Wills, Trusts & Estates Prof Blog

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

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Thursday, August 20, 2015

CLE On Long-Term Care Fundamentals

CLE PictureThe American Bar Association is presenting a CLE entitled, Long-Term Care Fundamentals, Thursday August 20, 2015, 12:00-1:30pm Eastern, online.  Here are some details about the event:

Panelists will explain the various types of providers across the continuum of care, including housing, assisted living, nursing and skilled nursing facilities, home health, home- and community-based services, hospice, and continuing care retirement communities.

The panel will also explore the demographics of our aging population and evolution of health care delivery and reimbursement and how these may influence public policy and regulatory schemes in the future.

Panelists will also discuss:

  • Payment sources
  • Regulatory schemes for providers of long-term-care across the continuum of services and supports
  • The demographics of our aging population and how the changing health care arena influences the landscape of long-term care
  • The most recent regulatory and legal issues facing long-term care providers

August 20, 2015 in Conferences & CLE, Disability Planning - Health Care, Disability Planning - Property Management, Estate Planning - Generally | Permalink | Comments (0)

Wednesday, August 19, 2015

CLE On Digital Data After You Die

CLE PictureThe American Bar Association is presenting a CLE entitled, Privacy, Probate, and What Happens to Your Digital Data after You Die?, Tuesday September 22, 2015, 1:00-2:30pm Eastern, online.  Here are some details about the event:

As Americans increasingly live their lives online, they are leaving more and more data behind in digital form when they die. Should families be able to retrieve the digital data of loved ones? Under what circumstances?
 
Can probate lawyers and estate executors get access to the deceased digital data and, if so, how? How are social media handling the many requests for access to digital data, and can such access be provided consistent with the Electronic Communications Privacy Act and other laws? To address this, the NCCUSL has drafted the Uniform Fiduciary Access to Digital Data model law, which the ABA approved in August 2014. Some have criticized the UFADDA as insufficiently protective of privacy interests, and have advocated a competing measure known as the PEAC.

August 19, 2015 in Conferences & CLE, Estate Administration, Estate Planning - Generally, Non-Probate Assets | Permalink | Comments (0)

Wednesday, August 12, 2015

CLE On Estate Plans After American Taxpayer Relief Act Of 2012

CLEThe American Bar Association is presenting a CLE entitled, Oh, What a Relief It Is: Curing Estate Plans that No Longer Make Sense in Light of the American Taxpayer Relief Act of 2012, Tuesday August 18, 2015, 12:00-1:30pm Central, online.  Here are some details about the event:

As a result of ATRA, the federal wealth transfer tax system is no longer relevant to most taxpayers and less relevant to the rest. For most taxpayers it will be more important to plan for reducing income tax than for reducing transfer tax. Typical estate planning transactions that may have once been appropriate for a client may be less so in the post-ATRA world. This presentation explores how clients can escape from the no-longer-useful (or perhaps harmful) estate planning transaction or more efficiently administer those they cannot escape from.

August 12, 2015 in Conferences & CLE, Death Event Planning, Income Tax | Permalink | Comments (0)

Friday, August 7, 2015

CLE On New Concept in Alternatives to Guardianship In Texas

CLE PictureThe Texas Bar Association is presenting a CLE entitled, Supports and Services: A New Concept in Alternatives to Guardianship, Wednesday August 19, 2015, 12:30-1:30pm Central, online.  Here is why you should sign up:

This program covers the concept of 'Supports and Services,' made a vital part of the guardianship process by HB39, implementing the Texas WINGS initiative, an interdisclipinary workgroup tasked by the Texas Office of Court Administration to identify strengths and weaknesses in the state's current system of adult guardianship. As an adjunct to the doctrine of the Least Restrictive Alternative, found in the first section of the guardianship laws (Texas Estates Code §1001.001), the concept of 'supports and services' is now an integral part of the process of identifying the need for a guardianship or the ability to employ a less restrictive alternative, often supplemented by an available support or service.

Learning Objectives:

  • Understand the doctrine of both 'less restrictive alternatives' to guardianship and the concept of 'supports and services' and how the two interact to lessen the impact of the guardianship process whenever possible.
  • Develop familiarity with the available alternatives and their varied applications.
  • Hone your diagnostic skills in analyzing the various options.
  • Become a better resource to your clients, colleagues and the court.

August 7, 2015 in Conferences & CLE, Guardianship | Permalink | Comments (0)

Wednesday, August 5, 2015

CLE On Offshore Asset Protection Trusts

CLE PictureThe American Bar Association is presenting a CLE entitled, They Work Extremely Well? - Offshore Asset Protection Trusts: Why Do Them and Where to Create Them, Tuesday August 11, 2015, 12:00-1:30pm Central, online.  Here is why you should attend:

Some estate planning practitioners caution that offshore asset protection trusts work "extremely well." Cases in the United States indicate that debtors sometimes cannot reach their own assets even when said debtor's freedom (via a contempt of court order) is on the line. However, all offshore asset protection trusts are not created equal; when used with the right client, in the right set of circumstances, they offer unmatched protection that could be a wonderful estate planning tool.

Domestically in the United States, at least 24 states allow some form of a domestic asset protection trust, including inter vivos QTIP trusts and self-settled asset protection trusts. The proliferation of domestic asset protection trusts leaves attorneys inquiring whether their use outweighs the potential benefits of using an offshore asset protection trust.

August 5, 2015 in Conferences & CLE, Trusts | Permalink | Comments (0)

Friday, July 31, 2015

CLE On What You Need to Know Personally and Professionally In Estate Planning

CLE PictureThe American Bar Association is presenting a CLE entitled, Estate Planning: What You Need to Know Personally and Professionally, Wednesday August 5, 2015, 1:00-2:30pm Eastern, online.  Here is why you should attend:

No matter how large or modest the estate, everyone needs a good plan in advance. Unfortunately, we can’t predict accidents, illness, or how long we will live. Good estate planning involves providing critical guidance and peace of mind for your clients. Join our experienced panel as they provide valuable advice on preserving the maximum amount of wealth possible.

Topics will include:

  • The basic nuts-and-bolts of an estate plan
  • Strategies for wealth preservation and gifting
  • Dealing with multiple representation and conflicts issues
  • Managing fiduciary responsibilities

July 31, 2015 in Conferences & CLE, Estate Planning - Generally, Professional Responsibility | Permalink | Comments (0)

Thursday, July 30, 2015

CLE On Special Needs Trust

CLE PictureThe University of Texas School of Law is presenting a CLE entitled, Special Needs Trusts: A Guide for Attorneys, Financial Advisors and Trust Officers, Thursday & Friday February 4-5, 2016, at the Radisson Hotel and Suites in downtown Austin.  Here are some details about the event:

Mark your calendar for the 12th Annual Changes and Trends Affecting Special Needs Trusts on February 4–5, 2016 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!

The Radisson Hotel and Suites is offering attendees a special room rate of $189. Call 512.478.9611 and mention 'UT Law' by January 4, 2016 to receive this special rate.

July 30, 2015 in Conferences & CLE, Estate Planning - Generally, Trusts | Permalink | Comments (0)

Wednesday, July 29, 2015

CLE On Estate Plans After American Taxpayer Relief Act of 2012

CLEThe American Bar Association is presenting a CLE entitled, Oh, What a Relief It Is: Curing Estate Plans that No Longer Make Sense in Light of the American Taxpayer Relief Act of 2012, Tuesday August 18, 2015, 12:00-1:30pm Central, online.  Here are some details about the event:

JOIN THE SECTION & SAVE!
ABA Members join RPTE for $70 to save $55 on this and future RPTE teleconferences, sign up at Register online. Find upcoming programming here . You may also email Michael.Kesler@americanbar.org, or call 312-988-5260. Visit www.shopaba.org to update your preferences to receive future program announcements via e-mail.

UNABLE TO PARTICIPATE?
This program will be available on audio CD and MP3. Order from the ABA Web Store
(search by program title or keyword).

ALL PARTICIPANTS MUST REGISTER
Cancellations and requests for refunds will be honored on the following basis: Two business days or more, 100% refund; one business day or less, 100% refund minus the $25 administrative fee. Substitute registrants are welcome. The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit in 50- minute states in states accrediting ABA live webinars and teleconferences.* Credit hours granted are subject to each state’s approval and credit rounding rules. NY- licensed attorneys: This non-transitional CLE program has been approved for experienced NY-licensed attorneys in accordance with the requirements of the New York State CLE Board for 1.5 New York CLE credits.

July 29, 2015 in Conferences & CLE, Estate Administration, Estate Planning - Generally | Permalink | Comments (0)

Friday, July 24, 2015

41st Annual Notre Dame Tax & Estate Planning Institute

CLEThe University of Notre Dame Law School is sponsoring the Forty-First Annual Notre Dame Tax & Estate Planning Institute on September 17-18, 2015. Provided below is the program description:

The 41st Annual Notre Dame Tax and Estate Planning Institute will take place on September 17th and 18th, 2015, in South Bend at the Century Center on the banks of the St. Joseph River in downtown South Bend, Indiana, at 120 South St. Joseph Street. South Bend uses Eastern Time (same as New York City)

The 41st Annual Institute will present topics relevant for all individuals, even those not exposed to the estate tax because of the high exemptions. Several sessions are designed to evaluate financial products and planning techniques so that one can better understand and evaluate these products and proposals in determining not only the tax and financial advantages they offer, but also their limitations. In addition, the Institute offers topics not found in most estate planning CE programs such as protecting the elderly from scams and exploitation. As part of the objective of refreshing areas that can expand one’s practice, a session will review the income tax consequences of debt cancellation, foreclosures, and debt restructuring. Recognizing the importance of the income tax, the Institute will continue to devote sessions to income tax planning techniques clients can use immediately.

July 24, 2015 in Conferences & CLE, Estate Administration, Estate Planning - Generally | Permalink | Comments (0)

Tuesday, July 21, 2015

CLE On Offshore Asset Protection Trusts

CLEThe American Bar Association is presenting a CLE entitled, They Work Extremely Well? - Offshore Asset Protection Trusts: Why Do Them and Where to Create Them, Tuesday August 11, 2015, 12:00-1:30pm Central, online.  Here is why you should attend:

Some estate planning practitioners caution that offshore asset protection trusts work "extremely well." Cases in the United States indicate that debtors sometimes cannot reach their own assets even when said debtor's freedom (via a contempt of court order) is on the line. However, all offshore asset protection trusts are not created equal; when used with the right client, in the right set of circumstances, they offer unmatched protection that could be a wonderful estate planning tool.

Domestically in the United States, at least 24 states allow some form of a domestic asset protection trust, including inter vivos QTIP trusts and self-settled asset protection trusts. The proliferation of domestic asset protection trusts leaves attorneys inquiring whether their use outweighs the potential benefits of using an offshore asset protection trust.

July 21, 2015 in Conferences & CLE, Estate Planning - Generally, Trusts | Permalink | Comments (0)