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 WebinarWednesday, November 20, 202411:00 AM - 12:15 PM Eastern Time (EDT)
Live Webinar: 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 -
Live WebinarFriday, November 22, 20241:00 PM - 2:15 PM Eastern Time (EDT)
Live Webinar: An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices
This CLE course will provide attorneys with an advanced understanding of the role of appraisals in various legal contexts, primarily focusing on estate planning and estate litigation and the value of working with personal property appraisers. Participants will explore the ethical considerations, potential pitfalls, and key guidelines that attorneys must follow when working with appraisers or relying on appraisal reports. The course will focus on both practical do’s and don’ts,... More Info
$501General Credit -
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-DemandCD/DVD/USB, Online, 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-DemandCD/DVD/USB, Online, 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-DemandCD/DVD/USB, Online, 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-DemandCD/DVD/USB, Online, 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-DemandCD/DVD/USB, Online, 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-DemandCD/DVD/USB, Online, 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-DemandCD/DVD/USB, Online, 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