Course1

2024 Trust Litigation Update

$89.00

The world is in the midst of the greatest transfer of wealth ever recorded. Baby Boomers retired with more wealth than any earlier generation and retired with more complicated family circumstances.  This wealth and family complexity are giving rise to more trust litigation. This litigation includes the extent to which trust interests are reachable in divorce proceedings; fiduciary investment decisions, the handling of concentrated positions in closely held companies, and arguably tortious interference with trust interests. This program will review significant developments in fiduciary litigation.  Disputes over discretionary decisions, including distributions Tortious interference with inheritance interests Handling concentrated positions in closely held companies Disputes involving operation of family businesses in trusts Counseling clients when fiduciary litigation involves family animosity Speakers:  Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.  He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars.   

  • MP3 Download
    Format
  • 60
    Minutes
  • 6/1/2026
    Avail. Until
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2026 Trust Litigation Update

$89.00

Stay current with the rapidly evolving landscape of trust and estate litigation as new precedents, procedural developments, and family dynamics create complex challenges for fiduciary dispute resolution. This comprehensive program examines recent court decisions and legislative changes that reshape trust litigation practice. Position your estate litigation practice at the forefront of this specialized and growing area of law.   Analyze landmark court decisions affecting fiduciary duty standards and beneficiary rights Understand procedural developments affecting trust litigation venue, standing, and discovery rules Navigate emerging challenges in trust interpretation and construction involving modern family structures Address alternative dispute resolution options and settlement strategies specific to family wealth disputes   Speaker: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation. He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/4/2026
    Presented
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Course1

2026 Trust Litigation Update

$89.00

Stay current with the rapidly evolving landscape of trust and estate litigation as new precedents, procedural developments, and family dynamics create complex challenges for fiduciary dispute resolution. This comprehensive program examines recent court decisions and legislative changes that reshape trust litigation practice. Position your estate litigation practice at the forefront of this specialized and growing area of law.   Analyze landmark court decisions affecting fiduciary duty standards and beneficiary rights Understand procedural developments affecting trust litigation venue, standing, and discovery rules Navigate emerging challenges in trust interpretation and construction involving modern family structures Address alternative dispute resolution options and settlement strategies specific to family wealth disputes   Speaker: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation. He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/4/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Family Businesses, Part 1

$89.00

Integrate sophisticated estate planning strategies with complex family business structures to achieve seamless wealth transfer while preserving business continuity across generations. This program addresses the unique challenges facing family enterprises where personal relationships intersect with business interests and tax considerations. Master the foundational concepts necessary to serve families navigating the intersection of estate planning and business succession.   Design estate plans that facilitate smooth business succession while minimizing tax consequences Address valuation challenges and discount strategies for closely-held family business interests Navigate family dynamics affecting both business operations and estate planning objectives Structure voting trusts and other mechanisms that preserve family control across generations   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/11/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Family Businesses, Part 1

$89.00

Integrate sophisticated estate planning strategies with complex family business structures to achieve seamless wealth transfer while preserving business continuity across generations. This program addresses the unique challenges facing family enterprises where personal relationships intersect with business interests and tax considerations. Master the foundational concepts necessary to serve families navigating the intersection of estate planning and business succession.   Design estate plans that facilitate smooth business succession while minimizing tax consequences Address valuation challenges and discount strategies for closely-held family business interests Navigate family dynamics affecting both business operations and estate planning objectives Structure voting trusts and other mechanisms that preserve family control across generations   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/11/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Family Businesses, Part 2

$89.00

Advance your family business planning expertise with sophisticated strategies addressing complex ownership structures, international considerations, and innovative wealth transfer techniques. This program builds on foundational concepts to tackle the most challenging aspects of multigenerational family business planning. Develop the specialized knowledge required to serve sophisticated family enterprises with complex business and personal wealth management needs.     Implement advanced valuation and gifting strategies for family limited partnerships and LLCs Address international tax considerations affecting multinational family business enterprises Navigate complex family employment and compensation issues within trust and estate planning Design innovative structures addressing next-generation liquidity needs while preserving business integrity   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/12/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Family Businesses, Part 2

$89.00

Advance your family business planning expertise with sophisticated strategies addressing complex ownership structures, international considerations, and innovative wealth transfer techniques. This program builds on foundational concepts to tackle the most challenging aspects of multigenerational family business planning. Develop the specialized knowledge required to serve sophisticated family enterprises with complex business and personal wealth management needs.     Implement advanced valuation and gifting strategies for family limited partnerships and LLCs Address international tax considerations affecting multinational family business enterprises Navigate complex family employment and compensation issues within trust and estate planning Design innovative structures addressing next-generation liquidity needs while preserving business integrity   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/12/2026
    Presented
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Course1

Trust and Estate Planning for Illquid Assets

$89.00

Liquidity is an almost universal need in trust and estate planning. When a client dies, death taxes may need to be paid.  Expenses incurred in administration need to be paid.  Distributions may be required under trust instruments.  For these and many other reasons, estates need cash.  The big challenge comes when the estate has assets that, though valuable, are not liquid.  Assets may include real estate that is not quickly or cost-effectively sold.  Or a successful family business may be involved, where ownership stakes are not easily transferred or for which there is no ready market.  Complex financial assets, artwork or other unique property, hard to value and hard to sell, may also be held.  Trust and estate plans must anticipate the need for liquidity and formulate strategies for providing it or deferring taxes and distributions until liquidity can be created. This program will provide you with a real world guide to practical strategies for creating liquidity in trust and estate planning. Challenges of planning for illiquid assets like real estate, family businesses, and unique property Techniques and tools to fund tax liabilities, distributions, expenses and more Mechanics of electing a deferral of estate tax under IRC Section 6166 Use and advantages of using Graegin notes to obtain liquidity Advantages and disadvantages of use of redemptions and buy-sell agreements Use of life insurance and other financial products to provide liquidity Speakers: Jonathan Gopman is a partner with Akerman, LLP in Naples and chair of the firm’s trusts and estate practice group.  His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.  He also assists entrepreneurs with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle.  Mr. Gopman is a Fellow of the American College of Tax Counsel and co-author of the revised version of the BNA Tax Management Portfolio on Estate Tax Payments and Liabilities.

  • MP3 Download
    Format
  • 60
    Minutes
  • 6/26/2026
    Avail. Until
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Trust & Estate Planning for Art, Collectibles & Uncommon Assets

$89.00

Navigate the sophisticated planning challenges presented by unique and valuable assets that require specialized knowledge of valuation, transfer, and tax considerations. This program addresses the intersection of estate planning and art law, from fractional interest gifts to private foundation strategies for collectors. Master the techniques that preserve and transfer cultural and collectible assets across generations while achieving optimal tax and family objectives.   Understand specialized valuation and appraisal requirements for art, collectibles, and unique personal property Structure fractional interest gifts and charitable remainder trusts optimized for collectible assets Address insurance, storage, and conservation issues affecting valuable collections in estate planning Navigate tax strategies including charitable deductions, installment sales, and private foundation alternatives for major collectors   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/30/2026
    Presented
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Course1

Trust & Estate Planning for Art, Collectibles & Uncommon Assets

$89.00

Navigate the sophisticated planning challenges presented by unique and valuable assets that require specialized knowledge of valuation, transfer, and tax considerations. This program addresses the intersection of estate planning and art law, from fractional interest gifts to private foundation strategies for collectors. Master the techniques that preserve and transfer cultural and collectible assets across generations while achieving optimal tax and family objectives.   Understand specialized valuation and appraisal requirements for art, collectibles, and unique personal property Structure fractional interest gifts and charitable remainder trusts optimized for collectible assets Address insurance, storage, and conservation issues affecting valuable collections in estate planning Navigate tax strategies including charitable deductions, installment sales, and private foundation alternatives for major collectors   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/30/2026
    Presented
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Course1

Secured Transactions Practice: Security Agreements to Foreclosures, Part 1

$89.00

Secured transactions are the most common form of commercial transaction and help finance businesses of every size.  They are governed by the complex provisions of UCC Article 9. Getting every detail in financing statements, security agreements, and perfection of credits is essential. Agreements can be costly and time consuming to draft, and full of risk. Failure to comply with UCC Article 9 in drafting security agreements, perfecting a creditor’s interest, or foreclosing a lien can easily cause the value of the underlying transaction to be lost.  This program will provide you with a real-world guide UCC Article 9 practice.   Day 1: Lifecycle of UCC Article 9 secured transactions Drafting cost-effective and enforceable security agreements What to do when something about the debtor changes – e.g., name, location, ownership Accounts receivable, inventory, equipment, intellectual property Anti-assignment provisions regarding collateral Enhancing enforceability of security agreements and reduce risks in foreclosure   Day 2: Framework for the foreclosure of personal property under UCC Article 9 Foreclosing on equipment, inventory, intellectual property, and accounts receivable Duties of junior creditors to senior creditors on foreclosure Rights to proceeds of foreclosure sales and reducing foreclosure costs Rights of guarantors Debtor remedies in the event of a secured party default Cost-efficient alternatives to foreclosures and circumstances when these alternatives are available   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.  He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.  Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 7/25/2026
    Avail. Until
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Course1

Secured Transactions Practice: Security Agreements to Foreclosures, Part 2

$89.00

Secured transactions are the most common form of commercial transaction and help finance businesses of every size.  They are governed by the complex provisions of UCC Article 9. Getting every detail in financing statements, security agreements, and perfection of credits is essential. Agreements can be costly and time consuming to draft, and full of risk. Failure to comply with UCC Article 9 in drafting security agreements, perfecting a creditor’s interest, or foreclosing a lien can easily cause the value of the underlying transaction to be lost.  This program will provide you with a real-world guide UCC Article 9 practice.   Day 1: Lifecycle of UCC Article 9 secured transactions Drafting cost-effective and enforceable security agreements What to do when something about the debtor changes – e.g., name, location, ownership Accounts receivable, inventory, equipment, intellectual property Anti-assignment provisions regarding collateral Enhancing enforceability of security agreements and reduce risks in foreclosure   Day 2: Framework for the foreclosure of personal property under UCC Article 9 Foreclosing on equipment, inventory, intellectual property, and accounts receivable Duties of junior creditors to senior creditors on foreclosure Rights to proceeds of foreclosure sales and reducing foreclosure costs Rights of guarantors Debtor remedies in the event of a secured party default Cost-efficient alternatives to foreclosures and circumstances when these alternatives are available   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.  He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.  Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 7/26/2026
    Avail. Until
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Course1

Secured Transactions Practice: Security Agreements to Foreclosures, Part 1

$89.00

Master the fundamental principles of secured lending where collateral meets credit in transactions that drive commerce while protecting lender interests against borrower default. This comprehensive program provides essential guidance on creating, perfecting, and maintaining security interests under the Uniform Commercial Code. Build the foundational knowledge necessary for competent secured transactions practice in today's complex commercial lending environment.   Understand different types of collateral and their specific attachment and perfection requirements Draft comprehensive security agreements that create enforceable security interests in all necessary collateral Navigate UCC filing and perfection procedures including continuation statements and priority determinations Address debtor compliance obligations and lender monitoring requirements in ongoing secured relationships     Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 7/27/2026
    Presented
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Course1

Secured Transactions Practice: Security Agreements to Foreclosures, Part 1

$89.00

Master the fundamental principles of secured lending where collateral meets credit in transactions that drive commerce while protecting lender interests against borrower default. This comprehensive program provides essential guidance on creating, perfecting, and maintaining security interests under the Uniform Commercial Code. Build the foundational knowledge necessary for competent secured transactions practice in today's complex commercial lending environment.   Understand different types of collateral and their specific attachment and perfection requirements Draft comprehensive security agreements that create enforceable security interests in all necessary collateral Navigate UCC filing and perfection procedures including continuation statements and priority determinations Address debtor compliance obligations and lender monitoring requirements in ongoing secured relationships     Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.

  • Teleseminar
    Format
  • 60
    Minutes
  • 7/27/2026
    Presented
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Course1

Secured Transactions Practice: Security Agreements to Foreclosures, Part 2

$89.00

Advance your secured transactions expertise with sophisticated strategies for complex enforcement scenarios and specialized collateral situations. This program builds on foundational concepts to address challenging situations including multi-state transactions, priority disputes, and debtor bankruptcy considerations. Develop the specialized knowledge required for effective representation in distressed lending and workout scenarios.   Master complex priority rules governing competing security interests and conflicting claims to collateral Navigate Article 9 enforcement procedures including repossession, foreclosure, and deficiency judgments Address debtor bankruptcy implications affecting secured creditor rights and collection strategies Handle specialized collateral types including deposit accounts, investment property, and intellectual property     Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 7/28/2026
    Presented
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Course1

Secured Transactions Practice: Security Agreements to Foreclosures, Part 2

$89.00

Advance your secured transactions expertise with sophisticated strategies for complex enforcement scenarios and specialized collateral situations. This program builds on foundational concepts to address challenging situations including multi-state transactions, priority disputes, and debtor bankruptcy considerations. Develop the specialized knowledge required for effective representation in distressed lending and workout scenarios.   Master complex priority rules governing competing security interests and conflicting claims to collateral Navigate Article 9 enforcement procedures including repossession, foreclosure, and deficiency judgments Address debtor bankruptcy implications affecting secured creditor rights and collection strategies Handle specialized collateral types including deposit accounts, investment property, and intellectual property     Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.

  • Teleseminar
    Format
  • 60
    Minutes
  • 7/28/2026
    Presented
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Course1

Planning Strategies for Domestic Self-Settled Trusts

$89.00

In recent years, many states have begun to allow self-settled spendthrift trusts. These new trusts allow the settlor to obtain the benefits of offshore asset protection trusts without the complexity, cost, and byzantine application of foreign law. A settlor can shield assets from his or her creditors or tort claimants, remove those assets from his or her gross estate, and obtain other tax and non-tax benefits.Though more accessible than offshore trusts, domestic asset protection trusts still come with risk. This program will provide you with a practical guide to using self-settled spendthrift trusts and drafting their instruments.     What are domestic asset protection trusts? When are they best used and what are the risks? What states allow these trusts and subject to what limits? How do domestic trusts and offshore trust compare? What are the tax benefits and risks of thee trusts?   Speakers: Jonathan E. Gopman is a partner with Akerman, LLP in Naples, Florida and chair of the firm’s trust and estate group. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.  He is a Fellow of the American College of Tax Counsel and co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities.”  He is also a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners. Mr. Gopman received his B.A. from the University of South Florida, his J.D. from Florida State University College of Law, and his LL.M. from the University of Miami.

  • MP3 Download
    Format
  • 60
    Minutes
  • 9/11/2026
    Avail. Until
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Advanced Asset Protection Strategies, Part 1

$89.00

Enter the sophisticated world of advanced asset protection where traditional wealth preservation meets cutting-edge legal structures designed to shield assets from creditor claims and litigation exposure. This comprehensive program provides essential guidance on domestic and international asset protection techniques that serve high-net-worth clients facing complex liability challenges. Master the foundational strategies that preserve family wealth while maintaining access and control.   Understand domestic asset protection trust structures and their effectiveness against different types of creditor claims Navigate limited liability company and family limited partnership strategies for asset protection and estate planning Address homestead exemptions and retirement plan protection in comprehensive asset protection planning Design multi-entity structures that provide layered protection while maintaining operational flexibility   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/11/2026
    Presented
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Course1

Advanced Asset Protection Strategies, Part 1

$89.00

Enter the sophisticated world of advanced asset protection where traditional wealth preservation meets cutting-edge legal structures designed to shield assets from creditor claims and litigation exposure. This comprehensive program provides essential guidance on domestic and international asset protection techniques that serve high-net-worth clients facing complex liability challenges. Master the foundational strategies that preserve family wealth while maintaining access and control.   Understand domestic asset protection trust structures and their effectiveness against different types of creditor claims Navigate limited liability company and family limited partnership strategies for asset protection and estate planning Address homestead exemptions and retirement plan protection in comprehensive asset protection planning Design multi-entity structures that provide layered protection while maintaining operational flexibility   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/11/2026
    Presented
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Course1

Advanced Asset Protection Strategies, Part 2

$89.00

Advance your asset protection expertise with sophisticated international structures and specialized planning techniques for ultra-high-net-worth clients facing complex liability and tax considerations. This program builds on foundational concepts to address challenging scenarios including international trust structures, captive insurance companies, and offshore planning arrangements. Develop the specialized knowledge required for cutting-edge asset protection in a global economy.   Master international trust and foundation structures including Cook Islands and Nevis asset protection vehicles Navigate captive insurance company strategies for liability protection and tax planning benefits Address foreign trust reporting and tax compliance requirements affecting international asset protection planning Understand the intersection of asset protection with estate planning, tax minimization, and family governance strategies     Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/14/2026
    Presented
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Course1

Advanced Asset Protection Strategies, Part 2

$89.00

Advance your asset protection expertise with sophisticated international structures and specialized planning techniques for ultra-high-net-worth clients facing complex liability and tax considerations. This program builds on foundational concepts to address challenging scenarios including international trust structures, captive insurance companies, and offshore planning arrangements. Develop the specialized knowledge required for cutting-edge asset protection in a global economy.   Master international trust and foundation structures including Cook Islands and Nevis asset protection vehicles Navigate captive insurance company strategies for liability protection and tax planning benefits Address foreign trust reporting and tax compliance requirements affecting international asset protection planning Understand the intersection of asset protection with estate planning, tax minimization, and family governance strategies   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/14/2026
    Presented
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

$89.00

Understanding fiduciary income taxation – the taxation of grantor and non-grantor trusts, complex and simple trusts – is essential to trust planning.  It impacts the type of trust chosen, how it’s structured and administered.  Recently changes to federal tax law have added to the complexity of fiduciary income taxation.  The tax treatment of trust income and accounting for distributions and expenses varies depending on the type of trust involved and how “Distributable Net Income” is allocated.This program will provide you with a real-world guide to the essential rules, timeframes, planning techniques and traps of the taxation of trusts.   Day 1: Fiduciary income taxation framework and rules for estate and trust planners How fiduciary and income tax planning differ from each other Planning for fiduciary taxation v. planning for individual and corporate tax purposes Types of trusts – simple, complex, grantor – and differing tax rules for each Treatment of “Distributable Net Income” Understanding “Trust Accounting Income,” and impact of Prudent Investor Rule   Day 2: Practical income allocation for simple, complex and grantor trusts Specific allocation rules for DNI – Tier System, Separate Share Rule, 65 Day Rule, specific bequests Charitable giving – tax treatment and practical impact Treatment of depreciation, administrative expenses, and allocation to income Trust terminations – capital loss carryover and excess deductions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns,and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 10/10/2026
    Avail. Until
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Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

$89.00

Understanding fiduciary income taxation – the taxation of grantor and non-grantor trusts, complex and simple trusts – is essential to trust planning.  It impacts the type of trust chosen, how it’s structured and administered.  Recently changes to federal tax law have added to the complexity of fiduciary income taxation.  The tax treatment of trust income and accounting for distributions and expenses varies depending on the type of trust involved and how “Distributable Net Income” is allocated.This program will provide you with a real-world guide to the essential rules, timeframes, planning techniques and traps of the taxation of trusts.   Day 1: Fiduciary income taxation framework and rules for estate and trust planners How fiduciary and income tax planning differ from each other Planning for fiduciary taxation v. planning for individual and corporate tax purposes Types of trusts – simple, complex, grantor – and differing tax rules for each Treatment of “Distributable Net Income” Understanding “Trust Accounting Income,” and impact of Prudent Investor Rule   Day 2: Practical income allocation for simple, complex and grantor trusts Specific allocation rules for DNI – Tier System, Separate Share Rule, 65 Day Rule, specific bequests Charitable giving – tax treatment and practical impact Treatment of depreciation, administrative expenses, and allocation to income Trust terminations – capital loss carryover and excess deductions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns,and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 10/11/2026
    Avail. Until
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

$89.00

Navigate the complex intersection of income tax and fiduciary obligations where trust and estate administration meets sophisticated tax planning and compliance requirements. This foundational program provides essential guidance on the tax considerations that drive effective trust and estate administration. Master the fundamental concepts that determine tax efficiency while satisfying fiduciary duties to beneficiaries and regulatory authorities.   Understand trust and estate income tax calculation and distribution rules affecting beneficiary taxation Navigate the distinction between simple and complex trusts and their different tax treatment Address grantor trust rules and their impact on trust taxation and beneficiary income recognition Design distribution strategies that optimize tax outcomes for trusts, estates, and beneficiaries     Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/13/2026
    Presented
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

$89.00

Navigate the complex intersection of income tax and fiduciary obligations where trust and estate administration meets sophisticated tax planning and compliance requirements. This foundational program provides essential guidance on the tax considerations that drive effective trust and estate administration. Master the fundamental concepts that determine tax efficiency while satisfying fiduciary duties to beneficiaries and regulatory authorities.   Understand trust and estate income tax calculation and distribution rules affecting beneficiary taxation Navigate the distinction between simple and complex trusts and their different tax treatment Address grantor trust rules and their impact on trust taxation and beneficiary income recognition Design distribution strategies that optimize tax outcomes for trusts, estates, and beneficiaries     Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/13/2026
    Presented
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

$89.00

  Advance your fiduciary taxation expertise with sophisticated strategies for complex trust structures and specialized tax planning scenarios. This program builds on foundational concepts to address challenging situations including charitable trusts, generation-skipping tax planning, and international trust taxation. Develop the specialized knowledge required for the most complex trust and estate tax planning and administration.   Master generation-skipping transfer tax planning and compliance for dynasty trust structures Navigate charitable trust taxation including charitable remainder trusts and charitable lead trusts Address international trust taxation and reporting requirements for foreign trusts and beneficiaries Understand state income tax considerations affecting trust situs selection and beneficiary distributions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.    

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/14/2026
    Presented
SEE MORE
Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

$89.00

  Advance your fiduciary taxation expertise with sophisticated strategies for complex trust structures and specialized tax planning scenarios. This program builds on foundational concepts to address challenging situations including charitable trusts, generation-skipping tax planning, and international trust taxation. Develop the specialized knowledge required for the most complex trust and estate tax planning and administration.   Master generation-skipping transfer tax planning and compliance for dynasty trust structures Navigate charitable trust taxation including charitable remainder trusts and charitable lead trusts Address international trust taxation and reporting requirements for foreign trusts and beneficiaries Understand state income tax considerations affecting trust situs selection and beneficiary distributions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.    

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/14/2026
    Presented
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Course1

Trust and Estate Planning for Pets

$89.00

Providing for the care of pets is, for some clients, their most urgent estate and trust priority.  These clients want to ensure that, after their own deaths, their pets are looked after in a safe and secure environment.  But the law is unclear in this area – there are few familiar planning patterns to follow in this area.The challenge for the planner is to create new structures to achieve these goals, including choosing standards for caregivers and trustees, drafting distribution provisions, and providing for the disposition of the remains of pets.This program will provide you with a practical guide to the estate and trust planning for pets and other animals, including drafting trusts, fiduciary standards, and distribution provisions.   Legal and practical framework for estate and trust planning for pets and other animals Traditional trusts v. statutory trusts – advantages and disadvantages of each Drafting standards for caregivers and trustees, and understanding the relationship between the two Distributions to caregivers for the pet and for themselves Designation of remainder beneficiary or trust, terminating the trust, and final disposition of pets or other animals   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/4/2026
    Avail. Until
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Course1

Trust and Estate Planning for Pets

$89.00

Discover the emerging area of pet trust planning where animal welfare meets estate planning in arrangements designed to ensure beloved companions receive appropriate care after their owners' death or incapacity. This specialized program addresses the unique legal and practical considerations that govern pet protection planning. Master the techniques that provide meaningful animal care while complying with trust law requirements and family dynamics.   Understand pet trust legal requirements and their enforceability across different state jurisdictions Structure funding and care provision arrangements that ensure adequate pet support throughout their lives Address caregiver selection and succession planning for pet care responsibilities Navigate family dynamics and remainder beneficiary considerations in pet trust planning     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/4/2026
    Presented
SEE MORE
Course1

Trust and Estate Planning for Pets

$89.00

Discover the emerging area of pet trust planning where animal welfare meets estate planning in arrangements designed to ensure beloved companions receive appropriate care after their owners' death or incapacity. This specialized program addresses the unique legal and practical considerations that govern pet protection planning. Master the techniques that provide meaningful animal care while complying with trust law requirements and family dynamics.   Understand pet trust legal requirements and their enforceability across different state jurisdictions Structure funding and care provision arrangements that ensure adequate pet support throughout their lives Address caregiver selection and succession planning for pet care responsibilities Navigate family dynamics and remainder beneficiary considerations in pet trust planning     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/4/2026
    Presented
SEE MORE