Any attorney who does estate planning for clients who are moving, or have moved, from one state to another state or have multiple state residences will want to purchase this excellent 3.3-hour May 28, 2009 program and its 172-page course book.  Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of McKenna Long & Aldridge LLP, covers the many estate planning issues which arise with such mobile clients, including many useful planning tips, dangers to avoid and how to avoid them, and much more.

Major topics include:

üIntroduction

• differences between common law and community property

• the issues relating to moving between these two types of jurisdictions

• property co-ownership, family protection statutes, need for a Will

üDomicile Issues

• factors indicating domicile

• documents needed to effectuate domicile change

üMultistate Issues Of Testate And Intestate Succession

• requirements for disposition by Will

• surviving spousal rights

• tax apportionment

• class gifts, lapses, close order of death, rules against perpetuities

üProperty Co-ownership

üCommunity Property Issues

• definitions, general rules, management and classification

• income, pension benefits, UDCPRDA, transfer taxes

üSpecial Situations And Planning Techniques

• premarital and postmarital agreements

• widow's election, UGMA, use of trusts