2009 CLE Calendar |
| May 12 |
Answering Client Questions About Organ Donation |
| Speaker: |
Alex McDonald, Director of Public Education/Public Relations, Intermountain Donor Services
|
| January 13 |
Update on the Uniform Trust Code & Use in Trust Practice |
| Speaker: |
Tom Christensen
|
2008
CLE Calendar |
| January 8 |
The New Advanced Health Care Directives |
| Speakers: |
Mark Morrise, Callister Nebeker & McCullough
Thomas Mecham, Kirton & McConkie
|
| February 12 |
Community Property Issues |
| Speakers: |
Gary Longmore, Ray Quinney & Nebeker
|
| March 11 |
Legislative Update |
| Speaker: |
John Valentine, Howard Lewis & Petersen
|
| April 8 |
Marital Planning Part II: Estate Planning & Divorce |
| Speakers: |
Kent Collins, Parr Waddoups Brown Gee & Loveless
Ellen Maycock, Kruse Landa Maycock & Ricks, LLC
|
| May 13 |
Countdown 2010 |
| Speaker: |
David Sloan, VanCott
Bagley Cornwall
& McCarthy
|
| October 14 |
Hostility Claims in Probate Litigation Initiated by Beneficiaries against Trustees and Practical Drafting Provisions to Prevent such Claims |
| Speaker: |
Craig E. Hughes, Hughes Estate Group
|
| November 11 |
Counseling Clients About Bank Accounts in an Era of Fraud and Financial Disorder |
| Speaker: |
Scott Hancock Clark, Esq., Ray Quinney & Nebeker, P.C.
Materials |
|
2007 CLE
Calendar |
| January 9 |
Preserving Capital Gains Treatment in Real Estate Transactions |
| Speakers: |
Kenneth W. Birrell, Kirton & McConkie, P.C.
|
| March 28 |
Utah State Bar Estate Planning, Non-Profit & Tax
Section Luncheon
2007 Legislative Update with Senator John A. Valentine
|
| Speaker: |
Senator John A. Valentine
|
| November 13 |
Panel Discussion on Guardianship and Conservatorship Conflicts |
| Speaker: |
Allens Sims, Kent Alderman & Probate Clerk
|
| December 11 |
Multi-Jurisdictional Practice |
| Speaker: |
Cindy Crass, Callister Nebeker & McCullough
|
2006 CLE
Calendar
|
| February 14 |
Funding of Educational Expenses Through
529 Plans and Other Gifting Strategies |
| Speakers: |
Lynn Ward, Director of Utah Educational Savings Plan
Thomas Mecham, Kirton & McConkie
|
| April 11 |
Utah State Bar Tax Law & Estate Planning
Combined Section Luncheon
Legislative Update |
| Speaker: |
John L. Valentine, President, Utah State Senate
|
| May 10 |
Post-Mortem Estate Planning |
| Speaker: |
Richard H. Johnson, II, Stoel Rives |
| Handout: |
Handout
requires Adobe Acrobat Reader
|
| October 10 |
Utah State Bar Estate Planning Law Section
Luncheon
Medicaid Planning and the Deficit Reduction Act of 2005 |
| Speaker: |
David K. Lauritzen, Law Office of David K. Lauritzen |
| Handout: |
Handout requires
Adobe Acrobat Reader
|
| November 14 |
Utah State Bar Estate Planning Law Section
Luncheon
Support Organizations and Donor-Advised Funds After the Pension Protection
Act of 2006 |
| Speaker: |
Raeburn G. Kennard, Kirton & McConkie
|
| 2005
CLE Calendar
|
| January 11 |
Estate and Gift
Tax Returns |
| Speaker: |
Frank Houser,
Internal Revenue Service
|
| February 8 |
Naming Trusts as Beneficiaries
of Retirement Accounts |
| Speaker: |
Kent H. Collins,
Parr Waddoups Brown Gee & Loveless
|
| March 15 |
Legislative Update - Joint
Meeting with Tax Section |
| Speaker: |
Senator Curtis S. Bramble,
Utah State Senate
|
| April 12 |
Real Estate Issues in Estate
Planning |
| Speaker: |
Steven E. Tyler,
Callister Nebeker & McCullough
|
| May 10 |
A Bankruptcy Lawyers Take
on Asset Protection |
| Speaker: |
David E. Leta,
Snell & Wilmer, LLP
|
| November 8 |
IRS Circular 230 Issues |
| Speaker: |
Mark Howard, IRS Senior Counsel
|
| 2003-2004
CLE Calendar
|
| September 9, 2003 |
Creditors' Claims and Estate
Administration |
| Speaker: |
Mark J. Morriss,
Callister Nebeker & McCullough |
| Handout: |
Handout
requires Adobe Acrobat Reader
|
| October 14, 2003 |
So Your Client Has A Charitable
Remainder Trust, Now What? |
| Speaker: |
Alden B. Tueller
|
| November 11, 2003 |
Naming Trusts as the Beneficiaries
of Qualified Plans and IRA's, What Every Estate Planner Should Know |
| Speaker: |
Dennis M. Astill,
Stong & Hanni
|
| January 13, 2004 |
Report on Probate Mediation
Results in the 3rd District |
| Panel: |
ADR Section
|
| February 10, 2004 |
Avoiding IRS Attacks on FLPs
and LLCs Under IRC sec. 2036 |
| Speaker: |
Stephen M. Sargent
|
| April 13, 2004 |
Utah Asset Protection Trusts |
| Speaker: |
Tom Christensen, Jr.
|
| May 11, 2004 |
Joint vs. Separate Revocable
Living Trusts for Couples |
| Speaker: |
Fred D. Essig,
Dixon & Essig
|
| 2002-2003
CLE Calendar
|
| September 10, 2002 |
Estate Planning in Light
of Potential Estate Tax Repeal/Reform |
| Speaker: |
David E. Sloan,
Cornwall & McCarthy
|
| October 8, 2002 |
Are you Ready for a Uniform
Trust Code? |
| Speaker: |
Thomas Christensen, Jr.
Blackburn & Stoll
|
| November 12, 2002 |
How to Shelter a Child's
Inheritance From Estate Tax & Creditors |
| Speaker: |
Fred D. Essig,
Dixon & Essig
|
| January 14, 2003 |
Defective Grantor Trusts |
| Speaker: |
Gregory Barrick,
Durham Jones & Pinegar
|
| February 11, 2003 |
Pre- and Post Nuptial Agreements |
| Speaker: |
A. Craig Hale,
Stoel Rives LLP
Sharon Donovan,
Dart Adamson & Donovan
|
| March 11, 2003 |
Legislative Update |
| Speaker: |
Senator Lyle Hillyard,
Hillyard Anderson & Olsen
|
| April 8, 2003 |
Insurance Trusts
|
| May 13, 2003 |
Income Tax Issues of Trusts |
| Speaker: |
Ted Atlas
|
| 2001-2002
CLE Calendar
|
| September 11, 2001 |
New Estate Tax Provisions |
| Speaker: |
Michael D. Blackburn,
Blackburn & Stoll
|
| October 9, 2001 |
Foundations |
| Speaker: |
David R. York and Lee McCullough,
Callister Nebeker & McCullough |
| Handout: |
Handout
requires Word or Word Perfect
|
| November 13, 2001 |
Ethical Issues in Estate
Planning
|
| Speaker: |
Charles M. Bennett,
Blackburn & Stoll
|
| January 8, 2002 |
New ERISA Distribution Rules |
| Speaker: |
David K. Lauritzen,
Ray Quinney & Nebeker
|
| February 5, 2002 |
Advance Directives - Update |
| Speaker: |
Kent B. Alderman,
Parsons Behle & Latimer
|
| March 12, 2002 |
Split Dollar Rules and Options
|
| Speaker: |
L.S. McCullough, Jr.,
Callister Nebeker & McCullough
|
| April 9, 2002 |
Legislative Update (Joint
Meeting with Tax Section) |
| Speaker: |
John L. Valentine,
Howard Lewis & Peterson
|
| May 14, 2002 |
Probate Court Update |
| Speaker: |
Hal Rueckert, Third District Court - Probate Clerk.
(Hal Rueckert will be honored at this luncheon.)
|
