New Jersey CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for New Jersey. Please make your selection below of New Jersey 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.
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501.3General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning Retainer Agreements and Engagement Letters
Retainer agreements (engagement letters) are critical to establish and document the understanding the practitioner has with the client. They are an important step that practitioners can take to identify expected actions and protect practitioners from a myriad of potential issues, or worse, ethical problems or suits. What should practitioners consider including in a retainer agreement? How has technology changed the issues that might be addressed? Are text messages an issue? Why is it important... More Info
$501.2Ethics Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Advanced Planning with Trusts
Starting with a general overview of trusts and fundamental concepts and issues common to all trusts, this CLE presentation will quickly advance to topics like revoking irrevocable trusts, keeping trusts flexible and retaining control through the use of trust protectors, special needs planning and asset protection planning. Topics include: Successfully Revoking Irrevocable Trusts Utilizing Trust Protectors Using Trusts for Premarital Planning Effectively Transferring Real Property to... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
New Jersey Will Drafting Basics
Learn the basics of how to draft a Will for a New Jersey client. This CLE program will review the statutory requirements that are the foundation for a valid Will. Become familiar with 7 specific Will provisions and clauses that address a wide range of typical client concerns. Course materials include complete Wills for a single person and married couple along with 3 Will excerpts with suggested provisions for married couple with young children; married couple with adult children; married coupl... More Info
$1002General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Self-Settled Trusts After Wacker
The Supreme Court of Alaska just held that Alaska could not require that proceedings relating to the transfer of assets to an Alaska self-settled trust be before an Alaska court. The Court did not invalidate self-settled trusts created in that state as some commentators have suggested. The viability of Alaska (and other state) self-settled trusts shielding trust assets from the claims of the grantor’s creditors was not disturbed. This CLE program will explain why, with such high tempo... More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Private Foundations vs. Donor Advised Funds: The Pros and Cons
This CLE program presented by Andrew Katzenberg, will compare private foundations to donor advised funds. The discussion will include an explanation of what each entity is, how they can be used and the pros and cons of each. Andrew will also discuss changes enacted by the current tax code (as well as other laws) as well as possible changes on the horizon. More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
This informative CLE program presented by Ronald A. Fatoullah and Elizabeth Forspan will discuss the latest developments in Elder Law and Medicaid planning including eligibility rules and common techniques used to protect assets against the prohibitive cost of long term care. The course will also discuss the tax consequences of Medicaid Trusts including income taxes, estate taxes and real estate tax exemptions as well as transfers of real property, liquid assets and basis issues. More Info
$1252.8General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act
Charitable giving will be hit hard by the new tax law. Estimates are that donations might drop by $14 Billion because of the Tax Cut Jobs Act. How did the new law change charitable giving? What planning strategies should average donors, wealthy donors, and ultra-high net worth donors pursue? How should development officers reframe charitable giving conversations with prospective donors? How can non-grantor trusts be used to salvage a full charitable contribution deduction? Bunching deductions,... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Planning for Real Estate Owners: Advanced Strategies for Attorneys
Tax considerations often drive decisions in the real estate world. Whether it’s optimization of income tax, gift tax, or estate tax treatment, real estate owners are particularly sensitive to the impact taxes may have on their activities. This CLE program explores how advisors can expand their arsenals to include the widest possible range of techniques when working with clients who have substantial real estate holdings. More Info
$501.2General Credits