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Showing 23 Results

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29th Annual Elder Law Institute

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From the program: 29th Annual Elder Law Institute

Released on: Mar. 25, 2017

This program is designed for elder law practitioners, lawyers who represent elderly clients or younger clients with aging parents, and also for advocates interested in getting into this constantly evolving field. Faculty will discuss developing issues and review elder law fundamentals. The program will cover topics including Medicare, Medicaid, estate planning challenges, alternatives to guardianship, Veterans Affairs resources, and also will feature ...

Challenges for Estate Planners

Transcripts  Transcripts    

Recorded on: Mar. 23, 2017

DOUGLAS J. CHU: OK, everybody, wherever you may be. I know some of you are still outside and some people at home maybe have tuned out for a minute, but we had a little networking break, and now we're back for the second part of the morning and then we'll take a lunch break. So, in planning today's conference we did a number of different new subjects. And one that comes back very often is taxes, and during the typical elder law consultation it is very ...

A Practical Review of The MLTC Medicaid Home Care Application Process

Transcripts  Transcripts    

Recorded on: Mar. 23, 2017

SPEAKER 1: I get to, at least casually introduce Doug Chu. Doug and I were answering questions coming in, and it's fair to say that we had been here a long time. Doug, I've known since he was a public interest lawyer. He's been in private practice now for many years. But Doug, when he was in public interest, was one of the resources for the entire legal community on Medicaid. And quite frankly, since he's become a private practitioner, he's remained ...

Update on New Medicare/Medicaid Requirements for Long Term Care Facilities

Transcripts  Transcripts    

Recorded on: Mar. 23, 2017

DOUGLAS CHU: Now, of course, it is now my pleasure to introduce my co-chair, Jeff Abrandt who-- you've seen his bio. He's another legal service type, like you guys and like us. And he will now impart information about nursing home. And that's his big specialty. All right? So Jeff, take it away. JEFFREY ABRANDT: Thank you. DOUGLAS CHU: [INAUDIBLE] changing your slides here. Here's your remote. JEFFREY ABRANDT: I think they'll be putting that up. DOUGLAS ...

Alternatives to Guardianship

Transcripts  Transcripts    

Recorded on: Mar. 23, 2017

DOUGLAS CHU: All right. So we're winding down here, and as any of you who have come to these programs regularly-- first of all, we had a nice wide spectrum. the subjects we chose were things that do come across our desk as a law attorneys all the time. And things that I don't know the answers to, and maybe we still don't know a lot of answers to, but at least we've learned a lot about them. And the next subject is another major area which we'll discuss. But ...

Accessing Department of Veterans Affairs Resources

Transcripts  Transcripts    

Recorded on: Mar. 23, 2017

DOUGLAS CHU: So moving along on our agenda of speakers. In my elder law practice, I often get questions about VA Benefits-- the effect of VA Benefits on my elderly clients, and what they can get, not get, how does it differ with Medicaid, all these other things-- and it's not that easy to find somebody. But after a lot of searching, I found Coco Culhane, and she's the founder and director of the Veteran Advocacy Project at the Urban Justice Center, ...

The Five C’s of an Ethical Elder Law Practice

Transcripts  Transcripts    

Recorded on: Mar. 23, 2017

SPEAKER 1: Well, thank you very much for coming back. I hope you enjoyed lunch. We have a treat today on many levels. Number one, we have Professor Roberta Flowers is going to do ethics. And it's a treat for several reasons. First of all, we usually do ethics at the end of the day, and there's 150 people asleep out there. So we're going to do ethics in the middle of day. On top of that, professor Flowers, a professor at Stetson University College ...

International Estate & Tax Planning 2017

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From the program: International Estate & Tax Planning 2017

Released on: May. 26, 2017

As individuals and business taxpayers increasingly globalize their personal and commercial activity, they expose themselves to greater legal and tax obligations.  Legal advisors must consult their clients with a complete understanding of applicable tax regimes and multijurisdictional issues.  Whether their clients are United States persons with assets or beneficiaries overseas, non-U.S. persons with ties to the U.S. or business entities ...

Developments in International Information Reporting for Private Clients

Transcripts  Transcripts    

Recorded on: May. 23, 2017

ROBERT DUMONT: It's a gray Monday morning. What should we start with? International informational disclosure forms. FATCA, CRS, the juicy bits. That's what we're going to start with. And I shouldn't make fun of it because it's not funny stuff. Often in cases where there is no substantive tax liability, there can be penalties imposed if you get the informational reporting incorrect. So it's very, very important. Karen Brodsky is a partner in the accounting ...

Foreign Trust Tax Planning: The Difficult Questions

Transcripts  Transcripts    

Recorded on: May. 23, 2017

DEAN BERRY: Thank you very much. And I'm going to turn the program over to my distinguished panel here. If you've attended this session in the past, you know that we usually spend a lot of time talking about foreign trusts, US connection, typically US tax issues. And what the panel is going to do today is look at some of the hard and interesting. So it's not just going to be a long summary of these are the rules, but a lot of those will come out in ...

U.S. Family Office Structures and Operations for Global Families

Transcripts  Transcripts    

Recorded on: May. 23, 2017

THOMAS J. HANDLER: I'm going to start by just talking a little bit about exactly what these enterprises are and how they function. And I think, part of the reason that this area is not well-documented is that it's still a relatively nascent industry. In 1988, there was very little written about legal structures, liabilities, tax estate, risk management, asset protection-- almost nonexistent, as it related to family offices. Although there have been ...

U.S. Immigration and Expatriation Issues for International Private Clients

Transcripts  Transcripts    

Recorded on: May. 23, 2017

ROBERT DUMONT: Welcome back, everyone. Now that you've partially digested your lunch and fully digested this morning's program on disclosure compliance and enforcement, we're going to turn to planning-- estate planning and tax planning-- for international private clients. As well as being a generally sensitive guy, Steve Trow is a very tax-sensitive immigration lawyer. He has over 30 years of experience in US immigration and citizenship law and is ...

48th Annual Estate Planning Institute

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From the program: 48th Annual Estate Planning Institute

Released on: Sep. 14, 2017

Significant federal transfer tax and related income tax developments may occur during the first eight months of the Trump Administration, including the possible repeal of the federal estate tax.  The program will review any such transfer tax developments, and discuss how they may impact estate, trust and income tax planning, and how they may impact the administration of decedents’ estates.  Moreover, the program will review other ...

Estate Planning for Digital Assets

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: OK. Well, Sharon sort of already introduced the next subject, and that's planning with digital assets. And we're back to the concept of this really is a moving target. And when I started adding this to programs that I chair, it came about one morning. I usually wake up in the middle of the night. For some reason, I think best when I'm asleep. I don't know why, but I do. And I woke up and I said, Jesus, you know what. Digital ...

Estate Planning: Fiduciary Income Taxation and Grantor Trusts

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: OK, one final session this afternoon. Very importantly, it's estate planning for fiduciary income taxation and trust. And what's very important about this subject, and I feel very strongly about it, is the fact-- I lost Stephanie's bio. You're leaving. And I lost your bio. So we're even. But this is a very important subject, frankly, because if you've been following closely today, or even not that closely, estate taxes do ...

Trusts and Estates: Asset Protection Planning

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: Our next subject-- and by way, I say it every year and I want to say it again, we try to change the subjects in alternating-- we try to change the subjects every year. So in case we don't cover something that's interesting to somebody, or we're covering too much of something, let us know because I do change this every year. And basically every other year, we do, for lack of a better term, asset protection planning as a subject ...

Latest State-Level Estate Planning Developments Across the U.S.

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J SCHLESINGER: Great. Good morning and welcome to day two of the 48th Annual PLI Tax Planning Institute. Connie and I were talking about how long this has been going on and how long I've been doing it. And I don't remember. I really don't at this point, because before I chaired it, my partner at Shea and Gould, Allan Parker, chaired it, and I spoke on it. So I'm getting really scared that I may have been at almost every one of these. And that's ...

Estate Planning in Anticipation of the Death and Resurrection of the Estate Tax: The Design and Administration of GRATs and QPRTs

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD SCHLESINGER: OK. Welcome back, everybody, for our afternoon session on the first day. Some of this stuff, this afternoon, is going to flush out some of the things from this morning, and cover some new areas as well. So our next subject is Estate Planning in Anticipation of the Death and Resurrection of the Estate Tax. How premature can you be? The design administration of GRATs and QPRTs-- again, sophisticated planning-- obviously, a good ...

Sophisticated (and less Sophisticated!) Estate Planning Techniques

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD SCHLESINGER: OK. Welcome back, everybody. So we now have the thinking of the IRS. And hopefully, Cathy will come back next year, and we'll have a new tax law. Who knows? Now, since we still have an estate tax, we have to assume we're still going to have an estate tax. And we're going to do sophisticated and less sophisticated estate planning techniques. And our speaker is Blanche Lark Christerson, who is managing director of Deutsche Bank ...

Estate Planning: Choosing Wisely Among Charitable Remainder Trusts

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

Hi, we're back for our next session, which is on charitable planning. And the title of it is Estate Planning-- Choosing Wisely among Charitable Remainder Trusts. And I am thrilled to have as our speaker, Conrad Teitell, who is probably the quintessential expert on charitable planning. He is Principal in the Connecticut and Florida law firm of Cummings & Lockwood, based in Stamford, Connecticut. And he chairs the firm's national charitable planning ...

Estate Planning for Post-Death Decisions

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: OK, welcome back for the afternoon session of second day, our final session. Very interesting, during lunch my assistant brought over my mail. And believe it or not, BNA has conspicuously reported Cathy Hughes' lecture yesterday. It's in there. So I read it, and it's an accurate reporting of it. And PLI did get credit for that's where she spoke. So we were lucky to have Cathy, and she's pretty newsworthy with IRS at this point. ...

Trusts and Estates: Elder Law and Special Needs Update

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD SCHLESINGER: OK. And I think literally, this is a correct answer, back by popular demand. Three or four years ago, I guess we started adding back the elder law senior care-- BERNARD A.KROOKS: Six or seven. SANFORD SCHLESINGER: What? BERNARD A.KROOKS: It might be six or seven. SANFORD SCHLESINGER: It's that long that we're doing it? BERNARD A.KROOKS: Yeah, yeah. SANFORD SCHLESINGER: Wow. And the response we've gotten to having you here ...

Recent Developments in Estate Planning and Transfer Taxation

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: Whoa. No, 88%; yes, 12%. Wow. I'm not so sure you're right. We'll get to that, obviously, within the next hour. But I'm not so sure you're right. I'm really quite surprised that almost everybody thinks it won't be repealed. Now, that's a loaded question, right, a little bit because it doesn't say when and number two, I said the question is the transfer tax system, which means the estate, gift, and GST taxes. I wonder if the ...


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