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Estate Planning Law Webinars

Featured Estate Planning Law Webinars

Safely Transferring Real Estate Between LLCs and Trusts—Advanced Legal Strategies

Jennifer Scharre · Peter Kogan

Session I - Safe and Strategic Real Estate Transfers with LLCs and Trusts – Jennifer Scharre In today’s real estate and legal landscape, attorneys must understand how to help clients transfer property safely and effectively using Limited Liability Companies (LLCs) and trusts. These legal tools can offer asset protection, privacy, and tax advantages—but only if…

Live Video-Broadcast: August 26, 2025

All CLE Webinars

Managing Disbursement Challenges in Special Needs Trusts and Settlement Preservation Trusts: Fiduciary Duties, Compliance Risks, and Real-World Strategies for Complex Distributions
Ben Tiefenback · Joanne Marcus Commonwealth Community Trust
Thu, September 25, 2025
2h CLE
Live Webcast
Mastering Revocable Living Trusts from Start to Signature: Conducting Consultations, Customizing Clauses, Drafting with Clarity, and Navigating Ethical Duties
Ronald Fatoullah · Debby Rosenfeld · Paloma Holloman Meltzer, Lippe, Goldstein & Breitstone, LLP
Wed, September 17, 2025
3h CLE
Live Webcast
Fiduciary Asset Management in 2025: Evolving Duties, Digital Assets, and Litigation Risks
Joseph Testa · David Johnson Testa Financial Management
Fri, September 5, 2025
2.5h CLE
Live Webcast
The One Big Beautiful Bill Act: Key Estate Planning Considerations for Attorneys
Salvatore J. LaMendola Giarmarco, Mullins & Horton, P.C
Wed, August 27, 2025
2h CLE
Live Webcast
The Ultimate Guide to ABLE Accounts and Special Needs Trusts: Eligibility and Requirements, Application, Funding, and Tax Planning
Jennifer McInerney · Michael Ringel · Peter J. Wall McInerney Law Firm
Wed, August 27, 2025
4h CLE
Live Replay
Safely Transferring Real Estate Between LLCs and Trusts—Advanced Legal Strategies
Jennifer Scharre · Peter Kogan Coblentz Patch Duffy & Bass LLP
Tue, August 26, 2025
2h CLE
Live Webcast
Sketching Legacies A guide to drafting wills and trusts_FedBar
Sketching Legacies: A guide to drafting wills and trusts
Russell T. Cook · Aaron B. Morales Cook Tillman Law Group
Fri, August 22, 2025
2h CLE
Live Replay
Wills, Trusts, and Medicaid Planning: Drafting Essentials, Fiduciary Guidance, and Long-Term Care Strategies
Brittney Shearin · Phoenix S. Ayotte · Leslie Levin Lawyers with Purpose
Fri, August 22, 2025
3h CLE
Live Webcast
Estate & Gift Tax Controversies: Mastering IRS Audits, Privilege Issues, and Tax Court Strategies
David J. Warner · Kevin Oveisi · Sebastian Voth · Robert Horwitz Holtz, Slavett & Drabkin
Thu, August 21, 2025
2h CLE
On-Demand
Year-End Estate and Tax Planning: Navigating New Legislation and Drafting Strategies to Mitigate Administrative and Litigation Issues
David Fowler Johnson · Nicole Thornton · Brittany Cook Winstead PC
Wed, August 6, 2025
3h CLE
On-Demand
Grow Your Practice with Gun Trusts and Firearm Appraisals: Legal, Tax, and Estate Essentials for Attorneys
Sean P. Healy · Peter Karlan Healy Law Offices P.C.
Fri, August 1, 2025
3h CLE
On-Demand
product_img_Irrevocable Trusts in Practice
Irrevocable Trusts in Practice: Drafting Strategies, Sample Provisions, Key Language, and Fiduciary Risk Management (Including 1hr. on Ethics)
Jonathan G. Blattmarchr · Thomas Tietz Pioner Wealth Partners LLC
Thu, July 31, 2025
3.5h CLE
On-Demand
LLCs from the Ground Up: How to Draft, Structure, Defend, and Leverage for Tax and Estate Success
Jay D. Adkinson · Robert S. Barnett · Jeff Cunningham · Rustin Diehl · Allen N. Bradley Adkisson Pitet LLP
Wed, July 30, 2025
4h CLE
On-Demand
Like-Kind Exchange 2025 (presented by NYU School of Professional Studies)
William V. Horan · Glenn M. Johnson · Annet M. Thomas · Aaron S. Gaynor · Matthew E. Rappaport · David Shechtman · Christopher A. Cunningham · Mary B. Foster · Kimberly A. Arndt · Libin Zhang Realty Exchange Corporation
Thu, July 24, 2025
9.5h CLE
On-Demand
Introduction to Partnerships Taxation 2025 (presented by NYU School of Professional Studies)
Charles R. Bogle · Justin S. Cohen · Sean Austin · Charles Kaufman · Alan Kravitz · Andrew Lau · Olivia Schomburger · Hannah Richard · Lance Parker · Ira Aghai Morgan, Lewis & Bockius LLP
Mon, July 21, 2025
19.5h CLE
On-Demand
Advanced Trusts & Estates 2025 (presented by NYU School of Professional Studies)
Melissa A. Terranova · Troy M. Stackpole · Stephen Liss · Joseph P. Scorese · Paulina Mejia · Brad J. Richter · George D. Karibjanian · Jerome M. Hesch · Alan S. Gassman · Andrew S. Katzenberg, · Eduardo S. Chung · Timothy Evans · James I. Dougherty Fox Rothschild
Thu, July 17, 2025
12.5h CLE
On-Demand
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