Next year’s Trust and Estates Institute will be held in Washington, DC.
Please check back in spring 2020 for more information on attending.
2019 Trust & Estates Institute Agenda and Schedule
NOTE: The institute began at 9, not 8:30 as posted in the program book.
The Trust & Estates Institute took place on August 9 from 8:30am to 5:00pm in Philadelphia at the LGBT Bar’s Annual Lavender Law® Conference and Career Fair. The Institute is designed to offer experienced trust and estate practitioners the opportunity to discuss issues affecting the LGBTQ+ community and discuss legal trends and strategies for now and in the near future. Modeled after the Family Law Institute, the Trust & Estates Institute offers high level group discourse rather than a traditional CLE lecture format, as well as an opportunity for practitioners to collaborate with a national network of experienced practitioners. The Institute is open to experienced and new practitioners.
Co-Chairs: Deb Kinney, Johnston, Kinney & Zulaica LLP, and Dale Noll, Akerman LLP
|9:00 AM - 12:00 PM||Emerging Issues in Estate Planning (Joan M. Burda, Joan M. Burda Attorney at Law)|
Topics to include digital assets, stored genetic materials, gender transition and impact on pre-existing estate plans, and other current trends in estate planning.
Common Law Marriages and Estate Planning
Topics to include the effect of relationships existing prior to the legalization of marriage and marriages in which a spouse is or was closeted.
Probate Litigation Trends
A general discussion of litigation trends in various states and in general.
|12:00 PM - 1:30 PM||Break for Lunch |
Joint lunch with the Transgender Law Institute and the Family Law Institute
|1:30 PM - 2:45 PM||Joint Session with the Trans Law Institute and the Family Law Institute: Trans Name & Gender Changes 2.0: Strategies for Achieving Full Legal Recognition (Moderator: Ellen Fischer; Speakers: Arli Christian, James Knapp, Josh Langdon-Hooser)||Salon G|
|3:00 PM - 5:00 PM||Competency & Elder Law Issues & End of Life Planning|
Topics include end of life planning and ethical issues that arise with an aging population that might not have a family to provide care and financial protection against exploitation.