This set included 6 programs on 11 CD. All material in this set was recorded at the 2016 Annual Meeting held March 17-20, 2016 in Las Vegas, NV
Seminar E: “My Way” What is the Donor’s Best Charitable Game?
Private foundations, supporting organizations and donor advised funds each offer unique benefits suited to particular charitable players and philanthropists. This program will cover the house rules of these different options to help you lead your philanthropic clients to the right table for their game.
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Seminar F: “The September of My Years” Setting Up Your Estate Planning and Probate Practice So You Can Retire With Ease
We are reminded throughout our careers by financial planners that it is never too early to start financially planning for retirement. In addition to the financial planning, retiring with ease also requires implementing policies and procedures in our practice long before we plan to retire, whether practicing with a firm or as a solo practitioner. This seminar will review the ethical obligations when an attorney retires or closes a practice, and will review a checklist of the other legal and practical issues which can help make retiring or closing a practice easier. This program will also examine planning issues in the event of death or disability of the attorney, addressing preservation of practice value, protection of clients, managing files and original documents, and reducing the administrative burden on the practitioner’s family.
Seminar G: “L.O.V.E” The ABC’s of Estate Planning Acronyms and Service Marks
While to some it may seem basic, estate planners and clients face a bewildering array of different types of trusts that are often designated by an acronym such as a GRIT or a GRAT or title that has a Service Mark such as the “Supercharged Credit Shelter Trust.” This session will look at both well-known acronyms and less well-known acronyms in the trust and estate field and examine the advantages and disadvantages. Among the types of trusts and planning techniques to be discussed are: The Supercharged Credit Shelter Trust; ILITS (Irrevocable Life Insurance Trusts); SLATs (Spousal Limited Access Trusts); GRATs (Grantor Retained Annuity Trusts) and its cousin, the GRUT (Grantor Retained Unitrust); GRITs (Grantor Retained Income Trusts); QPRTs (Qualified Personal Residence Trusts); IDGTs (Irrevocable Defective Grantor Trusts); BING (Beneficiary Irrevocable Grantor Trusts); DINGs (Delaware Irrevocable Nongrantor Trusts); Charitable techniques such as CRTs (Charitable Remainder Trusts) and CLTs (Charitable Lead Trusts).
Seminar H: “Night and Day”: What You Don’t Know Can Hurt You: Unconscious Bias In Law Practice
Scientists estimate that as much as 80% of our thoughts are unconscious and automatic. Unconscious attitudes and beliefs are shaped by all kinds of influences – some of which we wouldn’t agree with or accept on a conscious level. Yet, these unconscious thoughts leak into our decision-making and can have a profound impact in the workplace and the practice of law. In this interactive session, we will learn how to recognize our own unconscious biases and practical ways to interrupt those biases so that we can make better decisions and serve our clients more effectively.
Hot Topics: “It Was a Very Good Year” – The Best of the List-Serv
Trachtman Lecture
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