Bandera Law Firm, P.A.
941-345-4073               "Without our clients, our work has no meaning"

Articles & Research

Representatives of the Bandera Law Firm have delivered 100s of hours of continuing education seminars and presentations to the general public.  If you need a speaker for an event or simply want to learn more, a sampling of the topics available is listed below.

A Few of the Past Presentations Available

  • LOCATION, LOCATION, LOCATION: It doesn't apply just to real estate any more---the situs of a trust plays an important role in the administration and privacy and protection of grantors and beneficiaries
  • CONTROLLING FROM THE GRAVE:  Trust Distributions Options for Clients including whether Beneficiary Controlled Trusts are creditor protected under the Restatement (Third) of Trusts and the UTC
  • SLATs, GRATs and BDITs, Oh My.  How your clients can use gift trusts that allow them to have their cake and eat it too:  National Advisors Trust Company CE Webinar, January 2012
  • Estate Planning in an Uncertain Evironment:  University of Missouri-St. Louis, 2010-2011-2012
  • Grow Your Knowledge at the Garden:  Sponsored by the Missouri Botanical Garden, October 2011
  • Estate and Tax Update 2010, Moneta Trust, May 2011
  • Family Legacy Planning, Moneta Group June 2010
  • Creating Your Family Legacy, Barnes Jewish Hospital Foundation, November 2009
  • The Changing Face of Philanthropy sponsored by Fidelity Investments, St. Louis, June 2009
  • Estate Planning Update, a continuing education presentation sponsored by Lake Regional Hospital Foundation, 2005-2006-2007, Speaker and Organizer
  • Asset Protection, Presentation for annual Missouri State Medical Association Conference,  April 2005
  • Legally Speaking,  Bar Association Panel Discussion, Charter Cable, November 2003
  • Planning for Retirement and Advanced Planning Seminar Series, Featured Speaker Commerce Bank Brokerage Services, 2003-2004-2005
  • What’s New in Estate Planning, Presentations for Charles Schwab Co., 2003-2008
  • Life Planning, a member seminar, sponsored by Anheuser-Busch Employees Credit Union 2005-2008-2009
  • Recovering Costs and Attorney Fees under R.S. Mo. § 287.203, MO Bar CLE Presentation 1999 
Recent Presentations

What's Hot In Charitable Planning Today:  Southwest Florida FPA Presentation 
Charitable giving remains an important part of a client's financial plan, but the effectiveness of the vehicles used to accomplish their goals may be substantially impacted by interest rates and by the Net Investment Tax.  To learn more download this Presentation given to the Southwest Florida FPA on March 20, 2014. 
Click Here.


State Income Taxation on Trusts
 (click on the title to download)

Most states impose a tax on the income of trusts. With proper planning, the tax may be minimized or avoided in many instances. Conversely, without proper planning, the income of a trust might be subject to tax by more than one state. Seven states, including Florida, do not tax the income of trusts.  This power point discusses the basis for taxation and whether In this a grantor and/or surviving beneficiaries can locate a trust in a state other than the “home state” including a review of PLR 201310002 in which the IRS determined that a self-settled asset protection trust was not a completed gift subject to federal gift tax but was a non-grantor trust as to income tax, thereby allowing the grantor to avoid income tax in his home state.