Trust & Estates Institute

2019 Employment Law Institute Program and Schedule

Please return in Spring of 2019 for more information regarding the 2019 Employment Law Institute program and schedule. Below is the program and description of the 2018 Employment Law Institute Program and Schedule. 

The inaugural session of the Trust & Estates Institute took place at the 30th Annual Lavender Law Conference and Career Fair.  The Institute was designed to offer experienced trust and estate practitioners the opportunity to discuss issues affecting the LGBT community and discuss legal trends and strategies for now and in the near future. Modeled after the Family Law Institute, the Trust & Estates Institute offered 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.

Trust & Estates Institute Agenda

8:30am-9:00amWelcomes and Introductions-Dale Noll and Deb L. Kinney
9:00am-10:30amSession I: LGBT Issues In Estate Planning
Moderated by: Joan Burda, Joan Burda Attorney at Law

This Session Will Address:
-Name and gender changes for testators and beneficiaries;
-Children-definition of child; afterborn and pretermitted heirs; stored genetic material and disposition;
-Relationship Status; married vs. unmarried; previous undissolved relationships; ownership of property and transmutation opportunities and exposure for the practitioner; common law marriage recognition; poly families/multiple parents and inheritance rights;
-Extra documents that LGBT people may still need in the Trump era
10:30am-10:45am Break
10:45am-12:15pm Session II: Updating Estate Plans and Busting Trusts
Moderated by: Deb L. Kinney, Johnston, Kinney & Zulaica LLP

This Session Will Address:
-Separate vs joint trusts; Transmutation of Property; Previous Agreements limiting rights; i.e. pre or post nups;
-Inheritance and Bypass Trusts-should they be maintained; practical, moral, and ethical decisions of terminating trusts
12:15pm-12:30pm Break-pick up box lunches
12:30pm-1:30pm, Salon 1, Floor 5Lunch: T&E/FLI Joint Session, TLI Welcome

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Guest Speaker: Mike Wells, Atticus

(Transgender Law Institute and Family Law Institute attendees welcome)
1:45pm-3:15pm Session III: Guardianships, Conservatorships, and Elder Law
Moderated by: Dale Noll, Akerman LLP

This Session Will Address:
-Setting aside adult adoptions
-Guardianships/Conservatorships-conflicts of interests, advocacy on behalf of client; resources for single LGBT people;
-Local trainings, i.e. adult protective services; emerging statuses; elder care resources
3:15pm-3:30pm Break
3:30pm-5:00pm Session IV: BRAINSTORMING AND NETWORKING