Rhode Island MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Rhode Island. Please make your selection below of Rhode Island 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.
MCLE Courses Available Online & iOS/Android App and with Live Webinars!
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Live WebinarWednesday, January 22, 20251:00 PM - 2:00 PM Eastern Time (EDT)
Live Webinar: 10 Mistakes to Avoid When Working with Asset Protection Trusts
10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. Asset Protection Attorney Blake Harris covers essential aspects, such as selecting the right jurisdiction, understanding case law, and ensuring your trust is properly funded. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
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
$1002General Credits -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$1002General Credits -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$1002General Credits -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$751.5Ethics Credits -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$751.5Ethics Credits -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$751.5Ethics Credits -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
The Patent Process for the Curious: What Lawyers Need to Know
As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Patent prosecution requires a special license which in turn requires passing its own exam and an undergraduate degree in a science or engineering. Because it is such a specialized area of practice, with about only 40,000 active practitioners in the US... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
New York’s Brand-New Power of Attorney
This CLE will discuss the brand new Power of Attorney law that took effect recently. Elizabeth Forspan, Esq. will go through the major changes to the form and how attorneys and others should plan accordingly. Elizabeth will review the key items to include in new powers of attorney being prepared. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Estate Planning to Prevent Sudden Wealth Syndrome
Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral afflictions. The result is usually mismanaging and squandering the inheritance. In short, your estate plan may have avoided probate and minimized taxes … but it did not help your clients’ heirs like your client intended. This CLE presentation... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
10 Clauses Fiduciaries Hate
Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provisions. Trust documents need to be comprehensive and clear. The use of certain terms or confusing language can make it nearly impossible for fiduciaries to enforce a grantor’s wishes. How terms are de... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Selling a Family Business
More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are notoriously complicated, both from the personal and economic perspective. Today, more and more families are thinking about selling their businesses, raising issues including family upheaval and tax issues that need to be considered. This CLE cou... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Planning for Tangibles
What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know. Speakers will discuss a variety of topics such as emotional issues, testamentary plan structure, titling considerations and lifetime gifting issues. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Quid Pro Quo for Charitable Gifts
A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a charity exceeds the cost of the meal). Special rules apply regarding deductions for QPQ gifts. Speakers will take you through the requirements so you can keep your clients out of trouble and help them get a charitable deduction. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Fiduciary Responsibility Related to Art Assets
Selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, what type of due diligence do people need to be doing and appraisals and what's changed with Covid-19 and trends fiduciaries should be aware of. The art world is often considered a good place to invest, but like in most areas, knowledge is power. This CLE course will tell you everything you need to know in order to effectively manage fiduciary responsibilities for art investment. Sel... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
How to Handle Appraisals for Donations of Property
Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary issues. For example, appraisers may give a high range thinking they’re doing the donor a favor when actually the appraisal may be too high in today's market. The panel will also discuss how the 30% of adjusted gross income limit on gifts o... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Investment Strategies for Trusts
Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in the absence of specific guidance in the trust documents. For example, the Uniform Prudent Investor Act, which has been adopted by many states, requires trustees to follow certain rules when investing trust assets. Our panelists will review t... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Unequal Inheritances: A Final Parental Communication
A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Should they be equal or fair? This CLE course will address all of these issues and discuss factors to consider when helping your client with this determination. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
SECURE Act Update: Where Do We Go from Here?
The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. This CLE course will offer a brief overview of the new rules and how they are applied and offer tips and tools for effective retirement planning as well as how to help your clients through the process in light of the new laws. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Best Technologies for Practice Development
Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better client interactions, better management and more efficient research and drafting. And with COVID-19 still raging in many areas, more practitioners are working remotely. This panel will explore the many technological changes affecting estate plann... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Key Federal & State Estate Planning Considerations and Opportunities
An overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Estate planning strategies vary, but there are some tried and true methods that are valuable to know. This CLE course will provide an overview of the best of those strategies. The course will take both a state and trust situs perspective and will also look at the issues through a federal lens. Future potent... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Financial Planning for Lawyers
While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes. As a result, their children are less likely to qualify for financial aid so they have to weigh their own retirement against their kids’ education. Depending on their comp structure, salary may be dis... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The Role of the Court Evaluator: How to Distinguish Yourself and Properly Protect an AIP
The CLE lecture will provide pertinent information to anyone wishing to serve on the Part 36 list, as a Court Evaluator, on how to properly perform your duties serving in such a role. The lecture will describe how to protect the interests of the Alleged Incapacitated Individual and how to assist in resolutions. The course will further give you tips on what the Court is looking for during the course of your investigation and how to adequately provide said information to the Court. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The Associate’s Guide to Estate Planning
This program is designed towards providing a solid understanding on the basics of estate planning to attorneys and legal professionals entering the trusts and estates field, attorneys seeking a review of estate planning concepts and those wishing to gain a detailed overview of the field. The course will begin with the discussion of the typical documents that make up a client’s estate plan with an in-depth description of the uses of each of the documents and practical pointers in their draftin... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
The Basics of Blockchain and Cryptocurrency in Estate Planning
On January 3, 2009, the Bitcoin network came into existence. Since then Bitcoin, and other internet currencies have grown in popularity and credibility. Cryptocurrencies can provide a secure and universal form of payment. They can be stored digitally and can operate without the use of a middleman or bank. This CLE Lecture will cover the basics of cryptocurrency, how the Blockchain works, and how Cryptocurrencies can fit into your Estate plan. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The Basics of Asset Protection
This CLE course will provide an overview of various asset protection strategies. First, we will discuss the benefits of insurance, gifting, and retirement planning in the asset protection context. Next, we will explain the benefits of single member LLCs and Charging Order Protection entities such as multi-member LLCs and Limited Partnerships. Finally, we will analyze and compare Domestic and International Asset Protection Trusts. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Estate Planning and Coronavirus: Planning Considerations in a Time of Crisis
COVID-19 has made any type of long term planning seem even more complicated than it usual is, and given the inherent complexity of estate planning, the task can seem overwhelming. This CLE course will guide you through the various aspects of estate planning that may seem the most daunting including health care proxies, power of attorney, wills, trusts and beneficiary designations. The course will also specifically focus on the impact of the Coronavirus on this area and how it has already adapt... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
COVID-19: Business and Asset Protection
A coronavirus-induced recession is no longer avoidable—it is happening right now. Each recession brings with it declining sales, job losses, falling rents, and defaults on loans and leases. When a crisis hits, getting a head start matters and those who have prepared will fare better than those who have not. This engaging presentation on protecting assets from plaintiffs, lenders, creditors and the government will cover lessons learned from the last financial crisis and what businesses c... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
The Importance of Music and Media in the Health of Clients and Wards: A Primer for Probate Lawyers and Guardians
This CLE presentation will be heavily weighted on theory and research supplemented by patient cases and anecdotal observations to advance the major proposition of this paper. The course is designed to challenge and expand your thinking. Where the probate attorney is doing advanced planning, involved in any details regarding placement and funding of services for those cognitive deficits, or is acting as guardian, a working knowledge of the effects of music/media upon brain function is essentia... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Estate Administration, Estate Planning and Lien Resolution Basics for Personal Injury Attorneys
This CLE program will provide the personal injury attorney with the basic understanding of the ins and outs about Estate Administration and its requirements for establishing an estate fiduciary to be able to continue with a personal injury and/or wrongful death actions. In addition, there will be insight provided as to what estate planning needs may come about as a result of the settlement of case for personal injuries and/or wrongful death. Finally, attendees will learn about the basics abou... More Info
$1002General Credits -
On-DemandOnline & iOS/Android App
Tax, Financial and Legal Implications of Elder Care Planning
This CLE program will discuss Medicaid and Elder Care planning and how the various tax, legal and financial considerations should be incorporated into an effective elder care plan. Elizabeth Forspan will discuss the asset and income requirements for Medicaid long term care eligibility. She will discuss various tax issues that often arise in the context of elder care planning, such as basis issues and real estate tax exemptions. Elizabeth will also give an overview of what the ideal elder car... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Foreign Investment in U.S. Residential Property: Tax Pitfalls and Structuring Solutions
The United States has become a haven for foreigners who wish to invest their assets in real estate. However, while many invest in US real estate, very few are aware of the draconian tax consequences that can result without advance planning. Eli Akhavan will discuss the tax pitfalls that can result from owning real estate in the United States and will discuss different planning structures that can be used to avoid adverse tax consequences. Additionally, Eli will discuss reporting requirements s... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Family Meetings and Legacy Planning
Family Meetings: They are not what you might think they are! For a family to get started, your role may be critical! The key to a family's success is family education and trust-building through an organized and prioritized family meeting process. Family education is life-long-learning together! Families must have family meetings, build trust, choose interdependence, and practice group decision making. Many traditional estate plans increase the likelihood of wealth and family erosion. What can... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Guardianships: How to Plan for the Unplanned
Sometimes unfortunate things happen without a warning. If we do not plan ahead and if we do not assist our clients to plan ahead, the consequences are dire. This CLE will help attorneys’ better assist clients in preparing for the unexpected, starting with a Health Care Proxy, a Will and ultimately Power of Attorney (POA). If these things are not in place, and the parents of a child die, or an adult becomes incapacitated, a Guardianship petition is necessary. This CLE will also assist in determ... More Info
$1002General Credits -
On-DemandOnline & iOS/Android App
Tax Reform: Estate Planning In the New Environment
The Tax Cuts and Jobs Act made changes to the transfer tax regime that were few in number but great in importance. The foremost change was the increase of the lifetime coupled estate and gift tax exemption to approximately $11.4 million per person, opening up myriad tax planning possibilities for the high net worth and ultra-high net worth. Perhaps equally important was what the TCJA did not change: the annual gift and GST tax exemption regimes, the Section 1014 basis adjustment, and the por... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Will Contests: Saving Your Inheritance
This CLE is 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 comprehensive program will review the laws, rules and procedures involved in Will contests from the viewpoints of both the proponent and the objectant. Get practical and time saving tips together with step-by-step guidance to navigating a contested estate. More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
The Intersection of Elder Law and Estate Planning
Elder law is the practice of several different but intersecting areas of law. This CLE course, presented by attorney Aaron Futterman, will offer a comprehensive overview of elder law and estate planning and the legal issues as they relate to matrimony, personal injury, trusts, real estate, social security, taxes, and debtor/credit law. The course will also explain its impact on Medicaid, Medicare, guardianship, and veterans’ benefits. Recent updates, especially related to changes in the tax la... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
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
$1002General Credits -
On-DemandOnline & iOS/Android App
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
$501.25General Credits -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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
$1002General Credits -
On-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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
$1002General Credits -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & 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
$501General Credit -
On-DemandOnline & 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
$501General Credit -
On-DemandOnline & 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
$501Ethics Credit -
On-DemandOnline & 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-DemandOnline & 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-DemandOnline & 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
$501General Credit -
On-DemandOnline & 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
$1252.5General Credits -
On-DemandOnline & 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
$501General Credit -
On-DemandOnline & 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
$501General Credit -
On-DemandOnline & iOS/Android App
Asset Protection and Estate Planning Under the New Tax Act
Jacob Stein and Michelle Lerman discuss the changes brought on by the recent tax act. The discussion will cover the three critical steps in light of the new tax act, temporary planning opportunities in transfer tax law, pitfalls to avoid in estate planning, the use of irrevocable trusts to protect assets in the event of a divorce. The instructors will provide an overview of asset protection planning under the new tax act, advanced trust structures, offshore structures and how to protect speci... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Trust Owned Life Insurance (TOLI)
Life insurance policies, especially those owned by trusts (TOLI) are facing a crisis. 45% of life policies purchased between 1982 and 2003 were non-guaranteed universal life policies. Of those policies 23%-25% are projected to lapse prematurely. Premature lapse undermines estate plans, harms those relying on the proceeds from those policies, and potentially triggers suits against trustees who have not managed TOLI properly. Unless reviewed and restructured, many universal life policies will ex... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Charitable Planning: Evolving Perspectives
Whatever happens with Tax Reform charitable giving is evolving in dramatic ways. This CLE program will help guide counsel on how to advise clients in light of the many social, legal, and other changes affecting charitable giving. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Crowdfunding: Meeting Humanitarian Needs
Substantial sums of money have been raised by crowdfunding websites. Yet, there seems to be little law, and even less guidance, for those using this fundraising approach. This CLE program will identify some of the legal and tax issues and give advisers background to understand the crowdfunding phenomena and knowledge to help those clients creating or using crowdfunding campaigns for humanitarian purposes. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Non-Tax Considerations of Estate Planning
Estate planning has been transformed in large part by the dramatic increase in the estate tax exemption. Regardless of whether Tax Reform is enacted or whether it doubles the gift and estate tax exemption as proposed, very few decedents pay an estate tax. Practitioners need to address a wide range of non-tax factors to help clients and remain relevant. This CLE program will focus on many non-tax factors (not just income tax basis step-up maximization) that practitioners should consider. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Legal Issues in Art Collecting: Practical Planning for Art Collectors & Their Advisors
Art is unlike many other occupations. It combines the creative passions of inspiration and personal vision with the business acumen of marketing and salesmanship. For this reason, it is an incredibly difficult asset to incorporate into a financial and tax plan that is comprehensive. This CLE course will provide a complete overview on how to strategically approach the ideal disposition for their collection. Geared for both collectors and advisors, the course will review collection practices and... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Recent Developments with Practical Estate Planning Implications
The estate planning world is focused on the uncertainty of repeal (or not) which has profound impact on what planning might be appropriate. But practitioners should not overlook the stream of new developments that might impact clients now. This CLE program will provide a practical practice oriented review of new developments including the following: Estate tax repeal – what it means to planning. Portability new Relief - Rev. Proc. 2017-34 provides significant lenience to make a lat... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool
SLAT planning can provide tremendous planning benefits for many married clients. With proper tailoring for the current environment, a useful default estate and financial planning strategy is to employ non-reciprocal spousal lifetime access trusts (“SLATs”). This can provide a flexible framework for a wide range of clients and can achieve an array of planning goals. The technique can be adapted for modest estates needing life insurance trusts, to ultra-high net worth clients requiring... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Trusts: Planning and Drafting for Divorce
Trusts are one of the most powerful tools for planning to minimize the risk to assets in a future divorce. However, in order to achieve optimal results for clients, trusts must be drafted and administered in a manner that provides protection. Traditional trust drafting often falls far short of providing the safeguards clients want. What provisions should be used in drafting trusts to achieve better results? What trust planning techniques can be used in different client situations to achieve gr... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Technology, Ethics, and Estate Planning Practice Management
This CLE program will discuss how estate planners can use technology, sometimes in creative ways, to enhance their practice, add efficiencies and cost savings, and provide better protection from problems. How can document generation software enable you to create more robust documents at less cost and permit you to provide better service and planning to your clients. How can you adapt common tools such as calendar and billing systems to provide better communication with your clients, and better... More Info
$751.5Ethics Credits -
On-DemandOnline & iOS/Android App
Estate Planning, Guardianship and Medicaid Eligibility
An Estate Planning and Elder Law Primer for practitioners who do not practice in the areas of Estate Planning and Elder Law. Learn the ins and outs of Asset Protection, Estate Tax Planning, the importance of Advance Directives, Probate, Special Needs Planning and Medicaid planning. More Info
$1002Total Credits1 Ethics -
On-DemandOnline & iOS/Android App
Life Time Trusts and the Surrogate's Court: Revocable Trusts; Decanting and Ethics
The many advantages of revocable trusts have made them a go-to as a vehicle for estate planning. But as with all legal remedies, the decision whether to implement them should be determined on a case by case basis. This CLE course will offer a complete overview of revocable trusts including the process, costs, eligibility, jurisdiction, surrogate court litigation and the overall pros and cons of revocable trusts in estate planning. More Info
$1503Total Credits1 Ethics -
On-DemandOnline & iOS/Android App
The Basics of Estate Administration
The realm of estate administration is often accompanied by a variety of important and complex considerations. Designed to provide an overview of the estate administration, Attorney Jill Miller will guide attendees through an estate's life cycle while revealing the fundamental steps and action items for each phase. Ms Miller covers a wide range of topics including the necessary steps that should be taken at a decedent's death, proper document preparation to ensure a will is admitted to probate... More Info
$1002General Credits -
On-DemandOnline & iOS/Android App
Pre and Post-Nup Clauses to Address Trust Issues
Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial practice. In order to achieve optimum results for clients, it is beneficial for agreements to be drafted using an interdisciplinary approach. A key area where it is important to keep cross-disciplinary concerns at the forefront is with respect to trusts and how they may be impacted by marital agreements. This CLE course will review common marital agreement provisions (prenuptial and post-nuptial agreemen... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers
Asset protection planning is appropriate for every client, not only the wealthy surgeon or wealthy business owner creating an asset protection trust (APT). With the declining relevance of estate tax planning, and the possible repeal of the federal estate tax, estate planning is being transformed. Maximizing income tax basis on death will only hold modest allure for most clients. However, asset protection planning, is relevant to every client. The construct of an asset protection planning conti... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Tax Aspects of International Estate Planning
The United States is reported to be the world’s greatest financial and tax havens. Investors from around the world are purchasing real property and assets in the United States. Additionally, U.S. citizens and residents deploy their capital around the world for investment and personal reasons. This CLE seminar will familiarize attorneys with the basic tax issues involved in international estate planning. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Navigating the Minefield of Fiduciary Service: A Primer on the Current Landscape of Trustee and Executor Responsibility
It is an honor to be selected as an executor or trustee, but that service comes with significant legal obligations. This CLE program will examine many important legal and practical issues that executors or trustees confront, and it will present cautionary lessons from recent case law concerning fiduciary conduct. The program will also cover management responsibility over assets, obligations to estate and trust beneficiaries, and strategies to avoid internal disputes and litigation. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Aging Clients: Estate and Longevity Planning
Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and drafting techniques not meet the needs of many of our aging clients and how can you specifically plan and draft differently to address these issues? Why are durable powers of attorney insufficient planning for many aging clients? Why does the law not pr... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Estate and Financial Planning Considerations that May Change How We Practice
Estate and financial planning are being transformed by a host of factors including the permanent higher exemptions, the aging population, evolving case law and new perspectives on practice. This CLE presentation explores a range of new planning ideas that can help transform how estate planning is practiced. For example, a new paradigm for gifting is presented which is very different from the traditional perspectives on how clients should gift. Practical legal, financial and drafting considera... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The Essentials of Planning Before & After Death
Pre-mortem planning must address a range of issues that in many cases differ from those traditionally focused on by practitioners. Monitoring and properly exercising swap powers is critical for clients with irrevocable grantor trusts. Making gifts to use remaining gift and GST exemption may be warranted. For clients whose estates may be taxable maximizing discounts may be called for. While for smaller estates revising FLP and LLC governing documents to minimize or eliminate discounts might ins... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Finding Hidden Assets in a Matrimonial Case
This CLE course is presented by Tully Rinckey PLLC Partner Mario Cometti, Esq. Mr. Cometti will draw upon his experience as a former partner in a New York City law firm representing high net worth individuals in complex divorce proceedings to assist attorneys of all levels of skill and experience in improving their legal knowledge regarding discovery procedures and techniques. Mr. Cometti will provide guidance to attorneys on the Civil Practice Laws and Rules and other applicable laws in the c... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Probate and Estate Administration for the General Practitioner
A large number of cases start out "Somebody died, and then..." At that point there are usually three sets of variables in play. There is a Will or there is not. The situation is friendly or it's not. The lawyer is being asked to represent the fiduciary or someone affected by the fiduciary. In New York these matters are handled in Surrogate's Court. This CLE course addresses the practical aspects of moving cases through Surrogates Court. In this seminar Barry Seidel reviews the vari... More Info
$1252.5General Credits -
On-DemandOnline & iOS/Android App
Drafting Prenuptial Agreements
This CLE lecture is a sophisticated look at the process of drafting complex prenuptial agreements for high net worth individuals. It explores the basic ideas and concerns that must be handled in terms of a prenuptial agreement. The lecture describes the three basic areas which must be covered in a prenuptial agreement; the difference between marital and separate property; issues relating to agreement regarding maintenance, as well as estate issues. Learn innovative techniques as to ho... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Estate Administration for Newly Admitted New Jersey Attorneys: Commentary on our Statutes
For a novice attorney, administering an estate in New Jersey can seem overwhelming. But most of the information needed to successfully accomplish estate administration can be found in one place—Title 3B. This CLE course will offer a comprehensive review of Title 3B and the default provisions governing instruments in New Jersey as well as what steps to take when no instruments appear such as with guardianship and intestacy. The course will explain laws governing rights, duties and power... More Info
$1002General Credits -
On-DemandOnline & iOS/Android App
Estate and Financial Planning For Clients Living With Chronic Illness
130 million Americans are living with a chronic illness or disability and that number will only increase as the population ages. It may seem incredibly high but it’s important to remember that chronic illness is often invisible to the eye. This CLE course will explain some of the more common chronic illnesses, how to effectively work with clients and gain necessary information and the means by which a savvy estate planner may use their medical knowledge to increase their clients’ benef... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Ethical Issues in Making Capacity Decisions
“Capacity” is a medical determination that is broadly used to describe a person’s ability to act in a legal environment, as well as the level to which they are accountable or responsible for their actions. The incidence of cases in which capacity is an issue has grown substantially in the past few years because of the aging demographic and the increasing number of cases involving serious mental illness, substance and/or alcohol abuse, or other related mental health concerns. In civil matters,... More Info
$1002Ethics Credits -
On-DemandOnline & iOS/Android App
Estates and Trusts for the Non-Specialist
This CLE program will provide an overview of the steps necessary to conduct an estate administration in Pennsylvania. The program will include topics such as whether an estate should be probated or not, the various deadlines and filing requirements if the estate is probated and possible complications that may arise in concluding the estate and distributing the assets to the beneficiaries. Also discussed will be an overview of the requirements for drafting an estate plan, which include... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Asset Protection in the Public Benefits Context
Nationally recognized asset protection and elder law expert, Robert F. Brogan, C.E.L.A., presents over two hours of information you can use to guide your clients in preserving their legacy, while obtaining the public benefits necessary to address their long-term care needs. This CLE program, designed for the intermediate and more advanced practitioner, explores a variety of techniques which the presenter has used successfully in one of the most difficult states in the country for Medicaid Pla... More Info
$1253General Credits -
On-DemandOnline & iOS/Android App
Introduction to Title Insurance: Essential Things Every Attorney Should Know
Real property attorneys review title reports daily. However, title reports and policies have become so common, that many attorneys have not considered for quite some time the important tenets of title insurance. Mr. Bagwell’s seminar presentation will introduce new and junior attorneys to the basic conceptual framework of title insurance while also re-acquainting senior counsel to the intricacies of various title products. Several common misconceptions regarding various aspects of titl... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
How Assets Pass Upon Death
There are various ways that a decedent's assets may pass or transfer title upon his/her death. This CLE course will familiarize attorneys with the basics of how a decedent's assets may pass or transfer upon his/her death either by contract via non-probate, the titling of an account, beneficiary designation, intestate succession or by will. This course will provide an overview of these types of transfers and the issues that may arise depending upon the decedent's circumstances. This course will... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Trusts and Estates – The Title Perspective
What factors run through a title underwriter’s mind when considering whether to insure a conveyance out of an estate or out of a trust? What is the “law” governing such conveyances? As Benjamin Franklin noted, “…in this world, nothing can be said to be certain except death and taxes.” In this seminar, we will consider the first of Franklin’s certainties, death, and how decedents and the strategies which they and their advisers use to avoid the impact of the second certainty, taxes. The ty... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
When Brotherly Love Goes Wrong: Defending Against Constructive Trust Claims
One of the first things lawyers learn is that no one can claim an interest in another's real estate without a deed or a written contract. Surprisingly, there is an exception to the rule. Constructive trusts, often filed by disgruntled family members, can tie up real estate claims for years and cost your clients dearly. This comprehensive CLE course will explain constructive trusts and their elements, notices of pendency, and perhaps most importantly, how to defend against constructive trusts... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Basic Estate Planning and Administration in New Jersey
Estate Planning is perhaps the most comprehensive means of building, preserving arranging and distributing assets, both before and after death. But the construction of a secure estate plan requires both the knowledge of the elements of estate planning and how to maneuver within the confines of the legal requirements. This instructive CLE course will explain the primary documents involved, the various advantages of estate planning, wills probates and power of attorney, death planning and the... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Avoiding Malpractice when Dealing with Retirement Accounts
Most family law attorneys know that a retirement account can be their best asset or their worse liability in a domestic relations case, depending on how they approach these highly complex assets. The failure to cover the specific benefits related to retirement account in settlement and/or trial can set a client up for dissatisfaction, or worse yet, set their attorney up for a malpractice claim. In this one-hour presentation, nationally-renowned QDRO attorney Matthew L. Lundy, Esq. ta... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Dividing Federal Civilian and Military Retirement Benefits in Family Cases
This one-hour CLE course, presented by nationally-renowned QDRO attorney Matthew L. Lundy, Esq., deals directly with the fine points of federal and military retirement accounts as they relate to family law cases. These accounts, which are highly complex, are potentially huge liabilities in domestic law cases. Neglecting to cover benefits related to these accounts in settlement or trial will not only cause client dissatisfaction but opens the attorney up to serious malpractice claims. The cours... More Info
$501General Credit