Tuesday, October 18, 2016
The American Law Institute is holding a CLE entitled, Estate Planning for the Family Business Owner, which will take place Thursday–Friday, November 3–4, 2016, at Dallas Marriott City Center in Dallas, Texas. Provided below is a description of the event:
Don’t miss this comprehensive conference on estate planning for family businesses! It will help you become better prepared to recognize and evaluate family business issues and, as a result, better skilled than ever at designing customized succession plans for your family business clients.
Featuring updates on the hottest topics, including the new proposed Section 2704(b) regulations, this nationally recognized program examines:
- Income tax issues and planning strategies for business entities
- Incentive or deferred compensation
- Practical uses of life insurance for the family business
- Buy-sell agreements
- Valuation of a family business
- Family rivalries and divisive reorganization planning
- Trust advisors, trust protectors for business interests
Register today for this webcast or in-person program on November 3-4. You can also register two or more from your organization and SAVE!
Thursday, October 13, 2016
CALL FOR PROPOSALS
The Impact of Formative Assessment: Emphasizing Outcome Measures in Legal Education
The University of Detroit Mercy Law Review is pleased to announce its annual academic Symposium to be held on March 3, 2017, at the University of Detroit Mercy School of Law. The Symposium will contemplate how the American Bar Association’s emphasis on outcome measures in its revised Standards for Approval will affect law students’ educational experience. Specific topics may address, but are not limited to, the following issues:
- The Need for and Benefits of Incorporating Formative Assessments into the Classroom: The importance of self-regulated learning and qualitative feedback; the benefits of formative assessment versus using only summative assessment; the effect of formative assessments on professors’ teaching experience.
- Methods for Incorporating Formative Assessments into the Classroom: The types of formative assessments that satisfy the ABA’s requirements; when qualitative feedback is most effective for student success; ways in which to implement formative assessments to improve student learning.
- Measuring the Success of Formative Assessments: The methods by which law schools can conduct ongoing evaluation of the assessment methods to adequately “measure the degree to which students have attained competency in the school’s learning outcomes” as required by the new ABA Standards.
The Law Review invites interested individuals to submit an abstract of 250-300 words that detail their proposed topic and presentation. Since the above list of topics is non-exhaustive, the University of Detroit Mercy Law Review encourages all interested parties to develop their own topic to present at the Symposium. Included with the abstract should be the author’s name, contact information, and a copy of their resume/curriculum vitae. Abstracts should indicate whether the proposal is for presentation and publication or for presentation only. Although publication is not required to present at the Symposium, preference will be given to proposals that include a commitment to produce a publishable article for the Symposium edition of the Law Review (to be published Fall 2017).
The deadline for abstract submissions is October 31, 2016. Individuals selected to present at the Symposium will be contacted by November 14, 2016.
Submissions, and any questions regarding the Symposium or the abstract process, should be directed to Law Review Symposium Director Erin Cobane at firstname.lastname@example.org.
You may also contact Prof. Belian at email@example.com or 313-596-0225.
Thursday, October 6, 2016
The State Bar of Texas is holding a CLE entitled, 18th Annual Building Blocks of Wills, Estates and Probate Course, which will take place on January 20, 2017, via webcast from 8:55 AM – 4:45 PM. Provided below is a description of the event:
An outstanding group of estate planning and probate professionals has been carefully selected to bring you the latest case law, evolving trends and issues, and recent developments.
Topics highlights include:
- Basic Estate Planning
- Elder Law Planning and Issue Spotting
- Tools for Efficiently Developing Your Estate and Trusts Practice
- Probate Procedures and Alternatives
- Administering the Estate
If you can't watch the live webcast on January 20th, video replays will occur in various cities in February and March, and the seminar will be archived later as an online class available on demand.
Register for one of the Video Replays:
- Dallas - February 17, 2017
- Cityplace Events
- Fort Worth - February 24, 2017
- Norris Conference Center
- Houston - March 3, 2017
- Crowne Plaza River Oaks Hotel
- San Antonio - March 3, 2017
- Norris Conference Center
REPTL Section members save up to $50! ($25 of it provided by REPTL)
Attorneys licensed 5 years or less attend for half off!
Wednesday, October 5, 2016
The University of Iowa College of Law and The American College of Trust and Estate Counsel’s Legal Education Committee are organizing the 7th academic symposium financially supported by the ACTEC Foundation. The symposium, Wealth Transfer Law in Comparative and International Perspective will be held at the University of Iowa College of Law on Friday, September 8, 2017. The keynote address will be given by Professor Lionel Smith of McGill University and King’s College London.
Among the objectives of this symposium are:
(1) To bring together prominent and up-and-coming scholars for the discussion of important issues in wealth transfer law from a comparative and international perspective;
(2) To spur leading-edge research on wealth transfer law, looking beyond the borders of any one jurisdiction;
(3) To encourage U.S. professors of trusts and estates to incorporate comparative and international perspectives into their scholarship and teaching; and
(4) To promote collaborations and exchanges between U.S. and non-U.S. scholars.
Papers presented at the symposium will consist of papers selected from this Call for Papers and papers from invited speakers. The papers will be published in the Iowa Law Review.
If you would like to be considered to present a paper, please submit an abstract of your paper to Professor Thomas Gallanis by email (firstname.lastname@example.org) by November 1, 2016. The Iowa Law Review will notify individuals chosen to participate in the symposium no later than December 1, 2016. Symposium speakers will be required to submit a draft of their papers by August 1, 2017, so that the panel commentators will have sufficient time to prepare their commentary.
Symposium speakers will be reimbursed for their travel expenses (economy airfare, the cost of ground transportation, and up to two nights’ hotel for speakers within North America and up to three nights’ hotel for speakers from beyond North America). Speakers will be invited to dinner on the evenings of Thursday, September 7, and (for speakers staying Friday evening) Friday, September 8.
Breakfast and lunch will be provided to speakers and attendees on Friday, September 8, courtesy of the ACTEC Foundation.
Questions about the symposium or this call for papers should be directed to Professor Gallanis at the email address above.
The Institute for Law Teaching & Learning and Emory University School of Law are holding a conference entitled, Compliance with ABA Standard 314: Formative Assessment in Large Classes, which will take place on Saturday, March 25, 2017, at Emory University School of Law. Provided below is a description of the event:
“Compliance with ABA Standard 314: Formative Assessment in Large Classes” is a one-day conference for law teachers and administrators who want to learn how to design, implement, and evaluate formative assessment plans. The conference will be interactive workshops during which attendees will learn about formative assessment techniques from games to crafting multiple choice questions to team-based learning. Participants will also learn ways to coordinate assessment across the curriculum. The conference workshop sessions will take place on Saturday, March 25, 2017, at Emory University School of Law.
Conference Content: Sessions will address the following topics:
- Why Assess: Empirical Data on How it Helps Students Learn
- Games as Formative Assessments in the Classroom
- Formative Assessment with Team-Based Learning
- Creating Multiple Choice Questions and Ways to Using Them as Formative Assessment
- Coordinating Formative Assessment Across the Curriculum
Conference Faculty: Workshops will be taught by experienced faculty: Andrea Curcio (GSU Law), Lindsey Gustafson (UALR Bowen), Michael Hunter-Schwartz (UALR Bowen), Heidi Holland (Gonzaga) and Sandra Simpson (Gonzaga)
Who Should Attend: This conference is for all law faculty and administrators. By the end of the conference, attendees will have concrete and practical knowledge about formative assessment and complying with Standard 314 to take back to their colleagues and institutions. Details about the conference will be available on the websites of the Institute for Law Teaching & Learning and Emory University School of Law.
Registration Information: The registration fee is $225 for the first registrant from each law school. We are offering a discounted fee of $200 for each subsequent registrant from the same school, so that schools may be able to send multiple attendees. Details regarding the registration process will be provided in future announcements.
Accommodations: A block of hotel rooms for conference attendees has been reserved at the Emory Conference Center Hotel for $159/night; at the Courtyard by Marriott in downtown, Decatur for $99/night; and at the Decatur Holiday Inn for $159/night. Reservation phone numbers are : Emory Conference Center Hotel: 1-800-933-6679; Courtyard by Marriott Downtown Decatur: www.marriott.com or 1-404-371-0204; Holiday Inn Hotel Decatur 1-888-HOLIDAY.
Tuesday, October 4, 2016
Johns Hopkins All Children’s Hospital is hosting a seminar entitled, 19th Annual Estate, Tax, Legal & Financial Planning Seminar, which will take place on Thursday, February 9, 2017, at Johns Hopkins All Children’s Hospital, 701 4th St. South, St. Petersburg, Florida 33701. Provided below is a description of the event:
Johns Hopkins All Children's 19th Annual Estate, Tax, Legal & Financial Planning Seminar offers a full day of continuing education for Attorneys, Certified Public Accountants, Certified Financial Planners, Trust Officers, Bankers, and CTFAs. This year's topics include:
- Recent Developments and Strategies
- Charitable Giving and Avoiding Traps for the Unwary
- Transferring Business Interests After the 2704 Buzzsaw (or Is It Really A Butterknife?)
- Retaining, Obtaining, and Sustaining Basis
- Do People Really Do That?
- Tales from the Dark Side: Drafting Issues from the Fiduciary Perspective
- Recognizing and Preventing Financial Abuse of the Elderly, including the Regional FAST Program
NEW THIS YEAR:
Please join us after the Seminar for a brief presentation by Sanford Schlesinger, who will share an inspiring presentation “Communicating Charitable Planning in an Understandable Manner”.
Sanford will discuss how when a properly structured charitable giving technique is implemented correctly, the charitable gift may not cost the donor anything out of pocket. Instead, what can be given to charity is the money the individual would have otherwise paid in Federal income taxes and estate taxes.
Come mix, mingle and network with our All Children's Hospital Foundation Dream Builders, donors, physicians, employees and potential donors, and learn more about the benefits of establishing charitable plans for your clients. In past years our seminar activities have been directed solely to our professional partners. However, this year we wanted to offer a program that is of benefit to you, your clients and potential clients.
This additional program will run from 4:35 p.m. - 6:00 p.m.
Wednesday, September 28, 2016
The American Law Institute is hosting a CLE entitled, My Estate Is Worth What? Best Practices and Pitfalls of Working with Appraisers and Valuation Experts, which will take place on October 19, 2016, 1:00–2:00 PM Eastern. Provided below is a description of the event:
Is your estate planning client going through a divorce? Looking to establish a buy-sell agreement for its business interests? Anxious to transfer hard-to-value assets before the end of the year in light of the proposed section 2704 regulations? Then you are likely going to need to hire an appraiser or valuation expert. Do you know how to get the best appraisal for your client?
In just 60 minutes, this program will teach you not only how to protect your client’s interests in these critical times, but also to ensure that the appraisal passes IRS scrutiny!
- Determining when a valuation expert is needed
- Deciding whom to hire as an appraiser and the type of appraisal required
- Best practices for engaging the appraiser to maintain evidentiary privilege
- Best practices for reviewing and revising draft appraisals
- Select valuation issues to consider
Register today for this important program! Or register two or more from your organization and save!
Wednesday, September 7, 2016
The American Law Institute is hosting a CLE entitled, Advanced Estate Planning Practice Update: Fall 2016, which will take place on October 26, 2016, 12:00–2:00 PM Eastern. Provided below is a description of the event:
Join us and see why attorneys across the country tune in for this must-attend program three times a year! This advanced seminar covers significant recent developments and how they affect estate planning practice.
The unique two-hour program, featuring Professor Jeffrey N. Pennell a nationally renowned faculty of estate planning lawyers, is designed for sophisticated practitioners who want to stay up-to-date on changes in the field.
Saturday, September 3, 2016
Registration is now open for the University of Texas at Austin School of Law's 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!
Friday, August 19, 2016
The American Law Institute is hosting a CLE entitled, 19th Annual ALI CLE Advanced Course of Study on International Trust and Estate Planning, which will take place on October 27–28, 2016, at the Washington Plaza Hotel in Washington, D.C. at 10 Thomas Circle. Provided below is a description of the event:
The two-day program provides an in-depth review of the factors to consider when providing tax and estate planning advice to wealthy individuals and families with U.S. and foreign contacts. Some of this year’s important topics include:
- U.S. tax rules applicable to foreign “grantor” and “non-grantor” trusts
- Common Law trusts and their analogues in other legal systems
- Trust and related tax law developments outside the United States
- Practical advice for clients with foreign trusts and business interests
- Update of current multinational initiatives impacting cross-border wealth and tax planning
- New options for international charitable planning and related developments
- S. immigration and citizenship rules relevant to estate planning
- The current “mark-to-market” expatriation tax rules, including the proposed section 2801 “inheritance” tax regulations
- The effect that the international exchange of beneficial owner information embedded in CRS and FATCA is likely to have on cross-border tax and estate planning
As in past years, the course’s distinguished faculty will use interactive panels to address the latest wealth planning strategies and trends. There will be ample time to discuss your questions with the faculty and to network with them and a national audience of your peers.