This set includes 6 programs on 12 CD. All material in this set were recorded at the 2012 Annual Meeting held March 6-11, 2012 in Miami Beach, FL
Seminar A – Oil and Gas Law 101 for ACTEC Dummies
This program will be presented by a panel of three Fellows who practice in New Mexico, Oklahoma and Texas (three of the major on-shore producing states). Panelists will address the basic issues related to ownership, development, transfer (intervivos and via probate), and valuation of oil and gas interests. Fellows who have had little exposure to this industry will gain the tools to determine how best to address issues related to oil and gas interests that arise in their estate planning and probate practices.
Moderator:
Speakers:
Seminar B – Dancing with the Tax Man: Defending Transfer Tax Returns with Closely Held Entities
This session will provide practical tips with some discussion on recent developments in audits and case law related to closely held entities, including family limited partnerships and LLCs. Topics to be addressed will include:
Seminar C – Difficult Clients, Difficult Situations: Practical Ways to Manage Professional Conversations
Learning how to manage difficult circumstances or conversations is a vital skill for the attorney who is also considered a counselor. It could be a client who is normally reasonable but facing a stressful situation, either financial or familial; or a client who is just plain hard to work with. It may be opposing counsel in a negotiation that is heading south, or a person in our firm with whom we must work every day. Panelists who include a practicing psychologist/attorney will discuss common difficult situations, personalities and problems faced by trust and estate practitioners and review the wrong way and a better way to manage conflict resolution. Attendees will gain concrete guidance on how to resolve a number of professional difficulties in a successful manner.
Seminar D – Where No Ethics Have Gone Before: Staying on the Right Course in an Expanding Universe of Technology (CLE Ethics)
These days practitioners are constantly bombarded (photon torpedoed?) by new technologies and new requirements that affect our delivery of services and our communications with clients, colleagues, and the public. (Do your tweets include a Circular 230 disclosure?) This program will attempt to provide some guidance for navigating through the increasingly complex ethical minefields created by these developments.
Symposium I – Protecting Asset Protection: What Works, What Doesn’t and Why
Watch a bankruptcy judge, a bankruptcy trustee and forensic accountant, a bankruptcy attorney and an estate planning attorney hold a lively discussion regarding the interplay of fraudulent transfer law and asset protection. Learn what steps are required to ensure your estate planning is not undone by third parties, what courts are doing (even years later!) and what is happening outside the courtroom.
Symposium II – Be Careful What You Wish For: The Pluses and Pitfalls Facing the Expert Witness
Serving as an expert witness in trusts and estates litigation may seem like a welcome opportunity but Fellows may not be aware of many important considerations. Panelists will discuss what types of matters to accept, how to get paid, what to include in the engagement letter, and practical considerations once you are engaged. Fellows will be surveyed with regard to serving as an expert witness.
