Speaking and Presentations

Terry L. Turnipseed speaks to estate planning councils, bar associations, trust companies, investment advisors and academic audiences on advanced estate and tax planning. Inquiries: tl@turnipseed.law.

Current topics

• Advanced estate and tax planning for investment advisors and their clients
• South Dakota dynasty, asset protection and directed trusts
• Elective share and community property planning for migrating couples
• Decanting and trust modification
• Charitable planning with concentrated positions
• Fiduciary income tax and trust accounting income

Practitioner and professional audiences

• Advanced Estate and Tax Planning: The Competitive Advantage for Modern Advisors, Alta Trust Company webinar, RIA Channel (June 2026).
• One Hundred Percent of Marriages End: Elective Share (and Community Property) Planning for Modern Love and Migrating Couples, Boston Estate Planning Council (November 29, 2022).
• One Hundred Percent of Marriages End, Milwaukee Estate Planning Forum (October 5, 2022).
• One Hundred Percent of Marriages End, 56th Annual Heckerling Institute on Estate Planning, University of Miami (March 30, 2022).
• Surviving Spouse's Rights in Decedents' Estates, American College of Trust and Estate Counsel, Mid-Atlantic Regional Meeting (September 23, 2018).
• Keynote Address, Law Day, Onondaga County Bar Association (May 4, 2010).
• Pending Federal Tax Legislation and How Practitioners Can Prepare for Changes to Come (keynote), New York State Bar Association, Trusts and Estates Law Section Fall Meeting, Syracuse (October 2, 2009).
• A Primer on Fiduciary Income Taxes, New York State Bar Association Annual Meeting, New York (January 25, 2006).
• Back to the Future: Is Total Return Investing Old Fashioned?, ALI-ABA Conference on Representing Estate and Trust Beneficiaries and Fiduciaries, Boston (July 2, 2004).
• Tools for Better Balancing the Interests of Current and Remainder Beneficiaries, Tax Management Advisory Committee Board Meeting, New York (March 2003), and District of Columbia Bar Association, Estates, Trusts and Probate Law Section (December 16, 2002).

Planned giving and university audiences

• How to Give Without Risking It All, Syracuse University College of Law Board of Advisors Retreat, Naples, Florida (February 2010).
• Planned Charitable Giving with Underwater Assets, Syracuse University College of Law Board of Advisors Retreat, Boca Raton, Florida (February 28, 2009).
• Planned Giving to Syracuse University, Syracuse University Board of Trustees (November 7, 2008).
• Will Your Wishes Be Granted? Preserving Your Estate for Your Heirs, University College Continuing Education Series, Syracuse (April 8, 2008), and Joseph I. Lubin House Conversations on the Law series, New York (April 26, 2006).
• Supersized Planned Charitable Giving, Syracuse University College of Law Board of Advisors Retreat, Kiawah Island (January 20, 2007).
• Planned Charitable Giving: Leveraging Gifts to the College of Law, Syracuse University College of Law Board of Advisors Retreat, Kiawah Island (January 21, 2006).
• Private Property v. Public Interest: The Eminent Domain Debate, Syracuse Thursday Morning Roundtable (September 22, 2005).

Academic conferences

• Long-Distance Externship Immersion Programs, Externships 7 Conference, Denver (February 28, 2014).
• The Death of Wills? The Rise of Nonprobate Transfers, Southeastern Association of Law Schools, Palm Beach (August 4, 2013).
• The President and the Autopen and Does Lawrence Protect Adults Who Adopt Lovers from Incest Prosecution?, Loyola Constitutional Law Colloquium, Chicago (November 2 and 3, 2012).
• Is Voting in Churches Unconstitutional?, Southeastern Association of Law Schools, Hilton Head (July 25, 2011), winner of the Call for Papers award; and Association for Law, Property and Society, Georgetown University (March 2011).
• Community Property v. the Elective Share, Louisiana Law Review Symposium on Community Property, Louisiana State University (April 1, 2011), and Southeastern Association of Law Schools, Palm Beach (2010).
• Adult Adoption of Lovers and Spouses to Help Ensure Their Inheritance: Fair or Foul?, Association for the Study of Law, Culture and the Humanities, Brown University (March 2010), and Association for Law, Property and Society, Georgetown University (March 2010).
• Scalia's Ship of Revulsion Has Sailed, Syracuse University College of Law Colloquium Series (April 7, 2009), and Property, Citizenship and Social Entrepreneurism Conference, Washington, D.C. (November 2008).
• Why Shouldn't I Be Allowed to Leave My Property to Whomever I Choose at My Death?, Property, Citizenship and Social Entrepreneurism Conference, Washington, D.C. (November 5, 2004).