A global pandemic, a change of administration and major changes to the tax laws… and a trustee’s difficult job becomes even more daunting. This course will benefit attorneys & independent trustees when working with wealth managers, family advisors, CPAs and insurance professionals.
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.
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.
A timely & highly informational CLE program in the times of the coronavirus pandemic. Healthcare attorney & nurse Renee Mallet provides an overview on the key issues & terminology of advance care planning so attorneys can help their clients choose the best options for them and their families.
Trusts are very useful because they split the beneficial enjoyment of trust assets from their legal ownership. Irrevocable Trusts with appointed trust protectors are excellent vehicles for income tax planning and asset protection.
A professional Trustee and Executor, Marguerite Lorenz bases this CLE presentation on the life cycle of an estate plan and suggests ways for you to establish and maintain lasting relationships with your estate planning clients.
If you are in business… you will probably get sued. It’s just a fact in our litigious society. And although the law is a profession, lawyers run business and can also expect to be sued. Legal Malpractice Like most attorneys, you probably feel like there is no way you could ever be sued – until that process server shows up at…
One of your favorite clients is Pearl, who you’ve helped with some real estate and estate planning matters when her husband of 55 years passed away. Even though she’s in her eighties, she’s still sharp as a tack. One day she calls you frantically because her checking account is suddenly overdrawn and she thinks that her housekeeper might be to blame. Document…
What is a Private Trust Company? How does it work? What are the advantages of setting up the PTC in Wyoming? Private trust companies have become an increasingly popular estate planning tool for managing dynastic wealth – but is a Private Trust Company a good fit for your clients? What Is a Private Trust Company? A PTC is a state-chartered entity designed…