CLE on Fraudulent Transfer Law Trump Estate
Estate planning often involves a client’s transfer of assetsto dispose property for the benefit of family members and to achieve optimaltax benefits. However, as demonstrated in recent court decisions, the transferof assets for such estate planning purposes could injure the rights of aclient’s creditor. The consequences of a successful fraudulent transfer claimcould extend beyond mere reversal of the client’s estate planning transfer.During this session our panelists will cover the application of fraudulenttransfers in the context of estate planning and administration. They willexplain the essential principles of fraudulent transfer law and then discussthe fraudulent transfer implications for the following transfers that arecommonly utilized as part of the estate planning and administration process:
- Transfersto irrevocable trusts, including asset protection trusts;
- Transfersto and from business entities, (such as partnerships and LLCs); and
- Transferswhich affect or shift interests of beneficiaries of the decedent’s estate.
PANELISTS:
- JayD. Adkisson, Riser Adkisson LLP, Newport Beach, CA
- Daniel S.Kleinberger, William Mitchell College of Law, St. Paul, MN
- DonnaL. Longhouse, Allen Dell, P.A., Tampa, FL
Speakers and topics are subject to change
ALL PARTICIPANTS MUST REGISTER
Cancellations and requests for refunds will be honored onthe following basis: Two business days or more, 100% refund; one business dayor less, 100% refund minus the $25 administrative fee. Substitute registrantsare welcome.
SCHOLARSHIP INFORMATION
Financial scholarship applications are available for thisprogram. To request an application or receive additional information,Please complete the survey at the followinglink. You will be contacted regarding your scholarship priorto the program date.