CLE Calendar & Handouts


2003 - 2004 CLE Calendar and Handouts September 9, 2003 Creditors' Claims and Estate Administration Mark J. Morriss, Callister Nebeker & McCullough Handout- Requires Adobe Acrobat Reader to view October 14, 2003 So Your Client Has A Charitable Remainder Trust, Now What? Alden B. Tueller November 11, 2003 Naming a Trust as the Beneficiary of a Qualified Plan or IRA Dennis M. Astill January 13, 2004 Report on Probate Mediation Results in the 3rd District Panel Discussion with ADR Section February 10, 2004 Avoiding IRS Attacks on FLPs and LLCs Under IRC sec. 2036 Stephen M. Sargent March 9, 2004 Legislative Update Rep. Valentine (Joint with Tax Section) April 13, 2004 Utah Asset Protection Trusts Tom Christensen, Jr. May 11, 2004 Joint vs. Separate Revocable Living Trusts for Couples Fred D. Essig 2002 - 2003 CLE Calendar and Handouts September 10, 2002 Estate Planning in Light of Potential Estate Tax Repeal/Reform David E. Sloan, Cornwall & McCarthy October 8, 2002 Are you Ready for a Uniform Trust Code? Thomas Christensen, Jr., Blackburn & Stoll November 12, 2002 How to Shelter a Child's Inheritance from Estate Tax & Creditors Fred D. Essig, Dixon & Essig January 14, 2003 Defective Grantor Trusts Gregory Barrick, Durham Jones & Pinegar February 11, 2003 Pre- and Post Nuptial Agreements A. Craig Hale, Stoel Rives LLP Sharon Donovan, Dart Adamson & Donovan March 11, 2003 Legislative Update Senator Lyle Hillyard, Hillyard, Anderson & Olsen April 8, 2003 Insurance Trusts Speaker TBA May 13, 2003 Income Tax Issues of Trusts Ted Atlas 2001 - 2002 CLE Calendar and Handouts September 11, 2001 New Estate Tax Provisions Michael D. Blackburn, Black Burn & Stoll Handout October 9, 2001 Foundations David R. York and Lee McCullough, III Callister Nebeker & McCullough Handout(This handout requires Word or Wordpefect.) November 13, 2001 Ethical Issues in Estate Planning Charles M. Bennett, Blackburn & Stoll January 8, 2002 New ERISA Distribution Rules David K. Lauritzen, Ray, Quinney & Nebeker February 5, 2002 Advance Directives - Update Kent B. Alderman, Parsons, Behle & Latimer March 12, 2002 Split Dollar Rules and Options L.S. McCullough, Jr., Callister Nebeker & McCullough April 9, 2002 Legislative Update (Joint Meeting with Tax Section) John L. Valentine, Howard, Lewis & Peterson May 14, 2002 Probate Court Update Hal Rueckert, Third District Court - Probate Clerk Hal Reuckert will be honored at this luncheon. Handouts from Prior Years 2000 - 2001 CLE Calendar and Handouts September 19, 2000 How to Advise a Client Prior to Repeal of Estate and Gift Taxes Panel Discussion, McCullough, Blackburn and Christensen Handout October 10, 2000 Land Trusts and Land Preservation Strategies Utah Open Lands, Wendy Fisher, Executive Director November 21, 2000 Advising the Client on Conservatorship and Guardianship Issues Kent B. Alderman January 9, 2001 Mediation Program/Probate Speaker TBA February 9, 2001 Joint Tenancy and the Use of Disclaimers Speaker TBA March 13, 2001 Special Needs Trust and Medicaid Planning Speaker TBA April 10, 2001 Utah State Legislature Update (Jointly held with the Tax Section) Hilliard or John Valentine May 13, 2000 TBA TBA Handouts from Prior Years 1999 - 2000 CLE Calendar and Handouts September 14, 1999 The Office of Public Guardian: Where Are We? Kent B. Alderman No handout available October 12, 1999 The Current Valuation Legal Landscape: Are Discounts Still Blooming or Beginning to Wilt? David K. Lauritzen Handout November 2, 1999 Planning for Disabled Beneficiaries (Special Needs Trust, OBRA '93 Trust, etc.) Thomas Christensen, Jr. Handout Calvin C. Curtis Handout January 11, 2000 Panel Discussion on Multi-Disciplinary Practices (MDPs) Michael Blackburn Handout February 8, 2000 Demonstration of Computer Software that Prepares Estate Planning Diagrams Joseph Hodges March 22, 2000 Legislative Update (Joint Luncheon with the Tax Section) John Valentine April 11, 2000 Avoiding Generation Skipping Transfer Tax Mistakes Kent Collins Handout May 9, 2000 Mediating Contested Probate Cases Handouts From Prior Years: 1998 - 1999 CLE Calendar and Handouts September 8, 1998 Alaskan Dynasty & Community Property Trusts: Practical Considerations David R. York Lee McCullough III Handout October 13, 1998 How to Get and Keep Clients: What They Don't Teach You in Law School L.S. McCullough No handout available November 10, 1998 Paternity Issues in Intestacy and Will Contest Proceedings David Steffensen Handout January 12, 1999 LLC's and Estate Planning: Are They a Substitute for FLP's? David J. Castleton Handout February 9, 1999 Divorce and Estate Planning: What Estate Planners Need to Know Gary R. Henrie Handout March 24, 1999 State Legislature Update Joint Meeting with Tax Section Rep. Lyle Hillyard No handout available April 13, 1999 Ethical Issues in Estate Planning (1 hour of ethics credit) Mark E. Lehman Handout May 18, 1999 Tax Favored College Savings Plans David J. Pearlman, Associate General Counse;, Fidelity Investments Handout 1997-1998 CLE Calendar and Handouts May 12, 1998 Changes to the Uniform Probate Code - Tom Christensen Handouts: Probate Code Quiz 1998 Uniform Probate Code Amendments Comparison of Key Provisions of UPC



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