballroom Level, Hilton San Francisco Union Square.

December 29, 2016 in Conferences & CLE | Permalink | Comments (0)

Friday, December 16, 2016

CLE on Advanced Estate Planning Strategies

CLEThe State Bar of Texas is holding a CLE entitled, 23rd Annual Course: Advanced Estate Planning Strategies, which will take place April 27–28, 2017, at the Hilton Savannah Desoto on 15 East Liberty Street in Savannah, Georgia. Provided below is a description of the event:

A highly interactive conference among panelists and attendees, Advanced Estate Planning Strategies will address four high level estate planning topics you grapple with in your daily practice. Panel discussions include:

  • Planning Toolbox
  • It's 1:45 p.m. in the Garden of Good and Evil: Now How Do We Deal with Value in Estate and Business Planning and Estate and Trust Administration?
  • All in the Family: Striving for Harmony in an Environment of Disharmony
  • Botox, Chemical Peel, or Facelift: What are the Limits to a Trustee's Rejuvenation of a Trust?

Your registration fee includes networking receptions on Wednesday and Thursday, breakfast both days, lunch on Thursday, and a complimentary wireless signal in the meeting room.

Reviews from prior attendees:

  • 'Extraordinary quality of presentations and related discussion.'
  • 'This is the most useful CLE course that I have ever attended.'
  • 'Great exchange of ideas not only by panelists but also by the audience.'
  • 'Excellent program and materials, great speakers, panel discussions and great receptions/networking events.'


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

Thursday, December 8, 2016

Workshop of Inheritance Practices in the 20th Century

CLEThe German Historical Institute is holding a workshop entitled, Inheritance Practices in the 20th Century, which will tentatively take place September 14–16, 2017, at the German Historical Institute in Washington, D.C. Provided below is a description of the event:

By examining inheritance practices, the workshop aims to provide new insights into the structure and meaning of personal networks (like family and kinship relations) in the twentieth century. The workshop’s focus on inherited property is also intended to shed new light on continuities and discontinuities in social inequality in families and in societies. Finally, the workshop will explore the interdependence between public, social, and economic welfare structures, on the one hand, and private family and kinship networks, on the other hand, in the modern age.

Download CfP Inheritance practices in the 20th century

December 8, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

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)