Washington DC CLE - Tax Law Courses
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!
Instantly Print Your CLE Certificates
-
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 -
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 -
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 -
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 -
1031 Exchanges: Rules to Succeed & Common Pitfalls
1031 Exchanges are a useful tool for investors, attorneys, title agents, and real estate agents. This CLE course will give attendees an overview to 1031 Exchanges, in addition to touching on all basic rules, regulations, benefits and other concepts necessary for a successful 1031 Exchange. Attendees will learn how utilizing a 1031 Exchange can not only help defer capital gains taxes on investment and commercial properties, but how it can be used as a tool to reinvest wealth and grow their inve... More Info
$501General Credit -
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 -
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
$501.25General Credits -
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 -
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 -
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
$1252.5Total Credits1 Ethics