Course1

LIVE REPLAY: Trust and Estate Planning for Health Care, Part 1

$75.00

Health care decisions should be planned, not improvised. Part 1 covers foundational documents and conversations that align medical wishes, agents, and access. Build plans that work at 2 a.m. in the ER, not just in the conference room.   Draft health care powers of attorney and living wills that are usable. Execute HIPAA releases that providers accept. Address capacity standards and choice of agent issues. Coordinate emergency directives with existing estate documents.   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 8/27/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Health Care, Part 1

$75.00

Health care decisions should be planned, not improvised. Part 1 covers foundational documents and conversations that align medical wishes, agents, and access. Build plans that work at 2 a.m. in the ER, not just in the conference room.   Draft health care powers of attorney and living wills that are usable. Execute HIPAA releases that providers accept. Address capacity standards and choice of agent issues. Coordinate emergency directives with existing estate documents.   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Teleseminar
    Format
  • 60
    Minutes
  • 8/28/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Health Care, Part 2

$75.00

Part 2 moves beyond basics to tackle funding, benefits, and complex family dynamics. Learn advanced strategies for long-term care, special needs, and end-of-life planning. We also cover dispute prevention and ethical considerations when conflicts arise.   Structure special needs trusts and preserve public benefits. Plan for long-term care costs and integrate insurance strategies. Manage contested capacity, guardianship, and surrogate disputes. Align beneficiary designations, titles, and care directives.   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 8/28/2026
    Presented
SEE MORE
Course1

LIVE REPLAY: Trust and Estate Planning for Health Care, Part 2

$75.00

Part 2 moves beyond basics to tackle funding, benefits, and complex family dynamics. Learn advanced strategies for long-term care, special needs, and end-of-life planning. We also cover dispute prevention and ethical considerations when conflicts arise.   Structure special needs trusts and preserve public benefits. Plan for long-term care costs and integrate insurance strategies. Manage contested capacity, guardianship, and surrogate disputes. Align beneficiary designations, titles, and care directives.   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Teleseminar
    Format
  • 60
    Minutes
  • 8/28/2026
    Presented
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Course1

LIVE REPLAY: Arbitration Clauses in Business Agreements

$75.00

Arbitration can be fast and final—if the clause is drafted well. Learn how scope, delegation, forum, fees, and remedies shape outcomes before the dispute begins. We’ll show you what survives scrutiny and what invites collateral litigation.   Draft delegation clauses, class waivers, and carve-outs with precision. Mitigate mass-arbitration risk and unexpected fee exposure. Select rules, seat, and confidentiality to match party priorities. Preserve injunctive relief and emergency procedures without losing efficiency.   Speaker: Shannon M. Bell is a member with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues. Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen. She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions. She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/10/2026
    Presented
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Course1

LIVE REPLAY: Arbitration Clauses in Business Agreements

$75.00

Arbitration can be fast and final—if the clause is drafted well. Learn how scope, delegation, forum, fees, and remedies shape outcomes before the dispute begins. We’ll show you what survives scrutiny and what invites collateral litigation.   Draft delegation clauses, class waivers, and carve-outs with precision. Mitigate mass-arbitration risk and unexpected fee exposure. Select rules, seat, and confidentiality to match party priorities. Preserve injunctive relief and emergency procedures without losing efficiency.   Speaker: Shannon M. Bell is a member with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues. Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen. She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions. She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/10/2026
    Presented
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Course1

Planning Strategies for Domestic Self-Settled Trusts

$75.00

In recent years, many states have begun to allow self-settled spendthrift trusts. These new trusts allow the settlor to obtain the benefits of offshore asset protection trusts without the complexity, cost, and byzantine application of foreign law. A settlor can shield assets from his or her creditors or tort claimants, remove those assets from his or her gross estate, and obtain other tax and non-tax benefits.Though more accessible than offshore trusts, domestic asset protection trusts still come with risk. This program will provide you with a practical guide to using self-settled spendthrift trusts and drafting their instruments.     What are domestic asset protection trusts? When are they best used and what are the risks? What states allow these trusts and subject to what limits? How do domestic trusts and offshore trust compare? What are the tax benefits and risks of thee trusts?   Speakers: Jonathan E. Gopman is a partner with Akerman, LLP in Naples, Florida and chair of the firm’s trust and estate group. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.  He is a Fellow of the American College of Tax Counsel and co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities.”  He is also a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners. Mr. Gopman received his B.A. from the University of South Florida, his J.D. from Florida State University College of Law, and his LL.M. from the University of Miami.

  • MP3 Download
    Format
  • 60
    Minutes
  • 9/11/2026
    Avail. Until
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Course1

Advanced Asset Protection Strategies, Part 1

$75.00

Enter the sophisticated world of advanced asset protection where traditional wealth preservation meets cutting-edge legal structures designed to shield assets from creditor claims and litigation exposure. This comprehensive program provides essential guidance on domestic and international asset protection techniques that serve high-net-worth clients facing complex liability challenges. Master the foundational strategies that preserve family wealth while maintaining access and control.   Understand domestic asset protection trust structures and their effectiveness against different types of creditor claims Navigate limited liability company and family limited partnership strategies for asset protection and estate planning Address homestead exemptions and retirement plan protection in comprehensive asset protection planning Design multi-entity structures that provide layered protection while maintaining operational flexibility   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/11/2026
    Presented
SEE MORE
Course1

Advanced Asset Protection Strategies, Part 1

$75.00

Enter the sophisticated world of advanced asset protection where traditional wealth preservation meets cutting-edge legal structures designed to shield assets from creditor claims and litigation exposure. This comprehensive program provides essential guidance on domestic and international asset protection techniques that serve high-net-worth clients facing complex liability challenges. Master the foundational strategies that preserve family wealth while maintaining access and control.   Understand domestic asset protection trust structures and their effectiveness against different types of creditor claims Navigate limited liability company and family limited partnership strategies for asset protection and estate planning Address homestead exemptions and retirement plan protection in comprehensive asset protection planning Design multi-entity structures that provide layered protection while maintaining operational flexibility   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/11/2026
    Presented
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Course1

Advanced Asset Protection Strategies, Part 2

$75.00

Advance your asset protection expertise with sophisticated international structures and specialized planning techniques for ultra-high-net-worth clients facing complex liability and tax considerations. This program builds on foundational concepts to address challenging scenarios including international trust structures, captive insurance companies, and offshore planning arrangements. Develop the specialized knowledge required for cutting-edge asset protection in a global economy.   Master international trust and foundation structures including Cook Islands and Nevis asset protection vehicles Navigate captive insurance company strategies for liability protection and tax planning benefits Address foreign trust reporting and tax compliance requirements affecting international asset protection planning Understand the intersection of asset protection with estate planning, tax minimization, and family governance strategies     Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/14/2026
    Presented
SEE MORE
Course1

Advanced Asset Protection Strategies, Part 2

$75.00

Advance your asset protection expertise with sophisticated international structures and specialized planning techniques for ultra-high-net-worth clients facing complex liability and tax considerations. This program builds on foundational concepts to address challenging scenarios including international trust structures, captive insurance companies, and offshore planning arrangements. Develop the specialized knowledge required for cutting-edge asset protection in a global economy.   Master international trust and foundation structures including Cook Islands and Nevis asset protection vehicles Navigate captive insurance company strategies for liability protection and tax planning benefits Address foreign trust reporting and tax compliance requirements affecting international asset protection planning Understand the intersection of asset protection with estate planning, tax minimization, and family governance strategies   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/14/2026
    Presented
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Course1

LIVE REPLAY: Trust Administration Issues in Trust & Estate Planning, Part 1

$75.00

Master the fundamental principles of trust administration that transform well-drafted estate planning documents into effective wealth management and family protection tools. This comprehensive program addresses the essential administrative duties and practical challenges facing trustees in today's complex legal and financial environment. Build the foundational knowledge necessary for competent trust administration and fiduciary service.   Understand core fiduciary duties including loyalty, impartiality, and prudent administration standards Navigate investment management responsibilities and modern portfolio theory applications in trust administration Address beneficiary communication requirements and family dynamics in trust relationships Implement effective record-keeping and accounting systems that satisfy legal and practical requirements   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/17/2026
    Presented
SEE MORE
Course1

LIVE REPLAY: Trust Administration Issues in Trust & Estate Planning, Part 1

$75.00

Master the fundamental principles of trust administration that transform well-drafted estate planning documents into effective wealth management and family protection tools. This comprehensive program addresses the essential administrative duties and practical challenges facing trustees in today's complex legal and financial environment. Build the foundational knowledge necessary for competent trust administration and fiduciary service.   Understand core fiduciary duties including loyalty, impartiality, and prudent administration standards Navigate investment management responsibilities and modern portfolio theory applications in trust administration Address beneficiary communication requirements and family dynamics in trust relationships Implement effective record-keeping and accounting systems that satisfy legal and practical requirements   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/17/2026
    Presented
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Course1

LIVE REPLAY: Trust Administration Issues in Trust & Estate Planning, Part 2

$75.00

Advance your trust administration expertise with sophisticated strategies for complex administrative challenges and specialized trust structures. This program builds on foundational concepts to address discretionary distribution decisions, trust modifications, and advanced planning techniques. Develop the specialized knowledge required to handle the most challenging aspects of modern trust administration practice.   Master discretionary distribution standards and beneficiary advocacy in complex family situations Navigate trust modification and termination procedures including judicial and non-judicial options Address tax considerations affecting trust administration including income tax planning and reporting Handle specialized trust types including charitable trusts, special needs trusts, and dynasty planning structures   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/18/2026
    Presented
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Course1

LIVE REPLAY: Trust Administration Issues in Trust & Estate Planning, Part 2

$75.00

Advance your trust administration expertise with sophisticated strategies for complex administrative challenges and specialized trust structures. This program builds on foundational concepts to address discretionary distribution decisions, trust modifications, and advanced planning techniques. Develop the specialized knowledge required to handle the most challenging aspects of modern trust administration practice.   Master discretionary distribution standards and beneficiary advocacy in complex family situations Navigate trust modification and termination procedures including judicial and non-judicial options Address tax considerations affecting trust administration including income tax planning and reporting Handle specialized trust types including charitable trusts, special needs trusts, and dynasty planning structures   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/18/2026
    Presented
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Course1

LIVE REPLAY: Family Disputes & Trusts: Practical Strategies to Preserve Family Wealth

$75.00

When family relationships fracture, trust administration becomes a delicate balance between legal obligations and family dynamics that can determine the survival of multigenerational wealth. This program provides essential strategies for managing trust disputes while preserving family relationships and protecting beneficiary interests. Learn to navigate the emotional and legal complexities that arise when family conflicts intersect with fiduciary duties.   Develop early intervention strategies to prevent minor family disagreements from escalating into litigation Master communication techniques that address family dynamics while maintaining fiduciary neutrality Understand when and how to involve family mediators, counselors, and other neutral professionals Structure trust provisions and administrative procedures that minimize future family conflict potential   Speaker: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation. He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/7/2026
    Presented
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Course1

LIVE REPLAY: Family Disputes & Trusts: Practical Strategies to Preserve Family Wealth

$75.00

When family relationships fracture, trust administration becomes a delicate balance between legal obligations and family dynamics that can determine the survival of multigenerational wealth. This program provides essential strategies for managing trust disputes while preserving family relationships and protecting beneficiary interests. Learn to navigate the emotional and legal complexities that arise when family conflicts intersect with fiduciary duties.   Develop early intervention strategies to prevent minor family disagreements from escalating into litigation Master communication techniques that address family dynamics while maintaining fiduciary neutrality Understand when and how to involve family mediators, counselors, and other neutral professionals Structure trust provisions and administrative procedures that minimize future family conflict potential   Speaker: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation. He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes.

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/7/2026
    Presented
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

$75.00

Understanding fiduciary income taxation – the taxation of grantor and non-grantor trusts, complex and simple trusts – is essential to trust planning.  It impacts the type of trust chosen, how it’s structured and administered.  Recently changes to federal tax law have added to the complexity of fiduciary income taxation.  The tax treatment of trust income and accounting for distributions and expenses varies depending on the type of trust involved and how “Distributable Net Income” is allocated.This program will provide you with a real-world guide to the essential rules, timeframes, planning techniques and traps of the taxation of trusts.   Day 1: Fiduciary income taxation framework and rules for estate and trust planners How fiduciary and income tax planning differ from each other Planning for fiduciary taxation v. planning for individual and corporate tax purposes Types of trusts – simple, complex, grantor – and differing tax rules for each Treatment of “Distributable Net Income” Understanding “Trust Accounting Income,” and impact of Prudent Investor Rule   Day 2: Practical income allocation for simple, complex and grantor trusts Specific allocation rules for DNI – Tier System, Separate Share Rule, 65 Day Rule, specific bequests Charitable giving – tax treatment and practical impact Treatment of depreciation, administrative expenses, and allocation to income Trust terminations – capital loss carryover and excess deductions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns,and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 10/10/2026
    Avail. Until
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

$75.00

Understanding fiduciary income taxation – the taxation of grantor and non-grantor trusts, complex and simple trusts – is essential to trust planning.  It impacts the type of trust chosen, how it’s structured and administered.  Recently changes to federal tax law have added to the complexity of fiduciary income taxation.  The tax treatment of trust income and accounting for distributions and expenses varies depending on the type of trust involved and how “Distributable Net Income” is allocated.This program will provide you with a real-world guide to the essential rules, timeframes, planning techniques and traps of the taxation of trusts.   Day 1: Fiduciary income taxation framework and rules for estate and trust planners How fiduciary and income tax planning differ from each other Planning for fiduciary taxation v. planning for individual and corporate tax purposes Types of trusts – simple, complex, grantor – and differing tax rules for each Treatment of “Distributable Net Income” Understanding “Trust Accounting Income,” and impact of Prudent Investor Rule   Day 2: Practical income allocation for simple, complex and grantor trusts Specific allocation rules for DNI – Tier System, Separate Share Rule, 65 Day Rule, specific bequests Charitable giving – tax treatment and practical impact Treatment of depreciation, administrative expenses, and allocation to income Trust terminations – capital loss carryover and excess deductions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns,and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 10/11/2026
    Avail. Until
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

$75.00

Navigate the complex intersection of income tax and fiduciary obligations where trust and estate administration meets sophisticated tax planning and compliance requirements. This foundational program provides essential guidance on the tax considerations that drive effective trust and estate administration. Master the fundamental concepts that determine tax efficiency while satisfying fiduciary duties to beneficiaries and regulatory authorities.   Understand trust and estate income tax calculation and distribution rules affecting beneficiary taxation Navigate the distinction between simple and complex trusts and their different tax treatment Address grantor trust rules and their impact on trust taxation and beneficiary income recognition Design distribution strategies that optimize tax outcomes for trusts, estates, and beneficiaries     Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/13/2026
    Presented
SEE MORE
Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

$75.00

Navigate the complex intersection of income tax and fiduciary obligations where trust and estate administration meets sophisticated tax planning and compliance requirements. This foundational program provides essential guidance on the tax considerations that drive effective trust and estate administration. Master the fundamental concepts that determine tax efficiency while satisfying fiduciary duties to beneficiaries and regulatory authorities.   Understand trust and estate income tax calculation and distribution rules affecting beneficiary taxation Navigate the distinction between simple and complex trusts and their different tax treatment Address grantor trust rules and their impact on trust taxation and beneficiary income recognition Design distribution strategies that optimize tax outcomes for trusts, estates, and beneficiaries     Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/13/2026
    Presented
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

$75.00

  Advance your fiduciary taxation expertise with sophisticated strategies for complex trust structures and specialized tax planning scenarios. This program builds on foundational concepts to address challenging situations including charitable trusts, generation-skipping tax planning, and international trust taxation. Develop the specialized knowledge required for the most complex trust and estate tax planning and administration.   Master generation-skipping transfer tax planning and compliance for dynasty trust structures Navigate charitable trust taxation including charitable remainder trusts and charitable lead trusts Address international trust taxation and reporting requirements for foreign trusts and beneficiaries Understand state income tax considerations affecting trust situs selection and beneficiary distributions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.    

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/14/2026
    Presented
SEE MORE
Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

$75.00

  Advance your fiduciary taxation expertise with sophisticated strategies for complex trust structures and specialized tax planning scenarios. This program builds on foundational concepts to address challenging situations including charitable trusts, generation-skipping tax planning, and international trust taxation. Develop the specialized knowledge required for the most complex trust and estate tax planning and administration.   Master generation-skipping transfer tax planning and compliance for dynasty trust structures Navigate charitable trust taxation including charitable remainder trusts and charitable lead trusts Address international trust taxation and reporting requirements for foreign trusts and beneficiaries Understand state income tax considerations affecting trust situs selection and beneficiary distributions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.    

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/14/2026
    Presented
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Course1

Trust and Estate Planning for Pets

$75.00

Providing for the care of pets is, for some clients, their most urgent estate and trust priority.  These clients want to ensure that, after their own deaths, their pets are looked after in a safe and secure environment.  But the law is unclear in this area – there are few familiar planning patterns to follow in this area.The challenge for the planner is to create new structures to achieve these goals, including choosing standards for caregivers and trustees, drafting distribution provisions, and providing for the disposition of the remains of pets.This program will provide you with a practical guide to the estate and trust planning for pets and other animals, including drafting trusts, fiduciary standards, and distribution provisions.   Legal and practical framework for estate and trust planning for pets and other animals Traditional trusts v. statutory trusts – advantages and disadvantages of each Drafting standards for caregivers and trustees, and understanding the relationship between the two Distributions to caregivers for the pet and for themselves Designation of remainder beneficiary or trust, terminating the trust, and final disposition of pets or other animals   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/4/2026
    Avail. Until
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Course1

Trust and Estate Planning for Pets

$75.00

Discover the emerging area of pet trust planning where animal welfare meets estate planning in arrangements designed to ensure beloved companions receive appropriate care after their owners' death or incapacity. This specialized program addresses the unique legal and practical considerations that govern pet protection planning. Master the techniques that provide meaningful animal care while complying with trust law requirements and family dynamics.   Understand pet trust legal requirements and their enforceability across different state jurisdictions Structure funding and care provision arrangements that ensure adequate pet support throughout their lives Address caregiver selection and succession planning for pet care responsibilities Navigate family dynamics and remainder beneficiary considerations in pet trust planning     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/4/2026
    Presented
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Course1

Trust and Estate Planning for Pets

$75.00

Discover the emerging area of pet trust planning where animal welfare meets estate planning in arrangements designed to ensure beloved companions receive appropriate care after their owners' death or incapacity. This specialized program addresses the unique legal and practical considerations that govern pet protection planning. Master the techniques that provide meaningful animal care while complying with trust law requirements and family dynamics.   Understand pet trust legal requirements and their enforceability across different state jurisdictions Structure funding and care provision arrangements that ensure adequate pet support throughout their lives Address caregiver selection and succession planning for pet care responsibilities Navigate family dynamics and remainder beneficiary considerations in pet trust planning     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/4/2026
    Presented
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Course1

Drafting Client Engagement Letters in Trust and Estate Planning

$75.00

Client engagement letters are the foundation of a successful representation in trust and estate planning, administration or fiduciary litigation.  It’s where expectations are set – about fees, timelines, and who you are representing. Difficult issues involving conflicts of interests and decision-making can also be framed and addressed. These letters clarify goals and substantially reduce the risk of later dispute.  This program will provide you a practical guide to using client engagement letters to provide the foundation of a successful relationship in trust and estate planning, administration and litigation.   Most important elements of successful client engagement letter Spousal representations – joint representation or separate, and practical difficulties of each Representing multiple generations of a family – who is in charge?   Lawyer as fiduciary – what must you do if you’re the trustee How to handle extant or developing client incapacity Ongoing communication and billing issues Providing for withdrawal from an engagement – when and how   Speaker: Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/5/2026
    Avail. Until
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Course1

The Art and Science of Conditional Gifts in Estate Planning

$75.00

In formulating their trust and estate plans, clients often want to set up benchmarks of achievement before distributions or gifts are made. These benchmarks often involve educational attainment – i.e., that a child obtain a college degree by a certain.  But they may involve more difficult to measure benchmarks or life goals that are arguably not appropriate – i.e., that a child marry or have children of their own by a certain age.  Conditional gifts can easily lead to resentments among beneficiaries, questionable enforceability, disputes, and fiduciary litigation.  This program will provide you with a practical guide to conditional gifting using incentive trusts and other mechanisms, and counseling clients about the real limits and risks of conditional gifting.   Conditional gifting using incentive trusts and other mechanisms Establishing objectively measurable conditions for gifts or distributions Types of conditions or benchmarks – education, life goals, etc. What’s enforceable, what’s not – counseling clients about limits Choosing the right fiduciaries to administer conditional gifts/incentive trusts   Speaker: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/19/2026
    Avail. Until
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Course1

The Art and Science of Conditional Gifts in Estate Planning

$75.00

Master the sophisticated estate planning technique of conditional gifts where client objectives meet tax efficiency through carefully structured transfer arrangements that respond to changing family and economic circumstances. This specialized program addresses the complex legal and tax considerations that govern conditional gift strategies. Learn to balance client control with tax benefits while creating flexible wealth transfer arrangements that adapt to uncertain futures.   Structure conditional gift arrangements that achieve estate tax reduction while preserving donor flexibility Navigate gift tax valuation discounts and restrictions affecting conditional transfer arrangements Address generation-skipping tax implications of conditional gifts to younger family members Design trigger events and modification provisions that allow conditional gifts to adapt to changing circumstances     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/21/2026
    Presented
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Course1

The Art and Science of Conditional Gifts in Estate Planning

$75.00

Master the sophisticated estate planning technique of conditional gifts where client objectives meet tax efficiency through carefully structured transfer arrangements that respond to changing family and economic circumstances. This specialized program addresses the complex legal and tax considerations that govern conditional gift strategies. Learn to balance client control with tax benefits while creating flexible wealth transfer arrangements that adapt to uncertain futures.   Structure conditional gift arrangements that achieve estate tax reduction while preserving donor flexibility Navigate gift tax valuation discounts and restrictions affecting conditional transfer arrangements Address generation-skipping tax implications of conditional gifts to younger family members Design trigger events and modification provisions that allow conditional gifts to adapt to changing circumstances     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/21/2026
    Presented
SEE MORE