2017 Delaware Trust Conference Materials
Tuesday Sessions
Session 1 - The Newlywed Game:
Delaware Trust Litigation and Highlights 2017 - Wright
The Delaware Trust Advantage - Brockway
Session 2a - I've Got a Secret:
I've Got a Secret - The Secret Sauce
What Planners Outside of Delaware Need to Know
Session 2b - Wheel of Fortune:
Israeli Taxation of Delaware Trusts
Session 3 - Password:
Session 4A - Survivor:
Session 4B - Hangman:
Hangman - Post Mortem Estate Planning
Session 4C - Trouble:
Trouble - Game Planning for Cyber Incidents
Session 4D - Mastering the Chess Pieces:
Mastering the Chess Pieces - Slides
Mastering the Chess Pieces - Trust Act 2017
Session 4 E - I've Got an International Secret:
I've Got an International Secret
Session 5A - To Tell the Truth:
When Should a Trustee Go to Court -Document
When Should a Trustee Go to Court - Slides
Session 5B - Beat the Clock:
Beat the Clock - Pre-Immigration Planning
Session 6A - The Dating Game:
Comparison of Trusts in Select States
Session 6B - Trivial Pursuit
Wednesday Sessions
Session 1 - Risk!
Reporting Requirements for Foreign Trusts
Risk! Administering Trusts with Non-US Components and Foreign Reporting
Session 2 - Mastermind
Putting it on and taking it off - Outline
Putting it on and taking it off - Slides
Session 3 - The Match Game
Authorization and Consent for Release of Digital Assets
INDUSTRY's Estate Planning Questionnaire
Match Game - Ch. 50 FIduciary Access to Digital Assets and Digital Accounts
Match Game - Delaware Uniform Principal and Income Act Ch 61
Match Game - Excluded Trustee Statute
NAELA Seminar Article of Revised UFADAA
Session 4 - Truth or Consequences
Truth or Consequences
Session 5B - Jeopardy!
Session 5C - What's My Line?
Session 5D - The Price is Right
Session 5E - Let's Make a Deal
Session 6 - Deal or No Deal
Deal or No Deal - Divorce and 3rd Party Trust in DE
Third Party Trusts in the Context of Divorce
Session 7 - Family Feud
Family Feud - Family Conflicts
Family Feud Panel Fact Patterns