Esq.
Sandra D. Glazier P.C.
When Worlds Collide: Beneficial Interests in Trusts and Dissolution of Marriage
Attorney Sandra D. Glazier is an equity shareholder at Lipson Neilson P.C., Bloomfield Hills, Michigan. She concentrates her practice in probate litigation, estate planning and administration, and family law. Sandra not only actively practices in these areas, but she has also been engaged to act as a testifying or consulting expert. She has also served as a mediator in probate and family court cases. Sandra is active with the Oakland County Bar Association (OCBA), having held numerous leadership positions and continues as an appointment member of its Legislative Committee. Sandra is also active in the ABA Real Property, Trust and Estate Law (RPTE) section. She currently serves on RPTE’s Estate Diversity and Inclusion Committee and as Vice-Chair of RPTE’s Elder Law and Long Term Care Committee,
Sandra is a Commissioner on the ABA’s Commission on Law and Aging and previously served as a Special Advisor to that Commission. She was elected to serve on the Michigan Probate Section’s Council for a three-year term that began September 2021 and currently serves as chair of that Section’s Guardianship, Conservatorship and End of Life Committee as well as being an active member on other committees.
Sandra is a nationally recognized author in legal publications and presents nationally on issues such as undue influence, ethical duties when representing vulnerable adults, defending fiduciaries, protective estate planning practices, and the attorney-client privilege. Sandra is on the Trust & Estates Magazine Editorial Advisory Board for Planning and Taxation, and is an Advisor to the Notre Dame Tax and Estate Planning Institute. Sandra was awarded the OCBA’s Distinguished Service Award; received Top Lawyer, Super Lawyer, Leading Lawyer, Martindale-Hubbell AV Preeminent, and Accredited Estate Planner (AEP) designations; and was awarded Trusts & Estates Magazine Distinguished Author in Thought Leadership as well as Bloomberg Tax Estates, Gifts and Trusts Tax Contributor of the Year for 2018.
For more background about Sandra, see https://lipsonneilson.com/attorney/sandra-d-glazier.
Partner
KaneTreadwell Law LLC
Intervivos QTIP Trusts: The Good, The Bad, and the Blue Ribbon
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Attorney James Kane’s combined tax, trust, and litigation experience gives him a broad perspective for identifying, understanding, and addressing complex trust issues and disputes along with both the tax and non-tax factors that ideally must together be taken into account. He has 25+ years’ experience previously with Atlanta law firms Sutherland, Asbill & Brennan and Chamberlain, Hrdlicka, White, Williams & Aughtry. James attended Emory University Law School and has undergraduate finance (University of Georgia) and graduate business (Georgia State University) degrees. Although he never worked as a CPA, James held a CPA certificate (now intentionally lapsed) during his pre-law school time with the IRS. James maintains a legal blog (google: James Kane Legal Blog) and currently writes periodically for Leimberg Information Services. He previously has written for Estate Planning magazine, Virginia Tax Review, Emory International Law Review, and other publications. James was the winner of the University of Miami 2016 Heckerling Institute Tax Court Opinion writing contest. James’s outside interests include studying jazz guitar, reading, weightlifting, and fixed-gear bicycling. |
Partner
Dungey Dougherty PLLC
Corporate Transparency Act: Advanced Topics and Open Issues
Attorney Stephen Liss is a Partner at Dungey Dougherty PLLC. His practice focuses on the needs of wealthy individuals and families, their businesses, and charities. His extensive experience includes domestic and international trust and estate planning, tax minimization, advanced life insurance strategies, and planned charitable giving.
Stephen has authored or co-authored more than 40 articles. A frequent lecturer, he has spoken at numerous industry conferences including the Notre Dame Tax & Estate Planning Institute, the ABA RPTE National CLE Conference, the ABA Tax Section Midyear Meeting, the New York State Society of CPAs Private Wealth Conference, PLI International Estate & Tax Planning conference, the Great Plains Federal Tax Institute, the Federal Tax Institute of New England, and STEP Johannesburg.
Stephen is an ACTEC Fellow and rated by Chambers for Private Wealth Law- New York. He previously chaired the Estate and Gift Tax Committee of the Real Property, Trust & Estate Section of the American Bar Association and currently Co-Chairs the Income and Transfer Tax Planning Group.
Shareholder
Maupin, Cox & LeGoy
Decanting from a Trustee’s Perspective: Minimizing the “No Good Deed Goes Unpunished” Risk
Attorney Michaelle Rafferty’s practice focuses on all aspects of estate, income, gift and generation-skipping tax planning, trust and estate administration, estate and gift tax audit, private family trust company formation, and fiduciary litigation for individuals, families, business owners, trust companies, and tax-exempt entities. Mrs. Rafferty has significant experience in complex trust and estate planning and administration. She serves as an expert witness in matters of Nevada trust and estate law, and is a Fellow of the American College of Trust and Estate Counsel (ACTEC) where she serves as a Regent and Nevada State Chair. She is a past-Chairman of the Nevada State Bar’s Probate and Trust Section, and co-chair of the Section’s legislative committee.
Manager of Trusts & Estates Education, Senior T&E Faculty
WealthCounsel, LLC
Practical Applications Lab
Phoebe is Manager of Trusts & Estates Education and Senior T&E Faculty at WealthCounsel, where she is responsible for the development and delivery of legal education curriculum and resources. Phoebe is admitted to the state bars of New York and California and, prior to joining WealthCounsel, practiced for a number of years in each jurisdiction – primarily as a litigator in New York and exclusively as an estate planner in California. Phoebe also has a Master’s Degree in Bioethics and has taught and published in the field of legal-medical ethics and policy as well. She received her JD from Fordham Law School and her MA in Bioethics from NYU.
Phoebe lives in Los Angeles with her husband, their young son, and their giant labradoodle.