CLEThe National Business Institute is holding a conference entitled, Annual Probate and Estate Administration Conference in Pennsylvania, on Wednesday, April 22, 2020 at 9:00 AM – 4:30 PM at the Hilton Garden Inn Lancaster in Lancaster, Pennsylvania. Provided below is a description of the event.

The Latest Information for Handling Trusts and Estates

Probate and estates practice is in flux. Do you have all the current knowledge and tools you need? This practical legal course gives you the fundamental tax, legal and procedural guidance from experienced attorneys and probate court staff. Get an overview and crucial updates on laws and local procedures, tax planning and reporting, and key case law affecting trusts and estates. Register today!

    • Walk through the key estate procedures and get sample forms to help speed up the process.
    • Hear what probate court judges want you to know about top mistakes attorneys, trustees and executors make.
    • Get an overview of current aging and disability issues affecting your clients’ estates.
    • Plan for and administer all types of assets, including digital, real estate and property in other states.
    • Ensure will validity at drafting and administration.
    • Get tax saving and reporting tips from the pros.
    • Review common trust issues at drafting and administration and get effective workarounds.
    • Guard your professional reputation with a legal ethics guide tailored to the trusts and estates practice.

Who Should Attend

This basic level seminar is designed for:

    • Attorneys
    • Accountants
    • Tax Professionals
    • Executors
    • Trust Officers
    • Paralegals

Course Content

    • Probate Judges Share Mistakes They’ve Seen
    • Affording Nursing Home Care and its Effects on the Decedent’s Estate
    • New End-of-Life Options and the Effects of Voluntary Death on the Estate
    • Sale of Real Estate and Special Proceedings
    • Locating and Accessing All Assets Without the Traditional “Paper” Trail and Handling Digital Assets
    • New and Tricky Forms of Wills and Their Authenticatio
    • Determining Testator Capacity and Spotting Undue Influence
    • Tax Basis Reporting Requirements in Estate Administration
    • Tax Returns and Tax Saving Tidbits Under TCJA
    • IRA Beneficiary Designations and Inherited IRAs Update
    • Modifying Broken Trusts and Other Trust Management Conundrums Today
    • Legal Ethics Update

Photo of Gerry W. Beyer Gerry W. Beyer

Dr. Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught as a professor or visiting professor at several other…

Dr. Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught as a professor or visiting professor at several other law schools including Boston College, Boston University, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, St. Mary’s University, and La Trobe University in Australia.

Prof. Beyer is admitted to practice in Texas, Illinois (inactive), Ohio (inactive) and before the United States Supreme Court and the United States Court of Appeals for the Armed Forces.

Prof. Beyer is the recipient of dozens of outstanding and distinguished faculty awards from three law schools including the Chancellor’s Distinguished Teaching Award, the most prestigious university-wide teaching award at Texas Tech, the 2015 President’s Academic Achievement Award, and the Outstanding (Law) Researcher Award in 2013 and 2017.

As a state and nationally recognized expert in estate planning, Prof. Beyer is a highly sought after lecturer. He presents dozens of continuing legal education presentations each year for many national, state, and local bar associations, universities, and civic groups. In recognition of his expertise and contributions to the legal profession, the National Association of Estate Planners & Councils inducted him into the Estate Planning Hall of Fame in 2015. In 2022, Prof. Beyer was awarded the Distinguished Probate Attorney Lifetime Achievement Award by the Real Estate, Probate, and Trust Law Section of State Bar of Texas.

Prof. Beyer is the editor of the most popular estate planning blawg in the nation which after being named for five consecutive years to the ABA Journal’s Blawg 100 was awarded Hall of Fame status in 2015.

Prof. Beyer is the author of dozens of books and hundreds of articles focusing on various aspects of estate planning, including a two-volume treatise on Texas wills law, an estate planning law school casebook, and the Wills, Trusts, and Estates volume of the Examples & Explanations series. He has four times won awards from the American Bar Association’s Probate & Property magazine for his writing. He is one of the most often downloaded law authors on the Social Science Research Network with a ranking in the top .001%.  Prof. Beyer is the Editor-in-Chief of the REPTL Reporter, the official journal of the largest section of the State Bar of Texas, the Real Estate, Probate and Trust Law Section.

Prof. Beyer serves as a mentor to many students and various law school organizations as well participating regularly in pro bono activities. He is the advisor for the Estate Planning and Community Property Law Journal and its annual seminar, the Black Law Students Association, and the Estate and Property Law Society.

Prof. Beyer received his J.D. from the Ohio State University (summa cum laude) and his LL.M. and J.SD. degrees from the University of Illinois. He is a member of the Order of the Coif, an Academic Fellow and former Regent of the American College of Trust and Estate Counsel, a member of the American Law Institute, and was appointed by the Uniform Law Commission as the Reporter for the Uniform Electronic Estate Planning Documents Act and the Integration of Probate and Non-Probate Transfers Study Committee.

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