Category Archives: Trusts & Estates

14th Annual Special Needs Trusts National Conference

Date(s) of Conference:

October 17-19, 2012

Location:

St. Pete Beach, Florida 

Description:

The National Conference is hosting a two-day main conference featuring excellent speakers and support materials on basic and advanced topics for a variety of professionals who work in the field.

Main conference highlights:

  • Goal-Based Investing and Management of the SNT – Different Investment Models and the Prudent Investor Rule
  • Focus on SNTs: Checklists to Keep You on Track
  • Marketing on Special Needs Practice – Five Tips in 60 Minutes
  • Update from Social Security
  • Reasons Why SSI Turns Down a SNT and How to Appeal
  • HUD Policy and SNTs – Bringing Finley v. City of Santa Monica to Your State
  • Fees – How Courts Interpret the Standard of Reasonableness
  • The Update: Cases and Breaking News About SNTs

Contact Information:

elderlaw@law.stetson.edu

http://campaign.r20.constantcontact.com/render?llr=wmhaoicab&v=0013-zw4rcnoTvkFyehvK6RuIvB-kdwuj46jqUuPuUkZJnj9_CsCYxtmhiEEmTrLZRvonM0JHjPtIy8aLjdIy04PGRjJp6S3rBrVMD07W78g1ciwW-63lGatw%3D%3D

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2011 Special Needs Trusts: The National Conference

Date(s) of Conference:

October 19-21, 2011

Location:

Loews Don CeSar Hotel
St. Pete Beach, Florida

Description:

The National Conference will provide an in-depth review and discussion on both basic and advanced levels of the major issues presented in the creation, administration, and monitoring of special needs trusts.

Contact Information:

Conferences and Events
1401 61st Street South
Gulfport, FL  33707-3299
727-562-7800
conferences@law.stetson.edu

http://www.law.stetson.edu/conferences/snt/index.php

ABA Section of Real Property, Trust and Estate Law 22nd Annual Spring Symposia

Date(s) of Conference:

April 28-29, 2011

Location:

Grand Hyatt Washington
1000 H Street NW
Washington, DC 20001

Description:

Noted speakers and experts in the fields of real estate, trusts and estate planning will be leading programs on current issues and hot topics in these areas of law.

Contact Information:

www.abanet.org/rpte/2011

http://www2.americanbar.org/calendar/rpte-22nd-annual-spring-symposia/Pages/default.aspx

Call for Papers: Federal Reserve Bank of Cleveland

Call for Papers: 

The Federal Reserve Bank of Cleveland invites submissions for a two-day conference on issues related to the resolution of insolvent large complex financial institutions. The conference will be held in Cleveland, Ohio, on April 14-15, 2011. It will bring together academics, policymakers, and market participants to discuss applicable law and practice associated with resolving insolvent financial firms, recent reforms, and potential reforms.

The organizers are looking for a mix of theoretical and empirical papers (including case studies) related to:

  • The design of contingency plans/living wills
  • The resolution of financial companies under the bankruptcy code
  • International coordination relating to the resolution of systemic financial companies under the Bankruptcy Code applicable foreign law
  • The legal and economic issues surrounding the treatment of derivatives, repos, and other qualified financial contracts in bankruptcy
  • Under Title II of the Dodd Frank Act
  • International comparisons of solvency resolution regimes for banks and nonbank financial firms.

Please send completed papers or a detailed abstract by email to: james.thomson@clev.frb.org and thomas.j.firtzpatrick@clev.frb.org
and include “SOLVENCY RESOLUTION CONF” in the subject line.

The deadline for submissions is March 11, 2011.

Contact Information:

http://www.clevelandfed.org/research/conferences/2011/4-14-2011/index.cfm

Call for Papers – The Uniform Probate Code: Remaking of American Succession Law

Call for Papers:

The American College of Trust and Estate Counsel’s Legal Education Committee is organizing the fourth in a series of academic symposia financially supported by the ACTEC Foundation. The next symposium, The Uniform Probate Code: Remaking of American Succession Law, will be held at the University of Michigan Law School on Friday, October 21, 2011.

The symposium will examine law reform in trusts and estates that has occurred over the past 50 years, with particular focus on the first great success, The Uniform Probate Code. Additionally, it will seek to identify and analyze topics that should constitute an agenda for further reform. The Legal Education Committee hopes to group together presentation with a similar theme and to permit a commentator to respond to the proposals.

If you would like to be considered to be a symposium presenter, please submit an abstract of your paper to Anne-Marie Rhodes by email (her address is arhodes@luc.edu by February 1, 2011. The Committee will notify individuals chosen to participate in the symposium by email no later than March 1, 2011. If you are chosen to present a paper, you will be asked to submit a draft by September 15, 2011. You will also be asked to agree to publish your final paper in a special symposium edition of the University of Michigan Journal of Law Reform.

All symposium speakers will be reimbursed for their travel expenses (airfare and the cost of ground transportation and hotel) courtesy of an ACTEC Foundation grant. Speakers will also be invited to a Speakers’ Dinner on Thursday night, and breakfast and lunch will be provided to both speakers and attendees on Friday.

Contact Information:

http://lawprofessors.typepad.com/trusts_estates_prof/page/2/

12th Annual Estate Planning, Guardianship and Elder Law Conference

Date(s) of Conference:

August 12-13, 2010

Location:

Moody Gardens
Seven Hope Boulevard
Galveston, TX 77554
888-388-8484

Description:

The 2010 Estate Planning, Guardianship and Elder Law Conference. This program offers practical tips and advice for estate planners and elder law attorneys, essential information for guardian ad litems, and a must-have set of materials and resources.

Program highlights include the 2010 Estate Planning Case Law Update; an overview of Medicare Facts and Questions including Expedited Appeals; advice on handling Contested Guardianships; updates from HHSC; and an Ask the Experts panel.

Estate Planning, Guardianship and Elder Law Conference is part of UT Law’s Summer Conference Series, both informal and informative. Participants are invited to dress casually and bring the family.

Contact Information:

http://www.utcle.org/conference_overview.php?conferenceid=900#othercredit

ABA Section of Real Property, Trust and Estate Law 1st Annual Spring Symposia

Date(s) of Conference:

May 6-7, 2010

Location:

The Philadelphia Marriott Downtown
1201 Market Street, Philadelphia, PA 19107

Description:

Hear leading experts discuss the latest legislative, judicial and regulatory developments, meet in small groups to exchange ideas with your peers. Learn about today’s most important estate planning topics including: Congress and transfer taxes, captive insurance companies, and tips for success in IRS appeals. Discover practical solutions to the significant real estate issues of the day including: trends and responses to the credit crisis, green buildings and law firm trends in the down economy. Noted speakers and experts in the fields of real estate, trusts and estate planning will be leading programs on current issues and hot topics in these areas of law.

Contact Information:

American Bar Association
321 North Clark Street
Chicago, IL 60654-7598

http://www.abanet.org/rpte/meetings_cle/symposia/