Events
Trusts & Estates
Webinar: Contested Nonprobate Transfers – When the Estate Plan Trumps
This presentation will cover best practices for handling nonprobate transfers when the documents on file with the bank conflict with the decedent's estate plan.
Webinar: Got Capacity? Selecting and Applying Mental Capacity Standards
As Baby Boomers age, lawyers increasingly face situations where clients or other parties have questionable mental capacity. What are the governing capacity standards in estate planning and other civil law contexts?
Webinar: Afternoon with an IRS Attorney: Recent Developments in Estate & Gift Tax by the IRS Estate and Gift Tax Policy Manager
Lisa Piehl, the Program Manager of the Estate and Gift Tax Policy Division of the Internal Revenue Service (IRS), will be addressing updates related to estate and gift tax matters within the IRS. She will also detail what happens to estate tax returns (Form 706) and gift tax returns (Form 709) once it’s submitted to the IRS.
3rd Annual Financial Elder Abuse Symposium
Join us for the 3rd Annual Financial Elder Abuse Symposium.
Webinar: Anti-SLAPP in Probate and Trust Litigation
A “Strategic Lawsuit Against Public Participation,” or SLAPP suit, is a court filing complaining of injury as a result of petitioning the court or free speech activity. A SLAPP suit is controversial.
Webinar: Developing a Theory of the Case and Rules for Admitting and Excluding Evidence in Probate Court Trials
1 Participatory MCLE Credits The webinar will explain how to create and implement a theory of the case, prepare for both direct and cross-examination, and provide an analytical approach to objections. Topics will include using narratives and themes to present evidence, questioning expert witnesses, and the most often cited privileges and hearsay exceptions. SpeakersAnthony G.…
Webinar: Advanced Planning – A Decade in Review What Have We Learned over the Last Decade and Where are We Headed?
1 Legal Specialization in Estate Planning; Trust & Probate Law 1 Participatory MCLE Credits Throughout the country, 2010-2020 served as a turbulent time of change for estate planning attorneys. Three tax acts, a fiscal cliff, and year-end unknowns encouraged planning designed to utilize a client’s full federal estate and transfer tax exemption amount. When the predicted…
2021 Annual Meeting
Register now for the 2021 Annual Meeting. Fulfill CLE credits, enjoy keynote speakers, meet sponsors, and learn about the latest trends in the legal community!
Webinar: Preparing Effective Advance Health Care Directives
1.25 Participatory MCLE Credits One of the greatest gifts our loved ones can give to us is to carry out our medical wishes if we are unable to communicate them ourselves. Our time to provide clear guidance to them is now.Contemplating incapacity and death is difficult. Yet, it helps puts us in touch with our…
Webinar: Death and Taxes: Even Celebrities Can’t Avoid Them. An Analysis of the Michael J. Jackson Estate Tax Ruling
1 Legal Specialization in Estate Planning; Trust & Probate Law  1 Participatory MCLE Credits Michael Jackson may still be the most recognizable celebrity on a worldwide scale and is now also known as the world’s highest paid dead celebrity. Despite his status, estate taxes had to be paid upon his death.  To do so, his…
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