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2012 Advanced Issues (and New Rules!) in Probate and Estate Planning (5/10/12)
(Self Study)
6.0 Total CLE Units, 2.0 of which may be applied toward Ethics, 6.5 of which may be applied toward Estate & Trust Law Specialization
Product №:AUDCD805-191
Duration: 5 hours 49 min.
Publish Date:  5/29/2012
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  Item Description | Credit Information | Pricing | Faculty | Course Materials
Item Description Back to top
Advanced Issues (and NEW Rules) in Probate and Estate Planning
Intermediate to advanced issues in probate, trust, billing and fees, drafting and forms, guardianship, conservatorship and estate planning will be discussed by experts in the field and judges.
 

Topics include:
  • Recent Developments in Case Law (Marlene Appel and Jerome Elwell)
  • Pressing the Easy Button: A Short Course in Improving Ethics (Ron Larson)
  • A Practical Course on Drafting Issues (with forms), Unique Probate Problems (and Solutions), and Portability (The Hon. Jay Polk, Lou Comus, Michael Tucker and Ron Larson)
  • Legislative Update (Roger Coventry)
  • Surviving in the Trenches: How to Get Through the Changes in Probate/Trust/GC with All Body Parts Intact. Topics will include the effect of changes on public fiduciaries, sustainability, pleadings, attorneys' fees, investments and laws of unintended consequences, due diligence and more!
The Completion Date for Self Study is the date you reviewed the materials, not the Completion Date listed on the Certificate of Completion.
 

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2009 New Arizona Trust Code and Statewide Probate Rules of Procedure - Effective January 1, 2009

The New Arizona Trust Code - History and Overview

Extension of Creditor Protection for Life Insurance Cash Values, New Trust Protector Provisions  and Direct Trust, Ability to Modify or Terminate a Trust, New Total Return Unitrust Provisions, Significant Expanded Spendthrift Provisions, Rights of Creditors of Beneficiaries Under Arizona Trust Code

The New Arizona Trust Code - An Analysis of Selected Provisions

Retroactivity, Notice and Reporting Provisions, Creation, Modification and Termination of Trusts, Spendthrift and Creditor Provisions, Rule Against Perpetuities, Governing Law and Interpretation of Trust Agreement, Remedies and Damages for Breach of Trust and Limitation of Liability of Trust, Certification of Trust

Selected Recent Legislation and Cases

New Arizona Probate Cases, Estate TAx Cases and rulings, New Arizona Legislature,New Arizona Divorce Cases, New Arizona Probate Rules of Procedure, Purpose and Scope of Rules, How 37 Rules Are Grouped, "Probate Cases vs. "Probate Procedure", Confidential Documents vs. Confidential Information, Duties Owed to the Court, Non-Appearance Hearings, Applications, Motions, and Petitions, Contested Probate "Proceedings"

 

Arizona Tort Law Handbook, 2012  $185*

Contributing Editors: Steven Plitt & Steven J. Gross

 

Covers a broad spectrum of tort law in Arizona. Topics discussed range from basic torts (such as fraud and assault) to more complicated torts (such as products liability and medical malpractice). This handbook is an invaluable reference tool for Arizona lawyers, including discussions on many pertinent issues, including:

Attorney Tort Liability | Insurance Bad Faith | Construction Defects

Conversion | Defamation & Libel | Design Professional Liability | Dog Bite Liability | Dram Shop Liability | Emotional Distress Employment Torts | Fraud | Health Care Liens | Medical Malpractice Negligence Products Liability | Punitive Damages | Tortious Intereference with Contracts | Wrongful Death and more.

 

* Prices do not include tax and shipping. To order, please call 602-340-7318 or online at www.azbar.org/cle

Credit Information Back to top
6.0 Total CLE Units, 2.0 of which may be applied toward  Ethics, 6.5 of which may be applied toward Estate & Trust Law Specialization

PricingBack to top
  • Audio CD w/Electronic Manual
$150.00 
  • Audio CD & Manual (Hardcopy)
$170.00 


Faculty Back to top
Hon. Jay Polk, Maricopa County Superior Court, Phoenix
Stephen Kupiszewski, Maricopa County Superior Court
Louis Comus Jr., Fennemore Craig PC
Roger Coventry, Childers & Berg, LLC
Charles Dyer, Dyer & Ferris LLC
Jerome K. Elwell, Warner Angle Hallam Jackson & Formanek PLC, Phoenix
Ronald F. Larson, Larson Law Office PC, Sun City
Lisa Price, Entrust Fiduciary Services
Gary Strickland, General Litigation
Michael J. Tucker, Michael J. Tucker PC

Course Materials Back to top

icon_acrobat2012 Advanced Issues in Probate and Estate Planning (138 Pages, 4 MB)

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