Wills, Trusts & Estates Prof Blog

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

Thursday, May 18, 2017

ACTEC Annual Meeting Summary

CLEThe American College of Trust and Estate Council (ACTEC) is a nationwide organization consisting of nearly 2,600 lawyers. The central objective of the organization is to study and improve trust, estate and tax laws, procedures and professional responsibility. Recently, ACTEC held its annual meeting in Scottsdale, Arizona. A veritable oasis in the desert, Scottsdale is known for its spa resorts and expansive golf courses.

The topics covered at the annual meeting include:

  • Estate planning current developments over the last year
  • Trachtman lecture (by Hanson Reynolds) regarding end-of-life decisions
  • Planning Issues for S Corporations and C Corporations
  • Charitable bequests of retirement assets
  • Tips for estate and gift tax audits from trial lawyers' perspectives
  • Common reporting standard and FATCA
  • Community property in common law states
  • Trusts in divorce, and
  • Structuring settlement agreements

Steve R. Akers, Senior Fiduciary Counsel at Bessemer Trust, wrote a synopsis of his observations at the event. His musings can be found here.

May 18, 2017 in Conferences & CLE, Estate Planning - Generally, Estate Tax, Gift Tax, Trusts | Permalink | Comments (0)

Tuesday, May 9, 2017

CLE on Wealth Transfer Law in Comparative & International Perspective

CLEThe Iowa Law Review & ACTEC Foundation are holding a symposium entitled, Wealth Transfer Law in Comparative & International Perspective, which will take place Friday, September 8, 2017, at the University of Iowa College of Law in Iowa City, Iowa. Provided below is a description of the symposium:

Please join us for a discussion on wealth transfer law with our outstanding speakers and enjoy free attendance! Panel 1 will discuss the comparative and international perspectives on succession, beginning at 9 AM. Next, Panel 2 will speak on comparative and international perspectives on trusts and other will substitutes, beginning at 10:45 AM. Up next, Panel 3 will engage the audience about comparative and international perspectives from Asia, beginning at 1:45 PM. And finally, Lionel Smith will present the final lecture on wealth transfer law, followed by a reception.

Attendees must pre-register by Friday, September 1, 2017, as day-of registration will not be allowed.

May 9, 2017 in Conferences & CLE, Current Events, Estate Planning - Generally, Trusts, Wills | Permalink | Comments (0)

Monday, April 3, 2017

CLEs on Fundamentals of the Modern Estate Planning Practice

CLEThe American Bar Association is holding CLE webinars entitled, Fundamentals of the Modern Estate Planning Practice, which will take place April 27, May 25, June 22 & July 27, 2017. Provided below is a description of the webinars:

As the federal estate tax exemption has risen from under $600,000 per person to $5.49 million over the last twenty years, estate planning has evolved. While minimizing tax remains the focus for some, most estate planning attorneys work to address other critical goals. This series provides an introduction to the wide range of issues that constitute a modern estate planning practice including transitioning a business across generations, protected inherited assets from creditors, planning to avoid interfamily disputes, litigating those disputes, addressing incapacity for an aging society, and the often neglected aspects of proper trust administration. This series features five 90-minute CLE on-demand programs specifically designed for attorneys who are new to estate planning. Program speakers are industry leaders with in-depth knowledge and expertise.

The series will feature five 90-minute sessions of continuing legal education programming specifically designed for attorneys who are new to the field of estate planning. Attendees can register for the entire series or individual sessions.

The 2017 program speakers are leading industry practitioners with in-depth knowledge and hands-on experience in estate planning practice.

Who Should Attend

Members of the American Bar Association, Section of Real Property, Trust and Estate Law and lawyers new to estate planning.

April 3, 2017 in Conferences & CLE, Current Events, Estate Planning - Generally, Trusts | Permalink | Comments (0)

Sunday, April 2, 2017

CLE on Skills Training for Estate Planners

CLEThe American Bar Association is holding a CLE entitled, Skills Training for Estate Planners, which will take place July 9–14, 2017, at the New York Law School in New York, New York. Provided below is a description of the event:

This is the ideal estate planning CLE program for both new and experienced lawyers. Young or transitioning lawyers new to the practice will receive a strong educational experience focused on the “how to” of estate planning in the program’s Fundamentals course; while more experienced lawyers will appreciate the opportunity to further expand their knowledge in the program’s Advanced Topics course. The outstanding faculty includes experts in all aspects of estate planning and will cover a wide range of topics.

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 receptions, program breakfasts and lunches, as well as informally in the evenings
  • Between 24-54 hours of CLE credit depending on your state and the course chosen

April 2, 2017 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Monday, March 13, 2017

CLE on Advanced Elder Law & Guardianship Law

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

Advanced Elder Law Course Topics Include:

  • Anatomy of a Will
  • Case Law Update: Texas and National
  • 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
  • Title Issues on Gift Deeds, Lady Bird Deeds, and Transfer on Death Deeds
  • Client Self Defense Against Abuse, Disputes and Neglect
  • Medicaid Applications: The View from 30,000 Feet
  • Handling Odd Types of Property
  • BYOD: Technology Tips for Elder Law Attorneys
  • Communicating Complicated Elder Law Concepts to Clients Who May Have a Hard Time Understanding Complicated Concepts

Advanced Guardianship Law Course Topics Include:

  • What's New in Guardianship
  • Tool Kit for Contested Guardianships
  • Supports and Services: Alternatives to Guardianships
  • Temporary Guardianships and Other Remedies v. TROs
  • The Interaction of POAs in Guardianships
  • Runaway Ad Litems
  • Fees and Costs in Guardianships
  • Effective Use of Management Trusts with or in Lieu of Guardianships: Guardians of the Estate
  • Creditors' Claims in Guardianships

Reserve Your Hotel Room Now to Get the Discounted Rate!

Call the Westin Memorial City Hotel at 281-501-4300 before the March 16 deadline to get the special rate of $189/night. Inform the hotel at the time of your reservation that you will be attending the State Bar of Texas course. You can also make your reservation online!

 

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

Monday, March 6, 2017

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

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 keynote speaker is Mr. Justice Snowden and confirmed speakers include Rose-Marie B Antoine (Uni of the West Indies), Tobias Barkley (La Trobe), Warren Barr (Liverpool), David Chaikin (Sydney), Paul Davies (Oxford), Simone Degeling (UNSW), Simon Douglas (Oxford), David English (Missouri), Thomas Gallanis (Iowa), Jamie Glister (Sydney), John Glover (Monash), Lusina Ho (HKU), Adam Hofri-Winogradow (Hebrew Uni of Jerusalem), Mark Hsiao (Leicester), Alastair Hudson (Exeter), James Lee (KCL), Rebecca Lee (HKU), Michael Littlewood (Auckland), Lou Jianbo (Peking), David Pollard (Freshfields), Istvan Sandor (Eötvös Loránd University), Duncan Sheehan (Leeds), Masayuki Tamayura (Rikkyo), Peter Turner (Cambridge), Reid Weisbord (Rutgers), Sarah Wilson (York), Samuel Williams (Oxford), Simone Wong (Kent) and Wu Ying-Chieh (NTU). 

There are limited slots left for presenters and the conference organisers are happy to consider offers for papers. 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.  The organisers are particularly keen to hear from Asian scholars and young scholars in the field. If you would like to offer a paper, please submit a working title and an abstract (of no more than 1500 words) by 31 March 2017 by email to all four of us: Richard Nolan (richard.nolan@york.ac.uk ), Tang Hang Wu (hwtang@smu.edu.sg ), Kelvin Low (kelvinlow@smu.edu.sg ) and Yip Man (manyip@smu.edu.sg ). 

If you would like to attend the conference as a delegate, the conference registration fee is S$700 (excluding Goods and Services Tax of 7%). Please connect with Teh Y-Lyn (teh_y-lyn@sal.org.sg) or Carolyne Lim (carolyne_lim@sal.org.sg) from the Singapore Academy of Law to indicate your interest and they will gladly give you further information and assist you with registration and other details.”

March 6, 2017 in Conferences & CLE, Trusts | Permalink | Comments (0)

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)