This annual advanced probate and estate planning/trust seminar will emphasize new cases, recent developments, current legislative measures, the latest digital developments, drafting (with forms), litigation and ethics, including two hours of CLE ethics credits.
JUDGES POLK and LEMAIRE and COMMR. RUSSELL will contribute to the discussion throughout the day and will make a formal presentation after lunch, "View From the Bench." JEFF POLLITT, ESQ. will present Part Two of "What the Probate Bar Needs to Know About Family Law," concentrating on Prenuptial Agreements (Top Ten Tips). DR. PAMELA WILLSON will update us on scientific developments related to incapacity. MARLENE APPEL, ESQ. and JEROME ELWELL, ESQ. will present their usual "New Cases/Recent Developments." RON LARSON, ESQ., MICHAEL TUCKER, ESQ. and LOU COMUS, ESQ. will focus on drafting and will sprinkle estate planning hot tips throughout the day. The afternoon segment on the many tests for incapacity is not to be missed (MARLENE APPEL, ESQ. , JEROME ELWELL, ESQ., MARK HOUSE, ESQ., DR. PAMELA WILLSON and the whole panel}.
• Recent Developments , Case Law and New Statutes in Probate, Trust, Guardianships/Conservatorships and Estate Planning
• Drafting to Avoid Problems (A potpourri on ethical and drafting matters)
• Drafting and Litigating Prenuptial Agreements (Top Ten Tips).
• View From the Bench
• How Many Tests for Incapacity Are There? Two? Five? Nine?
(Includes a scientific update by Dr. Willson and how to present your expert testimony by Ms. Appel)
NEW CASES AND RECENT DEVELOPMENTS (Marlene Appel and Jerome Elwell)
ESTATE PLANNING AND DRAFTING: PRACTICAL TIPS, AN UPDATE, AND A PRIMER ON THE REVISED UNIFORM FIDUCIARY ACCESS TO DIGITAL
ASSETS ACT ("RUFADAA") (Michael Tucker, Ron Larson, Lou Comus )
WHAT THE PROBATE BAR NEEDS TO KNOW ABOUT FAMILY LAW, PART TWO (CONCENTRATING ON DRAFTING AND LITIGATING PRENUPTIAL AGREEMENTS; TOP TEN TIPS) (Jeff Pollitt)
VIEW FROM THE BENCH (The Hon. Jay Polk, The Hon. Kerstin LeMaire and The Hon.Andrew Russell)
HOW MANY TESTS FOR INCAPACITY ARE THERE? 2? 5? 9? (INCLUDES
A SCIENCE UPDATE BY DR.WILLSON AND HOW TO PRESENT YOUR EXPERT
TESTIMONY BY MS . APPEL) (Marlene Appel, Jerome Elwell, Mark House, Dr. Pamela Willson and the Whole Panel)