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Program
Date:
01/15/2008
Issues and Updates in Trust Administration
Speaker: Jacqueline A. Patterson, Attorney at Law, Haney,
Buchanan & Patterson
Linda Retz, Attorney at Law
Increased trust litigation regarding administrative issues:
Current and proposed changes to the Uniform Principal & Income
Act; Rudkin case and the 2% floor; Increased Form 1041 audits;
Kenan Gain; Current issues in real property taxation; Potential
GST Tax Pitfalls.
MCLE Credits: 1.0 Hr.
Product
#--TRUSTS-D-25812
DVD Price $31.50
Program
Date:
11/13/2007
California Legislation 2007: The Annual Update
Speaker: James R. Birnberg, Matthews S. Rae, Jr.
Jim
Birnberg and Sandy Rae in their annual "Dog & Pony Show" will
discuss new California legislation and its effects on estate
planning, trusts, probate, conservatorship and guardianship
proceedings. They will give us their predictions for the year
2008 and their recap of 2007.
MCLE Credits: 1.0 Hr.
Product
#--TRUSTS-D-25811
DVD Price $31.50
Program
Date:
08/21/2007
Proposition 13 Changes in Ownership and Exclusions Common
Reassessment Issues & Recent Developments
Speaker: Richard S. Moon, Senior Tax Counsel, State Board of
Equalization
The
presentation will cover the constitutional and statutory
structure of Proposition 13, including new regulatory changes
and pending bills in the Legislature. You will receive a course
book with diagrams, the specific focus of which is on three
major types of property transactions:
1) Individual property owners, including families, senior
citizens, the disabled, and registered domestic partners who
seek to preserve their current taxable value
2) Business entities (partnerships, corporations, LLCs) wishing
to avoid unintended reappraisal
3) Combinations of individuals and entities, including
commercial lessees, attempting to create or dissolve their
relationships in property.
The fourth and final portion will describe the procedural
aspects of Proposition 13: what to report and when, filing
claims for certain benefits, statutes of limitations on escape
and supplemental assessments, filing appeals for reassessment,
regulatory remedies through the Board of Equalization, and
legislative solutions
MCLE Credits: 1.0 Hr.
Product
#--TRUSTS-D-25810
DVD Price $31.50
Program
Date:
06/19/2007
Delaware Asset Protection Trusts: Safeguarding Against
Uninsured Liabilities
Speaker: DANIEL F. LINDLEY, ESQ. President, The Northern Trust
Company of Delaware
A
discussion of common planning issues when dealing with
generation-skipping transfers and common mistakes when planning
for wealthy families.
MCLE Credits: 1.0 Hr.
Product
#--TRUSTS-D-25809
DVD Price $31.50
Windows Media Preview
Program
Date:
04/17/2007
Retirement Planning and Beneficiary Designation
Issues-Including Conduit Trusts and Pension Protection Act
Issues of Interest to Estate Planners
Speakers: Steven E. Trytten, Esq., Anglin, Flewelling,
Rasmussen, Campbell & Trytten, LLP
A
discussion (and refresher) of those pesky beneficiary
designation issues and conduit (or "see-through") trust drafting
problems. How the Pension Protection Act will affect estate
planners, including a discussion of rollovers of qualified plan
interests to non-spousal beneficiaries and the recent, and
confusing, advice from the IRS on the subject.
MCLE Credits: 1.0 Hr.
Product
#--TRUSTS-D-25808
DVD Price $24.95
Program
Date:
02/20/2007
Making Money From Life Insurance, While You Are Still Alive:
Advising Your Client Regarding Senior Life Insurance Settlements
Speakers: Terry M. Magady, Esq., The Elder Law Center
MCLE Credits: 1.0 Hr.
Product
#--TRUSTS-D-25807
DVD Price $24.95
Program
Date:
01/16/2007
Doctors Are From Mars, Lawyers Are From Venus: How To Talk To A
Martian
Speakers: Ruth A. Phelps, Esq. and David W. Trader, M.D.
A
discussion of (1) common mistakes that lawyers make in dealing
with medical professionals and how to do better
(2) how medical and legal professionals can best work together
(3) how to get the medical professionals to listen to the agent
under an advance health care directive rather than the screamer
in the family or the one who is threatening to sue
(4) what information a lawyer should give a doctor
(5) how to phrase a request to a doctor.
MCLE Credits: 1.0 Hr.
Product
#--TRUSTS-D-25806
DVD Price $24.95
Program
Date:
07/18/2006
Collision at the Intersection of Probate and Family Law
Speakers: Howard S. Klein, Maritoni A. Acosta
A panel discussion by certified specialists in family law and
estate planning, trust and probate law on these issues, among
others: estate planning during a divorce and what about those
nasty ATROs?, death of a party during a divorce and which court
takes over, Family or Probate?, and incapacity during a divorce
- is it possible and under what circumstances?
MCLE Credits: 1.0 Hr.
Product
#--TRUSTS-D-25805
DVD Price $24.95
Program
Date:
12/6/2005
“Private Annuities”
Speaker: Abby F.T. Feinman
This program will provide a detailed discussion of the effective
"Estate Freeze" Private Annuity Sale technique. The discussion
will include income tax and estate tax issues and opportunities.
MCLE Credits: 1.0 Hr.
Product
#--TRUSTS-D-25804
DVD Price $24.95
Program
Date:
05/17/2005
The Law
and Science of Questioning Documents for Fun and Games
Speakers:
Lynard Hinojosa,
Howard Rile, Frank Hix
Join
us for a legal and forensic overview of how and when to test the
validity of contested documents and signatures
1 Hours, 0 Minutes
1.0 Hr. MCLE Credit
Product
#--TRUSTS-D-25803 DVD Price $24.95*
Windows Media Preview
Program
Date:
12/07/2004
GST
Update: A Review of the Proposed Regulations
Speakers:
Paul N. Frimmer
"A GST,
or generation-skipping transfer tax, is imposed whenever there
is a transfer (of property, etc.) to a person more than one
generation below that of the transferor. The IRS will be issuing
new regulations governing the application of GST. Join Paul N.
Frimmer, of Irell & Manella, LLP, for a discussion of these new
regulations and how they may impact your clients and their
estate plans."
1 Hour 0 Minutes
1.0 Hr. MCLE Credit
Product
#--TRUSTS-D-25802 DVD Price $24.95*
Program
Date:
08/17/2004
References to Referees in Probate Cases
Speakers:
Arnold H. Gold
An
experienced bench officer gives us details and tips on the
increasing use of Referees in probate matters. It can, and will,
happen to you, so be informed!
0 Hour 56 Minutes
1.0 Hr. MCLE Credit
Product
#--TRUSTS-D-25800 DVD Price $24.95*
*
Note programs recorded prior to 8/1/2005 where analog
originals. DVD's where created from a VHS Original.
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