Speaking Events for Trust & Estate Fiduciaries

FUTURE EVENTS

Glenn Nunes has three upcoming seminars with the National Business Institute in May and June 2006 about Trust & Estate Law:

On May 13, 2026, Glenn will be deliver a seminar to the Institute of Paralegal Education on “Estate Accounting Basics for Paralegals.” Topics will include:

I The Estate Accounting Framework

II Inventory & Asset Marshalling

III The Money Trail: Recordkeeping & Reconciliation

IV Calculating the Beneficiary Shares

V The Schedule of Proposed Distribution

VI Final Reports, Distributions, and Closing the Estate

VII Red Flags & Escalation Triggers

On June 8, 2026, Glenn will deliver a 90-minute CLE seminar to the National Business Institute titled “LLCs in Estate Planning: and Probate.” Topics covered include:

I. The LLC Membership Interest as an Estate Asset;

II. Death, Transfer, and Control Under the Operating Agreement;

III. Tax Consequences at Death and Basis Adjustment Considerations;

IV. Trust Membership and Fiduciary Authority in Administration; and

V. Distribution, Liquidation, and Third-Party Claims Involving LLC Interests.

On June 29, 2026, at the National Business Institute’s day-long virtual Continuing Legal Education seminar for attorneys on “Trusts from Start to Finish,” Glenn will deliver the capstone seminar on “Ethical Considerations.” Glenn’s closing seminar topics will include:

I Who Is Your Client?;

II Confidentiality in Third-Party Communications;

III Assessing the Client’s Capacity; and

IV Avoiding Fraudulent Transfers.

PAST EVENTS

Use of A.I. is a relatively new area were fiduciaries including attorneys need to exercise diligence and compentence. On December 29, 2025, Glenn delivered a CLE presentation to the National Business Institute on the Use of A.I. in Estate Planning law practice. His core point: while “hallucinations” are getting the attention, the incredible fluency of LLMs can cause even experts to fail to appreciate gaps and incongruencies. This makes the negligent use of A.I. in estate planning an almost worst use-case scenario.

Glenn also urged law firms to conduct due diligence on all A.I. vendors they will work with in order to ensure that the vendors will treat confidential information securely.