Probate and Trust Law Section Conference Manual 2009
Table of Contents
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2009 Legislation
Discretionary Distributions from the
Perspective of the Professional Trustee
Competency and Communication
Federal Estate Tax Legislation: Progress and
Prospects – Looking at Congress's Chance of a Decade to Tell Us Where
the Legislative Changes Begun in 2001 Will End Up
Current Family Limited Partnership Planning
– FLPs in 2009: In the Crosshairs? At Cross-purposes? Or Just at a
Crossroads?
The Professional Trustee and Discretionary
Trusts: Case Studies
Competency and Communication
Valuation of Agricultural Assets
Post-Mortem Estate and Tax Planning in a
Turbulent Economy – Or, What to Do When the Estate's Assets Tank, or
Worse Yet, Simply Disappear!
Transfer on Death Deeds
The Business Case for Diversity
Cows, Corn and Cellos: Underused Assets in
Charitable Planning
Perils for the Trustee in These Turbulent
Times
Who Gets Grandma's Yellow Pie Plate
"Revisited"? – Managing the Emotional Minefield of Tangible Personal
Property Distribution
Donors and Endowment Funds – What Happens
When the Value of the Endowment is Less than the Contributed Amount?
Coordinating Beneficiary Designations with
the Client's Estate Plan – "How can I fit all this stuff on one short
line?"
Asset Protection Planning – Is That a Light
at the End of the Tunnel or an Oncoming Train?
Noncitizen Spouses – Tax Planning and
Transfers Including Gifts, QDOTS for Jointly Held Property
Trust Protectors: What Are They Protecting
and How Are They Doing It?
Planning and Post-death Administration for
Estates Between $1.0 and $3.5 Million – When the IRS Doesn't Care
Estate Planning Opportunities Using
Sophisticated Tools – How Best to Take Advantage of Depressed Values and
Low Interest Rates to Shift Wealth
Minnesota Income Tax Residency of
Individuals and Trusts – What Estate Planners Ought to Know
Medical Assistance Update 2009
Fixing Problems with Sophisticated
Irrevocable Planning Instruments Once They're Signed
ABCs of Private Trust Companies – Do They
Really Work? The Devil is in the Details!
Guardianship/Conservatorship – What Happens
Once the Assets are Depleted?
Income Taxation of Trusts and Estates
Non-Tax Case Law Update
How to Respond to Fiduciary Theft
Marital Property Laws of Wisconsin – What an
Estate Planner Needs to Know – Opportunities Galore Or Pitfalls into
Horror; Say Cheeze!
Changes to the Kiddie Tax and Other Income
Tax Planning Considerations
Life Insurance and Teeth…Ignore Them and
They'll Go Away
Trust Terms with the 1041 in Mind
Ethical Potpourri – Assorted Ethical Issues
Commonly Faced by Estate Planners
Powers of Attorney and Incapacity Planning
Disclaimer Planning and Administration –
Who, What, When, Why and How
Estate Recovery / Barg – The
Latest – Medical Assistance Recovery After Barg
ABCs of Charitable Planning: A Primer on
Planned Giving Techniques
The Latest on New Trust/Banking Rules,
Procedures and Laws
Non-Tax Case Law Update: Highlighting Recent
Trust and Estate Litigation Cases |