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
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.)

 


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