Genevieve N. Taylor
Navigating Trusteeship: Advising Trustees in Both Calm and Stormy Times [1h 1min] Ethics Time: 10min

Date:

May 25, 2023

Course:

Trusts in the 21st Century 2023: The Seas are Getting Choppier

Contributor(s):

Genevieve N. Taylor

Wills Estates and Trusts » Executors and trustees, Trust planning, Passing of accounts

Presentation Content:

Slides: Navigating Trusteeship: Advising Trustees in Both Calm and Stormy Times
Paper: Navigating Trusteeship: Advising Trustees in Both Calm and Stormy Times

How to Protect Vulnerable Clients [48min]

Date:

November 15, 2018

Course:

Estate Planning Update 2018

Contributor(s):

Andrea E. Frisby

Fiona Hunter

Genevieve N. Taylor

Wills Estates and Trusts » Adult guardianship, Client Relations, Elder care, Estate planning, Ethics, Professional Responsibility, Incapacity planning and capacity issues

Presentation Content:

Paper: Advising and Protecting the Vulnerable Client

Family Law and Estate Practice - Two Worlds Collide [45min]

Date:

October 6, 2016

Course:

Estate Planning Update 2016

Contributor(s):

Todd R. Bell

Genevieve N. Taylor

Family Law » Division of property
Wills Estates and Trusts » Devolution of assets, Estate planning, Trust planning

Presentation Content:

Paper: Protecting Your Children from Their Spouses and Other Conversations to Avoid at the Thanksgiving Table: The Family Law Perspective
Paper: Two Worlds Collide: the Intersection between Estate Practice and Family Law

Taxable Dispositions and Deferrals [53min]

Date:

April 15, 2016

Course:

Income Tax Fundamentals for the Estate Practitioner 2016

Contributor(s):

Genevieve N. Taylor

Tax » Income tax, Wills, estates and trusts tax issues
Wills Estates and Trusts » Estate planning, Tax issues

Presentation Content:

Paper: Taxable Dispositions and Deferrals Income Tax Fundamentals for the Estate Practitioner

The Will as a Planning Tool [45min]

Date:

May 22, 2015

Course:

Estate Planning for Blended Families 2015

Contributor(s):

Genevieve N. Taylor

Wills Estates and Trusts » Estate planning, Wills

Presentation Content:

Paper: The Will as a Planning Tool

WESA - A Discussion of the Important Changes [1h 30min]

Date:

October 1, 2013

Course:

CLE-TV: WESA - A Discussion of the Important Changes

Contributor(s):

Helen H. Low

Genevieve N. Taylor

Wills Estates and Trusts » General