Wills, Trusts & Estates Prof Blog

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

Wednesday, November 15, 2017

CLE on Title and Conveyancing: Handling the Top Issues

0000000 CLEThe National Business Institute is holding a conference entitled, Title and Conveyancing: Handling the Top Issues, which will take place on Thursday, November 30, 2017, at the Old Capitol Inn in Jackson, MS. Provided below is a description of the event:

Program Description

Confidently Tackle Title and Conveyancing Challenges Head-On

Transferring title from seller to buyer may seem straightforward, but the devil is all too often in the details that lie buried in deeds, legal descriptions, title commitments and more. Are you equipped to handle the top title conveyancing challenges that come across your desk? This essential guide will highlight the top issues that cause even experienced attorneys to slip up. You will get the information you need to handle title objection frustrations, boundary line impediments, co-owned property headaches and more. Register today!

  • Object to critical title red flags, and craft objection letters that get your point across.
  • Correct mistakes that get deeds rejected and ensure your client is not left high and dry.
  • Handle top challenges with co-owned real estate, including division and dissolution.
  • Know what to do when encroachments and other boundary issues threaten marketable title.
  • Overcome critical title issues related to deceased owners and estates.
  • Do your homework and ensure the purchase agreement doesn't affect title conveyancing.

Who Should Attend

This intermediate level seminar is designed for:

  • Attorneys
  • Real Estate Professionals
  • Title Professionals
  • Settlement Agents
  • Closers
  • Underwriters
  • Lending Professionals
  • Paralegals

Course Content

  1. Title Objections: When They Should and Shouldn’t be Made
  2. Deeds: Avoiding Rejection and Other Challenges Down the Road
  3. Co-Owned Property and Title: Ensuring Proper Execution, Division and Dissolution
  4. Boundary Difficulties and Title Conveyancing
  5. Probate Problems and Title Transfers: Addressing Critical Concerns
  6. Real Estate Contracts and Conveyancing: Handling Top Deal-Breakers
  7. Ethical Dilemmas and Title Practice

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

International Association for Continuing Education Training – IACET: 0.60

Real Estate – Real Estate: 6.00

* denotes specialty credits

November 15, 2017 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)

Tuesday, November 14, 2017

CLE on Tax Strategies for Estate, Retirement and Financial Planning

0000000 CLEThe National Business Institute is holding a conference entitled, Tax Strategies for Estate, Retirement and Financial Planning, which will take place on Thursday, November 16, 2017, at the Best Western Plus North Haven Hotel in North Haven, CT. Provided below is a description of the event:

Program Description

Effective Tax Strategies for Trusts, Estates and Individuals

Expand your arsenal of tax planning tools with the latest and most effective techniques! Experienced faculty will guide you through basis enhancing strategies, asset protection mechanisms, recent tax planning trends, regulatory updates and more in this comprehensive seminar. Protect your clients from undue tax burdens from cradle to grave - register today!

  • Gain practical wealth transfer techniques to minimize both estate and income tax liabilities.
  • Protect your clients from tax penalties and attacks.
  • Make the best use of partnerships and LLCs and comply with the latest rules governing them.
  • Find charitable solutions to top estate planning problems.
  • Maximize your clients' retirement assets and get tools for their tax-efficient transfer to beneficiaries.
  • Clarify how rules of professional conduct are applied in tax practice.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Financial Planners
  • Trust Officers
  • Tax Professionals
  • Paralegals

Course Content

  1. Top Lifetime Transfer Strategies to Reduce Taxes
  2. Valuation of Assets: How to Protect Clients from Tax Penalties
  3. Using LLCs and Partnerships (Pass-Through Entities) to Your Client's Advantage
  4. Tax Strategies in Retirement Planning
  5. Defensive Wealth Planning Techniques - Protecting Against Creditors and the IRS
  6. Tax Regulatory Update
  7. Trusts: Top Designs for Tax Reduction
  8. Legal Ethics in Tax Practice
  9. Charitable Giving as a Tax Tool
  10. Cross-Border Tax Issues Every Estate Planner Needs to Know

Continuing Education Credit

Continuing Legal Education – CLE: 6.50 *

Financial Planners – Financial Planners: 8.00

International Association for Continuing Education Training – IACET: 0.70

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

* denotes specialty credits

November 14, 2017 in Conferences & CLE, Estate Planning - Generally, Income Tax, Professional Responsibility, Trusts | Permalink | Comments (0)

Sunday, November 12, 2017

CLE on Protecting Assets While Qualifying for Medicaid

0000000 CLEThe National Business Institute is holding a conference entitled, Protecting Assets While Qualifying for Medicaid, which will take place on Thursday, November 30, 2017, at the Omaha Marriott in Omaha, NE. Provided below is a description of the event:

Program Description

Get the Latest on Medicaid Application and Asset Planning Tactics

Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!

  • Learn what the income eligibility requirements are when applying for Medicaid.
  • Protect your clients' interests by knowing what's exempt and what's not.
  • Employ the most practical and effective asset transfer methods to comply with the spend-down requirement.
  • Explore crisis planning methods to restore Medicaid benefits as quickly as possible.
  • Guide clients through the Medicaid qualification process by knowing what's involved.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

  • Attorneys
  • Nursing Home Administrators
  • Social Workers
  • Geriatric Care Managers
  • Trust Officers
  • Accountants and CPAs
  • Estate and Financial Planners
  • Paralegals

Course Content

  1. Applying for Medicaid - The Four Eligibility Requirements
  2. Pre-Need Asset Planning
  3. Crisis Planning and Assistance
  4. Trust-Based Medicaid Planning in Detail
  5. Using Special Needs Trusts - Sample Trust Review
  6. Applied Legal Ethics

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

Financial Planners – Financial Planners: 7.00

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *

* denotes specialty credits

November 12, 2017 in Conferences & CLE, Elder Law, Estate Planning - Generally | Permalink | Comments (0)

Saturday, November 11, 2017

CLE on Wrongful Death Litigation: Start-to-Finish

0000000 CLEThe National Business Institute is holding a conference entitled, Wrongful Death Litigation: Start-to-Finish, which will take place on Thursday, November 30, 2017, at the Hampton Inn & Suites Charlotte-Arrowood in Charlotte, NC. Provided below is a description of the event:

Program Description

Get Real-World Tips from Top Attorneys

How do you prove and calculate conscious pain and suffering? How do you navigate the probate court while pursuing a tort claim? How do you successfully communicate autopsy evidence to the judge/jury and present them with a dollar amount? Whether you represent the plaintiff or the defense, you need specialized litigation strategies when taking on a wrongful death case. Top attorney faculty will show you how to find hidden coverage; negotiate loss of consortium, future benefits and life expectancy with insurance companies; use cell phone records to prove negligence; and create effective exhibits that reveal the relationships of family members. Don't miss this unique opportunity to learn in 6 hours what it has taken top attorneys years to hone and refine. Register today!

  • Identify red flags in intake and effectively communicate with family members and personal representatives.
  • Examine the will and get probate court approval to pursue/settle.
  • Learn the secrets insurance companies use to investigate a wrongful death case.
  • Find hidden coverage unique to wrongful death cases and interpret ambiguous policy language.
  • Preserve and obtain accident scene evidence; authenticate cell phone and GPS evidence.
  • Use photographs of the decedent effectively at trial.
  • Analyze and interpret medical records to prove negligence/liability.
  • Gain voir dire strategies specific to a wrongful death case.
  • Learn how to gain the best evidence from the decedent's autopsy to support your case.

Who Should Attend

This intermediate level seminar is designed for attorneys. Insurance professionals, claims managers/adjusters, mediators, and hospital risk managers may also benefit.

Course Content

  1. Filing the Wrongful Death Lawsuit and Insurance Coverage Examination
  2. Accident Scene Investigation Strategies: Secrets Adjusters Don't Want You to Know
  3. Working with the Probate Court
  4. Using Medical Experts and Records to Determine Cause of Death and Liability
  5. Wrongful Death Damages - Strategy, Evidence and Calculations
  6. Successfully Negotiating Wrongful Death with Insurance Companies
  7. Trial of the Wrongful Death Case - Tips From Top Attorneys
  8. Upholding Ethical Standards in Wrongful Death Cases

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

Insurance – Insurance: 6.00 *


* denotes specialty credits

November 11, 2017 in Conferences & CLE, Estate Planning - Generally, Wills | Permalink | Comments (0)

Thursday, November 9, 2017

CLE on Top Estate Planning Techniques

0000000 CLEThe National Business Institute is holding a conference entitled, Top Estate Planning Techniques, which will take place on Tuesday, November 28, 2017, at the Courtyard Alexandria in Alexandria, LA. Provided below is a description of the event:

Program Description

Focus Your Efforts on Techniques That Work

This engaging course will take you through the basics of estate planning and beyond with old and new techniques that our attendees have voted to be the most effective in their practice. Find out what makes these estate planning tools "superstars" and gain practical tips for maximizing their uses. Enroll today!

  • A simple will remains one of the most effective tools in estate planning - learn how to phrase it to maximize its effectiveness.
  • Gain practical tips for drafting legally defensible transaction agreements to make sure the gifts are properly documented.
  • Help your client transfer a business to beneficiaries without diminishing its value or surrendering too much control.
  • Protect yourself with thorough knowledge of laws and regulations governing the actions of fiduciaries.
  • Learn why it's important to know when to file the tax return for grantor trusts.
  • Determine whether a client qualifies as a beneficiary of a special needs trust and gain tips for drafting one.
  • Don't reinvent the wheel - learn from experienced faculty how to create airtight qualified personal residence trusts.
  • Maximize your asset protection: learn how to make sure all your clients' assets are accounted for in the trust documents.
  • Use spendthrift language in ILITs to limit the ability of beneficiaries to assign interest and creditors to make demands on the trustees to pay the debts of beneficiaries.

Who Should Attend

This basic-to-intermediate level seminar offers an overview of the best practices in estate planning and will benefit:

  • Attorneys
  • Paralegals
  • Financial planners
  • Accountants and CPAs
  • Tax Preparers
  • Trust officers

Course Content

  1. Wills
  2. Annual Exclusion Gifting
  3. Tax and Estate Planning for Pension and IRA Assets
  4. Grantor Trusts
  5. Irrevocable Life Insurance Trusts
  6. Qualified Personal Residence Trusts
  7. Business Entities
  8. Special Needs Trusts

Continuing Education Credit

Continuing Legal Education – CLE: 6.60 *

Financial Planners – Financial Planners: 8.00

International Association for Continuing Education Training – IACET: 0.70

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

Professional Achievement in Continuing Education – PACE: 8.00 *

* denotes specialty credits

November 9, 2017 in Conferences & CLE, Estate Planning - Generally, Estate Tax, Gift Tax, Trusts, Wills | Permalink | Comments (0)

Monday, November 6, 2017

CLE on Divorce Law Boot Camp

0000000 CLEThe National Business Institute is holding a conference entitled, Divorce Law Boot Camp, which will take place on Tuesday, November 14, 2017, at the Best Western Executive Hotel of New Haven-West Haven in West Haven, CT. Provided below is a description of the event:

Program Description

A Comprehensive, Hands-On Approach to Divorce Practice

Can you navigate the divorce process with ease? Are you looking for practice pointers, best practices and sample forms to build your divorce practice? Our veteran faculty will provide you with a solid foundation and real-world tips for handling each key step of a divorce case. Start the case off on the right foot, streamline your motion practice, pick up discovery tools, get insights on valuing/dividing marital property and more. Don't miss this fast-paced, information-packed program - register today!

  • Go beyond the textbook - gain real-life insights from attorneys who have mastered their craft.
  • Receive sample pleadings, discovery requests, agreements, motions, checklists and other documents.
  • Leave no stone unturned: explore methods for uncovering undisclosed assets and liabilities.
  • Learn how to properly use divorce experts and gain pointers on examining them.
  • Understand the core mechanics of valuing and dividing different types of marital assets.
  • Help clients work out and calculate parental responsibility, parenting time and support.
  • Get practical tips for navigating divorce settlements and trials.

Who Should Attend

This basic level seminar is designed for attorneys. Accountants and paralegals may also benefit.

Course Content

  1. Client Intake and Preliminary Steps
  2. Motions in Divorce (with Samples)
  3. Discovery Procedure and Finding Hidden Assets
  4. Experts in Divorce
  5. Valuing and Dividing Assets
  6. Custody, Visitation and Support: A Practical Guide
  7. Negotiating the Final Settlement and Trial
  8. Legal Ethics

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

* denotes specialty credits

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

Friday, November 3, 2017

CLE on Protecting Assets While Qualifying for MaineCare

0000000 CLEThe National Business Institute is holding a conference entitled, Protecting Assets While Qualifying for MaineCare, which will take place on Tuesday, November 07, 2017, at the Fireside Inn & Suites in Portland, ME. Provided below is a description of the event:

Program Description

Get the Latest on MaineCare Application and Asset Planning Tactics

Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, MaineCare is the primary source of payment, so a basic understanding of the MaineCare asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier MaineCare eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!

  • Learn what the income eligibility requirements are when applying for MaineCare.
  • Protect your clients' interests by knowing what's exempt and what's not.
  • Employ the most practical and effective asset transfer methods to comply with the spend-down requirement.
  • Explore crisis planning methods to restore MaineCare benefits as quickly as possible.
  • Guide clients through the Medicaid qualification process by knowing what's involved.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

  • Attorneys
  • Nursing Home Administrators
  • Social Workers
  • Geriatric Care Managers
  • Trust Officers
  • Accountants and CPAs
  • Estate and Financial Planners
  • Paralegals

Course Content

  1. Applying for MaineCare - The Four Eligibility Requirements
  2. Pre-Need Asset Planning
  3. Crisis Planning and Assistance
  4. Trust-Based Medicaid Planning in Detail
  5. Using Special Needs Trusts - Sample Trust Review
  6. Applied Legal Ethics

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

Financial Planners – Financial Planners: 7.00

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *

* denotes specialty credits

November 3, 2017 in Conferences & CLE, Disability Planning - Health Care, Estate Planning - Generally | Permalink | Comments (0)

Wednesday, November 1, 2017

CLE on Frequently Used Trusts for Estate and Financial Planning

0000000 CLEThe National Business Institute is holding a conference entitled, Frequently Used Trusts for Estate and Financial Planning, which will take place on Monday, November 06, 2017, at the Holiday Inn and Suites University of Michigan Area in Ann Arbor, MI. Provided below is a description of the event:

Program Description

Understand the Most Common Trust Structures, Their Various Uses and Tax Effects

Understand the underlying structures and functions of the key estate planning tools used to protect and transfer clients' assets. Whether you're a beginner or are in need of a refresher, this essential course will leave you with useful and practical tips from the pros. Register today!

  • Clarify the tax uses and consequences of the various trust structures.
  • Distinguish between testamentary and revocable trusts.
  • Explore the most tax-efficient tools for specific client circumstances.
  • Determine when an irrevocable trust is a better option.
  • Understand the varied powers and duties of the trustee depending on the trust structure.
  • Learn how special needs trusts are used to provide for daily expenses without risking benefits eligibility.
  • Protect your practice and professional reputation with a tailored ethics guide.

Who Should Attend

This basic level seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Preparers
  • Paralegals

Course Content

  1. Trusts Overview: Main Rules, Terms, Parties, Goals Identified
  2. Testamentary Trusts: What They are and How They Work
  3. Revocable Trusts: A Versatile Tool for Every Occasion
  4. Michigan Domestic Asset Protection Trusts
  5. Irrevocable Trusts: Tax Savings and Asset Protection
  6. Special Needs Trusts: Funding Long-Term Care
  7. Ethics and Trusts

Continuing Education Credit

International Association for Continuing Education Training – IACET: 0.70

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

* denotes specialty credits

November 1, 2017 in Conferences & CLE, Estate Planning - Generally, Estate Tax, Trusts | Permalink | Comments (0)

Monday, October 30, 2017

CLE on 43rd Annual Trust and Estate Conference

0000000 CLEUSC Gould School of Law's is holding a conference entitled, 43rd Annual Trust and Estate Conference, which will take place on Friday, November 03, 2017, at the The Westin Bonaventure Hotel in Los Angeles, CA. Provided below is a description of the event:

For over 40 years, USC Gould School of Law's estate planning conference has provided California practitioners with high-quality continuing education, customized for trust, estate planning and probate professionals.

Click here for the complete programming guide for the 43rd Annual Trust and Estate Conference.

Practical and Realistic Solutions to Issues in Probate, Trust, Estate Planning and Elder Law

With over 500 registrants, the Conference allows professionals to learn from both the speakers and their professional colleagues in attendance. The Conference is specially crafted for attorneys, trust officers, accountants, financial planners, professional fiduciaries, financial institution executives, underwriters, insurance advisors, wealth management professionals, paralegals, fiduciary officers and other professionals in the trust and estate planning field. Speakers typically share "how to" techniques and forms used in their practices. Attendees are provided with practical syllabus materials in both print and electronic formats, including an annually-updated Trust and Estates Directory of Los Angeles, Orange and San Diego counties. CE units are available for lawyers, accountants, financial planners and professional fiduciaries. Legal specialization credits are available in Taxation Law and Estate Planning, Trust and Probate Law.

High-Quality Education

The 43rd Annual Trust and Estate Conference featured some of the best names in trust and estate. USC Gould Professor Edward McCaffery will speak at lunch on the future of estate planning. Popular returning speakers Professor Jack Barcal (USC Leventhal School of Accounting), Jeffrey Dennis-Strathmeyer and David Lane once again kicked off the Conference with an update of recent Federal tax law, California legislation and case law. 

Other speakers throughout the day will include: Robert Barton (Holland & Knight), Gail Cohen (Fiduciary Trust International), Jeryll Cohen (Freeman Freeman & Smiley), Jody Jenkins (Fiduciary Trust International), Arnold Kahn (Holland & Knight), Linda Retz (Law Offices of Linda J. Retz), Sheri Samotin (LifeBridge Solutions), Geraldine Wyle (Freeman Freeman & Smiley) and Marshall Zolla (Law Offices of Marshall S. Zolla).

Click here for the complete programming guide for this year's Conference.

We will again have audio recordings of the Conference available to purchase. The recordings will include all the sessions and will be delivered post-Conference. You may receive CLE credit for sessions you did not attend in person. You cannot claim additional credit for listening to the audio recording of a session you attended.

 The 42nd Annual Trust and Estate Conference sold out, so be sure to register early.

Sponsorship Opportunities

There are many opportunities to sponsor the 43rd Annual Trust and Estate Conference, including the sponsorship of meals, receptions, breaks and give away items. Sponsorship starts at $3,000. Let us tailor your sponsorship opportunity to best serve your needs. Click here for more information.

Social Media

Follow us socially on Facebook/USCLawCLE and Twitter (@USCGouldCLE) for the latest news and updates on our speakers and programming. Find us online using the #USCTrust.

October 30, 2017 in Conferences & CLE, Elder Law, Estate Planning - Generally, Trusts | Permalink | Comments (0)

Saturday, October 28, 2017

CLE on As Family Court Judges See It: Top Mistakes Attorneys Make in Litigating Divorce

0000000 CLEThe National Business Institute is holding a conference entitled, As Family Court Judges See It: Top Mistakes Attorneys Make in Litigating Divorce, which will take place on Thursday, November 02, 2017, at the Crowne Plaza Houston River Oaks in Houston, TX. Provided below is a description of the event:

Program Description

Gain Insight into Everyday Judicial Practices that are Not Found in Any Rule Book

You know the statutes and strategies of divorce litigation, but what no outsider can teach you are the unwritten rules and practices of your local family court. This course brings you face-to-face with family court judges to help you avoid mistakes and adopt best practices that will build your reputation with the court. Register today!

  • Hear insights from family court decision-makers and get your questions answered.
  • Find out how the judges want to see the cases presented at temporary hearings and at trial.
  • Learn how judges approach specific custody issues and what key factors they consider in decision-making.
  • Get guidance on handling cases involving domestic abuse.
  • Ensure effective communication with the court in times of unexpected case developments.
  • Provide the adjudicators with all the information they'll need to make the decision.

Who Should Attend

This basic-to-intermediate level judicial panel will provide domestic and family law attorneys with practical tips for effective communication with the court.

Course Content

Morning Session 9:00 AM - 12:00 PM

  1. Local Family Court Procedure and Culture
  2. Temporary Hearing
  3. Custody/Time Sharing - Major Deciding Factors
  4. Child and Spousal Support Determination and Enforcement
  5. Handling Assets and Debts

Afternoon Session: 1:00 PM - 4:30 PM

  1. Legal Ethics - The Judicial View
  2. Effective Communication with the Court
  3. Contempt in Family Court
  4. Domestic Abuse/Violence
  5. How to Present Your Case at Trial

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

* denotes specialty credits

October 28, 2017 in Conferences & CLE, Estate Planning - Generally | Permalink | Comments (0)