Wills, Trusts & Estates Prof Blog

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

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Tuesday, February 11, 2014

CLE on Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families

CLEThe ABA Section of Real Property, Trust and Estate Law is presenting a CLE entitled, Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families, on Tuesday, at 1:00-2:30 pm ET  February 18, 2014.  Provided below is a description of the event:

In this current environment of high transfer-tax exemptions and substantially increased income tax rates, counselors of wealthy individuals and families should broaden their focus to include strategies that maximize their clients' transfer–tax savings and minimize their income taxes. Private placement life insurance (PPLI) serves as a flexible vehicle that can dramatically reduce the income taxation of investment earnings while providing interesting estate planning benefits as well.

Our panelists will discuss the following:

  • Tax and financial attributes of PPLI
  • Investment considerations
  • The Investor Control Doctrine and IRS diversification requirements
  • Onshore vs. offshore policies
  • Intra-family financing (aka Private Split Dollar)
  • Examples of various PPLI ownership structures and techniques for incorporating PPLI into clients' existing estate planning and investment structures

Register now for this program using your ABA ID (00954888).


February 11, 2014 in Conferences & CLE, Faculty Positions -- Permanent, Income Tax | Permalink | Comments (0) | TrackBack (0)

Monday, April 22, 2013

Two Faculty Openings At the Personal Financial Planning Department At Texas Tech University

Texas TechThe Texas Tech Personal Financial Planning Department has two faculty openings available for qualified individuals to start in the Fall of 2013. Both the positions are tenure track positions. Provided below are links to each a flier that lists the qualifications needed for each of the positions.


Wealth Management/Investment

April 22, 2013 in Faculty Positions -- Permanent | Permalink | Comments (0) | TrackBack (0)

Friday, October 26, 2012

Texas Tech University Seeks President


The Chancellor of the Texas Tech University System invites nominations and applications for the position of President of Texas Tech University.

The President is the chief executive officer of Texas Tech University and is responsible for the executive management of its operations. The President provides overall leadership in the planning and management of the academic, research, international, athletic, service, fiscal, administrative, operational and auxiliary enterprise mission of Texas Tech.

The President is appointed by the Chancellor (the chief executive officer of the Texas Tech University System), with the prior approval of the Board of Regents of the System ("Board"). The President reports directly to the Chancellor, and the performance of the President is evaluated annually by the Chancellor, with a report of the evaluation provided to the Board for concurrence or modification.

Inquiries, applications and nominations may be submitted electronically in total confidence. The 17-member search committee is chaired by Texas Tech University System Board of Regents Chair Jerry E. Turner of Blanco, TX.

Review of applications will begin immediately, with applications accepted until the position is filled, but applications should be submitted no later than November 21, 2012 in order to assure full consideration by the Search Committee. Application materials (to include a letter of interest, a curriculum vitae, and the names, addresses, telephone numbers and email addresses of five references, who will not be contacted without permission) must be electronically submitted (in MS Word or PDF format) to PresTTU@agbsearch.com.

Follow this link for more information about the position.

October 26, 2012 in Faculty Positions -- Permanent | Permalink | Comments (0) | TrackBack (0)

Tuesday, August 28, 2012

University of Richmond Seeks T&E Professor

University_RichmondThe University of Richmond School of Law is looking to hire a tenure-track faculty member in the area of wills and trusts.

Entry level candidates should have outstanding academic credentials and show superb promise for top-notch scholarship.

Lateral candidates should have a superb record of scholarship and teaching.

Applications and inquiries may be directed to Professor Corinna Lain, Chair of Faculty Appointments, at lawfacultyapp@richmond.edu.

August 28, 2012 in Faculty Positions -- Permanent | Permalink | Comments (0) | TrackBack (0)

Friday, August 17, 2012

University of Wyoming seeks T & E professor

University_WyomingThe University of Wyoming College of Law invites applications for two full-time faculty positions. Each position will be tenure-track with duties commencing in the fall of 2013. Applications will be accepted until the position is filled. However, to be assured full consideration, candidates should submit their materials by October 1, 2012. The College of Law is particularly interested in applicants with experience or interest in courses including trusts and estates, federal income taxation, taxation of business entities, gift and estate taxation, estate planning, estate planning practicum, business organizations (corporations and agency and partnership), business planning, and possibly contracts. We welcome applications from entry-level and experienced teachers. Applicants for this position should hold, at a minimum, a J.D. degree from an accredited law school, have distinguished academic credentials, relevant legal experience, and a demonstrated commitment to outstanding teaching, service, research and scholarship.

The University of Wyoming is committed to diversity and endorses principles of affirmative action. We acknowledge that diversity enriches and sustains our scholarship and promotes equal access to our educational mission. We seek and welcome applications from individuals of all backgrounds, experiences, and perspectives. The University of Wyoming is dedicated to ensuring a safe and secure environment for our faculty, staff, students and visitors. To achieve that goal, upon hire we conduct background investigations on prospective employees prior to commencing employment.

Applicants should submit a resume along with a cover letter that addresses how the applicant's experience meets the job requirements listed above to: Professor Diane Courselle, Chair, Faculty Appointments Committee, University of Wyoming College of Law, Dept. 3035, 1000 E. University Ave., Laramie, WY 82071. Electronic submissions will be accepted at dcoursel@uwyo.edu.

August 17, 2012 in Faculty Positions -- Permanent | Permalink | Comments (0) | TrackBack (0)

Thursday, June 28, 2012

University of Montana School of Law Seeks Taxation Professor

University_MontanaThe University of Montana School of Law invites applications for tenure-track Assistant or Associate Professor of Law position for Taxation law.

The position is a ten-month contract beginning fall semester 2013.

To view full job descriptions, minimum requirements needed, and to apply, go to http://university-montana-hr.silkroad.com/epostings/.   ADA/EOE/AA/Veterans Preference.

June 28, 2012 in Faculty Positions -- Permanent | Permalink | Comments (0) | TrackBack (0)

Wednesday, October 19, 2011

Texas Tech seeks Personal Financial Planning professor

Texas_TechThe Texas Tech University in Lubbock, Texas is seeking a professor for its Personal Financial Planning program.  This person would:

  • Teach undergraduate and graduate courses as required for the CFP core curriculum
  • Direct graduate student research primarily at the doctoral level
  • Conduct and publish research in refereed scholarly journals
  • Obtain external research funding
  • Counsel and mentor students
  • Work with industry partnerships
  • Serve on Department, College, and University committees
  • Participate in professional and community activities

For more details and the application procedure, follow this link.

October 19, 2011 in Faculty Positions -- Permanent | Permalink | Comments (0) | TrackBack (0)

Wednesday, August 17, 2011

University of Montana School of Law Seeks Tax Professor

Montana University

The University of Montana School of Law invites applications for a tenure-track ssistant Professor of Law in tax law.

The position is a ten-month contract beginning fall semester 2012.

Starting salary: $72,000 - $74,000.

To view full job description, minimum requirements needed, and to apply, go to http://university-montana-hr.silkroad.com/epostings.

ADA/EOE/AA/Veterans’ Preference.

August 17, 2011 in Faculty Positions -- Permanent | Permalink | Comments (0) | TrackBack (0)

Sunday, October 3, 2010

Elon University School of Law Seeks T&E and Property Professors

Elon_University Elon University School of Law invites applications for tenure-track or visiting faculty positions for appointments to begin in August 2011.  Our principal needs are in the areas of property law and/or wills, trusts, and estates.  We may also attempt this year to fill needs in environmental law, real estate transactions and finance, transactional skills, or legislation and legislative drafting, as well as other areas.  We will consider both entry-level and junior or senior lateral candidates for these positions, though there is a preference for candidates who have at least some teaching experience and who have demonstrated strong potential for scholarship.  We will also consider senior lateral candidates who teach in a wider range of subject areas than those listed.

The law school, now in its fifth year, is provisionally approved, and plans to seek full ABA approval this year and AALS membership at the earliest opportunity.  Elon Law is located in downtown Greensboro, close to Federal and state courts, city and county government buildings, and a variety of cultural and historic attractions.  The main campus of Elon University is one-half hour to the east.  More than 40,000 college and university students in Greensboro create a vibrant intellectual and cultural community. 

Elon University is an equal employment opportunity employer, and the law school actively seeks a diverse faculty.  Interested applicants should send a resume, cover letter, and any supporting documents to the chair of the faculty recruitment committee - Professor Howard Katz, Elon University School of Law, 201 North Greene Street, Greensboro, North Carolina 27401 - or email to hkatz@elon.edu.

October 3, 2010 in Faculty Positions -- Permanent, Faculty Positions -- Visiting | Permalink | Comments (0) | TrackBack (0)

Friday, August 20, 2010

Texas Tech University School of Law Seeks Professors

Texas_TechThe Texas Tech University School of Law is seeking to fill two tenure-track positions for the 2011-12 academic year, and seeks applications from exceptional individuals interested in joining our faculty. The curricular needs for the first position include Commercial Law and corporate/business courses (e.g., Banking Law, Business Planning, or other business related courses).  The curricular needs for the second position include Property and courses in natural resources law, energy law or agriculture law (e.g., Oil and Gas Law, Environmental Law, Land Use and Planning, and Public Land Law).  Once hired, faculty members are evaluated and advancement determined by contributions in the areas of teaching, research and service.

We also seek to fill an open 405(c) status contract position for an individual interested in joining our Legal Practice Program (legal research, writing, and lawyering skills).  Our Legal Practice Program offers a six-credit, two-semester course that integrates research, writing, client interviewing and counseling, oral advocacy, and an extensive ADR component.  While LP faculty work from a common syllabus and core assignments, each full-time LP Professor drafts his/her own fact patterns and related exercises.  The Program seeks applicants with a J.D., prior teaching and/or practice experience, demonstrated writing ability, strong academic credentials, and the ability to work well within a coordinated program structure.


Texas Tech University, a state supported public school, with an enrollment of over 30,000 students, is located in Lubbock, Texas in the high plains of West Texas. The metropolitan area serves as home to 250,000 people.  The law school has approximately 700 students and 40 full-time faculty members. Lubbock enjoys a low cost of living, including very affordable housing prices, and easy access to other parts of the country.

Texas Tech is an Affirmative Action/Equal Opportunity Employer. We strongly encourage applications from women, minorities, and veterans, and we consider the needs of dual career couples. Cover letter, resume, and contact information for three references should be sent to:  Professor Jorge A. Ramírez, Chair, Personnel Committee, Texas Tech University School of Law, 1802 Hartford Avenue, Lubbock, TX 79409-0004.

August 20, 2010 in Faculty Positions -- Permanent | Permalink | Comments (0) | TrackBack (0)