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CLE Presentations by Fellows
Recent National Continuing Legal Education (CLE) Presentations by Fellows
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Publications by Fellows
A Bibliography of Texts and Treatises Written by Fellows Learn more >> |
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Mary Moers Wenig Student Writing Competition
Rules, Entry Forms, and Past Winners
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ACTEC
901 15th Street, NW Suite 525
Washington, DC 20005
T: (202) 684-8460
F: (202) 684-8459
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CLE Presentations |
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| ACTEC Fellows are frequent speakers nationally at a variety of advanced Continuing Legal Education presentations. The appended listing of recent CLE presentations, with contact information for each speaker, demonstrates the range of subjects on which Fellows speak. |
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Fall 2011 Meeting |
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Summer 2011 Meeting |
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• Session I: Dealing with the
Partially Incapacitated Client
Deborah J. Tedford
• Session II: “I Think I Might Have Made a Mistake”
Bruce Stone
• Session III: Using Shelters, the Impact of Portability, Structuring GRATs
Diana S.C. Zeydel |
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Annual 2011 Meeting |
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Seminar B: Adding Value to Your Product and Strengthening Your Client Relationships
• They Don’t Call Me Counselor for Nothing - Adding Value to Your Product and Strengthening Your Client Relationships
Robert K. Kirkland
• Long-Term Care Insurance
Harry W. Wolff, Jr.
Seminar C: Dealing with the Overlapping Roles of Individual Fiduciary, Business Manager and Beneficiary
• Dealing with the Overlapping Roles of Individual Fiduciary, Business
Manager and Beneficiary (What do you do when big sister says to little
brother: “That is why Daddy named me President AND sole Trustee!”)
William L. Harbison; Margaret G. Lodise
Seminar D: 2701, a Trap for the Unwary
• Special Valuation Rules: Section 2701
Louis A. Mezzullo
Symposium I
• Report of the Estate
Planning in the 21st Century Task Force
Dennis I. Belcher; Professor Jeffrey N. Pennell; Susan D. Snyder; Bruce Stone
Symposium II
• Are We Helping the End of Lifer Decision Process? The Role of the Living Will, Advanced Medical Directive and Health Care Surrogates
Kathleen R. Sherby
Seminar E: Something Old, Something New, Tax Forms and More
• Procedural Issues for 2010 Decedents Under the 2010 Act
Lauren Y. Detzel
• Preparing and Filing the Form 706: Who, What, How, When and Where?
Glen A. Yale
• Preparing and Filing the Form 709: Who, What, When, Where and Why?
Glen A. Yale
• Generation-Skipping Transfer Tax: Filings and Related Procedure
Laird A. Lile
Seminar F: Nuts and Bolts Issues
in International Estate Planning
• Nuts and Bolts Issues in International Estate Planning
Marilyn Piccini Roy
• Structuring the Purchase of a Vacation Home in France -
Succession and Tax Issues
Jean-Marc Tirard
• Foreign Ownership of Land in Mexico;
Fideicomisos and United States Reporting Matters
Michelle B. Graham
• Key British Tax Concepts Applicable to US Persons:
Planning for the Flat in London
Carolyn A. Reers
• US Tax Compliance for US Persons Living Abroad
Carolyn A. Reers
Seminar G: Family Foundation Case Studies
• Private Foundations: The Fundamentals
Michele A.W. McKinnon
• Charitable Planning with Closely-Held Business Interests
Jeffrey C. Thede
Seminar H: Immortality and the Law
Hot Topics
• Estate Planning Effects and Strategies Under the “Tax
Relief... Act of 2010”
Stephen R. Akers |
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Fall 2010 Meeting |
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Summer 2010 Meeting |
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Annual 2010 Meeting |
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Seminar A: Effective Planning without Discounts
• Discounted but Not Defeated: Planning without Valuation Discounts
Milford B. Hatcher, Jr.; David Pratt
Seminar B: Copy This: Intelligent Planning for Intellectual Property Rights
• Gone But Not Forgotten – Celebrity Estates and Intellectual Property Rights
Max Gutierrez, Jr.; Adam F. Streisand
Seminar C: Tales from the Crypt: Lessons to Be Learned from Past Mistakes
• Tales from the Crypt: Lessons to Be Learned from Past Mistakes
Charles D. Fox, IV; Thomas W. Abendroth
Seminar D: Navigating the Maze: Medicare, Health Care Reform and Retirement
• Navigating the Maze: Medicare, Health Care Reform and Retirement
Vicki Gottlich; Deborah J. Tedford
Symposium I
• FATF and the Good Practices Guidance
Henry Christensen, III; Duncan E. Osborne
Symposium II
• Marital Planning: A New Look in a New Environment Elaine M. Bucher; L. Henry Gissel, Jr.; Shirley L. Kovar
Seminar E: Roth IRAs, What are They and Why Should I Care?
• Roth IRAs, What are They and Why Should I Care?
Marcia Chadwick Holt; Louis A. Mezzullo
Seminar F: Selecting the Best Donee: Public Charity, Donor Advised Fund, or Private Foundation
• Selecting the Best Donee: Public Charity, Donor Advised Fund, or Private Foundation
Edward Jay Beckwith; Turney P. Berry; Michele A.W. McKinnon
Seminar G: What’s Hot and What’s Not Sophisticated Life Insurance Techniques
• Sophisticated Life Insurance Techniques
Mary Ann Mancini; Lawrence Brody
Seminar H: In Terrorem Soup to Nuts: Drafting, Planning and Litigating No Contest Clauses
• In Terrorem Soup to Nuts: Drafting, Planning, and Litigating No Contest Clauses
Margaret C. Lodise; T. Jack Challis; John A. Hartog
Hot Topics
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Fall 2009 Meeting |
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Techniques, Tools and Pitfalls in Changing Irrevocable Trusts
• Norris P.Wright; Kathleen R. Sherby
Decanting—An In Depth View of the Latest Technique
Application of These Structures, Strategies and Tools in Real Life Litigation—Do No Harm
The 2010 Estate Tax Law
• Ronald D. Aucutt; Lloyd Leva Plaine
Update on New and Proposed Regulations
• Catherine V. Hughes ; Barbara A. Sloan
How to Keep Granny from Being Taken for a Ride: Issues in Interstate Protective Proceedings and the UAGPPA Solutions
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Annual 2008 Meeting |
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Seminar A: FLP/LLC Checklist and the Model LLC Operating Agreement
• The Best Laid Plans of Mice and Estate Planning Clients Often Go Awry -- Utilizing the FLP/LLC Checklist and Model LLC Agreement to Keeps Plans of Track
Jerome A. Deener; T. Randall Grove; Nancy C. Hughes; Jonanthan J. Rikoon
Seminar B: Tax Apportionment - The Law and Forms
• Tax Apportionment -- The Law and Forms
Professor Jeffrey N. Pennell; Cynthia Lamar
Seminar C: Preventing Malpractice Claims in an Estate Planning and Administration Practice
• Preventing Malpractice Claims in an Estate Planning and Administration Practice
Dominic J. Campisi
Seminar D: Ethics and the Applicability of FATF Rules to Estate Planning Lawyers
• FATF and Patriot Act Requirements: What Should a Trust and Estates Lawyer Worry About?
Judith McCue; Gideon Rothschild
Symposium I
• A Form Approach to Tax and Non-Tax Aspects of Drafting and Administering Trust Distribution Provisions
Bruce Stone; Susan T. House
Symposium II
• Looking the Gift Horse in the Mouth: Donor Restrictions on Charitable Giving - the Good, the Bad and the Ugly
Turney P. Berry; Edward Jay Beckwith; Carolyn C. Clark
Seminar E: What an Estate Planner and Trust Administrator Should Know about Investment Planning
• What an Estate Planner and Trust Administrator Should Know about Investment Planning
Donna G. Barwick; Jeffrey J. Call; Ralph Heckert
Seminar G: The Nuts and Bolts of Private Trust Companies and Family Offices
• The Nuts and Bolts of Private Trust Companies and Family Offices
Ronald D. Aucutt; Carol A. Harrington
Seminar H: Giving Your Trust a Facelift: Modifications, Change of Situs and Decanting
• Giving Your Trust a Facelift: Modifications, Change of Situs and Decanting
Laird A. Lile
Hot Topics
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Fall 2007 Meeting |
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Session I - The Mathematics of Estate Planning
• The Mathematics of Estate Planning—When to Pay Gift Taxes and What Techniques to Use to Leverage the Gift Tax Applicable Exclusion
Amount
Jonathan G. Blattmachr; Milford B. Hatcher, Jr.; David L. Weinreb
Session II - Income Tax Deductibility of Estate and Trust Expenses
• Income Tax Deductibility of Estate and Trust Expenses – Is Anything Deductible?
George L. Cushing; Catherine V. Hughes; Bruce Stone
Session III - Planning With Grantor Trusts
• Planning with Grantor Trusts—Structuring a Grantor Trust to Maximize the Benefits and Minimize the Risks
Stephen R. Akers; Carlyn S. McCaffrey; Diana S.C. Zeydel
Session IV - The Mathematics of Post-Mortem Estate Planning
• The Mathematics of Post-Mortem Estate Planning—When and How to Pay
Transfer Taxes?
George F. Albright, Jr.; Edward M. Manigault |
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Summer 2007 Meeting |
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Pass-Through Entities—Income Tax and Transfer Tax Strategies
• Session One
Richard B. Robinson
Untying the Knot for the Not-So-Happy Couple—How to Plan for the Unstable Marriage
• Asset Protection Planning to Avoid Marital Claims
Duncan E. Osborne
• What an Estate Planning Lawyer Should Know About Pre-Divorce Planning and Drafting Property Settlement Agreements
Elaine M. Bucher
• The Federal Income and Transfer Tax Consequences of Marital Transfers
Carlyn S. McCaffrey• Ethical Considerations in Representing a Married Individual in an Unstable Marriage
Charles M. Bennett |
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Annual 2007 Meeting |
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