Wills, Trusts & Estates Prof Blog

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

Thursday, August 17, 2017

Announcing the 2017-2019 class of RPTE Fellows

PattonThe Real Property, Trust, and Estate Law (RPTE) section of the American Bar Association (ABA) sponsors a fellowship program designed to encourage young lawyers to become actively engaged in the section. The program seeks to develop these men and women into future leaders by involving them in substantive work occurring within RPTE. To accomplish this, RPTE fellows are paired with a committee chair who serves as their mentor. The mentor maintains an obligation to expose the fellow to all aspects involved in committee membership. Additionally, fellows are involved in various RPTE projects of import: writing for RPTE publications, attending leadership meetings, becoming section liaisons, and becoming engaged members of the Membership Committee are some of the tasks fellows may undertake. For the 2017-19 bar years, the following individuals have been selected to represent the RPTE section as Trust & Estate Fellows: Abigail Rosen, Caryn Friedman, Danielle Kincaid, Kelly Perez, and Jordan Veurink.

See RPTE Leadership Meeting, American Bar Association, 2017.

August 17, 2017 in Current Events, Estate Planning - Generally, Scholarship | Permalink | Comments (0)

Tuesday, August 8, 2017

Professor Alfred Brophy a 2017 Frederick Douglass Book Prize Finalist

1478The Gilder Lehrman Center for the Study of Slavery, Resistance, and Abolition at the MacMillan Center has chosen Alfred Brophy as a finalist for the 2017 Frederick Douglass Book Prize for “University, Court, and Slave: Pro-Slavery Thought in Southern Colleges and Courts and the Coming of Civil War” (Oxford University Press). Professor Alfred Brophy teaches at The University of Alabama School of Law in the fields of trusts, estates, property, and remedies. Professor Brophy received his J.D. from Columbia University and his Ph.D. from Harvard University.

The Frederick Douglass Book Prize represents one of the most highly sought-after awards relating to the study of the African-American experience. The $25,000 prize is given annually to the winner of the award as recognition for the best book on slavery, abolition, and/or resistance published in the preceding year.

See 2017 Frederick Douglass Book Prize Finalists Announced, Yale Macmillan Center, August 1, 2017.

August 8, 2017 in Books, Estate Planning - Generally, Scholarship | Permalink | Comments (0)

Monday, July 24, 2017

New Associate Dean to Bring Greater Awareness To Law Faculty Work

Quinnipiac_Law_TutoringJuly 1, Jeff Cooper took on his new role as the associate dean of research and faculty development at Quinnipiac University’s School of Law. He has been teaching at the law school since 2003. Cooper sees himself as an agent for the faculty and aims to “support them to make sure faculty scholarship gets all the attention it deserves.”

Current law school faculty have published a number of hard-hitting works that have found their way into prestigious law journals. Topics range from Professor John Thomas’s articles dealing with immigration law to Professor Jennifer Herbst’s research on health law and government programs. For Cooper, the ideal is for faculty to publish with an eye toward making a positive impact on judicial and academic policies.

Cooper has himself published a number of lauded works. His examinations concerning estate taxation and wealth transfer have been published in highly recognizable and noteworthy journals, and these works have been oft referenced in publications like Forbes.

See New Associate Dean to Bring Greater Awareness To Law Faculty Work, Quinnipiac, July 18, 2017.

July 24, 2017 in Current Events, Estate Planning - Generally, Scholarship, Teaching | Permalink | Comments (0)

Friday, July 14, 2017

‘A Concise Restatement of Donative Transfers and Trusts’ Now Available

9780314252845LA Concise Restatement of Donative Transfers and Trusts is now available for purchase. This Restatement is a joint publication of the American Law Institute and West Academic Publishing. The title is a concentrated version of the Property and Trust Restatements. This is a great resource for those interested in learning about this particular area of law.

See ‘A Concise Restatement of Donative Transfers and Trusts’ Now Available, American Law Institute, June 30, 2017.

July 14, 2017 in Estate Planning - Generally, Resource Links, Scholarship, Trusts | Permalink | Comments (0)

Tuesday, July 11, 2017

Conference on Central States Law Schools Association 2017 Scholarship Conference

CleThe Central States Law Schools Association is holding a conference entitled, Central States Law Schools Association 2017 Scholarship Conference, which will take place October 6-7, 2017, at the Holiday Inn Conference Center in Carbondale, Illinois. Provided below is a description of the event:

Registration is Open for the CSLSA 2017 Conference

Registration is now open for the Central States Law Schools Association 2017 Scholarship Conference, which will be held on Friday, October 6 and Saturday, October 7 at Southern Illinois University School of Law in Carbondale, Illinois. We invite law faculty from across the country to submit proposals to present papers or works in progress.

CSLSA is an organization of law schools dedicated to providing a forum for conversation and collaboration among law school academics. The CSLSA Annual Conference is an opportunity for legal scholars, especially more junior scholars, to present working papers or finished articles on any law-related topic in a relaxed and supportive setting where junior and senior scholars from various disciplines are available to comment. More mature scholars have an opportunity to test new ideas in a less formal setting than is generally available for their work. Scholars from member and nonmember schools are invited to attend.

Please click here to register. The deadline for registration is September 2, 2017.

Hotel rooms are now available for pre-booking. The conference hotel is the Holiday Inn Conference Center in Carbondale. To reserve a room, call 618-549-2600 and ask for the SIU School of Law rate ($109/night) or book online and use block code SOL. SIU School of Law will provide shuttle service to and from the Holiday Inn & Conference Center for conference events. Other hotel options (without shuttle service) are listed on our website. Please note that conference participants are responsible for all of their own travel expenses including hotel accommodations.

July 11, 2017 in Conferences & CLE, Scholarship | Permalink | Comments (0)

Wednesday, May 31, 2017

AALS Call for Papers -- Historical and Empirical Evidence and the Law of Trusts and Estates: What Really Happened?


Trusts & Estates is a far-reaching and broad-based discipline of law that impacts private citizens’ decisions about mortality, property, and personal relationships. Many aspects of this legal discipline, however, are based on legislators’, judges’, and law reformers’ speculations about donors and their preferred intentions. And yet estate planning documents, whether created by lawyers or by the donors themselves, provide a window into history, society, and human interaction.  Although there are a handful of decades-old and oft-cited studies describing evidence derived from will vaults about what ordinary people had decided to do with their belongings and wealth, until recently relatively few trusts and estates scholars had explored empirical evidence in this field.  Over the past few years, however, there has been a renewed interest in analyzing historical and empirical evidence derived from court files, will vaults, tax and other records, and surveys of individuals and institutions.  Scholars have used this material to revisit some of long accepted assumptions and unanswered questions that underlie trusts and estates theory, doctrine, values, and practice. This panel will explore this ongoing historical and empirical research as it interrogates existing ideas about preferred default rules, interpretation standards, donor and beneficiary preferences, fiduciary norms, and wealth accumulation and transmission more generally.   

Submissions, due dates and method:

Submissions should be of abstracts between 250 and 1000 words, inclusive of any footnotes. Scholarship may be at any stage of the publication process from work-in-progress to completed article, but if already published, scholarship may not be published any earlier than 2016. Each potential speaker may submit only one abstract for consideration.

There are two submission due dates.  The Section seeks detailed abstracts in late summer, with final papers due in late fall.

  • The due date for detailed abstracts is August 25, 2017.
  • The due date for final papers is November 17, 2017.

Abstracts and papers should be submitted electronically to:  Deborah S. Gordon at dsg45@drexel.edu 

Submission review, selection, conference attendance:

Abstracts and papers will be reviewed by members of the Section’s Executive Committee.  Selected presenters will be announced in the fall of 2017.  The Call for Paper presenters will be responsible for paying their registration fee and hotel and travel expenses. 

Inquiries or questions:

Any inquiries about the Call for Papers should be directed to Professor Deborah Gordon at dsg45@drexel.edu , (215) 571-4811(w) or (610) 710-9322 (c). 

May 31, 2017 in Conferences & CLE, Scholarship | Permalink | Comments (0)

Friday, May 26, 2017

Call for Contributions: Festschrift Issue of the ACTEC Law Journal in Honor of Dennis Belcher (1951-2017)


The ACTEC Law Journal invites contributions to a special festschrift issue devoted to the life and work of Dennis Belcher, our colleague and Past President of the American College of Trust and Estate Counsel. In academia, a festschrift is a volume of writings by different authors, typically meant to honor or memorialize someone who has made great contributions to their field. The editors of the ACTEC Law Journal believe it is appropriate and fitting to honor Dennis’ contributions to our profession in this special way. 

The festschrift will consist entirely of written contributions (not a live program) and is expected to be published in early 2018. Festschrift contributions should be between 5 to 20 double-spaced typed pages (including footnotes) and are due on September 15, 2017. Essays may be on any topic of interest to the author that is relevant to Dennis’ career or interests. Topics may include, but are not limited to: 

  • Estate planning techniques or doctrines that were of particular interest to Dennis
  • Salient cases in the public record in which Dennis played an important role
  • Dennis’ role as a mentor in the profession
  • Dennis’ role as a leader in the profession
  • Service to the profession and/or community by Dennis
  • Personal reflections about working with Dennis 

Essays may be in the form of a traditional scholarly work (about a Trusts & Estates related topic) or a more reflective personal essay. Citation style should conform to the ACTEC Law Journal Guide to Citation Form, available here: http://www.actec.org/assets/1/6/ACTEC_Journal_Citation_Guide.pdf 

Contributions from ACTEC members and non-ACTEC members are very welcome. Please make submissions directly to the faculty editor, Bridget Crawford (bcrawford@law.pace.edu).

May 26, 2017 in Articles, Scholarship | Permalink | Comments (0)

Friday, March 31, 2017

Scholarships for International Researchers

International research scholarshipMax Planck Institute for Private Law is offering scholarships for international researchers.

Here are some of the key features of this scholarship:

One of our primary aims is to promote academic exchange with foreign scholars. Towards this end, we extend scholarships to researchers whose primary place of residence is outside of Germany in order to give them the chance to work on their research projects here at the Institute. To this end, a limited number of short-term scholarships (up to a maximum period of four months) are awarded each year. Additionally, the scholarship programme serves to promote personal and institutional contacts with scholars working in the fields of comparative and international private law and thereby continually expand the Institute’s global network.

The research project in question must correspond to the academic interests of the Institute, as only then can it be ensured that scholarship recipients will be able to engage in meaningful academic exchange with other researchers and find relevant literature in our library.

Applicants applying for the current round of scholarship awards are advised that topics presently being researched at the Institute include, in particular, the following:

- Comparative Legal Methodology

- Uniform Private Law

- European Contract Law, especially Sale of Goods Law

- Partnership Law

- Close Corporations

- Company Valuation Law

- Comparative Succession Law (Europe and other continents)

- International Succession Law (especially the European Succession Regulation)

- Family and Succession Law in Islamic countries

- Procedural Law in Islamic countries

- Comparative and International Private Law in Islamic countries

- Chinese Product Liability Law

- Chinese Succession Law

- Chinese Nonprofit Organisation Law

- Chinese Civil Procedure

- Korean Family Law

- Japanese Company Law

- Japanese Capital Markets Law

March 31, 2017 in Current Events, Estate Planning - Generally, Scholarship | Permalink | Comments (0)

Saturday, February 11, 2017

ACTEC Law Journal Exclusive Review

ACTECThe ACTEC Law Journal will be conducting exclusive reviews over the next few weeks. Any contribution submitted to the ACTEC Law Journal between February 13, 2017 and February 28, 2017 will be evaluated for publication purposes within four (4) business days of submission.  By submitting an article or essay, the author agrees to immediately accept a publication offer with the ACTEC Law Journal should one be extended.  The author is not required in advance to withdraw any article or essay previously or contemporaneously submitted for consideration elsewhere. However, the author may not accept an offer of publication from another journal for any article or essay submitted to the ACTEC Law Journal’s exclusive review process during this window, unless the ACTEC Law Journal indicates that the submission will not receive a publication offer. Author requests to further expedite the exclusive review process will be accommodated to the extent practicable.  Any contribution accepted through this exclusive review process will be published in the ACTEC Law Journal's third issue of the year, which is slated for publication in late summer 2017/early fall 2017.  

The ACTEC Law Journal is a faculty-edited, peer-reviewed academic journal that explores tax, trust and estate topics in depth, and also deals with the practical consequences and applications of the rapidly changing rules in these areas of law. We welcome submissions of articles of traditional length for scholarly articles; shorter pieces of 2,000 to 10,000 words are welcome as well.

If you have an article you would like to submit, please e-mail Bridget Crawford a copy of the article and your CV to bcrawford@law.pace.edu with the subject line "ACTEC Exclusive Article Review."

February 11, 2017 in Scholarship | Permalink | Comments (0)

Thursday, January 19, 2017

Call for Papers -- Modern Studies in the Law of Trusts and Wealth Management

The below announcement is posted at the request of Richard Nolan, Tang Hang Wu and Kelvin Low who would like to invite proposals for papers for a conference to be held in Singapore from 27-28 July 2017.

The Centre for Cross-Border Commercial Law in Asia, Singapore Management University, York Law School and the Singapore Academy of Law will convene the second conference in the “Modern Studies in the Law of Trusts and Wealth Management” series from 27-28 July 2017 in Singapore.  The website of the first conference may be found here http://www.sal.org.sg/conference/Trusts2015/default.htm

The theme of the conference is “The Use and Abuse of Trusts and Other Wealth Management Devices”. The theme of the conference focuses on current developments and challenges facing trust law, and those who study or practise it, in the present political climate. The conveners of the conference plan to produce a published volume from the papers presented at this conference. Selected papers from the last conference will soon be published by Cambridge University Press. Scholars working in the fields of trust law and wealth management are invited to submit proposals addressing the conference theme.  The conveners are keen to hear a diversity of voices on the topic and would welcome scholars from beyond the Commonwealth, women scholars and young scholars in the field.

We are in the process of confirming the keynote and various speakers.  Thus far, the confirmed speakers include Alastair Hudson (Exeter), Paul Davies (Oxford) David Pollard (Trust Law International/Freshfields), James Lee (KCL), Jamie Glister (Sydney), Lou Jianbo (Peking), Lusina Ho (HKU), Simon Douglas (Oxford), Simone Degeling (UNSW), Thomas Gallanis (Iowa) and Warren Barr (Liverpool).

Presenters from the general call for papers will be expected to meet their own travel costs and to pay the conference registration fee of S$500 (excluding Goods and Services Tax of 7%). Unfortunately, the conference organisers do not have any funding to help meet cost of travel or the registration fee.

If you would like to offer a paper, please submit a working title and an abstract (of no more than 1500 words) by 31 January 2017 by email to all of three of us: Richard Nolan (richard.nolan@york.ac.uk ), Tang Hang Wu (hwtang@smu.edu.sg ) and Kelvin Low (kelvinlow@smu.edu.sg )”.


January 19, 2017 in Conferences & CLE, Scholarship, Trusts | Permalink | Comments (0)