Virginia MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Virginia. Please make your selection below of Virginia 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 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-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