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12/8/2016
Networking Professionally and Ethically (Webinar)

12/8/2016
Structuring Minority Interests in Businesses (Telephone)

12/8/2016
Ethics and Establishing and Ending an Attorney-Client Relationship (Telephone)

12/9/2016
Advanced Google Search for Lawyers (Webinar)

Estate Planning for Guardianship and Conservatorships (Telephone)
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Use of conservatorships and guardianships in estate and trust planning is often crucial to achieving a client’s goals. They may be used to preserve the assets and manage the affairs of an elderly client with dementia or young children with special needs or whose parents have died.

4/15/2016
When: Friday, April 15, 2016
12:00 PM - 1:00 PM

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MCLE Accreditation
Nebraska Activity #121707, 1.0 hour CLE

Use of conservatorships and guardianships in estate and trust planning is often crucial to achieving a client’s goals.  They may be used to preserve the assets and manage the affairs of an elderly client with dementia or young children with special needs or whose parents have died.  Planning for the use of guardianships or conservatorships – or adapting to their sudden necessity in the case of tragedy – is complex and involves choosing the right type of trust, choosing the right fiduciary and guardian, and coordinating planning documents to provide for the financial needs of the client involved.  Failure to coordinate the two can result in unintended and adverse practical and financial consequences for clients and beneficiaries.  This program will provide you with a practical guide to estate and trust planning when you anticipate using a guardianship or conservatorship or when one becomes suddenly necessary.

  • Estate and trust planning issues with guardianships and conservatorships
  • How conservatorships, guardianships and similar trusteeships are used in planning for the elderly and children
  • Counseling your clients about the appointment of guardians in certain circumstances
  • Planning for elderly clients with early stage (or fears of) dementia before a guardian is appointed
  • Planning for young or older children when appointment of a guardian is anticipated
  • Common and costly planning mistakes when the possibility of guardianship or conservatorship is overlooked
William Kalish is a partner in the Tampa office of Akerman, LLP, where his practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. He also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce.  He is a Fellow of the American College of Tax Counsel, formerly served as chair of ABA Tax Section, and has served as an Adjunct Professor of Law at Stetson Law School teaching estate planning.  Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.



To Register:
Cost $89.00

http://ne.webcredenza.com/catalog.aspx?browse=ViewProg&catid=22467

  • Click on above 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