Richard Weiland
Pecore Planning in the Age of Transparency [17min] Ethics Time: 3min

Date:

April 13, 2023

Course:

Estate Planning Express 2023 - 15 Minute Topics

Contributor(s):

Richard Weiland

Wills Estates and Trusts » Estate planning, Tax issues, Trust planning

Presentation Content:

Slides: Pecore Planning in the Age of Transparency

Question Period #1 [17min] Ethics Time: 0min

Date:

April 13, 2023

Course:

Estate Planning Express 2023 - 15 Minute Topics

Contributor(s):

Nikki Hildebrand

Michelle L. Isaak

Kirsten Jenkins

Richard Weiland

Laura West

Wills Estates and Trusts » Estate planning, Probate application, Tax issues, Trust planning, Wills, Curative provisions

Alter Ego and Joint Partner Trusts: Beyond the Basics [51min] Ethics Time: 10min

Date:

November 3, 2022

Course:

Estate Planning Update 2022

Contributor(s):

Richard Weiland

Wills Estates and Trusts » Estate planning, Executors and trustees, Tax issues, Trust planning, Practice

Presentation Content:

Slides: Alter Ego and Joint Spousal Trusts: Beyond the Basics
Paper: Alter Ego and Joint Partner Trusts: Beyond the Basics

Wills Formalities and the Fallout from COVID-19 [1h 2min] Ethics Time: 0min

Date:

November 5, 2020

Course:

Estate Planning Update 2020

Contributor(s):

Richard Weiland

Wills Estates and Trusts » Client Relations, Wills

Presentation Content:

Slides: Wills Formalities and the Fallout from COVID‐19
Paper: Wills Formalities and the Fallout from COVID‐19

Rough Waters Ahead: Advising Trustees [41min] Ethics Time: 10min

Date:

April 26, 2019

Course:

Trusts in the 21st Century: Surviving in a Sea of Change 2019

Contributor(s):

Richard Weiland

Wills Estates and Trusts » Client Relations, Executors and trustees, Professional Responsibility, Trust planning

Presentation Content:

Slides: Rough Waters Ahead: Advising the Trustee
Paper: Rough Waters Ahead: Advising the Trustee

Planning in the Digital World [40min]

Date:

November 15, 2018

Course:

Estate Planning Update 2018

Contributor(s):

Richard Weiland

Technology Law » Intellectual property
Wills Estates and Trusts » Devolution of assets, Estate planning, Fiduciary

Presentation Content:

Paper: Planning in the Digital World

Essential Tax Considerations for Will and Estate Planners [41min]

Date:

January 29, 2015

Course:

Basics of Wills and Estate Planning 2015

Contributor(s):

Richard Weiland

Tax » Wills, estates and trusts tax issues
Wills Estates and Trusts » Tax issues

Presentation Content:

Paper: Tax Considerations in Estate Planning