Joint Trusts (from Annual Advanced Estate Planning 2014) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $70.00 (Includes a downloadable audio version.)
Viewable Through: 5/31/2017

Information

A pre-recorded streaming VIDEO replay of one session from the May 2014 live seminar, The Douglas W. Conner 35th Annual Advanced Estate Planning and Administration Seminar.


With the increase in the applicable exclusion amount, the “permanency” of portability, and the desire of clients for asset protection, basis step up and ease of administration, the use of joint revocable trusts in common law states has become more appealing. This presentation will explore the circumstances where use of a joint revocable trust may be beneficial and discuss some of the issues surrounding concerns with and potential benefits of using a joint trust from both the practical and tax perspectives.

 

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Schedule

Faculty

J. Lee E. Osborne, Woods Rogers PLC / Roanoke
J. Lee E. Osborne focuses his practice on estate planning and administration, which often involves taxation and business planning and transactions. He is a Fellow of the American College of Trust and Estate Counsel, which recognizes individual attorneys for distinguished contributions to the practice of estate planning, probate, and trust law. He currently serves as the Virginia State Chair for ACTEC.

Mr. Osborne served for six years as an adjunct professor at the Washington and Lee School of Law, where he taught Wealth Transfer Planning. He has presented continuing legal education programs on numerous subjects, including ethics, trust planning, and recent developments in trusts and estates law.

Mr. Osborne is regularly cited for excellence in trusts and estate planning in leading lists such as Best Lawyers in America (since 1995), Super Lawyers, and Virginia Living. He has been recognized as a Lawyer of the Year in the area of Trust and Estates in America’s Best Lawyers (2013). Mr. Osborne was selected as a Fellow of the Virginia Law Foundation in 2013.

Mr. Osborne earned his bachelor’s degree in history from Yale University and received his law degree and Master of Law and Taxation degree from the Marshall-Wythe School of Law at the College of William & Mary.

 

 

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