Wills, Trusts & Estates Prof Blog

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

Tuesday, July 18, 2017

43rd Annual Notre Dame Tax and Estate Planning Institute

Notre_DameThe 43rd Annual Notre Dame Tax and Estate Planning Institute will take place on October 26 and 27, 2017, at the Century Center on the banks of the St. Joseph River in downtown South Bend, Ind. The Institute will present topics of interest to a broad range of estate planning professionals, whether your clients are high net worth individuals exposed to the estate tax or more moderate net worth individuals who are below the estate tax exemptions. The Institute welcomes both long-time attendees as well as new attendees to join us at this year’s institute.

The Institute continues to present practical topics, relevant even if there is no estate tax. The advantage of simultaneous sessions is that one track can focus on creative planning for estate tax reduction while the other track can cover topics relevant for all families, even families with a net worth below the estate tax exemptions. As in the past, the Institute will provide topics focused on income tax planning, such as assignment of income to taxpayers in lower marginal income tax brackets, including elimination or deferral of state income taxes. With dual sessions, individuals attending the Institute can choose topics relevant to their clients. 

Of interest, is the session devoted to evaluating the different life insurance policies and the proposals using life insurance that sometimes seem too good. The speaker will first address the type of policy most appropriate for a client’s objectives and then discuss how to evaluate proposals using life insurance that may or may not be misleading, such as using premium financed life insurance as a retirement plan substitute. Finally, the speaker will discuss proposals using life insurance that are flawed so that the advisor can steer the client away from a flawed proposal as illustrated in the recent Weber Tax Court decision. 

A topic that will become important did not exist a few years ago: Electronic Wills. Imagine sitting in your home, logging on to fill out your will with two witnesses and a notary online via a Skype connection. This is the future. It is coming fast.  

On Wednesday, the Law School will host the National Association of Estate Planning Councils’ (NAEPC) review course for the “Estate Planning Law Specialist” designation and examination. The course will be held at the Notre Dame Law School building located on the campus.

Here is the link to the Institute's brochure including registration information: Download Brochure 2017.

July 18, 2017 in Conferences & CLE | Permalink | Comments (0)

Tuesday, July 11, 2017

Conference on Central States Law Schools Association 2017 Scholarship Conference

CleThe Central States Law Schools Association is holding a conference entitled, Central States Law Schools Association 2017 Scholarship Conference, which will take place October 6-7, 2017, at the Holiday Inn Conference Center in Carbondale, Illinois. Provided below is a description of the event:

Registration is Open for the CSLSA 2017 Conference

Registration is now open for the Central States Law Schools Association 2017 Scholarship Conference, which will be held on Friday, October 6 and Saturday, October 7 at Southern Illinois University School of Law in Carbondale, Illinois. We invite law faculty from across the country to submit proposals to present papers or works in progress.

CSLSA is an organization of law schools dedicated to providing a forum for conversation and collaboration among law school academics. The CSLSA Annual Conference is an opportunity for legal scholars, especially more junior scholars, to present working papers or finished articles on any law-related topic in a relaxed and supportive setting where junior and senior scholars from various disciplines are available to comment. More mature scholars have an opportunity to test new ideas in a less formal setting than is generally available for their work. Scholars from member and nonmember schools are invited to attend.

Please click here to register. The deadline for registration is September 2, 2017.

Hotel rooms are now available for pre-booking. The conference hotel is the Holiday Inn Conference Center in Carbondale. To reserve a room, call 618-549-2600 and ask for the SIU School of Law rate ($109/night) or book online and use block code SOL. SIU School of Law will provide shuttle service to and from the Holiday Inn & Conference Center for conference events. Other hotel options (without shuttle service) are listed on our website. Please note that conference participants are responsible for all of their own travel expenses including hotel accommodations.

July 11, 2017 in Conferences & CLE, Scholarship | Permalink | Comments (0)

Wednesday, June 28, 2017

CLE on Representing Estate and Trust Beneficiaries and Fiduciaries 2017

The American Law Institute is holding a CLE entitled, Representing Estate and Trust Beneficiaries and Fiduciaries 2017, which will take place July 13-14, 2017, at the Sheraton Boston Hotel in Boston, Massachusetts. Provided below is a description of the event:

Why You Should Attend

Join us for an in-depth look at the divergent interests of trust and estate beneficiaries and fiduciaries! This unique program examines the ever-changing landscape that representatives of trust and estate beneficiaries and fiduciaries must navigate, focusing on industry practices that are, or are likely to be, the basis of complaint or conflict. Hear the perspectives of a broad-based faculty and get practical strategies for representing the interests of settlors, fiduciaries, and beneficiaries in controversies that can arise when administering complex trust and estates.

Updated for 2017, this year’s program devotes equal parts to the latest tax, litigation, liability, and fiduciary developments. Topics include:

Strategies for advancing fiduciary interests, without “crossing the line”

Techniques for advancing beneficiary interests, without enormous legal cost

The accounting strategy for the defender and the objector

The ethics of usual, if questionable, practices

New developments in state and federal law

The fiduciary litigation landscape—and potholes

Three areas where liability lays in wait

Investment management agreements, referral relationships, releases, reduced standards of care, and other trustee-friendly arrangements

Investment management tools and risk assessment metrics

No-contest clauses

Tax avoidance

Fixing the broken trust

The impartiality fallacy

What You Will Learn

If you advise fiduciaries or beneficiaries, look no further for sophisticated analysis and practical advice to skirt risk and provide a superior outcome for your clients.

Representing Estate and Trust Beneficiaries and Fiduciaries 2017 examines developments in the estate and trust world from the wide-ranging perspectives of settlors, fiduciaries, and beneficiaries. An outstanding national faculty of trust and estate practitioners, wealth managers, and trust administrators addresses such key topics as:

Fiduciary litigation developments

Non-tax developments

Litigation tactics

Practical ethics

Postmortem planning

Tax planning and state taxation of trust income

Liability in existing trusts

Modeling and metrics for monitoring trust issues

Register today! Hear from some of the best in the business in an environment that promotes formal discussion, as well as personal connections, with faculty and other experienced trust and estate professionals from across the country. Get the insights you need to advise your clients and respond to their toughest questions.

Study Material

Going green in 2017! 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.

Register two or more and SAVE! Register one person for the in-person course at full price and save 50% 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. (Offers valid on new registrations only; discounts may not be combined.)
Tuition for this Live Course is $1,699.00.
 
Tuition for this Video Webcast is $1,299.00.

Tuition for the webcast includes a set of electronic course materials and access to the webcast.

This course is available in individual webcast segments

 

June 28, 2017 in Conferences & CLE, Estate Planning - Generally, Generation-Skipping Transfer Tax, Gift Tax, Income Tax, Professional Responsibility, Trusts | Permalink | Comments (0)

Friday, June 23, 2017

CLE on 14th Annual Changes and Trends Affecting Special Needs Trusts

CLEUniversity of Texas at Austin School of Law is holding a CLE entitled, 14th Annual Changes and Trends Affecting Special Needs Trusts, which will take place February 15-16, 2018, at the Doubletree by Hilton Hotel in Austin, Texas. Provided below is a description of the event:

Mark your calendar for the 14th Annual Changes and Trends Affecting Special Needs Trusts conference, scheduled for February 15-16, 2018 at the DoubleTree by Hilton Hotel Austin.

This conference 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.

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

Check the conference website for more information and updates.

June 23, 2017 in Conferences & CLE, Trusts | Permalink | Comments (0)

Tuesday, June 20, 2017

CLE on Estate Planning and Probate Drafting

CLEThe Real Estate, Probate and Trust Law Section of the State Bar of Texas is cosponsoring a CLE entitled, Estate Planning and Probate Drafting, which will take place October 26-27, 2017, at The Westin Memorial City in Houston, Texas. Provided below is a description of the event:

28th Annual Course
Estate Planning and Probate Drafting
Cosponsored by the Real Estate, Probate and Trust Law Section of the State Bar of Texas
MCLE Credit: 13 hours, including 3.75 hours ethics.

Houston - Live Presentation
October 26-27, 2017
The Westin Memorial City
Register by October 12 and Save $50!
Bring your new associates - attorneys licensed 5 years or less receive half off!
More Info or Register

If you have any questions or would like to register by phone, please call 1-800-204-2222 ext. 1574.

If you are a Real Estate, Probate and Trust Law Section member, you can save up to $100! ($25 provided by REPTL) Not a member? You can join today! Click this link to review the benefits of being a REPTL member and sign up!

Hotel Information
Make your reservation online or call The Westin Memorial City at 214-515-5100 before the October 5 deadline and indicate that you will be attending this State Bar of Texas course to get the special rate of $189 per night, single or double.

Topics Include:
Drafting Buy-Sell Agreements and Employee Incentive Agreements
Drafting Common and Uncommon Pleadings - A View from Both Sides of the Bench
Drafting to Ensure Portability of DSUE
Drafting Indemnification Clauses, Exculpation Clauses, and Provisions for Modification of Fiduciary Duties
How to Armor the Estate Plan with Artful Drafting
Course Amenities
Networking Social on Thursday night in Houston
Breakfast and Lunch provided both days
Complimentary wireless connection in the meeting room

Can't make it to the live course? Join us for the Video Replay:
Dallas - Video Replay
January 11-12, 2018
Cityplace Events (214-515-5100)
Register By January 4 and Save $50! Section Members can save up to $100! ($25 provided by REPTL)
Bring your new associates - attorneys licensed 5 years or less receive half off!

June 20, 2017 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Saturday, June 17, 2017

CLE on Estate Planning

CLEUniversity of Texas at Austin School of Law is holding a CLE entitled, Estate Planning Workshop, which will take place December 13-14, 2017, at the Doubletree by Hilton Hotel in Austin, Texas. Provided below is a description of the event:

Program Features:
The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion, and practical advice. 

Join us two days earlier for the 65th Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation.


Key Dates
Last day for Individual early registration: Dec 6, 2017
Add $50 for registrations received after this time
Last day for cancellation (full refund): Dec 8, 2017
Last day for cancellation (partial refund): Dec 11, 2017
$50 processing fee applied


Accommodations
$149 room rate good through November 15, 2017 (subject to availability). Please refer to the Taxation and Estate Planning Conference when calling the reservations department.

June 17, 2017 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

CLE on Taxation and Estate Planning

CLEUniversity of Texas at Austin School of Law is holding a CLE entitled, 65th Annual Taxation Conference, which will take place December 13-14, 2017, at the Doubletree by Hilton Hotel in Austin, Texas. Provided below is a description of the event:

Program Features:
The 65th Annual Taxation Conference features an impressive slate of topics with regionally and nationally renowned speakers covering current trends, updates in tax regulation and policy, and much more.

Continue on Friday with Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offering lively discussion, practical advice, and updates.


Key Dates
Last day for Individual early registration: Dec 6, 2017
Add $50 for registrations received after this time
Last day for cancellation (full refund): Dec 8, 2017
Last day for cancellation (partial refund): Dec 11, 2017
$50 processing fee applied


Accommodations
$149 room rate good through November 15, 2017 (subject to availability). Please refer to the Taxation and Estate Planning Conference when calling the reservations department.

June 17, 2017 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Wednesday, June 7, 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, 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

June 7, 2017 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Tuesday, June 6, 2017

CLE on Fundamentals of the Modern Estate Planning Practice

CLEThe American Bar Association is holding a CLE entitled, Fundamentals of the Modern Estate Planning Practice, which will take place June 22, 2017, online. Provided below is a description of the event:

The federal estate tax exemption has risen from $600,000 per person to over $5.49 million in the last twenty years. As the exemption level has changed, the practice of estate planning has changed as well. Minimizing tax implications for clients has remained a particular focus in the industry, but attorneys have worked to address other goals. This 2017 CLE is designed for attorneys new to estate planning and offers speakers covering a wide range of issues.

 

June 6, 2017 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Wednesday, May 31, 2017

AALS Call for Papers -- Historical and Empirical Evidence and the Law of Trusts and Estates: What Really Happened?

AALS

Trusts & Estates is a far-reaching and broad-based discipline of law that impacts private citizens’ decisions about mortality, property, and personal relationships. Many aspects of this legal discipline, however, are based on legislators’, judges’, and law reformers’ speculations about donors and their preferred intentions. And yet estate planning documents, whether created by lawyers or by the donors themselves, provide a window into history, society, and human interaction.  Although there are a handful of decades-old and oft-cited studies describing evidence derived from will vaults about what ordinary people had decided to do with their belongings and wealth, until recently relatively few trusts and estates scholars had explored empirical evidence in this field.  Over the past few years, however, there has been a renewed interest in analyzing historical and empirical evidence derived from court files, will vaults, tax and other records, and surveys of individuals and institutions.  Scholars have used this material to revisit some of long accepted assumptions and unanswered questions that underlie trusts and estates theory, doctrine, values, and practice. This panel will explore this ongoing historical and empirical research as it interrogates existing ideas about preferred default rules, interpretation standards, donor and beneficiary preferences, fiduciary norms, and wealth accumulation and transmission more generally.   

Submissions, due dates and method:

Submissions should be of abstracts between 250 and 1000 words, inclusive of any footnotes. Scholarship may be at any stage of the publication process from work-in-progress to completed article, but if already published, scholarship may not be published any earlier than 2016. Each potential speaker may submit only one abstract for consideration.

There are two submission due dates.  The Section seeks detailed abstracts in late summer, with final papers due in late fall.

  • The due date for detailed abstracts is August 25, 2017.
  • The due date for final papers is November 17, 2017.

Abstracts and papers should be submitted electronically to:  Deborah S. Gordon at dsg45@drexel.edu 

Submission review, selection, conference attendance:

Abstracts and papers will be reviewed by members of the Section’s Executive Committee.  Selected presenters will be announced in the fall of 2017.  The Call for Paper presenters will be responsible for paying their registration fee and hotel and travel expenses. 

Inquiries or questions:

Any inquiries about the Call for Papers should be directed to Professor Deborah Gordon at dsg45@drexel.edu , (215) 571-4811(w) or (610) 710-9322 (c). 

May 31, 2017 in Conferences & CLE, Scholarship | Permalink | Comments (0)