Estate Planning

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Past Events

Upcoming Events

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

Mark Morrise, Callister Nebeker & McCullough
Thomas Mecham, Kirton & McConkie


February 12 Community Property Issues

Gary Longmore, Ray Quinney & Nebeker


March 11 Legislative Update

John Valentine, Howard Lewis & Petersen


April 8 Marital Planning Part II: Estate Planning & Divorce

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

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.
2007 CLE Calendar
January 9 Preserving Capital Gains Treatment in Real Estate Transactions

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

Senator John A. Valentine


November 13 Panel Discussion on Guardianship and Conservatorship Conflicts

Allens Sims, Kent Alderman & Probate Clerk


December 11 Multi-Jurisdictional Practice

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 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 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

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

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

Hal Rueckert, Third District Court - Probate Clerk. (Hal Rueckert will be honored at this luncheon.)


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