Learn the latest on Mastering Trust & Estate Administration and Guardianship Law with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Benefits:

A combination of an aging population and an increase in estate planning needs has led to a heightened demand of attorneys proficient in the latest trends and cutting-edge practices in trust administration and guardianship law. The program will educate trust and estate attorneys, as well as litigators, to the current developments in the field as well as techniques to tackle common pitfalls. The Rossdale faculty for this seminar features three of the country’s most respected trust & guardianship attorneys in the field, whose successful techniques and best practices have been depicted in articles, textbooks, and on broadcast television. The nationally recognized seminar faculty will discuss, among others, strategies when the settlor’s intent is unclear or discretion is too wide, disclosure and notice requirements, delegation of authority, termination, and dealing with limitations of control. Specific emphasis will also be paid to strategies on applying for guardianships, best practices for the hearing to be appointed, powers to be requested, protection of assets, as well as accountings & adjustments. Course materials will serve as a helpful guide on these skills and techniques, as well as a useful source for your future reference. Register today to enroll in this conveneient, 24/7 seminar on Mastering Trust & Estate Administration and Guardianship Law.

Agenda:

1. Effectively Administering Trusts & Estates:

a. Staring with the Beginning: Best Practices on Well Planned & Drafted Documents

b. Strategies When the Settlor’s Intent is Unclear or Discretion is Too Wide

c. Trustee’s Duties and Powers

d. Disclosure and Notice Requirements

e. Delegating Authority, Working with Co-Trustees & Potential Removal

f. Dealing with “Letter of Wishes,” Limits of Settlor Control, Modification of Trust Documents, & Termination of Trusts

2. Winning Techniques for Guardianships:

a. Understanding the Role of the Guardian: What You Don't Know

b. Representing Individuals with Special Needs

c. Strategies on Applying for Guardianships

d. Best Practices for the Hearing to be Appointed

e. The Powers to be Requested

f. Ethical Issues

3. Keynote Concluding Remarks:

a. Guardianship Disputes

b. Undue Influence

c. Will Contests

d. Elder Abuse Protection - Elder Affairs

e. Enforcement of Advanced Directives

f. Alternative Dispute Resolution

4. Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Lawrence Friedman is a certified elder law attorney and recognized expert on trust and estate administration. Trained at the distinguished NYU Law School’s Tax program, Mr. Elder focuses his practice on estate and tax planning & administration, long term care planning, elder law, nursing home planning, guardianships, special needs planning, as well as on obtaining government benefits like Medicare, Medicaid, Social Security, and housing. He has been certified as an elder law attorney by the ABA and approved by the National Elder Law Foundation. Mr. Friedman has been selected as a SuperLawyer and received the highest peer view rating of AV-preeminent by Martindale-Hubbell. He also chaired his bar's Elder & Disability Law Section. Mr. Friedman has spoken and written extensively on trust administration and elder law. He holds an LL.M. in Tax and a J.D., both from NYU Law School.

2. Howard S. Krooks is an authority on guardianships & a certified elder law by the National Elder Law Foundation. A Partner at Elder Law Associates PA and Of Counsel to Amoruso & Amoruso LLP, Mr. Krooks devotes his practice to elder law and trusts and estates matters, including representing seniors and persons with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts and health care planning with advance directives. He is the President-Elect of the National Academy of Elder Law Attorneys and Past Chair of the Elder Law Section of his state bar. Selected as a SuperLawyer and AV-rated by Martindale-Hubbell, Mr. Krooks has spoken and written widely on guardianship issues, including serving as an adjunct faculty member at NYU and serving as an instructor for his state’s Certified Guardian & Court Evaluator Training program. He has been quoted in The Wall Street Journal, The New York Times, Kiplinger’s, USA Today, The New York Post, Newsday, and also appeared on PBS and the CBS Early Morning show.

3. Patricia Keane Martin is a Partner at Bowditch & Dewey and noted lecturer on special needs planning, elder law, and probate controversies. Ms. Martin concentrates her practice in the areas of estate planning, elder law, disability benefits planning, probate and trust administration, and litigation as well as other matters in the Probate and Family Courts such as guardianships and conservatorships. In addition, she regularly acts as a trustee of special needs trusts and as a court appointed guardian ad litem. In addition to previously serving as an adjunct faculty member at Northeastern University, Ms. Martin has testified before her state’s House legislator on personal care & managerial services contracts for families caring for elderly relatives, as well as addressed legal conferences on special needs financial planning, estate planning, and best probate practices.

Who should attend this seminar?
Attorneys, paralegals, and legal professionals.

You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed.

CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this convenient, 24/7 on-demand seminar for CLE & MCLE credit with the following pending & approved jurisdictions:

1. Alabama State Bar MCLE Commission for 1.5 MCLE credits

2. Alaska Bar Association for 1.5 CLE Credits *

3. Arizona State Bar for 1.5 CLE credits**

4. State Bar of California for 1.5 MCLE credits

5. Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

6. Connecticut (CLE credits are not required, but are encouraged)**

7. District of Columbia (CLE credits are not required)***

8. Florida Bar for 2.0 CLE credits

9. Georgia Bar for 1.5 CLE credits

10. Maryland (CLE credits are not required)**

11. Massachusetts (CLE credits are not required)**

12. Michigan (CLE credits are not required)**

13. Nebraska Mandatory Continuing Legal Education for 1.5 CLE credits

14. Nevada Board of Continuing Legal Education for 1.5 CLE credits

15. New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

16. New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

17. New York State Bar for 1.5 CLE credits

18. North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

19. Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

20. South Dakota (CLE credits are not required)**

21. Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

22. Washington State Board of Continuing Legal Education for 1.5 MCLE credits

23. Wisconsin Board of Bar Examiners for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required. For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.

You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.