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6 ALI-ABA Est. Plan. Course Materials J. 3 (2000)

handle is hein.ali/aaespl0006 and id is 1 raw text is: ALI-ABA ESTATE PLANNING COURSE MATERIALS JOURNAL VOLUME 6 FEBRUARY 2000 NO. 1 S OTET Elder Law Incapacity Planning var . 1. C. li, ..iit; (with Suggested Language) Philip M. Manley, Assistant Editor; by, Cintthia L. Barrett p 5 Herb Powell, Art Director; The elder law practice brings lawyers into contact with the ill, disabled, and Joseph Mendicno, Circulatio Manager; those who care for them To provide effective representation to y'our clients Kathleen Ht. Lawner, Advertising Director in this area, you will need to develop sophisticated disability planning l,- guage for incorporation into durable powers of attorney, wills, and trusts. The American Law Institute- Updated from the ALI-ABA Cooise of Study Estate Planning in Depth coqpim- American Bar Association sored by Continuing' Legal E'ducation for Wisconsin, luim 13-18, 1999. Committee on Continuing Professional Education The Grantor Trust: Yesterday's Disaster, Today's Delight, Tomorrow's What? William G. Paul, Chair by Vi~xWnlliam G.lePaulaChair by Virginia F. Coleman page 15 Charles Alan Wright, Vice Chair The intentional grantor trust has become one of the most popular vehicles for le%'eraged gifts-that is, vehicles to pass value on to the next genera- tion outside the transfer tax system. But, intentional grantor trusts do have Austin G. Anderson e Martha W. Barnett risks: use them only for sophisticated clients who are aware of the risks and Edward R. Becker o Charles L. Becton uncertainties of this type of trust. Tom Bolts * Bennett Boskey * Paul J. Bschorr Updah',t from the ALI-ABA Course of Study Estate Planning Techniques, pre- Stephen S. Dunham o JoAnne A. Epps sented iii cooperatioi with it' Alaska Bar Association, ue 10-11,1999. Elpse . Dunham R J . Ge A . Elise A. Geltzer * Robert J. Grey, Jr. Phoebe A. Haddon o Mary Kay Kane Counseling Fiduciaries on How To Theodore A. Kolb * A. Leo Levin Resolve Beneficiary Complaints (Part 2) Lance . lb A Sua RMan by SsanS. ockepag 51 Lance M. Liebman •Susan R. Marlyn by Susan S. Locke page 51 Lizabeth A. Moody * John H. Morrison For trust departirients of banks, litigating beneficiary complaints is usually Pamela D. Perdue o Sherwin P. Simmon more expensive than it is worth. A well-organized dispute resolution proce- dure that promptly responds to and resolves beneficiary complaints makes Win. Reece Smith, Jr o Samuel C. much better economic sense than a policy of litigating such complaints. Thompson, Jr. o Mervin M. Wilf Updated from the AI.-ABA Course of Stuhy Representing Estate and Trust Richard E. Carter, Executive Director Beneficiaries, ]tue 24-25, 1999. 1 1 The ALI-ABA Estate Planning Course Materials Journal (ISSN: i082-8206) is published bimonthly by The American Law Institute-American Bar Asociation Committee on Continuing professional Education. Publication office: 4025 Chestnut Street, Philadelphia, PA 19104-3099. Editorial telephone - (215) 243-1604; circulation telephone -- (215) 243-1644. Subscription rate: $35 per year. A single issue is $7.00, plus $.96 for postage and handling. Periodicals postage is paid at Philadelphia, PA and at an additional mail- ing office. POSTMASTER: Send address changes to ALI-ABA Estate Planning Course Materials Journal, 4025 Chestnut Street, Philadelphia, PA 19104-3099. Visit ALI-ABA's itome Page On the World Wide Web at www.ali-aba.org. Need to find out what we've published on important top- ics in past issues of our maga/ines? Check out our articles database at www.ali-aba.orgaliaba/sarticles.htm The object of the ALI-ABA Estate Planning Course Materials Journal is to publish materials useful to lawyers. All views or conclusions are those of the authors and not of the Editorial Staff or the spon,,ors of the Journal. Copyright 0 2000 by The American L.aw Institute. ALI-ABA Estate Planning Course Materials Journal: