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13 ALI-ABA Est. Plan. Course Materials J. 1 (2007)

handle is hein.ali/aaespl0013 and id is 1 raw text is: ALl-ABA Estate Planning course materials journal Mark T Carroll, Editor Herb Powell, Production and Design Joseph Mendicino, Circulation Manager Kathleen H. Lawner, Advertising Director THE AMERICAN LAW INSTITUTE- AMERICAN BAR ASSOCIATION CONTINUING PROFESSIONAL EDUCATION BOARD OF DIRECTORS Thomas Z. Hayward,Jr., President Michael Traynor, Honorary Chair KarenJ. Mathis, Honorary Chair Tsan Abrahamson Brooksley E. Born Bennett Boskey Corinne Cooper Michael E. Flowers Roy A. Hammer Lance Liebman JohnJ. McKetta, III Leslie B. Miller M. Peter Moser James R. Myers Bettina B. Plevan Maury B. Poscover BarbaraJ. Rothstein Henry E WhiteJr. Julene Franki, Executive Director ALI-ABA has a history of outreach to underrepresented groups in the legal community and is firmly committed to providing a welcoming environment and ensuring that the attorneys who speak and write for our organization represent the increasing diversity of our profession. We welcome suggestions for new speakers and authors to support the full participation of all of the talent in our profession. volume 13 I number 1 I february 2007 Business Imperatives And Fiduciary Duty Melanie B. Leslie 5 Institutional trustees can maximize profits by investing trust assets in related companies, earning both trustee commissions and other fees, such as those related to the management and sale of the investment. This development directly conflicts with the trustee's duty of loyalty. Updatedfiom the ALI-ABA Course of Study Representing Estate & Trust Beneficiaries & Fiduciaries, July 13-14, 2006. Treatment Of Annuities Under The Deficit Reduction Act Of 2005 Harry S. Margolis 17 The Deficit Reduction Act of 2005 (the DRA') changes the rules under which immediate annuities may be used. Updatedfrom the ALI-ABA Course of Studg Elder Law: Issues, Answers, and Opportunities, September 28-29, 2006. Housing Options For The Older Client Lawrence A. Frolik 23 Successfully adapting current housing to the requirement of someone who needs or may need long-term care requires desire, imagination, and money. Updatedfrom the ALI-ABA Course of Study Elder Law: Issues, Answers, and Opportunities. Effective Planning For Health Care Decision Making (With Sample Provisions) Charles P Sabatino 33 Many of the problems in this area come from the fact that lawyers do not often question their clients closely enough about the clients' true desires. Updatedfrom the ALI-ABA Course of StudA Elder Law: Issues, Answers, and Opportunities. Long Term Care Insurance And The Elder Law Practice (With Questionnaires For Clients And Fiduciaries) Cynthia L. Barrett 51 Why and how can the elder law attorney efficiently deal with long term care insurance? Updatedfrom the ALI-ABA Course of Study; Elder Law: Issues, Answers, and Opportunities. To purchase the online version of this issue, go to www.ali-aba.org and click on Articles and Forms Online Back issues, individual articles, and forms are also available there. The ALIl-ABA Estate Planning Course Materials Journal (ISSN: 1082-8206) is published bimonthly by American Law Institute-American Bar Association Continuing Professional Education. Publication office: 4025 Chestnut Street, Philadelphia, PA 19104-3099. Editorial telephone--(215) 243-1604; circulation telephone---(215) 243-1644. Subscription rate: $49 per year. A single issue is $12.75. Periodicals postage is paid at Philadelphia, PA and at an additional mailing office. POSTMASTER: Send address changes to AI-ABA Estate Plannin Course MaterialsJournal, 4025 Chestnut Street, Philadelphia, PA 19104-3099. C 2007 by The American Law Institute. Visit AL1-ABAs Home Page On the World Wide Web at www.ali-aba.org. Need to find out what we've published on important topics in past issues of our magazines? Check out our articles database at www.ali-aba.org/aliaba/periods.asp Nothing in this periodical should be considered as the rendering of legal advice. Non-lawyers should seek the advice of a licensed attorney in all legal matters. Readers should assure themselves that the material in this periodical is still current and applicable at the time it is read. Neither ALI-ABA nor the authors can warrant that the material will continue to be accurate, nor do they warrant it to be completely free of errors when published. Readers should verify statements before relying on them. The materials in this periodical reflect the viewpoints of their authors and do not necessarily express the opinions of ALI-ABA Continuing Professional Education or its sponsors.

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