Utah MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Utah. Please make your selection below of Utah 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 on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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Live WebinarTuesday, April 22, 202512:00 PM - 1:00 PM Eastern Time (EDT)
Live Webinar: Offshore Asset Protection Planning
This CLE course offers a clear, practical introduction to offshore asset protection planning. Attendees will learn how to structure trusts and entities, select the right jurisdictions, and navigate U.S. compliance requirements. The material is broken down into straightforward, tangible guidance that’s easy to apply in practice. Topics include working with offshore trustees, managing international banking, and comparing offshore and domestic strategies. The course also addresses... More Info
$501General Credit -
Live WebinarFriday, April 25, 202512:00 PM - 1:00 PM Eastern Time (EDT)
Live Webinar: Best Practices In The Use of Trusts
This course will introduce the use of trusts in the context of estate planning, special needs and tax considerations. Each section of the course will introduce and explain the Issues which need to be addresses in maximizing the benefits of trust planning for your clients. Significant attention will be given to the most important elements of the trust Document including but not limited to trust powers, trustee succession and trust termination. More Info
$501General Credit -
Live WebinarMonday, April 28, 202511:00 AM - 12:00 PM Eastern Time (EDT)
Live Webinar: A Deep Dive into Trusts: What You Need to Be Aware Of
Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family disputes, and preparing for incapacity. Dive into the core principles of trust law, gain clarity on the distinctions between revocable and irrevocable trusts, and evaluate the strategic advantages... More Info
$501General Credit -
Live WebinarTuesday, May 6, 20252:00 PM - 3:15 PM Eastern Time (EDT)
Live Webinar: Trust Protectors: The Good, The Bad and The Ugly
A full description of this course will be coming soon. Stay tuned! More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques
This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insurance and annuities; retirement assets; and homestead provisions. There are 20 states which now recognize asset protections trusts. We will examine how these trusts are structured and analyze t... More Info
$1002General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Use of Trusts in Government Benefits Planning
This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care planning provisions utilized in powers of attorney. Practitioners will learn the differences among the various types of trusts used in government benefits planning, drafting provisions that may be... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, 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-DemandCD/DVD/USB, Online, 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