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Description: This one-of-a-kind program examines the shifting landscape that representatives of trust and estate beneficiaries and fiduciaries must navigate, focusing on industry practices that are, or are likely to be, the basis of conflict and challenge.
Go beyond the usual trust and estate planning issues and attend the only course of its kind focusing on estate and trust administration and litigation. This annual conference provides expert insights and useful analysis of the latest developments affecting trusts and estates, as well as practical strategies for representing the often colliding interests of lawyers and settlors, beneficiaries and fiduciaries, and beneficiaries themselves.
Video Webcast Segment A
8:30 a.m. Fiduciary Litigation Update, Part I: What We Have Learned and What We Better Learn – Dom Campisi
10:00 a.m. Break and Questions
10:15 a.m. Wayfair, Kaestner, and Fielding, Oh My!: The Constitutionality of State Fiduciary Income Taxation – Megan Wernke
State fiduciary income taxation has always been complex, and recent legal developments have created more uncertainty. This spring, the Supreme Court heard a constitutional challenge to North Carolina's fiduciary income taxation statute in North Carolina v. Kaestner (Docket No. 18-457). This session will begin with a high-level review of the states' various fiduciary income tax regimes. It will then examine several recent cases holding state fiduciary income tax regimes unconstitutional, as well as the anticipated Kaestner decision. Finally, it will examine trustees' obligations and options in the changing state tax environment.
11:15 a.m. It’s Not Shuffling Paper Anymore: Best Practices in E-Discovery – Andraya Pulaski Brunau and Glenn Dowd
We leave data trail everywhere we go. Every minute, we send more than 156 million emails and 16 million text messages. These numbers continue to increase every year. Understanding e-Discovery is no longer an option, it is required. E-Discovery is the baseline for a successful litigation and an integral part of the litigator's strategy to pursue or defend their case. This program will explain what e-Discovery is and how to obtain, protect, and utilize e-Discovery in your practice. We will also discuss the latest trends, tips for cost-effective e-Discovery, and the obligations required of you as an attorney. Understanding the nitty gritty details of e-Discovery will help you better advise your clients and develop a winning litigation strategy.
12:00 p.m. Lunch Break (Provided by ALI-CLE)
 | | Practice Areas: | | Estate Planning & Probate | | | Online Media Type: | | Video | | | Production Date: | | 07/18/2019 8:30 AM EDT | | | Level: | | Basic | | | Category: | | Standard | | | Duration: | | 3 Hours, 30 Minutes | | | Online Format: | | Live | | | Course Type: | | Public |
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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
CLE Scholarship information
Tuition Assistance for legal professionals taking our programs. Learn more about the program.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.
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| | • | Dominic J. Campisi - Evans, Latham & Campisi, San Francisco |
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