Washington DC CLE - Trusts and Estates Courses
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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 -
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 -
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 -
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 -
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 -
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 -
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
$501.25General Credits -
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
$501.25General Credits -
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 -
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