Massachusetts CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Massachusetts. Please make your selection below of Massachusetts CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
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Elder Law for Family Law Attorneys
With more and more seniors filing for divorce, family law attorneys should familiarize themselves with some unique issues that seniors face when going through a divorce and how a potential settlement may affect those issues. In this CLE course, attorney Maurice Giro will discuss: What is elder law? What kind of benefits may my client be eligible for? What is Medicaid and SSI? How may a support award effect my client’s eligibility for certain benefits? Equitable distributions and its interplay wi... More Info
$751.75General Credits -
Religion and Estate Planning
Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding the client’s values and convictions, and in many cases, his or her religious beliefs. A recent Gallup Poll on the role of religion in the United States, 37% of respondents self-identified as “Highly Religious.” That same year Americans donated upwards of $127B to support religious organizations and causes. Yet despite the central... More Info
$501General Credit -
International Income and Estate Tax Planning
Jacob Stein, Esq. and Manya Deva Natan, Esq. discuss several key aspects of international tax planning. Using real-life scenarios from case studies. Manya covers estate tax planning, providing an overview in the dramatic differences between estate tax exclusions for U.S. persons, and for non-resident aliens. She discusses the importance of planning for NRA investors and the best structures to use. In addition, she touches on the dream inheritance and how to plan for U.S. citizens and resident... More Info
$501General Credit -
Succession Planning for Lawyers & Strategic Growth for Law Firms
Succession planning options for attorneys may be more complex than people realize. With internal succession, external succession and contingency plans in case of sudden disability or death, the process for developing these different plans can be both complicated and highly charged. This CLE course will explain all the different plans as well as provide planning and implementation checklists for both senior attorneys and growing firms. More Info
$751.5General Credits -
Power of Attorneys, Guardianships and Medicaid Planning via the Use of Promissory Notes
Guardianships are the result of lack of proper execution of the appropriate documentation required for estate planning. This CLE course will explain when guardianships are required, how they are used to implement Medicaid and special needs benefits as well as the utilization of promissory notes and gifts in Medicaid planning. More Info
$751.25General Credits -
Technology and Estate Planning
Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other technologies are just being adapted by professionals. The focus of this program will be practical discussions of how practitioners can adapt different technologies and use them in their practices. Betsy Ehrenberg of Legacy Concierge will explain how software can ma... More Info
$501General Credit -
Creative Cutting Edge Trust Planning Strategies
The Jobs Cut Tax Act, worries of future tax changes, and other developments (e.g. the Wacker case concerning self-settled trusts) have all served to dramatically change trust planning for clients of all wealth levels. This CLE course will review creative and cutting edge tax, trust and related planning techniques which practitioners can use to better serve clients. More in depth and objective discussion will be provided about the uses and issues of non-grantor trusts for income tax and other b... More Info
$1001.75General Credits -
Asset Protection Planning
Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This program will teach you everything you need to know about protecting your client’s assets from frivolous plaintiffs and creditors. Eli Akhavan, a leading expert in asset protection will cover specific planning strategies and solutions, including planning with business entities as well as domestic and foreign trusts. This CLE course will explain how to structure asset prote... More Info
$501General Credit -
Managing and Valuing Tangible Personal Property in Estates
This CLE program will discuss best practices for managing and valuing tangible personal property in trusts and estates. The program will cover a variety of different kinds of property including motor cars, jewelry, rare books and fine art and give an overview on the following topics: Appraisals values and purposes IRS-defined qualified appraisers and qualified appraisals IRS Art Advisory Panel Factors affecting valuation (and past examples) Regulated materials Authenticity Title/... More Info
$501General Credit -
Copyright Infringement: How to Defend Lawsuits and Protect Assets
The instructors provide an overview on copyright infringement, the importance of registration, fair use or unsure defense. They touch on the available damages for copyright and the importance of registration, delving into the actual damages and profits. The discussion also covers liability for the actions of employees, and the use of independent contractors and the avoidance of liability. With a strong bases on theory and its practical implications, the discussion advances to protecting assets i... More Info
$501General Credit