10:30 pm

Legal Publications and PresentationsLegal Publications and Presentations

The attorneys at Grant Morris Dodds are very much involved in writing and speaking on the subjects of Trusts & Estates, Elder Law, and Business Planning. Following is a select list of some of the publications and presentations made by Grant Morris Dodds attorneys. For a free copy of an article or presentation, simply send an email request, and we will send you the article.
Estate planning
Asset Protection Planning
Charitable Planning & Planned Giving
Probate Law & Administration
Guardianship Law
Other Articles & Presentations

Estate Planning

“Trust Issues in Divorce,” David M. Grant, State Bar of Nevada Family Law Conference, to be presented along with Katherine L. Provost, Esq. and the Honorable Chuck Weller in Ely, NV on March 8, 2013.

“Wills and Irrevocable Life Insurance Trusts”, David M. Grant, National Business Institute Seminar on the Top Estate Planning Techniques, to be presented in Las Vegas, NV on February 13, 2013.

“Transfer Tax Planning in an Era of Uncertainty,” David M. Grant, The 2012 Southwest Tax Conference, to be presented in Las Vegas, NV on December 4, 2012.

“True Horror Stories: Lessons Learned,” David M. Grant, Vegas PBS Source Magazine, October 2012.

“Irrevocable Life Insurance Trusts,” David M. Grant, National Business Institute Seminar on Trusts, presented in Las Vegas, NV on June 5, 2012.

“What Every Life Insurance Agent Should Know About Estate Planning,” David M. Grant, Mark L. Dodds, and David L. Bindrup, National Association of Insurance and Financial Advisors, presented in Las Vegas, NV on February 22, 2012.

“Basic Tax Considerations – What You Need to Know in Order to Choose the Appropriate Plan,” David M. Grant, National Business Institute Seminar on Drafting Effective Wills and Trusts, presented in Las Vegas, NV on December 14, 2011

“Donating Appreciated Stock,” David M. Grant, Vegas PBS Source Magazine, October 2011.

“Estate Planning in Light of Recent Tax Law Changes,” David M. Grant, State Bar of Nevada 2011 Annual Meeting, Kauai, HI, Jun 24, 2011.

“Trust Termination & Legal Ethics,” David M. Grant, National Business Institute Seminar on Trust Administration and Preventing and Litigating Fiduciary Liability, Las Vegas, NV, Jun 6, 2011.

“Updated on the 2010 Tax Bill,” David M. Grant, Vegas PBS Planned Giving Council Seminar, Boulder City, NV, Feb 18, 2011.

“Estate Planning and Asset Protection,” David M. Grant, along with Serena Baig, Soraya Aguirre, and Briar Stahl, The 2010 Southwest Tax Conference, sponsored by the Nevada Society of Certified Public Accountants, Las Vegas, NV, Dec 1, 2010.

“Estate Planning with IRC §831(b) Captive Insurance Companies,” David M. Grant with Jeremy Huish, Esq., continuing professional education seminar for CPAs, sponsored by RBC Wealth Management, Las Vegas, NV, Oct 20, 2010.

“Taxation of Grantor Trusts,” David M. Grant, The 2009 Southwest Tax Conference, sponsored by the Nevada Society of Certified Public Accountants, Las Vegas, NV, Dec 9, 2009.

“Probate and Estate Planning Update 2009,” David M. Grant and Robert L. Morris, State Bar of Nevada, Annual Convention 2009, Probate and Trust Section, Continuing Legal Education, Lake Tahoe at Incline Village, NV, Jun 12, 2009.

“Top 10 Estate Planning Techniques,” David M. Grant, National Business Institute Seminar, Annual Exclusion Gifting, Charitable Gifting & Irrevocable Life Insurance Trusts, in Las Vegas, NV, May 12, 2009.

“Basic Estate Planning,” Prestige Assisted Living Community, Robert L. Morris, Henderson, NV, Nov 4, 2008.

“Making a Case for Corporate Trustees,” David M. Grant, Vegas Source Magazine, Jun 2008.

“Retirement and Estate Planning Issues for TSA Employees,” David M. Grant, Federal Traffic Safety Administration, McCarran International Airport, Las Vegas, NV, May 2, 2008.

“Estate Planning: Wills and Trusts,” Robert L. Morris, H2U Senior Association, Las Vegas, NV, Apr 23, 2008.

“Building Your Practice with Estate Planning & Asset Protection,” David M. Grant, Continuing Professional Education Lecture Nevada CPAs, Summerlin, NV, Dec 4, 2007.

“Understanding Estate Planning,” David M. Grant, Henderson Libraries: A One Book Henderson Event, James I. Gibson Library in Henderson, NV, Nov, 13, 2007 and the Lydia Malcolm Library in Anthem, NV, Oct 24, 2007.

“Types of Advanced Irrevocable Trusts,” David M. Grant, Understanding Trusts and Wealth Transfers, Lorman Education Services Seminar, Las Vegas, NV, Aug 22, 2007.

“Taxation of Grantor Trusts,” David M. Grant, State Bar of Nevada Probate & Trust Section, Continuing Legal Education, Reno, NV, Jun 1, 2007.

“Installment Sales & Valuation Discounts,” David M. Grant, State Bar of Nevada Probate & Trust Section, Las Vegas, NV, May 31, 2007 and Reno, NV, Jun 1, 2007.

“Wills and Estate Planning for Federal Law Enforcement Officers and Firefighters,” Robert L. Morris, USDA Graduate School Pre-Retirement Seminar, Las Vegas, NV, Aug 25, 2006.

Asset Protection Planning

“Estate Planning in Light of Recent Tax Law Changes,” David M. Grant, State Bar of Nevada 2011 Annual Meeting, Kauai, HI, Jun 24, 2011.

“Asset Protection,” David M. Grant and Robert L. Morris, Nevada Continuing Legal Education Teleconference, sponsored by the Elder Law Section of the State Bar of Nevada, Dec 9, 2010.

“Estate Planning and Asset Protection,” David M. Grant, along with Serena Baig, Soraya Aguirre, and Briar Stahl, The 2010 Southwest Tax Conference, sponsored by the Nevada Society of Certified Public Accountants, Las Vegas, NV, Dec 1, 2010.

“Working with Offshore Business Companies: IBCs, LLCs & Foundations” David M. Grant, The Southpac Offshore Planning Institute, 2010 Annual Conference, Paradise Island, Bahamas, Oct 28-29, 2010.

“Estate Planning with IRC §831(b) Captive Insurance Companies,” David M. Grant with Jeremy Huish, continuing professional education seminar for CPAs, sponsored by RBC Wealth Management, Las Vegas, NV, Oct 20, 2010.

“Nevada Laws Provide Top Trust Situs,” David M. Grant, with Jeremy Cooper, published in the Nevada Lawyer, the official publication of the State Bar of Nevada, May 2010.

“Migrating the Domestic Asset Protection Trust Offshore,” David M. Grant, The Southpac Offshore Planning Institute, 2009 Annual Conference, Las Vegas, NV, Oct 2, 2009.

“Nevada Takes the Lead: Charging Order Protection in Now Available for Small Corporations” David M. Grant, with Jeremy Cooper, Communique, the official Journal of the Clark County Bar Association, May 2009.

“Break May Shield Homes: Local Interest in Homestead Exemption Rises” (Interview of David M. Grant, written by Jennifer Robison, Las Vegas Review-Journal, Oct 15, 2008.

“Types of Advanced Irrevocable Trusts,” David M. Grant, Understanding Trusts and Wealth Transfers, Lorman Education Services Seminar, Las Vegas, NV, Aug 22, 2007.

“Asset Protection in Nevada: Something for Everyone,” David M. Grant contributed with Jeffrey L. Burr, The Silver State CPA, the Nevada Magazine of the Nevada Society of Certified Public Accountants, 14-16, Sept/Oct 2004.

“The OnShore Trust: It’s Also an Estate Tax Planning Tool,” David M. Grant, William P. Streng, Vinson & Elkins Professor of Law, Apr 23, 2004.

Charitable Planning & Planned Giving

“Generational Giving & How To Nurture It,” Association of Fundraising Professionals—Las Vegas Chapter, presented Las Vegas, NV on April 27, 2012.

“Donating Appreciated Stock,” David M. Grant, Vegas Source Magazine, Oct 2011.

“What is Gift Planning?” David M. Grant, Vegas PBS Source Magazine, Jul 2010.

“Top 10 Estate Planning Techniques,” David M. Grant, National Business Institute Seminar, Annual Exclusion Gifting, Charitable Gifting & Irrevocable Life Insurance Trusts, in Las Vegas, NV, May 12, 2009.

“Year-End Charitable Giving,” David M. Grant, Vegas Source Magazine, Dec 2007.

“The Ins-n-Outs of Family Foundations,” David M. Grant, Association of Fundraising Professionals-Las Vegas Chapter, Las Vegas, NV, September 23, 2005.

Probate Law & Administration

“Probate & Guardianship Update,” Robert L. Morris, State Bar of Nevada 2011 Annual Meeting, Kauai, HI, Jun 24, 2011.

“Estate Administration Procedures: Why Each Step Is Important,” Robert L. Morris, National Business Institute, Continuing Legal Education, Las Vegas, Nevada, Jun 21, 2010.

“Probate and Estate Planning Update 2009,” David M. Grant and Robert L. Morris, State Bar of Nevada, Annual Convention 2009, Probate and Trust Section, Continuing Legal Education, Lake Tahoe at Incline Village, NV, Jun 12, 2009.

“The Family Friendly Provisions of the Nevada Probate Code,” Robert L. Morris, Communique, Vol. 29, No. 11, Nov 2008.

“Accounting for Estates and Trusts,” Robert L. Morris, Lorman Educational Services, Las Vegas NV, Oct 22, 2008.

“2007 Wills, Trusts and Probate in Nevada: Post Mortem Planning,” David M. Grant and Robert L. Morris, State Bar of Nevada, Probate and Trust Section, Continuing Legal Education, Las Vegas, NV, May 31, 2007.

“Wills and Estate Planning for Federal Law Enforcement Officers and Firefighters,” Robert L. Morris, USDA Graduate School Pre-Retirement Seminar, Las Vegas, NV, Aug 25, 2006.

“Post Mortem Estate Planning: Minimizing Taxes and Optimizing Results,” Robert L. Morris, Lorman Education Services, Continuing Legal Education, Las Vegas, NV, Apr 26, 2006.

Guardianship Law

“Probate & Guardianship Update,” Robert L. Morris, State Bar of Nevada 2011 Annual Meeting, Kauai, HI, Jun 24, 2011.

“Sale of Real Property in Probate and Guardianship Proceedings,” Robert L. Morris, Prudential Americana Realtors, Henderson, NV, Feb 13, 2007.

Other Articles & Presentations

“Top 5 Reasons to Use an Attorney,” David M. Grant, Vegas PBS Source Magazine, May 2011.

“Sunshine Laws in University Presidential Searches: Do they Really Encourage Openness?” David M. Grant, presented to Dona G. Hamilton, Professor, Vice Chancellor and General Counsel, University of Houston System, Houston, TX, Apr 30, 2004.

David M. Grant