The 21st Century Trust: Evolution, Innovation, Adaptation
The Creighton University School of Law, Creighton Law Review, and Koley Jessen present the annual Creighton Law Review Symposium and TePoel Lecture. This year, the Symposium is titled, “The 21st Century Trust: Evolution, Innovation, Adaptation.” Creighton Law Review will gather together a full complement of experts in their respective areas to consider the greatest and most significant jurisprudential achievement in history: the modern trust.
Trust law facilitates concurrent ownership of property, with a legal owner (the trustee) managing property on behalf of an equitable owner (the beneficiary). And while the Anglo-American legal tradition characterizes trust law as gratuitous in nature, likely due to the origination of the trust as a legal device for intra-family wealth transfer during the Middle Ages, it has been estimated that the vast majority of wealth held in trust in the United States has been placed there for business or commercial purposes. The Symposium is an annual event, and this year’s topic is intended to bring together practitioners, academics, and students for conversations about the flexibility of the modern trust and its use in estate planning, the many legal issues relating to trusteeship, and the less considered contemporary use of trusts in business, commercial, and public finance transactions.
The Creighton University School of Law, Creighton Law Review, and Koley Jessen are hosting more than a dozen engaging, dynamic speakers for this year’s Symposium. The TePoel lecture will be delivered by Steven L. Schwarcz, the Stanley A. Star Professor of Law & Business at Duke University School of Law. This is a wonderful opportunity to network and receive continuing legal education (CLE) credit at a Symposium covering a broad range of interesting, contemporary legal topics interconnected by the common thread of trust law.
Lawyers, community members, students
Creighton University School of Law
Creighton University Office of Continuing Education
Registration and Check-in
Joshua P. Fershée, JD, Dean, Creighton University School of Law
Session 1: Foundational Issues
Can Housing Trusts Fill the Affordable Housing Gap?
Associate Professor and Senior Fellow in the Indian Law and Policy Institute,
Southern University Law Center
Christian Purpose Trusts
Professor of Law, University of South Dakota School of Law
Cognitive Competence and Decision-making Capacity
Julie Blaskewicz Boron
Associate Professor, CAPACITY Lab
Leo Missinne Professor of Gerontology, University of Nebraska-Omaha
Moderator: Catherine Brooks
Professor of Law and Faculty President, Creighton University
Session 2: Wealth Management
Tricks and Traps for Trusts Holding Pass-Through Entities
Partner, Thompson Coburn LLP
Trust Decanting and the Future of Trust Modification
President and Shareholder, Koley Jessen Law Firm
Senior Associate, Koley Jessen Law Firm
Choosing an Estate Planning Entity: Trust or Family Limited Partnership
Professor of Law, Alexander Blewett III School of Law, University of Montana
Moderator: Tiffany Graham
Associate Dean, Senior Lecturer, University of South Dakota
Lunch on your own
TePoel Lecture: Bond Trustees, and the Rising Challenge of Activist Investors
Stanley A. Star Professor of Law and Business, Duke University
Session 3: Asset Protection
Policing Mutual Funds
Associate Professor, University of Louisville Brandeis School of Law
Rethinking Disposition of Trusts at Certain Ages: Approaches to Trust Design with an Asset Protection Focus
Founding and Managing Member, Vandenack Weaver LLC
Moderator: Maybell Romero
Assistant Professor of Law, Northern Illinois University
Session 4: Unpopular Conversations
Trusts and Professional Ethics: Uneasy Bedfellows?
Director, Certificate Program in Estate Planning
Oxford Research Professor, Oklahoma City University School of Law
Against Deaccessioning Rules
Spears-Gilbert Associate Professor of Law, University of Kentucky College of Law
Green Burial, Funeral Poverty and Tax Incentives
Frank J. Kellegher Professor of Trusts and Estates, Creighton University
Moderator: Kendra Fershée
Professor of Law, Creighton University
Closing Remarks, Evaluation and Adjournment
Maggie L. Brokaw, Editor in Chief, Creighton Law Review
TePoel Lecture Series
The TePoel Lecture Series is named in honor of Dean Louis TePoel, teacher, scholar, and academic administrator, who served on the Creighton Law School Faculty from 1907 to 1947 and as Dean from 1920 to 1947. Inaugurated in 1975 with a lecture given by Professor Harold J. Berman of the Harvard Law School, the series has featured many legal scholars of national and international reputation. The Law School takes great pride in the TePoel Lecture Series. It is a primary means by which Creighton continues to provide its students and the Omaha community with the best in legal education.
This program has been approved for 6.25 hours of CLE credit in both Nebraska and Iowa.