Wills, Trusts & Estates Prof Blog

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

Wednesday, June 22, 2016

CLE on Special Needs Trusts in Austin, Texas

CLEThe University of Texas at Austin School of Law is hosting a CLE entitled, 13th Annual Changes and Trends Affecting Special Needs Trusts, which will take place on February 9–10, 2017 at the Radisson Hotel and Suites in Austin. Provided below is a description of the event:

Mark your calendar for the 13th Annual Changes and Trends Affecting Special Needs Trusts on February 9-10, 2017 at the Radisson Hotel and Suites in downtown Austin, Texas. 



The conference brings together leading 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—don't miss this program!



Check the conference website for more information and updates.



The Radisson Hotel and Suites is offering attendees a special room rate of $199. Call 512.478.9611 and mention 'UT Law' by January 9, 2017 to receive this special rate. 



We hope to see you in February!

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

Friday, June 3, 2016

Call for Papers — Second Wills, Trusts and Estates Meets Gender, Race, and Class Conference

Gender race class conferenceOklahoma City University School of Law is proud to announce that it will host the second one-day conference on the intersection of inheritance law, broadly defined, with gender, race and class, on September 10, 2016.

The Keynote Speaker will be Thomas P. Gallanis, Professor of Law and History at the University of Iowa, College of Law; Conference Commentator will be Professor William LaPiana, Professor of Law at New York Law School.

This conference proceeds from the assumption that, as Lawrence Friedman has said, inheritance is the DNA of society: it determines which social formations and hierarchies will be replicated from generation to generation and which will change. In that vein, we seek proposals for papers that examine all aspects of this theme, both within the United States and abroad, within common law, civil law, and other legal traditions.

Possible topics might include: the effect on inheritance of the Obergefell ruling, changing families and existing law, taxation, the role of charitable giving in undermining or replicating social stratification, varying patterns of bequests and inheritance among different ethnic communities, the class and gender implications of the Uniform Probate Code, among others.

OCU will also hold a Junior Scholars session at the conference, and it encourages young faculty to submit works-in-progress for feedback.

The papers from this conference, along with presentations from the previous conference on the same topic in 2014, will be submitted to publishers as a book proposal.

Please submit a 300-word abstract for individual papers and 500-word panel proposals to cspivack@okcu.edu by July 1st. Presenters will be notified by mid-July.

June 3, 2016 in Conferences & CLE | Permalink | Comments (0)

Tuesday, May 17, 2016

CLE On Inherited IRAs

CleThe American Bar Association is hosting a CLE entitled, Inherited IRAs: What You Must Know, which will take place on June 14, 2016 from 1:00 P.M. – 2:00 P.M. ET. Provided below is a description of the event:

Retirement assets often represent a substantial portion of a taxpayer's wealth. The retirement assets may be accumulated in a 401(k) plan, 403(b) arrangement, in another kind of qualified plan, or in an IRA. Regardless of the retirement arrangement involved, the tax consequences of making the right move at the right time can be financially beneficial - or, conversely, financially hazardous - for the taxpayer and the taxpayer's family.

This program will help you avoid common errors when dealing with retirement assets during your client's lifetime and after your client's death. Tax planning with retirement assets including integrating retirement assets in an estate plan will be discussed. Additionally, the presentation takes on special significance since the Supreme Court of the United States in Clark v. Rameker held that an inherited IRA is not a retirement fund under the federal bankruptcy exemption. This program is especially important since it will include coverage of the new IRA rollover rules that are effective as of January 1, 2015.

May 17, 2016 in Conferences & CLE, Estate Planning - Generally, Intestate Succession, Wills | Permalink | Comments (0)

Friday, May 13, 2016

CLE On Texas Advanced Estate Planning Strategies

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.

May 13, 2016 in Conferences & CLE | Permalink | Comments (0)

Thursday, May 12, 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.

May 12, 2016 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Tuesday, May 10, 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

May 10, 2016 in Conferences & CLE | Permalink | Comments (0)

Saturday, May 7, 2016

Dates Announced For Conference Of Preparing Law Students For Legal Practice

CLEWashburn University School of Law is hosting The Institute for Law Teaching and Learning Summer Conference from June 9-11, 2016 in Topeka, Kansas. Provided below are some details on the conference:

The Institute for Law Teaching and Learning 2016 summer conference will address the many ways that law schools are preparing students to enter the real world of law practice. With the rising demands for "practice-ready" lawyers, this topic has taken on increased urgency in recent years. How are law schools and law professors taking on the challenge of graduating students who are ready to join the real world of practicing attorneys? Can we be doing more?

Workshops will address real-world readiness in first-year courses, upper-level courses, required courses, electives, or academic support teaching. Workshops will present innovative teaching materials, course designs, and curricular or program designs. Each workshop will also include materials that participants can use during the workshop and also when they return to their campuses.

May 7, 2016 in Conferences & CLE, Teaching | Permalink | Comments (0)

Wednesday, May 4, 2016

CLE On Advanced Estate Planning Strategies In 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.

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

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)