Trustees have a duty to share trust information with beneficiaries. The nature and extent of these duties are determined by state law – but practitioners can deploy certain practice points to ensure fulfilling these duties.
Attorney Tony De Angelo will teach you about issues and omissions in tax and trust practice that he has seen over the past four decades. These are some of the main issues discussed: errors in dealing with various asset types in trusts, timing of liquidation, frequent errors with U.S. Savings Bonds and problems with tax-exempt assets in Irrevocable Trusts.
In this incredibly practical CLE, Brooke Lively will show you how to make data driven decisions so you can efficiently manage your practice & team and run a profitable law firm. Four key areas are discussed: using data driven decisions to run your firm, the six key metrics to monitor progress, tracking the work production of your attorneys and improving collection rates.
The Texas MCLE grace period runs through the end of the birth month – in which to complete and report MCLE hours for that compliance year.
Peter J. Wall will teach attorneys about the pitfalls trustees face when administering special needs trusts — with a focus on dealing with guardians, conservators & trustees.
In his trial and appellate practice, David F. Johnson has litigated numerous disputes involving trustee compensation. From violating the self-interest rule to compensation issues with multiple trustees, there are endless pitfalls when it comes to determining the appropriate amount of compensation and upholding your duty of loyalty.
As part of the Katrina class, Evan Walker attended law school in New Orleans and began his legal career defending insurance companies against Hurricane Katrina claims. In this CLE, Evan applies his knowledge of insurance law & companies to analyze whether business interruption insurance might provide relief for businesses disrupted by the 2020 global pandemic.
In this eloquent & entertaining CLE program, Peter Afrasiabi details how the automotive industry has used trade dress law to protect their automobile designs and unique parts.
While trust administration has changed over the last few decades – the significant responsibilities, duties, and liabilities of the trustee have not. In this CLE course Dave Folz with provide you with practical suggestions for dealing with the changing landscape of trust administration.
Cross-examining expert witnesses presents the trial lawyer with unique challenges – Quentin Brogdon will show you that the true skill is to minimize the opposing expert’s opportunity to do harm to your client’s case.