Wills, Trusts & Estates Prof Blog

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

Tuesday, August 14, 2018

CLE on 2018 Fall Tax Meeting

CLEThe Section of Real Property, Trusts, and Estates Law and the Section of Taxation of the American Bar Association is holding a conference entitled, 2018 Fall Tax Meeting, on October 4, 2018 - October 6, 2018 at the Hyatt Regency Atlanta in Atlanta, Georgia. Provided below is a description of the event:

Atlanta, GA welcomes the ABA Section of Taxation and the Trust and Estate Law Division of the ABA Section of Real Property, Trust and Estate Law to the 2018 Fall Tax Meeting, October 4-6, 2018!

Join us and take advantage of the opportunity to meet with the country’s leading attorneys and government officials to discuss the latest federal tax policies, initiatives, regulations, legislative forecasts and planning ideas. In addition, you will have the opportunity to earn valuable CLE and ethics credits and network with Tax Section and Trust and Estate Division members and government guests. The Hyatt Regency Atlanta will serve as the host hotel.

August 14, 2018 in Conferences & CLE, Current Events, Estate Planning - Generally, Estate Tax, Income Tax | Permalink | Comments (0)

Sunday, August 12, 2018

CLE on Planning for Individuals with Chronic Illnesses

CLEThe Section of Real Property, Trust and Estate Law of the American Bar Association is holding a webinar entitled, Planning for Individuals with Chronic Illnesses, on August 21, 2018 at 12:00 PM - 1:30 PM CT. Provided below is a description of the event:

Many clients are affected by chronic illnesses and a large number of those are under 64. This program will hopefully help you identify clients affected by chronic illness, understand more planning opportunities, and advise them and their families accordingly.
 
This program will cover:
 - Income tax planning
 - Investment and financial planning
 - Insurance planning
 - Disability planning
 - Competency and cognitive issues
 - Estate planning

August 12, 2018 in Conferences & CLE, Current Affairs, Disability Planning - Health Care, Disability Planning - Property Management, Estate Planning - Generally, Guardianship, Income Tax, Trusts, Wills | Permalink | Comments (0)

Friday, August 10, 2018

CLE on USC Gould School of Law 44th Annual Trust and Estate Conference

The University of Southern California Gould School of Law 44th Annual Trust and Estate Conference will be held November 16, 2018 at the Westin Bonaventure Hotel in Los Angeles, California. A description of the event is provided below:

Planning is currently underway, and confirmed speakers and topics include:

  • Jeffrey Dennis-Strathmeyer, David Lane and Erin Prouty cover recent developments in probate and trust and their practical applications.
  • Adam Streisand and Douglas Lawson discuss how to litigate against parties with diminished capacity.
  • Richard Ayoob highlights the changes in ownership law for estate planners and possible planning techniques to avoid property and transfer tax traps.
  • Michael Rosen-Prinz and Thomas Ward review tax considerations for trust administration and choice of entity in 2018 and beyond.
  • Kenneth Wolf provides tips on disability, retirement and death issues affecting the sole practitioner and small firm.

MCLE, Legal Specialization, and CPE credits will be available. USC Gould is a CFP Board CE Sponsor. All attendees will receive electronic and print versions of our practical Syllabus and Resource Guide, including the Los Angeles, Orange and San Diego County professional directories.

August 10, 2018 in Conferences & CLE, Estate Administration, Estate Planning - Generally, Trusts, Wills | Permalink | Comments (0)

Thursday, August 9, 2018

CLE on 29th Annual Estate Planning and Probate Drafting

CLEThe Texas Bar Association is holding a conference entitled, 29th Annual Estate Planning and Probate Drafting, on October 4, 2018 - October 5, 2018, at the Westin Galleria Dallas in Dallas, Texas. Provided below is a description of the event:

This program will identify, analyze, and discuss issues that arise in drafting documents in the areas of estate planning, probate, and fiduciary litigation, and will provide drafting examples and forms for the practitioner to utilize to adequately and comprehensively address these issues. Although many seasoned estate planners and probate practitioners will find much to interest and challenge them in this course, the program’s goal is to deliver papers and presentations that are relevant, thoughtful, and creative for attorneys at all levels of practice in these fields, and to include updates and a discussion of trends in the changing areas of the law. Overall, the course is designed to help attendees recognize and address issues that continue to arise and evolve in their practices, with helpful tools to take back to their offices and utilize immediately.

August 9, 2018 in Conferences & CLE, Disability Planning - Health Care, Disability Planning - Property Management, Estate Planning - Generally, Trusts, Wills | Permalink | Comments (0)

Wednesday, August 8, 2018

CLE on Using Trusts in Estate Planning and Asset Protection

CLEThe National Business institute is holding a 2-day conference entitled, Using Trusts in Estate Planning and Asset Protection, on Wednesday, November 28, 2018 - Thursday, November 29, 2018 at the Embassy Suites by Hilton Boston at Logan Airport in Boston, Massachusetts. Provided below is a description of the event:

Program Description

Successfully Handle Your Client's Trust Needs

The wide array of trusts available, combined with the numerous issues clients can bring to the table, can make choosing and using the right tool a daunting task - but it doesn't have to be. This insightful, two-day seminar will guide you through how to effectively use trusts for estate planning and asset protection. Explore a variety of planning tools that will help you tailor a trust that fits your client's specific situation. Don't miss this opportunity to make sure your trusts are thoroughly on point - register today!

Find out how to select the best trust option for each unique situation.

Protect retirement accounts with the use of IRA trusts.

Use trusts to help clients qualify for Medicaid while protecting their assets.

Discover ways to structure special needs trusts so beneficiaries still qualify for public benefits.

Learn how to minimize your client's tax burdens with the use of defective trusts.

Properly handle the administration of a trust.

Clarify who your client is to avoid conflicts of interest and other ethical violations.

Who Should Attend

This basic-to-intermediate level seminar is designed for professionals involved in structuring and administering trusts:

Attorneys

Accountants and CPAs

Trust Officers

Tax Managers

Wealth Managers

Paralegals

Course Content

Day 1

Trust Overview

Determining Which Trust to Use

Grantor Trusts: When and How to Use Them

IRA Trusts: Protecting Retirement Accounts

Using Trusts to Qualify for Medicaid

Charitable Trusts: Setting Aside Assets and Tax Planning

Day 2

Special Needs Trusts: Planning for Disabled Beneficiaries

Asset Protection Focus: Analysis and Tools

Using Irrevocable Life Insurance Trusts (ILITs)

Tax Planning with Trusts

Administering Trusts

Making Changes to Trusts

Remaining Ethically Compliant

Continuing Education Credit

International Association for Continuing Education Training – IACET: 1.20

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 14.00 *

Professional Achievement in Continuing Education – PACE: 14.00

* denotes specialty credits

August 8, 2018 in Conferences & CLE, Estate Administration, Estate Planning - Generally, Generation-Skipping Transfer Tax, Gift Tax, Income Tax, Trusts | Permalink | Comments (0)

Monday, August 6, 2018

CLE on Estate Administration From Start to Finish

The National Business Institute is holding a conference entitled, Estate Administration From Start to Finish, on Tuesday, September 11, 2018, at the Best Western Plus Ramkota Inn in Sioux Falls, North Dakota. Provided below is a description of the event.

Program Description

A Step-By-Step Guide to Estate Administration

Designed for attorneys who are new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today!

Learn how to meet every deadline, follow procedures and complete essential forms.

Identify key estate administration pitfalls you need to avoid.

Acquire strategies to ensure you can help your clients through every step of the probate process.

Manage your client's entire estate administration procedures properly and effectively.

Learn how to tackle complex estate administration issues such as tax issues, jointly held assets and will contests.

Understand how to properly transfer and distribute assets.

Explore proper procedures and processes when dealing with insurance claims and debt during estate administration.

Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes.

Get the latest information on allowances and elections against the will.

Identify how to properly distribute assets to minors, surviving spouses and trusts.

Who Should Attend

This basic-to-intermediate level seminar is designed for professionals who want to be more effective in the estate administration process, such as:

Attorneys

Paralegals

CPAs and Accountants

Financial Planners and Wealth Managers

Tax Professionals

Trust Officers

Course Content

Initial Steps and Information Gathering

Marshalling Assets

Handling Creditor Claims and Debt

Complex Issues in Estate Administration

Handling Estate Administration Tax Issues

Distribution and Closing of the Estate

Ethics and Estate Administration

Continuing Education Credit

Financial Planners – Financial Planners: 8.00

International Association for Continuing Education Training – IACET: 0.70

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

Professional Achievement in Continuing Education – PACE: 8.00

* denotes specialty credits

August 6, 2018 in Conferences & CLE, Estate Administration, Estate Planning - Generally, Estate Tax, Generation-Skipping Transfer Tax, Gift Tax, Trusts, Wills | Permalink | Comments (0)

Friday, August 3, 2018

CLE on Drafting Effective Wills and Trusts

CLEThe National Business Institute is holding a conference entitled, Drafting Effective Wills and Trusts, on Monday, November 5, 2018, at the Holiday Inn Asheville-Biltmore East in Ashville, North Carolina. Provided below is a description of the event:

Program Description

Help Your Clients Meet Their Estate Planning Needs

Do you have a clear understanding of the basic tax issues, medical decisions, and planning documents that can complicate the estate planning and probate processes? Are you prepared to answer your clients' tough questions about planning for final wishes? Attend this seminar to gain insight into the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Register today!

Choose the planning document that is best suited for your client.

Provide protection for minors, incompetent persons, and beneficiaries with special needs.

Learn how and when to use revocable living trust, pour-over wills, and durable powers of attorney.

Reduce your clients' future tax burdens

Use a living will or durable power of attorney for health care to help the client control end-of-life medical decisions.

Handle ethical issues that arise in estate planning, such as competency of the client and conflicts of interest.

Who Should Attend

This basic level seminar will provide fundamentals of drafting wills and trusts for:

Attorneys

Paralegals

Trust Officers

Accountants

Tax Professionals

Course Content

Fundamental Principles of Will Drafting

Using Living Trusts and Powers of Attorney as Estate Planning Tools

Basic Tax Considerations - What You Need to Know in Order to Choose the Appropriate Plan

Ethics and Estate Planning

Planning Methods to Control Medical Treatment

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

International Association for Continuing Education Training – IACET: 0.60

National Association of Legal Assistants, Inc. – NALA: 6.00 *

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *

National Federation of Paralegal Associations, Inc. – NFPA

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 6.00 *

Professional Achievement in Continuing Education – PACE: 7.00

* denotes specialty credits

August 3, 2018 in Conferences & CLE, Estate Planning - Generally, Trusts, Wills | Permalink | Comments (0)

Tuesday, July 31, 2018

CLE on Estate Planning in Depth: Mistakes Fiduciaries See All the Time - and How to Fix Them

CLEThe American Law Institute is a web seminar entitled, Estate Planning in Depth: Mistakes Fiduciaries See All the Time - and How to Fix Them, on Thursday, August 23, 2018. Provided below is a description of the event:

Why You Should Attend

Most estate planning professionals have more experience discussing and drafting estate planning documents than actually administering those documents after a client’s death. As such, many of the decisions made during the planning and drafting process can seem largely theoretical, and many of the issues that can arise later are unanticipated.   Get inside guidance on the “little” issues in estate planning that can lead to big headaches later. Register for this practical webcast and learn about the mistakes most commonly encountered by fiduciaries and other estate settlement professionals and how to anticipate and avoid them when advising your clients.  

What You Will Learn

Topics to be discussed include:

Proper exercise of powers of appointment

The disposition of tangible personal property

The impact of various funding formulas

Tax apportionment clauses,

Alternative trust options, and more

This highly-rated session was originally presented at the ALI CLE course, Estate Planning in Depth, on June 24, 2018. Register now and get a front row seat at the rebroadcast!   Questions submitted during the program will be answered by email within two business days. In addition, all registrants receive a set of downloadable course materials to accompany the program.

July 31, 2018 in Conferences & CLE, Estate Administration, Estate Planning - Generally, Trusts | Permalink | Comments (0)

Friday, July 27, 2018

CLE on Estate Administration Boot Camp

CLEThe National Business Institute is holding a 2-day conference entitled, Estate Administration Boot Camp, on Monday, August 27, 2018 - Tuesday, August 28, 2018, at the Hilton Garden Inn Charlotte/Ayrsley in Charlotte, North Carolina. Provided below is a description of the event:

        Program Description

Everything You Need to Know About Effectively Administering an Estate

Are you fully confident in your knowledge of the latest court and tax rules, and the most effective transfer tools to ensure each client's estate is laid to rest according to the decedent's wishes, with minimal tax burden? This comprehensive 2-day instruction will give you all the skills you need to administer estates that include trusts and/or business interests without a hitch. Register today!

Don't miss any crucial notice and filing requirements when opening the estate - learn what must be done right away.

Get helpful forms and checklists that will help you in administration.

Understand how income and estate tax deductions interact, and find the most advantageous way to structure the tax returns

Learn how to use disclaimers more effectively.

Clarify what must be done when the trust becomes irrevocable.

Protect your professional reputation with a practical legal ethics guide focused on trusts and estates practice.

Prevent mistakes in final petition and ensure each estate is closed quickly and without disputes.

Who Should Attend

This two-day, basic level seminar is designed for:

Attorneys

Accountants/CPAs

Tax Professionals

Financial Planners

Trust Officers/Administrators/Managers

Paralegals

Course Content

DAY 1

Forms of Administration and When They are Used

First Steps and Notices, Executor Duties, Opening the Estate

Marshalling the Assets

Key Intestacy Laws You Must Know

Handling Debts and Claims Against the Estate

Spouse Elective Share and Disclaimers

Legal Ethics in Estate Administration

DAY 2

Income Tax Returns

Portability and Estate, Gift, GST Taxes

Handling Distributions

Business Interests in Estate Administration

Trusts that Affect Estate Administration

Closing the Estate and Final Accounting

Estate and Trust Contests, Disputes, Challenges

Continuing Education Credit

Continuing Legal Education – CLE: 12.00 *

International Association for Continuing Education Training – IACET: 1.20

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 14.00 *

* denotes specialty credits

July 27, 2018 in Conferences & CLE, Elder Law, Estate Administration, Estate Planning - Generally, Estate Tax, Generation-Skipping Transfer Tax, Gift Tax, Income Tax, Trusts, Wills | Permalink | Comments (0)

Wednesday, July 25, 2018

CLE on International Trust and Estate Planning 2018

CLEThe American Law Institute is holding a conference entitled, International Trust and Estate Planning 2018 on Thursday, November 1, 2018 - Friday, November 2, 2018, at the PARC 55 Hotel in San Fransisco, California. Provided below is a description of the event:

This course is a must for international tax and trust professionals seeking practical strategies on the ever-changing issues confronting their clients..   This reliably comprehensive two-day CLE program has been reformatted this year into specialized quadrants that devote equal time to foreign related trust issues, inbound planning issues, compliance and ethics, and outbound planning issues. These sections will allow the faculty to take a deep dive into the stewardship of the assets U.S. citizens who reside or have assets abroad, non-U.S. citizens who reside in, are moving to or want to invest in the United States, and multinational families with assets and/or family members in more than one country.   As always, this premier program is updated to offer practitioners the latest information and practical strategies about tax, trusts, and estate planning to enable you to advise your clients who have international connections. The program will also highlight issues involving tax reform that affect the planning of these trusts and estates.  

What You Will Learn

Year after year, this program delivers the latest information on the most complex aspects of international trust and estate issues, including:  

Planning for U.S. Clients Who Are Beneficiaries of Foreign Non-Grantor Trusts

Tax Transparency, Compliance, and Ethics: CRS and FATCA and related reporting

Developments in Anti-Money Laundering Rules, Transparency of Beneficial Ownership

Inbound Planning Issues for Individual Nonresident Aliens and Investors

Outbound Planning for U.S. Individuals and Investors

  In addition to the critical substantive information presented by expert faculty, this popular CLE program boasts an engaging, interactive format in which registrants’ questions are answered throughout the program as well as the unique opportunity to network with faculty members and attendees from around the world.  

Who Should Attend

Attorneys, accountants, and financial planners with cross-border practices, as well as trust officers of U.S. or foreign banks, will benefit from attending this course.  
Register two or more and SAVE! Register one person for the in-person course at full price and save 40% on all additional in-person registrations for this course from your organization. Separate discounts are also available for group webcast registrations. Click on "Group Rates" for more information. (Valid on new registrations only; discounts may not be combined.)

Study Materials

Going green in 2018! Course materials will be available in electronic format for download the week before and during the course. Print materials will not be distributed. All registrants are advised to bring laptops or tablets to the course to view the course materials, including updates.

July 25, 2018 in Conferences & CLE, Estate Planning - Generally, Estate Tax, Generation-Skipping Transfer Tax, Gift Tax, Income Tax, Trusts, Wills | Permalink | Comments (0)