2020 Trust & Estates Institute Agenda and Schedule
The Trust & Estates Institute is a space for the leading legal minds involved with trust and estates law, as it pertains to the LGBTQ+ community, to share ideas and network. The Institute is designed to offer experienced trust and estates 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. To create an environment that encourages the free flow of information, registration is limited. The meeting will be closed and the proceedings will not be recorded.
The Trust & Estates Institute is not open to law students.
The 2020 agenda will posted in June 2020. Please see the 2019 agenda below for reference.
2019 Program and Schedule
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.