Nov

    Electronic Wills in the Digital Age

    1 PM EST

    Technology and the internet are making transformative changes to many businesses and professions, and are sweeping away many things such as brick and mortar retail stores, the taxi industry, 8-tracks, MP3 players, and bookstores. Will they sweep away centuries of law dating back to the Statute of Wills of 1540? Lawmakers are rushing to keep up with these challenges.

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    Arizona, Nevada, Indiana and Florida have already passed legislation to permit the creation and probate of electronic wills. The Uniform Law Commission has adopted a uniform law that can be considered by other states when addressing electronic wills. This webinar will address some of the variations and options currently available to the public and to lawyers, as well as when the use of electronic will execution might prove helpful, and when it might be beneficial to consider other alternatives.

    Speakers:

    • Turney P. Berry, Wyatt Tarrant & Combs, Louisville, KY
    • Sandra Glazier, Lipson Neilson P.C., Bloomfield Hills, MI
    • Bruce Stone, Goldman Felcoski & Stone P.A., Coral Gables, FL

    The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit for this program in 50- minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. Please visit www.americanbar.org/mcle for general information on CLE at the ABA.

    Event Details

    Duration

    90

    Format

    Web

    Date

    Nov 21, 2019

    2019-11-21T13:00:00-05:00 2019-11-21T14:30:00-05:00 Electronic Wills in the Digital Age

    Technology and the internet are making transformative changes to many businesses and professions, and are sweeping away many things such as brick and mortar retail stores, the taxi industry, 8-tracks, MP3 players, and bookstores. Will they sweep away centuries of law dating back to the Statute of Wills of 1540? Lawmakers are rushing to keep up with these challenges.

    Speakers

    Bruce Stone

    Goldman Felcoski & Stone

    Bruce is a shareholder in his firm. His practice consists primarily of estate planning for both domestic and foreign clients. A significant portion of his practice involves disputed or complex problem situations in which he is retained to find creative planning solutions or to serve as expert witness, mediator or arbitrator. Bruce is admitted to practice in Florida. He is a lifelong resident of Florida. He graduated from the University of Florida with high honors in 1971 and was elected to Phi Beta Kappa. He graduated from the Florida State University College of Law with highest honors in 1973, where he was first in his class and editor in chief of the law review.

     

    Bruce is a Fellow and Past President of the American College of Trust and Estate Counsel. He is a past chair of the Real Property, Probate and Trust Law Section of The Florida Bar. Bruce is the chair of the Joint Editorial Board for Uniform Trust and Estate Acts, which monitors and recommends updates to the Uniform Probate Code, the Uniform Trust Code, and all other trust and estate related uniform laws on a nationwide basis. He is a member of the Advisory Committee of the Heckerling Institute on Estate Planning. He is an Academician in the International Academy of Estate and Trust Law. In 2001 he received the first ever Friend of the Trust Industry award from the Florida Bankers Association. He was the principal drafter of Florida's legislation in 2000 authorizing dynasty trusts and allowing modification and reformation of irrevocable trusts, and a 2010 statute governing planning for homestead property through the use of irrevocable inter vivos trusts. He has been extensively involved in the drafting of Florida legislation concerning elective share rights of surviving spouses and the administration of trusts.

     

    In addition to his practice, Bruce is an adjunct professor at the University of Miami School of Law, where he teaches in the LLM program in estate planning. He is a frequent lecturer for organizations such as the American College of Trust and Estate Counsel, the American Bar Association, ALI-CLE, the Heckerling Institute on Estate Planning, and the Florida Bar.

    Sandra Glazier

    Lipson Neilson PC

    Sandy is an equity shareholder in Lipson Neilson, P.C.'s Bloomfield Hills, MI office. She concentrates in probate litigation, estate planning and administration and family law. She is active in the OCBA, having held numerous leadership positions and is currently a member of RPTE's TE CLE committee. She is a nationally recognized author in legal publications and has presented nationally on issues such as undue influence, ethical duties owed to vulnerable adults, defending fiduciaries, and the attorney client privilege.  She was awarded the OCBA's Distinguished Service Award, and has received "Top Lawyer", "Super Lawyer" and AV Preeminent attorney designations. She was awarded the Trust & Estates Magazine 2018 Distinguished Author in Thought Leadership and Bloomberg Tax's 2018 Estates, Gifts and Trusts Tax Contributing Author of the Year Award.  She is also an advisor to the Notre Dame Tax and Estate Planning Institute, has a AEP certification, and is a fellow of Litigation Counsel of America.

    Turney Berry

    Wyatt Tarrant & Combs LLP

    Turney P. Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning.  Mr. Berry is Chair of Wyatt, Tarrant & Combs’ Trusts, Estates & Personal Planning Service Team and a past member of the firm’s Executive Committee.

    Mr. Berry is active in the American College of Trust and Estate Counsel (ACTEC), currently serving as Chair of the Estate & Gift Committee and State Chair for Kentucky, and is a past Regent of the College, former President of the ACTEC Foundation, and previous chair of the Charitable and Tax Exempt Committee. 

    As a Uniform Law Commissioner, Mr. Berry currently serves as Vice-Chair of the Drafting Committee on Electronic Wills Act, Member of the Drafting Committee to Revise the Uniform Probate Code, Member of the Drafting Committee on Economic Rights of Unmarried Cohabitants Act, and Member of the Drafting Committee on Revised Disposition of Community Property Rights at Death Act.  He has served as chair of the Uniform Fiduciary Income and Principal Act (UFIPA), chair of the Uniform Power of Appointment Act, and as a member of the drafting committees for Directed Trusts, Fiduciary Access to Digital Assets (revised act), Decanting, Insurable Interests, Premarital and Marital Agreements, Transfer on Death Deeds, and the Uniform Probate Code Artificial Reproductive Technology provisions.

    For the American Bar Association, Mr. Berry serves as Co-Chair of the Charitable Planning Committee for the Section of Real Property, Trust and Estate Law and on the Conservation Easement Task Force.

    Mr. Berry is a Fellow of the American College of Tax Counsel, a member of the American Law Institute, a member of the Advisory Council of the Heckerling Institute on Estate Planning, a Member of the Advisory Board of Trusts and Estates Monthly, a member of the Joint Editorial Board for Uniform Trust and Estates Act, and a member of the Bloomberg BNA Tax Advisory Board (Estates, Gifts, and Trusts).  He serves as Adjunct Professor at the University of Miami Estate Planning LLM Program (Business Succession Planning), and has served as Adjunct Professor at Vanderbilt University, the University of Missouri, and the University of Louisville, and regularly speaks at the nation's leading estate planning conferences.  Since 1996, Mr Berry has served as Co-Chair of the Midwest/Midsouth Estate Planning Institute at the University of Kentucky (the longest continuously run CLE event in Kentucky).

    Mr. Berry has been certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils and is a member of its Estate Planning Hall of Fame [Kentucky does not recognize legal specialties].  He is listed in Woodward/White’s The Best Lawyers in America® and in the Kentucky Super Lawyer Magazine in the area of Trusts and Estates.

    Mr. Berry is the author or co-author of three Tax Management Portfolios:  Estate Tax Deductions - Sections 2053 and 2054; Private Foundations - Self Dealing - Section 4941; and Taxable Expenditures - Section 4945.  In addition he is co-author of Trust Law in Kentucky  (in progress) and his frequent articles have appeared in numerous journals and magazines.  Mr. Berry received the Texas Bar Foundation Outstanding Law Review Article award for an article he co-authored with Paul Lee titled “Retaining, Sustaining and Obtaining Basis” which was published by the Texas Tech Estate Planning and Community Property Law Journal in January 2015

    Mr. Berry has been an Articles Editor of The Tax Lawyer and a past chair of the Louisville Bar Association Probate and Estate Planning Section (1989 Section of the Year).  He is a member of the Louisville Estate Planning Council, Kentuckiana Planned Giving Council, and an adjunct member of the American Association of Life Underwriters.

    Mr. Berry is Chair of the Center for Interfaith Relations, a Director of Kentucky Opera, Actors Theatre of Louisville, Muhammad Ali Center, and Earth School/Carbon Nation. He is a member of Louisville Downtown Rotary, a Member of the Honorable Order of Kentucky Colonels, and is a past President of the Daily Bread Sunday School Class at Christ Church United Methodist.  Mr. Berry is the recipient of the National Philanthropy Day Baylor Landrum Award and is a Distinguished Citizen of Louisville.

    A native of Tennessee, Mr. Berry received his B.A. and B.L.S. in 1983 from the University of Memphis and his J.D. in 1986 from Vanderbilt University.

     

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