Ohio CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Ohio. Please make your selection below of Ohio 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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  • Discovering the Lost Coin: Helping Clients Recover from Online Scams

    If you've ever had a client who was subjected to online fraud over more than $100,000, you need this course. In this CLE, we take a close look at the latest iteration of a Ponzi scheme to defraud innocent people - "Pig Slaughtering Scams". We consider how these cases come to light, the various avenues of pursuit to recover losses and litigation strategies that can be tailored to this type of case. More Info

    $100
    2General Credits

  • The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

    With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 706. In addition, the statute of limitations does not run unless a Form 706 is filed. This course will not only cover the nuts and bolts of filing the 706, but further explain certain strategi... More Info

    $75
    1.5General Credits

  • Essential Estate Documents: Don't Delay Until It's Too Late

    This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when they come into play, and often overlooked issues that should be addressed. Three basic documents will be reviewed: Will, Power of Attorney, and Advance Directive. More Info

    $50
    1General Credit

  • Protecting Your Family Home Through Trusts

    All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there is a common misconception that in such instances, the only recourse would be to sell one’s home and to use the entire proceeds to pay for long-term care needs. This CLE course will provid... More Info

    $50
    1General Credit

  • Navigating Florida's Legal Tools for Mental Illness: Marchman Act, Guardianship, and Baker Act

    Florida has three statutes that enable counsel representing an individual seeking to protect a loved one who is suffering from substance use and mental health disorders. In this CLE presentation we will analyze how the Marchman Act, Guardianship, and Baker Act can work separately and together to accomplish that goal. We will examine why one cause of action may be more appropriate than another, and why often, all three may come into play in the same case. We will also examine the time... More Info

    $50
    1General Credit

  • The Legal Issues of Transfer of Real Property After Death

    Learn about the legal issues of transferring real property after death. The factors to be considered include: Death with a will or trust; Death without a will; Life estates; Power of appointment Our panelists will also review the latest NYS TOD Legislation – also known as Transfer on Death – and its pros and cons. More Info

    $75
    1.5General Credits

  • Understanding Financial Solutions While Planning for Possible Long-term Care

    This CLE course will provide attorneys with a comprehensive overview of methodology and techniques for preserving their client’s assets while planning for the possibility of incapacity and future institutional or home care services through Medicaid. The presentation will provide an overview of the Medicaid Asset Protection Trust wherein the homestead and liquid assets can be transferred and the Medicaid applicant (settlor) would retain the ability to receive government benefits. He or... More Info

    $50
    1General Credit

  • Concepts & Misconceptions About Life Insurance & Estate Planning Issues That Attorneys Need To Be Aware Of

    What you don’t know can’t hurt you, correct? Not unless you are dealing with various Life Insurance and other financial matters. Join our expert speakers to discover some of the lesser-known topics that will assist you in conversations with clients, as well as in your own personal matters. Many professionals are so busy dealing with client matters that they don’t pay enough attention to make certain that their own family issues are handled with the same degree of research and attention... More Info

    $50
    1General Credit

  • The Mathematics of Charitable Planning

    Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charitable Dispositions of IRAs are all popular techniques that can provide significant tax and charitable benefits. This program will review each of these techniques and show how the calculation an... More Info

    $50
    1General Credit

  • The Mathematics of Estate Tax Planning

    The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results and the payment of unnecessary federal estate taxes. Furthermore, the failure to consider income tax implications and what might occur in any given situation can have a catastrophic impact on families.... More Info

    $50
    1General Credit

  • Basic Estate Planning

    Understand the basics of estate planning, as well as the tax ramifications of the plan to both the decedent’s estate and the beneficiaries. Topics include: The Benefits of an Estate Plan Key Tax Rules Understanding the Different Documents That Need to Be Drafted Ethical Considerations … and MORE! More Info

    $100
    2General Credits

  • New Jersey Attorney Trust And Business Accounting Fundamentals

    Attorneys practicing in the State of New Jersey lawyers are required by the Court Rules and the RPCs to maintain trust and business accounts. This informative CLE course focuses on the rules and ethics of establishing the required trust and business accounts and offers practical advice on how to maintain those accounts. The course will also offer tips and strategies to avoid the pitfalls and errors that many new attorneys encounter. More Info

    $50
    1General Credit

  • Corporate Transparency Act: Lessons from Round One of Implementation

    Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency Act ("CTA"). While only new entities will be subject to reporting requirements at first, thousands of those are formed every day who will need to understand—and apply—these new regulations wit... More Info

    $50
    1General Credit

  • Representing the Section 1031 Tax Deferred Exchange Client

    Internal Revenue Code §1031 tax-deferred exchanges provide tremendous tax savings by allowing owners of real property to defer the capital gains normally due upon the sale of their property. This CLE program will explain how to effectively represent the needs of their clients who are contemplating an exchange. The program will discuss: The qualifications and requirements for an exchange Preparation of the sales contract, settlement statement and other closing procedures Considerati... More Info

    $50
    1.25General Credits

  • The Nuts and Bolts of Guardianships

    This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in such matters. We also discuss the Uniform Health Care Decisions Act enacted by many states. We will discuss other matters on guardianships/conservatorships and when such a proceeding shoul... More Info

    $50
    1General Credit

  • Offshore Versus Domestic Asset Protection, What You Need To Know

    Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and its vital role in today's increasingly litigious society. Tracing the historical evolution of the Asset Protection Industry. An exploration of the most commonly employed strategies for asset p... More Info

    $50
    1General Credit

  • Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

    This CLE provides attorneys with essential insights into navigating the complex intersection of love, marriage, and estate maters. This CLE course delves into crucial topics such as prenuptial agreements, joint estate planning, tax implications, and legacy considerations. Attorneys will gain practical tools to help clients communicate effectively about their estates, manage shared assets, and plan for a secure future together. With a focus on fostering estate harmony, this course equip... More Info

    $50
    1General Credit

  • Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

    An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in your clients’ business and investment portfolios, and it should be capable of being examined in the sunlight without legal concerns. And finally, it should be fully integrated so that all of y... More Info

    $100
    2General Credits

  • Business Valuation for Attorneys

    Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and partnership disputes, in addition to sales, purchases and other transactions, are just some of the circumstances where valuation is a critical factor. This Seminar reviews the po... More Info

    $50
    1General Credit

  • Will, Trusts, and Advanced Directives: Know What is Right for Your Client

    This CLE course will focus on estate planning tools and discuss Last Will and Testament and Trusts. The course will explain succession planning, estate planning and how to plan using wills and trusts, as well as advanced directives such as health care proxies, power of attorney and living wills. This course will also discuss Medicaid planning and protection of assets as well as tax planning consideration when creating an estate plan. We also discuss the Uniform Health Care D... More Info

    $50
    1General Credit

  • Elder Law and Long Term Care Insurance Update

    Hear an update on the most recent developments in elder law that you and your clients should be aware of. Discover what you need to know about your and your client’s questions, concerns and strategies regarding the subject of paying for an unexpected & unreimbursed long-term care illness. Understand when a traditional long term care Insurance policy is a better solution than one of the newer Combo/Linked plans, and vice versa. Attendees will also have the opportunity to ask questions o... More Info

    $50
    1.25General Credits

  • How to Prepare for Long-Term Care Costs

    This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Additionally, they will cover Medicaid planning and various products available to address this need. More Info

    $50
    1General Credit

  • Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

    Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to understand is when matrimonial and real estate law overlap. It is common for a couple who is divorcing to also own real estate, commonly the marital residence. In some instances, the couple may o... More Info

    $50
    1General Credit

  • What You Need to Know About Drafting and Funding the ILIT

    The great majority of current trustees responsible for your clients’ Irrevocable Life Insurance Trusts are their eldest sons and daughters acting as unskilled/amateur trustees. For the most part they are not aware of various opportunities and strategies available to them, nor are they aware of the responsibility and fiduciary liability they’ve assumed for the maintenance of their trust’s life insurance coverage. In the near future, trust planning & trustee guidance will become even mor... More Info

    $50
    1General Credit

  • Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

    If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered. This CLE presentation will explore a wide range of Florida legal and planning considerations, including: who can be a personal representative of a Floridian’s estate? FL has valuable homestead protection. What is that and how might you take advantage of it? What language might you add to a revocable... More Info

    $75
    1.5General Credits

  • Business Valuation Essentials for Attorneys

    Understand what factors must be considered when determining the valuation of different types of business and why these determinations are important to you and your clients, especially in businesses transactions, estate planning, divorce or separation … and more. More Info

    $50
    1General Credit

  • Skip Tracing for Lawyers

    Attorneys in most areas of practice, especially trust and estates, personal injury, malpractice, debt collection and real estate law occasionally encounter situations requiring the location of missing people. This includes heirs, beneficiaries, witnesses, shareholders and debtors. In many instances, with the proper knowledge, resources and creativity, lawyers may be able to locate these absentees without having to retain the services of private investigators or skip tracers. This conti... More Info

    $50
    1.25General Credits

  • Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

    By many standards, the U.S. is the world’s most litigious society. Learn how to put your clients in a better position to survive a lawsuit. Offshore Asset Protection is often the best way to protect assets from frivolous claims and lawsuits. This course will cover how to use a multitude of jurisdictions such as the Cook Islands, Saint Kitts and Nevis, Switzerland, and Belize to protect your client’s assets. The course will discuss offshore asset protection, its purpose and why it is ne... More Info

    $50
    1General Credit

  • Estate Planning: Common Issues; Practical Answers

    Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income tax on income earned inside the trust. That is a great way to accelerate the growth of trust assets, and continue to reduce the creator’s estate. But, as with so many things, too much of a “goo... More Info

    $50
    1General Credit

  • Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners

    This CLE course will focus on the division of real estate among divorcing couples. We will discuss how prenuptial and midmarriage agreements can protect the spouse's interest in the property and especially if a down-payment was provided by a family member. The course will also describe the pitfalls that befall practitioners when drafting divorce or separation agreements dealing with sale and buyout of real property. Examples and practice pointers will be provided. More Info

    $50
    1General Credit

  • The Hidden Secrets of Constructive Trust Litigation

    This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statute of frauds bar relief? Maybe not. The author of the new book "Litigating Constructive Trusts" reveals some critical issues that come up in constructive trust cases, and how to use those matt... More Info

    $75
    1.75General Credits

  • The Secure ACT: Five Key Considerations

    This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibility around 529 plans Changes to rules around retirement distributions for births and adoptions More Info

    $50
    1General Credit

  • Discovery in Surrogates Court: The Good, The Bad, and The Ugly

    Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both the petitioner and the respondent. This course also aims to provide some practical and time saving tips and some suggestions for must dos and absolutely don’ts. More Info

    $50
    1General Credit

  • Estate Planning for Attorneys Who Help Business Owners

    The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases, and other matters as part of their plan. This CLE course will help the attorney manage client expectations and manage the expectations of the other players involved in the estate planning p... More Info

    $75
    1.5General Credits

  • Long Term Care Ins and Outs: Elder Law Update

    Unexpected, unreimbursed long-term care expenses, be they for cognitive or physical impairments, can have catastrophic effects on a client's personal life, as well as the lifestyle of their spouse and family. Arrangements that clients make or don't make while they are younger and healthy will determine the quality of their lives & their families lives going forward. This CLE course will discuss what you and your clients need to know about Traditional & the new Combo/Linked insurance pla... More Info

    $75
    1.5General Credits

  • Love and Legislation Makes a Family: The Child Parent Act 1 Year In

    Despite its reputation for legislative progressiveness, prior to the passage of the Child Parent Security Act (CPSA), New York had one of the nation’s most antiquated surrogacy laws featuring a ban on enforceable compensated surrogacy arrangements. That ban, which imposed harsh penalties on those participating in compensated surrogacy arrangements, resulted from the infamous Baby M case which involved a contest between the surrogate (who had supplied the egg used in conception) and the child... More Info

    $75
    1.5General Credits

  • Selling and Purchasing Real Property Through Decedents’ Estates

    Our expert panel will address how to convey good title out of a deceased individual's estate where: there are defined deed tenancy and survival recitals; there is probate of a last will and testament and death with a will; there are administration proceedings and death without a will; deeds from sole heirs with no probate or administration; and other unique cases of passing a decedent's interests More Info

    $50
    1.25General Credits

  • What Happens To Your Practice If You Die Or Become Disabled

    What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed to raise awareness and increase preparedness in the event of a catastrophic occurrence in your life. It is designed primarily for solo and small firms. More Info

    $50
    1.25Attorney Conduct

  • Split-Dollar Life Insurance Planning After the Levine Case

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning then analyze the case. This follows prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in the Levine case, and how that contrasts t... More Info

    $50
    1.25General Credits

  • Ethics “Gotchas” That Every Estate Planners Must Know

    In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility. Failure to understand conflicts and the ethical issues in estate planning can lead to expensive and time-consuming ethics investigations, not to mention possible loss of licensure.... More Info

    $50
    1Attorney Conduct

  • Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property management protections, (2) provisions related to minors subject to guardianship, (3) improvements to compliance for limited guardianships, (4) new protections to prevent exploitation, (5) rights to vi... More Info

    $75
    1.5General Credits

  • Asset Protection for Cryptocurrency

    Asset Protection is in high demand in our increasingly litigious world. Cryptocurrency is well regarded as the currency of the future. Cryptocurrency is increasingly becoming a targeted asset in many lawsuits. Blockchain technology can make it easy to see the amount of cryptocurrency an individual owns. This course will teach the various strategies for protecting cryptocurrency from being lost due to a lawsuit. More Info

    $50
    1General Credit

  • GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions with potential buyers, to a letter of intent, to a binding contract, etc. Where the business is on this continuum will affect how an appraiser evaluates the possible implications of the potenti... More Info

    $50
    1.25General Credits

  • The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, the obligations of loyalty, good faith, fair dealing and honesty must be adhered to. Challenging and novel questions arise in this field very often. This program will explore who can ser... More Info

    $75
    1.5Attorney Conduct

  • Understanding Asset Protection

    Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Understanding which assets are/are not exempt under state and federal law Identifying and understanding different types of risk How to protect real estate and other physical assets How to protect securities and other liquid assets The differe... More Info

    $75
    1.5General Credits

  • How The New Proposed Tax Bill Can Impact Your Retirement Account

    This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA.. The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies t... More Info

    $50
    1General Credit

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