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X-WR-CALDESC:Events for The American College of Trust and Estate Counsel
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DTSTART;TZID=America/New_York:20240215T120000
DTEND;TZID=America/New_York:20240215T133000
DTSTAMP:20240308T053206
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SUMMARY:Preventing Estate Litigation: Planning Techniques That Work – Or Do They? (Replay)
DESCRIPTION:Faculty – ACTEC Fellows: Christine Socha Czapek\, Shane Kelley\,  \n\n\n\nCharles A. (“Clary”) Redd \n\n\n\nBeneficiaries\, or those who thought they should have been beneficiaries\, sometimes think they have grounds to challenge all or part of an estate plan. Financial incentives often underlie these motivations. When designing or implementing an estate plan\, certain techniques and strategies can be considered to help dissuade or derail such challenges\, but if used improperly or injudiciously\, can also backfire badly. \n\n\n\nThis program explores the use of particular drafting tactics that can reduce the likelihood or need for beneficiaries and fiduciaries to litigate contested estates\, what states allow them\, and under what circumstances they can be most effective.
URL:https://www.actec.org/event/preventing-estate-litigation-planning-techniques-that-work-2/
CATEGORIES:ACTEC/ALI CLE Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.actec.org/wp-content/uploads/2023/10/ACTEC-ALI-CLE.jpg
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DTSTART;TZID=America/New_York:20240208T120000
DTEND;TZID=America/New_York:20240208T131500
DTSTAMP:20240308T053206
CREATED:20240108T220207Z
LAST-MODIFIED:20240117T214430Z
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SUMMARY:Preparing a Federal Estate Tax Return: 13 Things You Need to Know
DESCRIPTION:Faculty: ACTEC Fellow: George D. Karibjanian \n\n\n\nWhile planning techniques may come and go\, the federal estate tax return will be part of the estate planner’s practice for years to come. When preparing a 706\, however\, little mistakes can often end up leading to much bigger inquiries. This presentation will review some little known\, but important 706 preparation pointers that will help you properly prepare basic and more advanced portions of the return for your clients.
URL:https://www.actec.org/event/preparing-a-federal-estate-tax-return-13-things-you-need-to-know/
CATEGORIES:ACTEC/ALI CLE Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.actec.org/wp-content/uploads/2023/10/ACTEC-ALI-CLE.jpg
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DTSTART;TZID=America/New_York:20240118T120000
DTEND;TZID=America/New_York:20240118T130000
DTSTAMP:20240308T053206
CREATED:20231114T161944Z
LAST-MODIFIED:20231127T212236Z
UID:10000274-1705579200-1705582800@www.actec.org
SUMMARY:Uniform Conflict of Laws in Trusts and Estates Act: Whats New and What's Next
DESCRIPTION:ACTEC Fellows Turney P. Berry\, Jane Gorham Ditelberg\, Ronald Scalise\, Jr.\, Robert H. Sitkoff \n\n\n\nThe law governing conflict of trust laws is widely understood to be outdated. The geographic fragmentation of families\, the shift in the nature of wealth from land to liquid financial assets\, the rise of directed trusts\, the practice of trust decanting\, and the shift to informal accountings are not addressed by the prevailing Restatement (Second) of Conflict of Laws\, which is now more than 50 years old. With unresolved conflict of trust laws scenarios arising with increasing frequency\, both the American Law Institute and the Uniform Law Commission (ULC) initiated reform projects to address this obsolescence.  \n\n\n\nIn 2020\, the ULC formed a committee to draft a uniform law to address contemporary problems of conflict of laws in trusts and estates. A first draft of a Uniform Conflict of Laws in Trusts and Estates Act will have its first read at the 2024 ULC annual meeting. This webinar will provide insights into what went into this Act\, how it modifies the traditional common-law approach to conflict of trust and estate laws\, what is next\, and what it could mean for your practice.
URL:https://www.actec.org/event/ali-cle-uniform-conflict-of-laws-in-trusts-and-estates-act-whats-new-and-whats-next/
CATEGORIES:ACTEC/ALI CLE Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.actec.org/wp-content/uploads/2023/10/ACTEC-ALI-CLE.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231214T120000
DTEND;TZID=America/New_York:20231214T133000
DTSTAMP:20240308T053206
CREATED:20231114T151154Z
LAST-MODIFIED:20231127T212909Z
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SUMMARY:Current Developments in Estate and Tax Planning 2023
DESCRIPTION:Faculty: ACTEC Fellows Farhad Aghdami\, Nicole Pearl\, Melissa Willms \n\n\n\nAs the year comes to a close\, you want to provide your estate planning clients with the best possible advice going into 2024. So\, are you up to date on the most significant developments to have come out of 2023? Set aside just 90 minutes to gain valuable insights on emerging trends in estate and tax planning\, and learn how the newest cases\, IRS guidance\, and proposed regulations will impact your practice and your clients’ estate plans.
URL:https://www.actec.org/event/ali-cle-current-developments-in-estate-and-tax-planning-2023/
CATEGORIES:ACTEC/ALI CLE Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.actec.org/wp-content/uploads/2023/10/ACTEC-ALI-CLE.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231109T140000
DTEND;TZID=America/New_York:20231109T150000
DTSTAMP:20240308T053206
CREATED:20231025T191011Z
LAST-MODIFIED:20240108T214826Z
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SUMMARY:ALI CLE Assisted Reproduction and Estate Planning in a Post-Dobbs Landscape
DESCRIPTION:ACTEC Fellows Carole Bass\, Cara Koss
URL:https://www.actec.org/event/ali-cle-assisted-reproduction-and-estate-planning-in-a-post-dobbs-landscape/
CATEGORIES:ACTEC/ALI CLE Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.actec.org/wp-content/uploads/2023/10/ACTEC-ALI-CLE.jpg
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