Join Mary Akkerman as she presents a Live CLE Video Broadcast on Directed Trusts Overview and Updates on April 27, 2016....
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LIVE VIDEO CLE • Directed Trusts Overview & Updates >>

CLE Video Broadcast | April 27, 2016

2 HR CLE (10:00 AM - 12:00 PM Eastern)

Join myLawCLE for an overview of directed trusts, including updates in state laws around the United States as well as recent case law. This class will cover the difference between a delegated trust and a directed trust and will explain the role of the various players in the directed trust structure, including administrative trustees, investment advisors, distribution advisors, trust protectors, and special purpose entities. Guidance will be provided as to choice of law, change of situs, and modifying existing trusts in order to take advantage of modern directed trust structure.  Tax issues will also be discussed.

Learn more / Register online...

Key Topics:

  • What is a Directed Trust?
  • The Directed Trust Structure
  • Trust Protectors
  • The Administrative Trustee
  • Special Purpose Entities
  • Client’s Ability to Select Directed Trust Statutes
  • Recent Updates

Presented by Mary Akkerman

As a partner in Lindquist & Vennum’s Trusts and Estates practice group, her practice includes all aspects of fiduciary representation, estate planning, and related administrations. She understands the big picture while guiding clients through the details of fiduciary representation, dynasty trusts, domestic asset protection trusts (DAPTs), estate and trust administration, including trust reformations, modifications, decanting, and conversions to total return unitrusts, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals and related litigation. Mary is also skilled at establishing public and private trust companies in South Dakota.

Learn more / Register online...


NFL’s lawyer in Brady appeal is pressed to correct misstatements to Court

Mike Florio | Pro Football Talk | March 24, 2016

When NFL appellate counsel Paul Clement made misstatements of fact to the U.S. Court of Appeals for the Second Circuit in connection with the Tom Brady case, NFLPA lawyer Jeffrey Kessler didn’t correct him. After the hearing ended, another lawyer with an interest in the case did.

New York Law School professor of law Robert Blecker, who previously submitted a “friend of the court” brief attacking the league’s handling of the Brady case, submitted a letter to the appeals court on March 17 detailing the misstatements of fact made by Clement on behalf of the NFL.

First, Blecker points out in his letter that the NFL’s written brief, as submitted by Clement, claims that Jim McNally referred to himself as “the deflator” in text messages sent to John Jastremski in May 2015 “and continuing during the 2014-2015 season.” The truth, as explained by Blecker, is that McNally referred to himself as “the deflator” only once, in May 2014.

Read more at Pro Football Talk

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