Section CLE Calendar & Handouts

    2005-2006 CLE Calendar

Time and Location: All meetings except the September meeting will be hled at 12:00 p.m. at the Law & Justice Center, 645 South 200 East, Salt Lake City, Utah.  The September meeting will be held from 8:00 am. to 2:00 p.m. at the Wells fargo Center, 23rd Floor, 299 South Main Street, Salt Lake City, Utah. A no-fee registration or the September meeting is requested by September 16th as indicated on materials previously mailed to the members of the Estate Planning Section of the Bar. To register for an of these programs except the September program, please contact Stephanie Long at the Utah State Bar, (801) 297-7032.  If you have questions about any of these programs, please contact David Sloan at (801) 237-0423.

2005

October 11

Abuses of Powers of Attorney and Joint Bank Accounts

Speaker

David Stallard, Attorney General's Office

Time:

12:00 p.m. - 1:00 p.m.

Location:

Utah Law & Justice Center

Cost:

$11.00.  Lunch is provided.

CLE Credit:

1 hour Ethics

RSVP:

Please contact Stephanie at (801) 297-7032 or email  sections@utahbar.org. Kindly RSVP by October 17, 2005, include your name and bar number.  Thank you.
 

November 8

IRS Circular 230 Issues (Ethics Credit)

Speaker

Mark Howard, IRS Senior Counsel

2006

January 10

Deffered Compensation and the Impact of Section 409A

Speaker

John Madsen

February 14

Funding of Educational Expenses Through 529 Plans and Other Gifting Strategies

Speaker

TBD

March 14

The Effect of Section 2036 and Recent Case Law on Family Limited Partnerships and Family Limited Liability Companies

Speaker

Professor Stan Neeleman

April 11

Legislative Update

Speaker

John Valentine, President of Utah State Senate

May 9

Post-Mortem Estate Planning

Speaker

Rick Johnson


 

 

 

 

 

 

 

 

 


 

 

 

 

2003 - 2004 Handouts

September 9, 2003

    Creditors' Claims and Estate Administration
    Mark J. Morriss, Callister Nebeker & McCullough
    Handout- Requires Adobe Acrobat Reader to view

November 11, 2003

    Naming Trusts as the Beneficiaries of Qualified Plans and IRA"s, What Every Estate Planner Should Know
    Dennis M. Astill, Strong & Hanni
    Handout

February 10, 2004

April 13, 2004

2001 - 2002 CLE Calendar and Handouts

October 9, 2001

    Foundations
    David R. York and Lee McCullough, III Callister Nebeker & McCullough
    Handout(This handout requires Word or Wordpefect.)

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

Handouts from Prior Years
1999 - 2000 CLE Calendar and Handouts

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

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

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

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

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