Samuel A. Donaldson, Professor of Law, Georgia State University School of Law, presenting on estate planning for married couples under current estate tax/gift tax laws.https://www.clenet.com/
Evan Unzelman, President of Sterling Foundation Management, presenting on secondary planning for CRTs.
Stacy Eastland, Managing Director of the Investment Management Division at Goldman, Sachs & Co. presenting on sophisticated, large-estate planning techniques.
Jay Adkisson of Riser & Adkisson (and a noted contributor to Forbes) leading a panel discussion on asset protection issues.
Judge Jennifer A. Brown handles probate court matters for the 4th District Court in Provo, Utah on August 28, 2015. The Court is making a renewed effort to inform court-appointed guardians and conservators of their reporting duties, and following up on cases where reports have not been filed.
The formality of judicial oversight can be good, especially in cases of hostility and suspicion. However, setting up a trust before you ever need a guardian/conservator is a often-preferred alternative. You can always end up in Court, but a Trust is convenient in that (unlike a guardianship/conservatorship) it does not need the court to get started, handle annual reporting, or shut it down.
I first made a list of what I call “legally enforceable puns” in 2010. This new addition seems to have originated with an attorney-drafted document. The draftsman must have been bard of document review.
Wm. Kelly Nash, a litigator from D|J|P’s Lehi office.
Rob Bolick, an estate planning attorney at D|J|P’s Las Vegas office.
Douglas R. Richmond, of Aon Risk Solutions presents a CLE to the attorneys of Durham Jones & Pinegar at the firm’s annual retreat on May 15, 2015. Mr. Richmond presents with a combination of expertise, practical advise, and humor aimed at improving the conduct of attorneys. Learning about multi-million dollar malpractice cases does help an attorney “get religion.”
My favorite take-away: “Sometimes, I just wish attorneys would shut up.” And that is not crass or uncaring. California has a flowery statute that says the same thing: “It is the duty of an attorney. . . to maintain inviolate the confidence, and at every peril to himself or herself to preserve the secrets, of his or her client.”
Senator Curt Bramble provides a legislative update to the Utah Estate Planning Council on April 1, 2015, shortly after the close of a historic legislative session. Of particular note to estate planners, He successfully opposed a bill intended to gut Utah’s asset protection trust statute. Senator Bramble also fielded questions, and commented on the ongoing project to relocate the state prison. The caption is fictional.
William W. Olsen presents on business valuations at the Utah Valley Estate Planning Council on September 3, 2014. The caption is fictional. The presentation focused on IRS preferences for the treatment of lack of marketability and lack of control discounts in valuations. For example, which should be applied first. These discounts have a crucial bearing on buy-sell agreements, gift tax calculations, and other business transactions.
Doug Thayer is a shareholder at Durham Jones & Pinegar. I asked Doug what tips he might offer for an on-line post, and he turned the tables on me: would my blog have an adequate legal disclaimer? or approval from the firm’s advertising board? It is not easy to slip a legal issue past an experienced litigator. But I did get some free advice.