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9/29/2016
Estate Planning for Liquidity (Telephone)

9/30/2016
Ethics, Remote Networks, the Cloud, Smartphones & Working from Anywhere (Telephone)

10/3/2016
Fantasy Supreme Court League 2016 (Webinar)

10/4/2016
Indemnification Provisions in Contracts (Telephone)

Avoiding Family Feuds in Trusts (Telephone)
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One of the greatest challenges to a trust’s viability is keeping its beneficiaries – often multiple generations of a single family – from feuding with one another. When these family feuds go unresolved, they often lead to costly and time-consuming litigation that can deplete family resources and compromise the trust’s purpose.

3/23/2016
When: Wednesday, March 23, 2016
12:00 PM - 1:00 PM

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MCLE Accreditation
Nebraska Activity #121303, 1.0 hour CLE

One of the greatest challenges to a trust’s viability is keeping its beneficiaries – often multiple generations of a single family – from feuding with one another. When these family feuds go unresolved, they often lead to costly and time-consuming litigation that can deplete family resources and compromise the trust’s purpose. Disputes may arise over control over a family business held in the trust, seemingly inequitable distributions, a specific bequest to one member of the family, or from long-simmering interpersonal disputes. If these disputes are not effectively resolved, the trust itself may be threatened. This program will provide you with a practitioner’s guide to identifying red flags in families before it’s too late to resolve them, counseling clients about methods to reduce the risk of dispute and litigation, special issues involving family businesses, drafting techniques and tips on working with warring family factions.

  • Family feuds in trusts – sources of litigation and practical drafting and counseling techniques to reduce the risk of dispute and litigation
  • Sources of disputes – inequitable distributions, control of family businesses, new spouses, children from different marriages, specific gifts, interpersonal disputes
  • Practical techniques to resolve these feuds – incentives in trusts, addressing inequitable distributions, “HEMs” standards, lifetime gifts, and more
  • Trustee issues – family v. institutional representation and communications
  • Special issues when a family business is held in a trust
  • Use of Buy-Sell agreements to avoid disputes
  • Practical tips on working with warring family factions and protecting yourself

Blanche Lark Christerson is a managing director at Deutsche Bank Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies. Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company. She also practiced law with Weil, Gotshal & Manges in New York City. Ms. Christerson is the author of the monthly newsletter “Tax Topics." She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.



To Register:
Cost $89.00

http://ne.webcredenza.com/catalog.aspx?browse=ViewProg&catid=22452

  • Click on abo9ve link
  • Click “Login to add to cart” button at the bottom of the program page
  • This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
  • Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
  • Once completed click “Update & Proceed to Payment”
  • The final step is to click “Submit Payment”
  • At this point you will receive an email confirmation of the purchase
  • The day before the Program you will receive the dial in information and program materials
  • We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion

If you need additional information on your CLE credits please contact:
Sara Weber, Nebraska State Bar Association
(402) 475-7091 ext # 131; sweber@nebar.com

Nebraska State Bar Association, 635 S. 14th St., Suite 200, Lincoln, NE 68508
(402) 475-7091; Toll Free (800) 927-0117; FAX (402) 475-7098