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Probate & Estate Planning Conference for Tennessee Attorneys (BLR)
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Probate & Estate Planning Conference for Tennessee Attorneys (BLR)
Coming to Nashville School of Law on Thursday & Friday, December 13-14, 2018
Fulfill your annual CLE requirement at one event!
The Probate & Estate Planning Conference for Tennessee Attorneys packs two days with some of the state’s top estate planning and probate practitioners delivering critical guidance on the hottest topics and some of the most complex issues you’ll face. Your distinguished faculty will explain the very latest developments and strategies on topics such as:
Advanced estate planning tips Getting elder care paid for Will drafting “dos and don’ts” and “must-have” provisions Essentials for implementing and handling conservatorships and guardianships Estate planning with trusts Tips for practicing in probate court Living vs. Testamentary Trusts for tax purposes Tips, techniques, and things to watch for in probate and estate planning Dealing with estate, income, and generation-skipping transfer taxes Tips for drafting estate planning documents When and how to set up special needs trusts and/or charitable trusts Advance care planning tips Understanding issues that arise in small estates Bridging the gap between estate administration attorneys and estate planners Trusts, estate planning, and probate update Ethical issues facing trust and estate planning attorneys and ethical issues that arise in elder law Sample forms and checklists
Your Tennessee Faculty Includes:
Rebecca Blair, The Blair Law Firm, Brentwood Alan L. Cates, Husch Blackwell LLP, Chattanooga Michael Crowder, Kennerley, Montgomery, & Finley, P.C., Knoxville Harlan Dodson, Dodson, Parker, Behm & Capparella P.C., Nashville Elizabeth B. Hickman, Pendleton Square Trust Company, Nashville Glen Kyle, Monica Franklin & Associates, LLC, Knoxville Patrick B. Mason, Mason Zoccola Law Firm, PLLC, Memphis Steve McDaniel, Williams McDaniel, Memphis Sara E. McManus, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, Chattanooga Hunter R. Mobley, Howard Mobley Hayes & Gontarek, PLLC, Nashville Jeff Mobley, Howard Mobley Hayes & Gontarek, PLLC, Nashville Julie Travis Moss, The Blair Law Firm, Brentwood Michelle Poss, Law Office of A. Michelle Poss, Nashville Tim Takacs, Takacs McGinnis Elder Care Law, PLLC, Hendersonville Alexander Taylor, Kennerley, Montgomery, & Finley, P.C., Knoxville Matthew Thornton, Bourland, Heflin, Alvarez, Minor & Matthews PLC, Memphis
10 Reasons You Should Attend This Event:
Outstanding faculty. You’ll hear from leading attorneys in estate planning and probate practice from across the state in Tennessee. Tips on estate planning. You’ll receive valuable tips in planning with trusts and get advice on avoiding unintended consequences when drafting estate planning documents. Tips on will drafting. You’ll get tips on drafting wills in 2019 and beyond and on how to build flexibility into the estate plan. Probate practice. Gain valuable information to use when probating a will or administering an estate, including information on how to determine the elective share estate and homestead allowance. Practical information. You’ll get practical information you can put to use in your practice immediately, including what to look for in reviewing a client’s existing estate plan, drafting charitable trusts, duties and liabilities of a personal representative, and the latest on conservatorships and guardianships in Tennessee. Estate tax issues. Learn how to handle federal and state estate tax issues, income tax issues for the estate and heirs, and generation-skipping transfer tax issues. Elder law. You’ll get information on drafting special needs trusts, handling durable powers of attorney for financial matters and powers of attorney for healthcare, and helping clients with their long-term advance planning issues. Ethical considerations. You’ll gain valuable insights on how to handle difficult-to-resolve dilemmas faced when choosing your clients and issues that arise in a trust and estate planning practice. Update. You’ll get an update on probate litigation case law and legislation. CLE. You’ll earn up to 15 hours of CLE, including 3 DUAL hours
Your Distinguished Faculty
Rebecca C. Blair Rebecca C. Blair, founder of The Blair Law Firm in Brentwood, has developed an immensely diverse practice in 20 years. She has substantial experience in many aspects of civil litigation, including tort law, insurance coverage litigation, business litigation, and probate litigation. She is listed as a Rule 31 General Civil mediator. She was voted one of the Top 50 Women Lawyers in the Mid-South in 2012 by Mid-South Super Lawyers/Memphis Magazine. She was also elected to Best Lawyers in America® for her work in Business Litigation and Personal Injury Litigation-Plaintiffs. Ms. Blair has been elected by her peers as a Mid-South Super Lawyer in the area of Plaintiff’s Personal Injury Litigation every year since 2009. She is a past president of the Tennessee Lawyers’ Association for Women, a past board member of the Nashville Bar Association and a past chair of the Bench Bar Committee of the Tennessee Judicial Conference.
Alan Cates Alan Cates, with Husch Blackwell in Chattanooga, is a member of the firm’s Financial Services & Capital Markets industry team, focusing his practice on investment management and private wealth matters. With decades of comprehensive legal experience, he has guided individuals and their businesses in estate planning and business succession planning. He has also represented individual and institutional executors and trustees in virtually all sorts of litigation matters, both as defense counsel and initiating action. He has represented taxpayers in administrative proceedings and in courtrooms, and provided critical services to tax-exempt organizations and has served as “general counsel” to families and their businesses. Mr. Cates frequently presents on financial topics such as taxation, estate planning, business succession planning and probate and trust issues across the country. He has spoken before the Tennessee Bar Association, the Tennessee Society of CPAs, estate planning councils, and at estate planning and planned-giving seminars at the Georgia Institute of Technology, Texas A&M University, and the University of New Haven. He is a member of the Tennessee Probate Study Committee, which reviews and comments on pending legislation in the areas of trusts, estates and similar issues. Before entering private practice in 1975, he served as the planned giving officer for the University of Tennessee. He also served on the faculty of the National Planned Giving Institute at the College of William & Mary for more than 25 years. Mr. Cates has been listed in Best Lawyers In America®, Litigation-Trusts and Estates, Non-Profit/Charities Law, and Trusts and Estates since 2003, and he was named Chattanooga Trusts and Estates “Lawyer of the Year,” in 2010 and 2017. He has been listed in Mid-South Super Lawyers® since 2006.
Michael R. Crowder Michael R. Crowder is an associate with Kennerley, Montgomery, & Finley, P.C. Mr. Crowder's practice focuses on estate planning, wills, and trusts. Mr. Crowder crafts their wills and trusts in a way that ensures their assets are best utilized during their life and then effectively passed along at death, taxes are minimized, protection from creditors is maximized, and, most importantly, loved ones are provided for. Mr. Crowder particularly enjoys being an advocate for his elderly clients. He assists them in planning for, applying for, and remaining eligible for Medicaid, VA, SSI, and other benefits - he has won multiple hard-fought appeals for his clients' TennCare and SSI benefits. He also helps them negotiate, or, if necessary, litigate family disputes over property rights or other issues. Additionally, he helps clients obtain and administer conservatorships for their disabled loved ones. Michael also assists in the administration of estates in probate court, and helps his small business and non-profit clients on issues ranging from formation and governance, taxes, contracts, fundraising, employment issues, property rights, and litigation.
Harlan Dodson Harlan Dodson, with Dodson Parker Behm and Capparella PC in Nashville, has been helping people and businesses solve problems and plan for the future for more than 40 years. Clients seeking general business advice, estate planning services, or representation in litigation count on his vast experience and track record of getting the job done. Mr. Dodson provides hands-on guidance for his clients, whether working with them to launch a business, structure a complex real estate deal, or draft a will. Upon graduation from Vanderbilt University, he joined his father’s firm, Hooker, Keeble, Dodson & Harris. In 1985, he founded Dodson & Associates, and the firm merged with Shipley & Behm in 1988. He is a frequent speaker and writer on business entities, and especially limited liability companies, as well as on wills and estate planning. He has taught Estate Planning at the Nashville School of Law since 1975, where he was presented with the Distinguished Faculty Award in 2007. He has also served as Adjunct Professor of Law at Vanderbilt University. He is the editor to the West Publishing Company’s Tennessee Practice Series volumes on business formation and estate planning. Additionally, he continues to be a lecturer for the bar review company BAR-BRI on wills and estates. He is the author of Introduction to Estate Planning and Administration in Tennessee, the definitive textbook on the subject matter.
Elizabeth Hickman Elizabeth Hickman serves as Director of Estate Services/Trust Officer with Pendleton Square Trust Company’s Nashville office. In this role she provides leadership for the estate team and serves families and their advisors in administering family trust relationships. An attorney, she also works closely with the company’s Chief Fiduciary Officer on legal and compliance matters.
Prior to joining Pendleton Square, Elizabeth was in private practice as an estate and trust attorney with Goodman Callahan Blackstone, PLLC in Nashville, where she led the firm’s probate and trust administration practice. Previously she worked at Cumberland Trust and Investment Company on the administration of complex estates throughout the Southeast. Elizabeth earned a B.A. in history at Wake Forest University and an M.A. in Art History at Vanderbilt University before attaining her law degree at the Nashville School of Law. In addition to her professional responsibilities, Elizabeth serves on the board of the Estate Planning Council of Middle Tennessee.
Glen Kyle Glen Kyle, elder law attorney with Monica Franklin & Associates in Knoxville, concentrates his practice in the areas of life care planning, estate planning, and probate and trust administration. Before attending law school, he traveled extensively in Europe and lived in Edinburgh, Scotland. He earned a bachelor’s degree in History from Rutgers University in 2005. He then worked in retail banking for nine years, during which time he developed strong relationships with older adults in the Murfreesboro community. Throughout his banking career, Mr. Kyle saw the need for our society to protect older adults from financial exploitation. These experiences led him to earn a law degree from the only Tennessee University with an Elder Law Clinic – the University of Memphis Cecil C. Humphreys School of Law. Through the Elder Law Clinic and elder law classes, Mr. Kyle graduated with a working knowledge of estate planning, Medicaid, and Medicare. In addition to being an honor student, Mr. Kyle was elected by peers and professors to be the Business Editor of the Memphis Law Review. He is a member of the National Academy of Elder Law Attorneys, the Knoxville Estate Planning Council, the Society of Financial Service Professionals, the Knoxville Bar Association, and the Tennessee Bar Association.
Patrick B. Mason Patrick B. Mason is a founding member of the Mason Zoccola Law Firm, PLLC, in Memphis, where he concentrates his practice in the areas of estate planning, estate and trust administration, probate litigation and corporate law. Mr. Mason earned an accounting degree in 1979 at the University of Notre Dame and a J.D. in 1986 at Vanderbilt University School of Law. He became a Certified Public Accountant in 1981 and has been practicing law for the last 31 years in Memphis. When he is not practicing law, he loves playing tuba with the Mullins Community Orchestra, his home church's musical ensemble. A part of the Mullins UMC family for over fifty years, he is one of the leaders of the church and invests much of his time in church activities, including singing as a baritone in the choir.
Steve McDaniel Steve McDaniel, is with Williams and McDaniel PLLC in Memphis, is an accredited estate planner and is a certified estate planning law specialist. He is also a Rule 31 Listed Mediator in the field of General Civil Mediation, as certified by the Tennessee Supreme Court Alternative Dispute Resolution Commission. He was named one of the Top 100 Estate Planning Attorneys by Worth Magazine. He has been listed in Best Lawyers in America® in the areas of Litigation-Trusts & Estates and Trusts & Estates since 2007. He was named the Trusts and Estates “Lawyer of the Year” in Memphis. He was named one of the Top 150 Attorneys in the State of Tennessee by Business Tennessee Magazine. He was listed in Mid-South Super Lawyers® in the field of Estate Planning & Probate. Steve teaches at the University Of Memphis School of Law, teaching trust law.
Sara E. McManus Sara E. McManus is an associate with Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, in Chattanooga. Ms. McManus holds an LL.M. in Taxation and has experience in a wide variety of tax-related areas, including federal tax controversy, state and local tax controversy, conservation easements, nonprofit and exempt organizations, and estate and succession planning, including charitable and international estate planning. Ms. McManus was named a “Rising Star” by Mid-South Super Lawyers® in 2016 and 2017. She is immediate Past President of the Southeast Tennessee Lawyers' Association for Women (SETLAW) Board of Directors and serves on the board of . Ms. McManus also has experience in probate litigation including representation of estates as well as matters related to creditor claims. In addition, she has experience representing investors and developers as to EB-5 immigration. She has also represented individual and business taxpayers before the Internal Revenue Service, the United States Tax Court and the Tennessee Department of Revenue. Representative tax controversy matters include negotiation of installment agreements for individual and business taxpayers, representation of estates as to audits of federal estate tax returns, and representation as to federal and state level audits of individuals and businesses.
Hunter R. Mobley Hunter R. Mobley is Of Counsel at Howard Mobley Hayes & Gontarek PLLC, specializing in the areas of estate planning and administration, prenuptial and postnuptial agreements and tax-exempt organization law. In addition to representing individuals and families, he represents churches and charities in tax, governance and gift acceptance matters. From simple wills to tax-sensitive trust documents, he enjoys meeting with individuals and families of all shapes and sizes. Hunter is a frequent speaker at local and statewide continuing legal education seminars on estate planning and charitable planning. He is an adjunct professor at Belmont University’s College of Law as an adjunct professor. He received an LL.M in Taxation from New York University, a J.D. from the University of Kentucky and a B.S. from Davidson College. In the community, he serves on the boards of Association for the Preservation of Tennessee’s Antiquities (APTA), Montgomery Bell Academy Young Alumni, Christian Women’s Job Corps (CWJC) and Christ Church. He also serves on the Planned Giving Advisory Council for Alive Hospice in Nashville.
Jeff Mobley Jeff Mobley, a member of Howard Mobley Hayes & Gontarek PLLC in Nashville, concentrates his practice in the areas of estate planning, tax planning for estates and trusts, business succession planning, prenuptial and postnuptial agreements, estate administration, resolution of disputes involving estates, and related real estate matters. He is certified as an Estate Planning Specialist. He is listed in Best Lawyers in America® (2001-2014 editions) and Mid-South Super Lawyers (2005-2013 editions). He is a Fellow in the American College of Trust and Estate Counsel. He has served as President of the Nashville Estate Planning Council and as Chair of the Probate Court Committee of the Nashville Bar Association, and currently serves on the Board of Directors of the Nashville Bar Association. He is a co-author of Pritchard on the Laws of Wills and Administration of Estates (7th Ed. 2009). He is an adjunct professor at Belmont University’s College of Law. He was listed as one of the top lawyers in Tennessee by Business Tennessee magazine (Jan/Feb 2010), one of only eight attorneys listed as tops statewide in the area of Trusts & Estates. He was listed as one of the top lawyers in Nashville by Nashville Post magazine (Jan/Feb 2011), one of only five attorneys listed as tops citywide in the area of Trusts & Estates.
Julie Travis Moss Julie Travis Moss is Of Counsel with The Blair Law Firm in Brentwood. Her practice areas include estate and trust administration, guardianships and conservatorships, estate planning, real estate, and related litigation. She also advises closely held business owners regarding general corporate matters. Her twenty years of diverse legal experience includes ten years as a general practitioner in Michigan and teaching legal writing at Vanderbilt Law School. Ms. Moss earned her B.A. degree from the University of Michigan and her J.D. degree from Loyola University Chicago. She is licensed to practice in the states of Tennessee, Michigan and Illinois (inactive) and is also admitted to practice before the Sixth Circuit Court of Appeals and the United States District Courts for the Middle District of Tennessee, the Western District of Michigan, and the Northern District of Illinois. She speaks frequently on estate planning, administration, and litigation topics, and she is a member of the Nashville Bar Association’s probate and estate planning committees.
Michelle Poss Michelle Poss, with the Law Office of A. Michelle Poss in Nashville, is a sole practitioner focusing her practice in areas of elder law, disability and probate, including estate administrations, conservatorships and guardianships, trust administrations, Social Security and V.A. claims. Ms. Poss is also a V.A. accredited attorney. She received her J.D. from the Nashville School of Law in 1998 and practiced with Finch & McBroom for almost 6 years. She joined Sobel, Poss & Moore in September 2004. She is an active member of the Nashville Bar Association, the Tennessee Bar Association and the Conservatorship Association of Tennessee. Ms. Poss is Tennessee Attorneys for Justice pro bono service award recipient. She is a member of the Nashville Bar Association Memorial Service Committee and is a Nashville Bar Association Fellow. She currently serves as a board member of the Conservatorship Association of Tennessee, CASA and the St. Thomas Foundation Murfree Circle.
Timothy L. Takacs is in private practice in Hendersonville, Tennessee, with Takacs McGinnis Elder Care Law, PLLC, which limits its practice exclusively to elder care law. He was one of the first elder law attorneys in the nation to assemble an inter-disciplinary team of experts to provide integrated client care. Since 2004, Mr. Takacs and the other members of his firm have taught the fundamentals of life care planning practice to hundreds of lawyers throughout the United States. Mr. Takacs is a founding member of the Life Care Planning Law Firms Association (LCPLFA) and was the Association’s first president. He was also a founding member of the Special Needs Alliance, an organization of the nation’s leading lawyers on issues pertaining to persons with disabilities and special needs. He is a member of the National Academy of Elder Law Attorneys (NAELA) and was a member of NAELA’s Board of Directors from 2004-2008. In 2000, Mr. Takacs organized the Tennessee Bar Association’s Elder Law Section and was the Section’s first chairperson. Also in 2000, he founded Vista Points, Inc., the state’s first special needs “pooled” trust. Mr. Takacs has been certified by the National Elder Law Foundation as a Certified Elder Law Attorney. He is the founder of The NAELA eBulletin, an email newsletter for elder law attorneys; and is the author of Elder Law Practice in Tennessee (Lexis/Nexis, 1998; supplemented annually) and A Guide to Elder Law Practice (Lexis, 2007). Mr. Takacs received his B.A. from the University of Notre Dame and his J.D. from Vanderbilt University School of Law.
Alexander M. Taylor Alexander M. Taylor was a tax lawyer with the Chief Counsel’s Office for the Internal Revenue Service in Washington, D.C., from 1970 to 1974. He is now a shareholder with Kennerley, Montgomery, & Finley, P.C., in Knoxville. His law practice concentrates on estate planning, probate, elder law, and general tax issues. Alex is a graduate of the University of Tennessee Law School (J.D., 1970) and George Washington University (L.L.M. in Taxation, 1974). Mr. Taylor is a member of Knoxville Bar Association, Tennessee Bar Association (member of estate planning and elder law sections), the National Association of Estate Planning Attorneys, the Knoxville Estate Planning Council (Past President), and the National Academy of Elder Law Attorneys. Mr. Taylor is certified as a specialist in estate planning by the American Bar Association’s Estate Law Specialist Board, Inc. He is also certified to represent veterans and their families before the United States Veterans Administration.
Matthew Thornton Matthew Thornton with Bourland, Heflin, Alvarez, Minor & Matthews PLC in Memphis, concentrates his practice of law in the areas of probate and estate law and residential real estate. In addition, drawing upon his generalist experience and mediation training, Mr. Thornton is a Tennessee Supreme Court Rule 31 Listed Mediator. He has successfully represented clients in negotiating disputes and in arbitration and civil trials when negotiation fails to achieve the desired client results. He serves on the Executive Council of the Tennessee Bar Association’s Estate Planning & Probate Section and its legislative subcommittee, where he has been an active participant in the shaping of new developments relating to estate law.
DAY 1 — Thursday, December 13 8:00 a.m. to 9:00 a.m. Planning Opportunities & Challenges in 2019 and Beyond Harlan Dodson Dodson, Parker, Behm & Capparella, PC
Mr. Dodson will offer tips and strategies for drafting wills in 2019 and beyond, including drafting “dos and don’ts,” building flexibility into the plan, “must-have” provisions, and the need to keep your clients current on their wills and estate plans.
9:00 a.m. to 10:30 a.m. Estate Planning with Trusts in Tennessee Jeff Mobley & Hunter Mobley Howard Mobley Hayes & Gontarek, PLLC
Trusts are powerful tools that can be used to achieve specific estate planning goals, regardless of the size of your client’s estate. Over the past several years Tennessee has enacted cutting-edge legislation regarding Tennessee trust laws. This presentation will walk you through the various types of trusts used in Tennessee and will discuss recent legislative changes, creditor rights with regard to trusts, the taxation of trusts, and the use of various trusts as an estate planning tool.
10:30 a.m. to 10:45 a.m. Morning Break
10:45 a.m. to 11:45 p.m. How Care Gets Paid for in Today's Elder Care Continuum Timothy L. Takacs Takacs McGinnis Elder Care Law, PLLC
Mr. Takacs will provide an analysis of the elder care continuum and its various components. He will provide education on major payer sources and programs including Medicaid, Veterans Affairs (VA), Medicare, Social Security Disability and Supplemental Security Income, federal employees' health benefits, as well as private wealth. The objective of this presentation is to give attendees a better understanding of sources, both public and private, that help older persons and persons with disabilities pay for health care and long-term care.
11:45 a.m. to 12:45 p.m. Lunch (included with registration)
12:45 p.m. to 1:45 p.m. Understanding the Role of the Personal Representative in Probate Alan L. Cates Husch Blackwell LLP
The duties of a personal representative are dictated in a will and controlled by the probate laws of Tennessee. The duties of a personal representative are directly related to the stages of executing the will or trust such as: Identifying assets, paying the bills, filing lawsuits (if needed), and closing out the estate in accordance with the will and controlling probate law. Failure to adhere to the required duties can result in heirs filing a lawsuit against the personal representative for breach of fiduciary duty alleging that the personal representative owed a statutory and reasonable duty to protect the assets of the estate while trying to wind down the estate, and then breached that duty by failing to exercise due diligence to perform the tasks required. Mr. Cates will cover:
Duties of the personal representative Misconduct and/or removal Compensation guidelines Special administration issues 1:45 p.m. to 2:45 p.m. Estate Administration – Best Practices, Tips and Pitfalls to Avoid Elizabeth B. Hickman Pendleton Square Trust Company
Estate Administration – Best Practices
Opening and managing the estate with the court Efficient estate administration: tips and timetables to keep in mind Communications with the client, the court, other counsel and beneficiaries Handling issues that arise with personal property
2:45 p.m. to 3:00 p.m. Afternoon Break
3:00 p.m. to 4:00 p.m. Qualifying for TennCare and VA Benefits: Use of Irrevocable Trusts Alexander M. Taylor & Michael Crowder Kennerley, Montgomery, & Finley, P.C.
Recent cases that make it harder to protect client's home from TennCare estate recovery Disadvantages of outright gift Features of property designed grantor trust for TennCare and veterans planning Why and when to bifurcate the trust The key role of the trustee Irrevocable trusts in VA benefits planning Gift tax return 4:00 p.m. to 5:00 p.m. Tax Consequences of Trusts Patrick B. Mason Mason Zoccola Law Firm, PLLC
In this session, Mr. Mason will discuss:
Difference between fiduciary accounting income and taxable income Grantor trust status and reporting Non-grantor trusts Taxation at trust level Tax consequences of a beneficiary distribution Living vs. Testamentary trusts for tax purposes Estate taxation and reporting Federal and state income taxation Tax basis Adjustment in basis Basis consistency Section 645 election Termination of grantor trust status
DAY 2 — Friday, December 14 8:00 a.m. to 9:00 a.m. 2018 Probate Litigation Case Law and Legislative Update Rebecca Blair The Blair Law Firm
Ms. Blair will walk you through some of the most significant cases and legislative changes from the past year.
9:00 a.m. to 10:30 a.m. Ethics in Estate Planning and Estate Administration Steve McDaniel Williams McDaniel
Attorneys implementing estate plans and administering those plans often face numerous ethical issues, such as joint representation, client confidentiality, client competence, and billing inquiries. This ethics presentation will explore many of the difficult-to-resolve dilemmas faced by trust and estate attorneys.
10:30 a.m. to 10:45 a.m. Morning Break
10:45 a.m. to 11:45 a.m. Long-Term Care Advance Planning Glen A. Kyle Monica Franklin & Associates Elder Law
According to the American Health Care Association, nearly half of all Americans will need long-term care at some point in their lives. In fact, one in five over the age of 50 is at a high risk of needing long-term care within the next 12 months. Let Mr. Kyle give you some tips on helping your clients meet their long-term care needs.
Durable power of attorney for financial matters Health care power of attorney Special needs trust Advance medical directives Living will “Do not resuscitate” (DNR) orders and organ donation considerations Emergency medical services (EMS) Wills and trusts 11:45 a.m. to 12:45 p.m. Lunch (included with registration)
12:45 p.m. to 1:45 p.m. Elective Share, Homestead, and Alternatives to Full Probate Matthew Thornton Bourland, Heflin, Alvarez, Minor & Matthews PLC
Mr. Thornton will walk you through some alternatives to full probate administration and will offer tips on minimizing the fees and costs that often mount up during the probate of an estate and will show you how to utilize alternatives to opening an estate. You’ll learn about:
Portability rules, claiming unused exemption Homestead allowance How to determine the elective share estate Elective share rights and procedure 1:45 p.m. to 3:15 p.m. Ethics in Elder Care Michelle Poss Law Office of A. Michelle Poss
Ms. Poss will cover the following topics:
How Rules of Professional Conduct apply Who is your client? Conflicts of interest Mental capacity of the client Using a care manager to enhance service to clients 3:15 p.m. to 3:30 p.m. Afternoon Break
3:30 p.m. to 4:15 p.m. Charitable Trusts Sara McManus Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
A charitable trust is an irrevocable trust which may be set up inter vivos or as a part of a trust or will at death. Let Ms. McManus walk you through the types of charitable trusts and offer you tips on how best to use them to your clients’ advantage.
When are charitable trusts used? CRTs vs. CLTs Tax planning, requirements and consequences Trustee powers/duties and administration issues Exceptions to the rules Charitable planning in smaller estates Sample trust language Recent developments related to charitable trusts and giving 4:15 p.m. to 5:00 p.m. Twenty-Five Tips & Techniques from the Other Side – Estate Planning from an Estate Administration Perspective Julie Travis Moss The Blair Law Firm
With twenty years of experience in estate planning and estate administration, Ms. Moss will walk you through the best tips and techniques she has learned along the way, addressing issues such as:
Drafting your documents for a smooth administration The importance of implementing the estate plan Planning to avoid probate (no Trust needed!) Making good decisions now to avoid conflicts later
CREDIT INFORMATION: This live event has been approved for 15.0 hours of CLE credit (2 hours of general and 3 hour of dual). CLE credit is earned only by the individual registrants. Please contact the event manager Marilyn ([email protected] ) below for: - Multiple participant discounts - Price quotations or visa invitation letters - Payment by alternate channels (PayPal, check, Western Union, wire transfers etc) - Event sponsorships
NO REFUNDS ALLOWED ON REGISTRATIONS Service fees included in this listing. ----------------------------------------------------------------- This event is brought to you by: Business & Legal Resources - NewYorkEventsList http://www.NyEventsList.com http://www.BostonEventsList.com http://www.SFBayEventsList.com ----------------------------------------------------------------- LIL180926CRE
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