ÿþ <head> <title>Probate and Trust Law Section Conference Manual 2009 - Contents and Authors</title> </head> <p style="margin-top: 6px; margin-bottom: 24px"> <b><font face="Arial" size="3">Probate and Trust Law Section Conference Manual 2009</font></b></p> <p style="margin-top: 0; margin-bottom: 6px"><b> <font face="Arial" color="#CC6633" size="3">Table of Contents </font></b></p> <table border="0" width="100%" cellspacing="12" cellpadding="0" id="table1"> <tr> <td align="left" valign="top">&nbsp;</td> <td align="left" valign="top" width="100%"> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>2009 Legislation<br> </b>- Mavis J. Van Sambeek &amp; Scott M. Nelson</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Discretionary Distributions from the Perspective of the Professional Trustee<br> </b>- Susan Porter</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Competency and Communication<br> </b> <span lang="DE">- Stuart E. Schmitz &amp; Stanley L. Smith, M.D., MS</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Federal Estate Tax Legislation: Progress and Prospects  Looking at Congress&#39;s Chance of a Decade to Tell Us Where the Legislative Changes Begun in 2001 Will End Up<br> </b>- Ronald D. Aucutt</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Current Family Limited Partnership Planning  FLPs in 2009: In the Crosshairs?&nbsp; At Cross-purposes? Or Just at a Crossroads?<br> </b>- Ronald D. Aucutt</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>The Professional Trustee and Discretionary Trusts: Case Studies<br> </b>- Susan Porter</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Competency and Communication<br> </b> <span lang="DE">- Stuart E. Schmitz &amp; Stanley L. Smith, M.D., MS</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Valuation of Agricultural Assets<br> </b>- Patrick K. Costello</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Post-Mortem Estate and Tax Planning in a Turbulent Economy  Or, What to Do When the Estate&#39;s Assets Tank, or Worse Yet, Simply Disappear!<br> </b> <span lang="DE">- </span>William S. Forsberg &amp; Terry L. Slye</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Transfer on Death Deeds<br> </b>- Elizabeth A. Garvey &amp; Julian J. Zweber</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>The Business Case for Diversity<br> </b>- Roy S. Ginsburg</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Cows, Corn and Cellos: Underused Assets in Charitable Planning<br> </b>-<span lang="IT"> Robert E. Harding</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Perils for the Trustee in These Turbulent Times<br> </b>-<span lang="IT"> Ann Hart Wernz</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Who Gets Grandma&#39;s Yellow Pie Plate &quot;Revisited&quot;?  Managing the Emotional Minefield of Tangible Personal Property Distribution<br> </b>- Rosalind D. Keppler</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Donors and Endowment Funds  What Happens When the Value of the Endowment is Less than the Contributed Amount?<br> </b>- Gregory A. Kvam</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Coordinating Beneficiary Designations with the Client&#39;s Estate Plan  &quot;How can I fit all this stuff on one short line?&quot;<br> </b>- Thomas E. Lund</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Asset Protection Planning  Is That a Light at the End of the Tunnel or an Oncoming Train?<br> </b>- John R. Bedosky</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Noncitizen Spouses  Tax Planning and Transfers Including Gifts, QDOTS for Jointly Held Property<br> </b>- Emily G. Irwin &amp; Julia L. Rau</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Trust Protectors: What Are They Protecting and How Are They Doing It?<br> </b>- P. Daniel Donohue &amp; James W. Rockwell</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Planning and Post-death Administration for Estates Between $1.0 and $3.5 Million  When the IRS Doesn&#39;t Care<br> </b>- Randall W. Sayers &amp; Trisha A. Vicario</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Estate Planning Opportunities Using Sophisticated Tools  How Best to Take Advantage of Depressed Values and Low Interest Rates to Shift Wealth<br> </b>- John L. Nelson, Dana M. Neu &amp; Cameron R. Seybolt</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Minnesota Income Tax Residency of Individuals and Trusts  What Estate Planners Ought to Know<br> </b> <span lang="DE">- Peter S. Hatinen &amp; Masha M. Yevzelman</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Medical Assistance Update 2009<br> </b>-<span lang="DE"> Julian J. Zweber</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Fixing Problems with Sophisticated Irrevocable Planning Instruments Once They&#39;re Signed<br> </b>- <span lang="DE">William S. Forsberg &amp; E. Burke Hinds</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>ABCs of Private Trust Companies  Do They Really Work?&nbsp; The Devil is in the Details!<br> </b>- P. Daniel Donohue</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Guardianship/Conservatorship  What Happens Once the Assets are Depleted?<br> </b>-<span lang="DE"> Robert A. McLeod</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Income Taxation of Trusts and Estates<br> </b>- Kelli A. Enders</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Non-Tax Case Law Update<br> </b>-<span lang="SV"> Melinda K. Greer &amp; Sonny F. Miller</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>How to Respond to Fiduciary Theft<br> </b>- Ric Davies &amp; Robert A. McLeod</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Marital Property Laws of Wisconsin  What an Estate Planner Needs to Know  Opportunities Galore Or Pitfalls into Horror; Say Cheeze!<br> </b>- Roy A. Sjoberg</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Changes to the Kiddie Tax and Other Income Tax Planning Considerations<br> </b>- Barry J. Newman</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Life Insurance and Teeth& Ignore Them and They&#39;ll Go Away<br> </b>- Robert Cohen</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Trust Terms with the 1041 in Mind<br> </b>- Bryan Jamison</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Ethical Potpourri  Assorted Ethical Issues Commonly Faced by Estate Planners<br> </b>- Matthew J. Shea &amp; Marlo W. Turcotte</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Powers of Attorney and Incapacity Planning <br> </b>- John E. Olmon</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Disclaimer Planning and Administration  Who, What, When, Why and How<br> </b>-<span lang="IT"> Marya P. Robben</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b><span lang="IT">Estate Recovery / Barg  The Latest  Medical Assistance Recovery After Barg<br> </span></b>-<span lang="IT"> Thomas J. Meinz</span></font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>ABCs of Charitable Planning: A Primer on Planned Giving Techniques<br> </b>- Sheryl G. Morrison</font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>The Latest on New Trust/Banking Rules, Procedures and Laws<br> </b>- William C. Kuhlman, Lloyd S. Stern, Thomas Kelly &amp; Jay Kim </font></p> <p style="margin-top: 0; margin-bottom: 16px"> <font face="Arial" size="2"><b>Non-Tax Case Law Update: Highlighting Recent Trust and Estate Litigation Cases<br> </b>- Bridget A. Logstrom Koci, Christopher T. Shaheen &amp; Gregory M. Weyandt</font></td> </tr> </table>