MICPEL and The Maryland State Bar Association Section of Estate & Trust Law
In Cooperation with the University of Maryland School of Law and the University of Baltimore School of Law
Present:
Click
here for a printable order form
Please fill out the form completely and fax it to MICPEL at 410.659.0647.
4.0 CLE Hours Including 0.5 Hours Ethics
Thursday, October 18, 2007
9:00 a.m. – 1:15 p.m.
Ecker Business Training Center
6751 Columbia Gateway Drive
Columbia, MD
FACULTY
Frederick R. Franke, Jr., Esq.
Law Offices of Frederick R. Franke, Jr.
Program Chair
Lawrence D. Coppel, Esq.
Gordon, Feinblatt, Rothman, Hoffberger & Hollander, LLC
Daryl J. Sidle, Esq.
Baxter Baker Sidle Conn & Jones, P.A.
Jeffrey C. Wolken, Esq.
Vice President and Fiduciary Advisor, Wilmington Trust
WHAT YOU WILL LEARN . . .
Once considered an exotic branch of estate planning, asset protection planning
is an integral part of the estate planning process. Both share the same goal of
protecting a client’s property for the future use of the client’s beneficiaries.
In an increasingly litigious environment, planning to preserve assets from
future potential creditors becomes as significant as planning to avoid or
minimize death taxes. This course will equip the estate planning practitioner to
identify the hazards surrounding such planning and it will explore asset
protection planning that utilizes advanced estate planning techniques.
Agenda
9:00 a.m. – 9:30 a.m.
The Ethical & Malpractice Considerations
Darned If You Do/Darned If You Don’t?
Potential Civil Conspiracy Claims by Your Client’s Creditors
- Can You Protect Yourself?
Frederick R. Franke, Jr., Esq. and Faculty Panel Discussion
9:30 a.m. – 10:20 a.m.
Fraudulent Conveyances
The Ground Rules Under the Maryland Uniform Fraudulent
Conveyance Act and the Federal Bankruptcy Code
Is Asset Protection Per Se Fraudulent?
What Arrangements Can a Court Avoid?
Lawrence D. Coppel, Esq.
10:20 a.m. – 11:10 a.m.
Third Party Trusts
How Well Do Spendthrift Clauses Work?
How Discretionary Must Discretionary Trusts Be?
Are Powers of Appointment a Backdoor for Creditors?
Can a Disclaimer Be a Fraudulent Conveyance?
Frederick R. Franke, Jr., Esq.
11:10 a.m. – 11:25 a.m. Break
11:25 a.m. – 12:15 p.m.
Family Entity Planning
How “Mere” is “Merely a Charging Order?”
What Can a Creditor Really Do?
What Buy/Sell Clauses Should Be Put in Partnership/LLC
Agreements?
Can a Creditor Get into Management?
What Duty Do the Other Partners Owe to the Creditor?
Daryl J. Sidle, Esq.
12:15 p.m. – 1:05 p.m.
“Domestic” Self-Settled Asset Protection Trusts
Can Maryland Clients Get Around the Public Policy
Prohibitions Against Self Settled Trusts by Going to One of the States Where it
Is Allowed
by Statute?
How Do These Statutes Work?
Do These Statutes Work?
Jeffrey C. Wolken, Esq.
1:05 p.m. – 1:15 p.m.
Putting It All Together
Questions and Answers
New Approaches to Conventional Estate Planning
Faculty Panel Discussion
Tuition
MSBA Members - $209
MSBA Estate & Trust Law Section Members - $189
MSBA Young Lawyers Section Members - $189
MICPEL Flex/Select Pass Holders - $0
All Others - $239
Video Replay - $189
PA Credits Fee - $8
Video Replays
9:00 a.m. - 1:15 p.m. for both locations
November 15, 2007;
Baltimore
November 29, 2007;
Baltimore
December 6, 2007;
Rockville
December 14, 2007; Rockville
Too Busy to Attend?
Materials, Audio Tapes, CDs and DVDs are available for shipment within thirty
(30) days after the course date.
Materials Only Inventory #2984-07; $79.95*
Audio Tapes and Materials Inventory #2985-07; $153.45*
CDs and Materials Inventory #2986-07; $153.45*
DVD and Materials Inventory #2987-07; $195.45*
*Price includes tax and shipping
Click
here for a printable order form
Please fill out the form completely and fax it to MICPEL at 410.659.0647.