Wills, Trusts & Estates Prof Blog

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

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)

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)