Wills, Trusts & Estates Prof Blog

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

Saturday, April 30, 2016

CLE On Skills Training For Estate Planners

CLEThe American Bar Association is sponsoring a CLE entitled, Skills Training for Estate Planners, which will take place from July 17-22, 2016 in at the New York Law School in New York City. Provided below are some details about the upcoming CLE:

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.

April 30, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Friday, April 29, 2016

CLE On Intermediate Estate Planning In Texas

CLEThe State Bar of Texas is hosting a CLE entitled, Intermediate Estate Planning 2016, which will take place on June 21, 2016 at the La Cantera Hill Country Resort in San Antonio. Provided below is a description of the event:

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:

  • Dissecting a Will
  • Incapacity Planning
  • Heirships
  • Collecting Assets
  • How to Effectively Use the Internet to Market a Law Firm Within the Boundaries of the State Bar Rules
  • What Every Estate Planner and Executor Needs to Know About Real Estate
  • Dealing with International Assets in Estate Planning, Tax, and Estate Administration
  • Marital Property Agreements
  • Special Needs in Planning, Guardianship, and Litigation
  • Gold Teeth and Other Random Issues in Probate

April 29, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Friday, April 22, 2016

CLE On Advanced Planning And Probate In Texas For 2016

CLEThe State Bar of Texas is hosting a CLE entitled, Advanced Estate Planning And Probate 2016, which will take place on June 22-24, 2016 at the La Cantera Hill Country Resort in San Antonio. Provided below is a description of the event:

Many issues that arise in a practice involving wills, trusts, and estates fall somewhere in between the basic “mom and pop” will or independent estate administration and the more sophisticated matters such as GRIT’s and GRAT’s. The goal of the intermediate course is to offer practitioners practical advice on either less-routine matters or those which may be beyond the basics but not as challenging as topics covered by the advanced course. This course will teach you how to dissect a will, so that you will be able to recognize (and avoid) the deficiencies of the Office Max or Legal Zoom form wills. For those with a probate practice, the course will cover from head to toe the still very common heirship proceeding, and will also address the sometimes difficult task of collecting assets in the administration of estates, including one talk devoted specifically to handling real estate in planning and administrations. For those whose practice is more geared to estate planning, the course will address marital property agreements and dealing with international assets. In addition, the course will address the ever-growing area of special needs planning and incapacity planning. This course is designed to be both a “stand-alone” training ground to propel your practice to the next level and also an ideal complement and primer to the Advanced Course which follows it.

April 22, 2016 in Conferences & CLE, Estate Administration, Estate Planning - Generally | Permalink | Comments (0)

Wednesday, April 20, 2016

The Boston Estate Planning Council’s 2016 Excellence Award Will Go To Barbara Freedman Wand

Barbara freedman wandThe Boston Estate Planning Council has announced that this year’s 2016 excellence award, which is the council’s highest honor, will go to Barbara Freedman Wand.  Barbara Freedman Wand is a partner at Day Pitney LLP and has made significant contributions to the estate planning profession.  “Freedman Wand will be honored at the Council's Annual Gala, which will take place on May 26, at the Fairmont Copley Plaza.”  The Council is recognizing Barbara Freedman Wand for her expertise and achievements as a leading estate planning lawyer.  She is a well-regarded author and popular speaker and has been heavily involved in a number of different community betterment and philanthropic organizations.  “She is Chair of the Professional Advisors Committee at The Boston Foundation, which counsels the Foundation as it establishes, develops and maintains strong working relationships with the members of Greater Boston’s advisor community.” 

See Barbara Freedman Wand To Receive Boston Estate Planning Council’s Excellence Award at May 26 Annual Gala, Boston Estate Planning Council, April 20, 2016.

Special thanks to Judith Vanderkay for bringing this announcement to my attention.

April 20, 2016 in Conferences & CLE, Current Affairs, Estate Planning - Generally | Permalink | Comments (0)

Thursday, April 14, 2016

CLE On Advanced Estate Planning Strategies

CLEThe State Bar of Texas is presenting a CLE entitled, Advanced Estate Planning Strategies 2016, which will take place on April 28-29, 2016 at the Eldorado Hotel & Spa in Santa Fe, New Mexico. Provided below are some details of the event:

The discussions will be highly interactive between the audience and the panelists. Speakers will address estate planning situations and will answer the questions that have been perplexing you the most. This is a rare opportunity for you to consult with the experts and your peers. The course will not be recorded for future video replay, so you must attend to take advantage of this extraordinary opportunity to hear some of the state's and the nation's leading estate planning and probate lawyers discuss their practices, what they do and don't do, the opportunities and issues they deal with, and the most up-to-date strategies!

April 14, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Monday, April 4, 2016

Request for Proposals -- ACTEC Foundation 2017-2018 Academic Symposium

ACTECThe Legal Education Committee of the American College of Trust and Estate Counsel (ACTEC) requests proposals for a $20,000 grant to host an academic symposium on trust and estate law during the 2017-18 academic year.

The ACTEC Foundation Symposium is intended to be the premier academic symposium on trust and estate law in the United States. The goals of the symposium are to stimulate development of scholarly work in trust and estate law, bridge the gap between the academic community and practitioners, provide opportunities for junior academics to present papers and interact with more senior academics, provide an opportunity for trust and estate professors to interact with each other, involve academics from other disciplines in discussions of trust and estate topics, and strengthen ACTEC’s image as the leading organization for trust and estate lawyers, both practitioners and academics.

The grant associated with this RFP is contingent on approval by the ACTEC Foundation.

RFPs are due by Monday, May 2, 2016, and will be considered by the Symposium Subcommittee of the ACTEC Legal Education Committee at ACTEC’s Summer Meeting in Boston, Massachusetts, in June 2016. Please submit RFPs (RFP content and guidelines are set forth below) to:

Nancy A. McLaughlin
Professor of Law, University of Utah SJ Quinney College of Law
Co-Chair, ACTEC Legal Education Committee
nancy.mclaughlin@law.utah.edu

Electronic submissions are fine (subject line of email should read “ACTEC Symposium RFP”).

RFP Content. The RFP should provide the following information.

Theme. The theme of the symposium should be related to trust and estate law, defined to include any topic related to the gratuitous transfer of property (e.g., probate law, trust law, elder law, transfer tax law). A broad theme permits a wide range of papers and is more likely to be successful. Past themes have included Trust Law in the 21st Century (Cardozo 2005); Inheritance Law in the 21st Century (UCLA 2008); Philanthropy Law in the 21st Century (Chicago-Kent 2009); The Uniform Probate Code: Remaking of American Succession Law (Michigan 2011); and The Role of Federal Law in Private Wealth Transfer (Vanderbilt 2014). The theme of the most recent symposium, which took place at Boston College Law School in October 2015, was The Centennial of the Estate Tax: Perspectives and Recommendations (articles will be published in the Boston College Law Review May 2016 symposium edition).

In connection with identifying a theme for the symposium, the RFP should indicate the types of topics that might be presented. Actual topics may depend, in part, on paper proposals but it will be helpful for the RFP to illustrate the scope of the theme.

Host Law School and Faculty Member(s). The proposal should identify the law school that will host the symposium and one or two faculty members at the host school who agree to manage the logistics of the symposium. The faculty member(s) proposing the symposium will need to make all the arrangements with the law school, the law review or journal, and the speakers.

Publication. Symposium papers must be published so the exchange of ideas can be shared beyond those who are able to attend the symposium. An important part of the RFP is a commitment, to the extent possible, from a law review at the host school to publish the papers as a symposium issue. The law review can be either the primary journal or a secondary journal at the host law school. The Legal Education Committee is aware of the difficulty of obtaining a commitment from a journal board to publish papers in an issue that will be managed by another board and is open to whatever strategies may work.

Guidelines for the Symposium. The Legal Education Committee has developed guidelines for the symposia and the host faculty should plan to follow these guidelines, with discretion with respect to details. Guidelines with pointers on various aspects of the symposia are available, but the key items the proposed host should be aware of before submitting an RFP are set forth below.

Call for Papers. After the host law school is selected, the faculty member managing the symposium will issue a Call for Papers. The faculty member may want to secure commitments for papers from a few speakers first, and the call for papers need not be for all papers, but the call for papers should be used to determine a substantial number of the presenters. The Legal Education Committee can assist in circulating the call for papers, to help make the process as wide a call as possible.

The faculty member managing the symposium, in consultation with the Symposium Subcommittee (consisting of several members of the Legal Education Committee), will choose the presenters based, in general, on the following criteria:

            Connection to the theme
            Interesting, innovative research
            Importance of research
            Junior scholars/senior scholars/a mix
            Gender balance/diversity

In addition to the papers, a luncheon speaker and commentators should be selected. These presenters may, but need not, come from the group that submitted paper proposals. Depending on the theme and the topics of the papers, it may be appropriate to ask one or two practitioners to be commentators or the luncheon speaker.

Budget. The budget for past symposia has provided the speakers and commentators with travel (ground transportation to and from airports, air travel or mileage for driving, and hotel for one or two nights, as needed by the speaker). Speakers have been invited to a dinner Thursday evening and on Friday breakfast and lunch are provided to all attendees. Speakers have not been reimbursed for other expenses, such as meals en route to the symposium. There are some additional costs for publicity and materials (ACTEC helps with production and distribution of publicity).

The Foundation will transfer $20,000 to the host school, and the host school will be responsible for managing the grant, paying expenses for the symposium, and filing a report with the Foundation after the symposium. In the past, the grant has been sufficient to cover all expenses.

April 4, 2016 in Conferences & CLE | Permalink | Comments (0)

Friday, April 1, 2016

CLE On Intermediate Estate Planning In Texas

CLEThe State Bar of Texas is hosting a CLE entitled, Intermediate Estate Planning 2016, which will take place on June 21, 2016 at the La Cantera Hill Country Resort in San Antonio. Provided below is a description of the event:

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:

  • Dissecting a Will
  • Incapacity Planning
  • Heirships
  • Collecting Assets
  • How to Effectively Use the Internet to Market a Law Firm Within the Boundaries of the State Bar Rules
  • What Every Estate Planner and Executor Needs to Know About Real Estate
  • Dealing with International Assets in Estate Planning, Tax, and Estate Administration
  • Marital Property Agreements
  • Special Needs in Planning, Guardianship, and Litigation
  • Gold Teeth and Other Random Issues in Probate

April 1, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Thursday, March 31, 2016

CLE On Advanced Estate Planning Strategies

CLEThe State Bar of Texas is presenting a CLE entitled, Advanced Estate Planning Strategies 2016, which will take place on April 28-29, 2016 at the Eldorado Hotel & Spa in Santa Fe, New Mexico. Provided below are some details of the event:

The discussions will be highly interactive between the audience and the panelists. Speakers will address estate planning situations and will answer the questions that have been perplexing you the most. This is a rare opportunity for you to consult with the experts and your peers. The course will not be recorded for future video replay, so you must attend to take advantage of this extraordinary opportunity to hear some of the state's and the nation's leading estate planning and probate lawyers discuss their practices, what they do and don't do, the opportunities and issues they deal with, and the most up-to-date strategies!

March 31, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Wednesday, March 30, 2016

CLE On Advanced Texas Guardianship Law

CLEThe State Bar of Texas is hosting a CLE entitled, Advanced Guardianship Law 2016, which will take place at the Westin Hotel Galleria on April 14, 2016, live. Provided below are some details on the event:

Course Highlights Include:

  • Guardianship Legislative Update
  • Uniform Adult Guardianship and Protective Jurisdiction Act
  • Role of the Ad Litem: Expanded Duties of the Ad Litem and the Attorney Ad Litem
  • How 2015 Changes are Affecting Your Practice
  • Mental Illness and the Perception of Mental Illness and Diminished Capacity
  • 4th Hour Ad Litem Certification - Supports and Services
  • Litigation - Recurring Topics, Latest Trends, and Pattern Jury Charges
  • Modification / Restoration
  • Concluding Guardianship Proceedings
  • Conflicts in Representation

March 30, 2016 in Conferences & CLE, Guardianship | Permalink | Comments (0)

Monday, March 7, 2016

CLE On Advanced Estate Planning Strategies

CLEThe State Bar of Texas is presenting a CLE entitled, Advanced Estate Planning Strategies 2016, which will take place on April 28-29, 2016 at the Eldorado Hotel & Spa in Santa Fe, New Mexico. Provided below are some details of the event:

The discussions will be highly interactive between the audience and the panelists. Speakers will address estate planning situations and will answer the questions that have been perplexing you the most. This is a rare opportunity for you to consult with the experts and your peers. The course will not be recorded for future video replay, so you must attend to take advantage of this extraordinary opportunity to hear some of the state's and the nation's leading estate planning and probate lawyers discuss their practices, what they do and don't do, the opportunities and issues they deal with, and the most up-to-date strategies!

March 7, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)