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Gun Trusts 101 (2021)

Mary Akkerman
Mary Akkerman | Davenport, Evans, Hurwitz & Smith LLP

Mary Akkerman practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.

On-Demand: March 5, 2021
Gun Trusts 101 (2021)

$195.00 2 hour CLE

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Program Summary

Join myLawCLE for an introduction to Gun Trusts. This course is perfect for a beginning practitioner, someone looking to add more sophisticated estate planning techniques to an existing practice, or a practitioner whose clients are gun enthusiasts. Basic Gun Trust information will be included, along with a primer on applicable federal and state laws pertaining to possession and ownership of firearms.

Key topics to be discussed:

  • Overview of Applicable Federal Firearms Laws
  • Why Would a Client Need a Gun Trust?
  • Preparing the Gun Trust
  • Issues Surrounding Firearms in Estates

Date: January 26, 2023

Closed-captioning available

Speakers

Mary Akkerman_Davenport_Evans_Hurwitz & Smith LLP_myLawCLEMary Akkerman | Partner | Davenport, Evans, Hurwitz & Smith LLP

Mary Akkerman practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.

Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.

Mary has received an AV Preeminent® Peer Review Rating by Martindale-Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law, and is listed in The Best Lawyers in America© in Trusts & Estates. Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.

Agenda

I. Overview of Applicable Federal Firearms Laws | 2:00pm – 2:30pm

A. The National Firearms Act
B. The Gun Control Act of 1968

II. Why Would a Client Need a Gun Trust? | 2:30pm – 3:00pm

A. Local, State and Federal Laws
B. Ownership Succession

Break | 3:00pm – 3:10pm

III. Preparing the Gun Trust | 3:10pm – 3:40pm

A. Checklist
B. Forms

IV. Issues Surrounding Firearms in Estates | 3:40pm – 4:10pm

A. Possession
B. Transport

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