Mary Elizabeth Anderson

PUBLICATIONS

• The Basic Will and Codicil, Chapter 2 Elder Law in Kentucky 1st Edition (2018)
• The Tools & Techniques of Trust Planning, 1st Edition Leimberg Library (2016) and 2nd Edition (2019) (contributing author)
• Basic Estate Planning Documents in Kentucky: The Basic Will & Codicil; Advance Directives; and Durable Power of Attorney, Chapter 4 Kentucky Estate Planning 4th Edition (UK/CLE) (2015)
• “Trends and Developments in Fiduciary Law,” Trusts & Estates, May 2015
• “An Overview of Kentucky’s Uniform Trust Code,” Louisville Bar Association’s Bar Briefs, Jan. 2015
• Multi-State Problems in Estate Administration, Chapter 10, Kentucky Estate Administration 5th edition, 2014 update author
• “Agent Authority to Enter Arbitration Agreements within Nursing Home Admission Forms,” ABA Real Property Trust & Estate Law eReport, Feb. 2014.

PRESENTATIONS

• “Not Too Rich, Not Too Poor- Goldilocks Planning For Middle Rich Clients,” Financial Planning Association of Middle Tennessee CE/Networking Chapter Meeting (January 2025)
• “Charitable Giving Techniques and Traps”, 51st Annual Midwest-Midsouth Bondurant/Bagby Estate Planning Institute (July 2024)
• “Current Developments in Estate Planning,” University of Louisville Federal Estate Planning Institute (June 2021)
• “Recent Legal Developments & Charitable Planning Strategies,” The Community Foundation of Louisville Advisor Webinar (November 2020)
• “Creating a Charitable Legacy with the Community Foundation,” The Community Foundation of Louisville Advisor Webinar (June 2020)
• “Modernizing Kentucky T & E Law: 2020 Brings A Great Leap Forward!,” Wyatt Tarrant & Combs, LLP Live Webinar (Spring 2020)
• “Key Provisions and Clauses for Trusts That Will Stand the Test of Time (and War Stories of Many That Didn’t),” Heckerling Institute on Estate Planning (January 2020)
• “A Collaborative Approach to Major & Planned Gifts,” Charitable Gift Planners of Kentuckiana Panel Discussion (September 2019)
• “Fixing Bad Trusts Under the Kentucky UTC,” 45th Annual Midwest-Midsouth Estate Planning Institute (July 2018)
• “Crossing Boundaries: Comparison of State Trust Codes,” 44th Annual Midwest-Midsouth Estate Planning Institute (July 2017)
• “Powers of Attorney and Financial Institutions: Oil and Vinegar?,” ABA RPTE 2017 Spring Symposia (April 2017)
• “Kentucky’s New Uniform Trust Code,” 35th Annual Conference on Legal Issues for Financial Institutions (October 2015)
• “Trust Me: Understanding Kentucky’s New Tax Code,” Kentucky District Judges College (September 2015)
• Living with the Uniform Trust Code and Decanting: What Have We Learned? 42nd Annual Midwest-Midsouth Estate Planning Institute (July 2015)
• Marshalling/Valuing Assets, NBI’s Probate Boot Camp (June 2015)
• Spouses’ Elective Share vs. Second Probate, NBI’s Probate Boot Camp (June 2015)
• Hot Topics in Estate Planning from Heckerling Institute, Estate Planning Council of Southern Indiana meeting (February 2015)
• Power of Attorney in Disability Planning: Silver Bullet or Landmine? ABA eCLE (February 2015)
• The Uniform Trust Code, Lexington Financial Institutions Seminar (October 2014)
• Everything You Need to Know about the Newly Adopted Uniform Trust Code, 2014 Kentucky Law Update, Owensboro, Kentucky (October 2014)
• Selected Cases Interpreting the Uniform Trust Code, 41st Annual Midwest-Midsouth Estate Planning Institution, Lexington, Kentucky (July 2014)
• Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases, 41st Annual Midwest-Midsouth Estate Planning Institution, Lexington, Kentucky (July 2014)
• Power of Attorney in Disability Planning: Silver Bullet or Landmine? ABA Section of Real Property, Trust and Estate Law Spring Symposia (May 2014)
• Turney Berry & Friends 2013 Live Update: Estate planning for the rich, poor, and folks next door (June 2013)