Wills, Trusts & Estates Prof Blog

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

A Member of the Law Professor Blogs Network

Sunday, June 28, 2015

CLE On Settlements, Compromises and Ethical Issues in Estate Litigation

CLE PictureThe American Bar Association is presenting a paralegal CLE entitled, Settlements, Compromises and Ethical Issues in Estate Litigation, Thursday, July 16, 2015, 12:00-1:30pm Central, online.  Here is why you should attend:

Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues – as well as best practices – from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law.  The program will offer ten 60-minute eLearning sessions, and attendees can register for the entire series or individual sessions.

June 28, 2015 in Conferences & CLE, Estate Administration, Estate Planning - Generally | Permalink | Comments (0)

Friday, June 26, 2015

CLE On Supreme Court's Decision On Same Sex Marriage

CLEThe American Bar Association is presenting a CLE entitled, News From the Hill: Supreme Court's decision on Same Sex Marriage, Tuesday, July 7, 2015, 12:00-1:30pm Central, online.  Here is why you should attend:

If the Court rules against marriage equality, then the current patchwork of laws will continue and marriages entered into under earlier constitutional rulings may be called into question. In that case, interesting conflicts of laws issues will continue. The ruling is not expected to affect the status of Registered Domestic Partners and Civil Union Partners who are recognized as married under their various state laws but not under federal law, except perhaps for social security. But conflicts questions will continue to abound for these couples because some marriage equality states recognize registered partners as married spouses and it is still unclear whether federal agencies, like the IRS, recognize such couples as married or not. The panelists will be prepared to address whatever questions arise from the Supreme Court's opinion no matter which way the ruling goes.

June 26, 2015 in Conferences & CLE, Estate Planning - Generally, New Cases | Permalink | Comments (0)

Thursday, June 25, 2015

CLE On Planning For A Probate Contest

CLE PictureThe American Bar Association is presenting a CLE entitled, Live From Skill Training: Planning for the Probate Contest, Wednesday July 15, 2015, 5:00-6:30PM Eastern, online.  Here is why you should attend:

Although many estate planning arrangements are implemented without controversy, given family dynamics involved in such planning, drafting attorneys should be mindful of the possibility that family members will disagree.   Those who are dissatisfied with an estate plan may resort to court proceedings.   This segment of the STEP program will introduce attendees to the essential concepts of probate litigation, including will and trust disputes, contests, and fiduciary litigation.   Those engaged in the estate planning process should be aware of the manner in which probate litigation arises so that they can plan to avoid such disputes (as much as possible).   After reviewing those concepts, this segment will explore some of the planning approaches that can be pursued to avoid probate litigation.

June 25, 2015 in Conferences & CLE, Estate Planning - Generally, Wills | Permalink | Comments (0)

Monday, June 22, 2015

CLE On Estate Planning For A Family Business Owner

CLEThe American Law Institute is presenting a CLE entitled, Estate Planning for the Family Business Owner, Wednesday July 8 to July 10, 2015, online or in person at the Marriott Fishermans Wharf in San Francisco.  Here is why you should attend:

This nationally-recognized program for expert analysis on all key aspects of the closely-held family business, from choice of entity to estate administration, plus updates on the hottest topics impacting those who handle privately-owned businesses, including:

  • Incorporating transfer planning for business interests
  • Current income tax issues and planning strategies
  • Best practices for using trust advisors and trust protectors
  • Dealing with intra-family rivalries in succession planning

 New topics and speakers enliven this year’s agenda – if you’ve attended this course in the past, it’s time to participate again, and if you’ve never attended, this is the year to start!

June 22, 2015 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Friday, June 19, 2015

CLE On Will Contests and Spousal Election

CLE PictureThe American Bar Association Paralegal Elearning Program is presenting a CLE entitled, Introduction to Will Contests and Spousal Election, Thursday, June 25, 2015, 12:30-1:30pm Central, online.  Here is why you should attend:

Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues – as well as best practices – from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law.  The program will offer ten 60-minute eLearning sessions, and attendees can register for the entire series or individual sessions. As an added bonus, all Paralegal eLearning Program series registrants will receive a complimentary Associate membership in both the ABA and Section of Real Property, Trust & Estate Law for the 2014-2015 bar year.

June 19, 2015 in Conferences & CLE, Wills | Permalink | Comments (0)

Thursday, June 18, 2015

CLE On Supreme Court's Decision On Same Sex Marriage

CLE PictureThe American Bar Association is presenting a CLE entitled, News From the Hill: Supreme Court's decision on Same Sex Marriage, Tuesday, July 7, 2015, 12:00-1:30pm Central, online.  Here is why you should attend:

If the Court rules against marriage equality, then the current patchwork of laws will continue and marriages entered into under earlier constitutional rulings may be called into question. In that case, interesting conflicts of laws issues will continue. The ruling is not expected to affect the status of Registered Domestic Partners and Civil Union Partners who are recognized as married under their various state laws but not under federal law, except perhaps for social security. But conflicts questions will continue to abound for these couples because some marriage equality states recognize registered partners as married spouses and it is still unclear whether federal agencies, like the IRS, recognize such couples as married or not. The panelists will be prepared to address whatever questions arise from the Supreme Court's opinion no matter which way the ruling goes.

June 18, 2015 in Conferences & CLE, Current Events, New Cases | Permalink | Comments (0)

Monday, June 15, 2015

CLE On Medicaid Asset Protection

CLEThe American Bar Association is presenting a CLE entitled, Medicaid Self Defense: Asset Protection for Your Clients, Tuesday, June 16, 2015, 1:00-2:30pm Eastern, online.  Here is why you should attend:

Senior citizens and persons with disabilities are often faced with difficult decisions and life-altering choices when qualifying for Medicaid coverage. Often times they are forced to sell their homes or deplete assets they worked years to acquire.

Seasoned attorneys can assist with proactive measures such as healthcare planning, reallocation of assets, and the purchase of annuities. Topics of discussion will include:

  • Qualifying the client for Medicaid, while preserving an income stream for the well spouse
  • Selecting the right annuity for your client
  • Setting up a Medicaid Asset Protection Trust

June 15, 2015 in Conferences & CLE, Disability Planning - Health Care, Estate Planning - Generally | Permalink | Comments (0)

Friday, June 12, 2015

CLE On Introduction To Will Contests And Spousal Election

CLEThe American Bar Association Paralegal EProgram is presenting a CLE entitled, Introduction to Will Contests and Spousal Election, Thursday June 25, 2015, 12:30-1:30pm Central, online.  Here is why you should attend:

Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues – as well as best practices – from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law.  The program will offer ten 60-minute eLearning sessions, and attendees can register for the entire series or individual sessions.

As an added bonus, all Paralegal eLearning Program series registrants will receive a complimentary Associate membership in both the ABA and Section of Real Property, Trust & Estate Law for the 2014-2015 bar year.

June 12, 2015 in Conferences & CLE, Wills | Permalink | Comments (0)

Thursday, June 11, 2015

CLE On Estate Planning for the Family Business Owner

CLE PictureThe American Law Institute is presenting a CLE entitled, Estate Planning for the Family Business Owner, Wednesday July 8 to July 10, 2015, online or in person at the Marriott Fishermans Wharf in San Francisco.  Here is why you should attend:

This nationally-recognized program for expert analysis on all key aspects of the closely-held family business, from choice of entity to estate administration, plus updates on the hottest topics impacting those who handle privately-owned businesses, including:

  • Incorporating transfer planning for business interests
  • Current income tax issues and planning strategies
  • Best practices for using trust advisors and trust protectors
  • Dealing with intra-family rivalries in succession planning

 New topics and speakers enliven this year’s agenda – if you’ve attended this course in the past, it’s time to participate again, and if you’ve never attended, this is the year to start!

June 11, 2015 in Conferences & CLE, Estate Planning - Generally, Trusts, Wills | Permalink | Comments (0)

Saturday, June 6, 2015

CLE On Introduction To Will Contests And Spousal Election

CLE PictureThe American Bar Association Paralegal EProgram is presenting a CLE entitled, Introduction to Will Contests and Spousal Election, Thursday June 25, 2015, 12:30-1:30pm Central, online.  Here is why you should attend:

Attendees of the Paralegal eLearning Program will learn substantive legal and ethics issues – as well as best practices – from leading industry professionals with in-depth knowledge and hands-on experience in Trust & Estate Law.  The program will offer ten 60-minute eLearning sessions, and attendees can register for the entire series or individual sessions.

As an added bonus, all Paralegal eLearning Program series registrants will receive a complimentary Associate membership in both the ABA and Section of Real Property, Trust & Estate Law for the 2014-2015 bar year.

June 6, 2015 in Conferences & CLE, Wills | Permalink | Comments (0)