Estate Planning, Trust & Probate Track

Managing Complex Estates and a Diverse Clientele:
A Practical Focus on Estate Planning and Practice Administration

The Trust & Estates practice presents clientele with diverse needs and goals. What appears to be a "simple" estate plan can cause complications for families with hard to value assets, long-term health care challenges and beneficiaries who need assistance. As practitioners, we must be prepared to not only prepare an estate plan, but also assist families as the plan goes into action. This is a three-day program where each day will include both presentations and interactive panel discussion between the program faculty and attendees.

This program track may qualify for up to 12.0 hours MCLE, all of which may be Estate and Trust Law Specialization (up to 4.0 hours MCLE daily). Attendees are invited to enjoy a complimentary hot breakfast buffet Monday, Tuesday and Wednesday mornings, from 7:30 am to 8:15 am.

TRACK CHAIRS and MODERATORS: Robert B. Fleming, Fleming & Curti, P.L.C, and Elizabeth Rollings, Fleming & Curti, P.L.C


8:15 am -
12:30 pm

Tax Planning in an Era of Portability and Complex Assets

While fewer clients today face the prospect of a taxable estate, many clients have complex assets and unusual interests that must be accounted for and considered in their estate plans. Gift splitting and discounts, and the generation-skipping transfer tax are still factors to consider for some clients, but given the current tax law, many families are interested in keeping things simple. Is this possible when advising clients with complex assets? Our faculty will talk about the current trends and provide some best practice tips when planning for clients with non-taxable estates, but complex assets. Interactive panel discussion: When does an estate plan merit the bells and whistles?

FACULTY: Colleen Cacy, Gadarian & Cacy, PLLC; Michael Tucker, Michael J. Tucker PC; Brent Nelson, Snell & Wilmer, LLP


8:15 am -
12:30 pm

Thoughtful Planning for Elderly and Disabled Clients

What is elder law and special needs planning? Can a standard revocable trust include special needs provisions for both the Grantors and the beneficiaries? Can someone receive an inheritance and still receive SSI, ALTCS, and other public benefits without a special needs trust? Can a client with moderate dementia still have testamentary capacity? The second day of the program will focus on working with clients and families with diminished capacity or special needs. Faculty will provide recommendations to assist estate planners who work with clients of diminished capacity and suggest ways in which special needs planning can be incorporated into every estate planning scenario. This day will include a case update and a discussion about ways in which you might apply the ABLE Act in your practice. Interactive panel discussion: How to apply recent developments and trends in special needs planning.

FACULTY: Robert Fleming, Fleming & Curti, PLC; Emily Kile, Kile & Kupiszewski Law Firm, LLC; Elizabeth Rollings, Fleming & Curti, PLC


8:15 am -
12:30 pm

Complex Estates:
Administration and Practice Management

After a settlement agreement is reached in a probate or trust administration case, or upon resolution of all unsettled issues, the final disposition must be carried out among all the parties. When court supervision ends in an estate or trust administration, finalizing the administration can cost money and take a surprising amount of time. On day three, faculty will provide best practice tips for working with clients and your staff through a tedious trust or probate administration. There will be a discussion on recent malpractice trends and ways to avoid legal action against you and your practice – and even to minimize the delays attendant on the threat or possibility of such action. Interactive panel discussion: The fallacy of a "simple" trust or probate administration.

FACULTY: Steve Evans, EvansDukarich; TJ Ryan, Frazer Ryan Goldberg & Arnold, LLP; Elizabeth Rollings, Fleming & Curti, PLC; Michael Tucker, Michael J. Tucker PC

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