Estate Planning Law
Showing 1–24 of 27 results
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IRA Prohibited Transactions & Their Tax Consequences
myLawCLEThis seminar will analyze what transactions constitute prohibited and exempt transactions for IRAs and their related tax consequences. We will analyze the rules, regulations and...
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Estate Basis Consistency Rules & Reporting Requirements: The Basis of (Almost) Consistently Fun Considerations for Fiduciaries, Beneficiaries & Their Advisers
myLawCLEThis webinar will provide fiduciary advisers with an introduction to the estate basis consistency regime enacted in 2015 with IRC Section 1014(f) and to the...
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Estate Tax IRS Form 706: What an Attorney Needs to Know
myLawCLEThis presentation will focus the mechanics of filing an estate tax return. We will discuss the various issues, elections and practical concerns relating to preparing...
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Drafting Wills, Powers of Attorney & Living Wills
myLawCLEWills, Powers of Attorney, and Living Wills are essential estate planning documents that all individuals should have. This program will discuss drafting techniques for these...
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IRA Problems, Penalties, Pitfalls, Taxes and Pardons from It All
myLawCLEThis in-depth program is designed to provide you with a practical skill set for understanding the pitfalls associated with IRAs and other qualified account transactions...
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Designating IRA Beneficiary Critical in Estate Planning
myLawCLERetirement accounts often represents a sizable portion of a client’s net worth, and properly designating your client’s IRA and other retirement account beneficiaries is critical...
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Drafting Directed Trusts
myLawCLEThis course will include the basics on drafting trusts with investment or distribution direction, including a discussion on trust protectors, family advisors, and other specialized...
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Modifying Irrevocable Trusts Using Nonjudicial Settlement Agreements
myLawCLEIrrevocable trusts generally do not provide for revision of their terms. In this webinar, attorneys can expect to obtain a comprehensive and practical guide to...
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Testamentary Capacity & Undue Influence in Estate Planning & Litigation
myLawCLEWill challenges are predicated on either the failure of the will to meet the necessary formalities or the failure of the testator to have the...
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Asset Protection for Business Owners
CLE Credits: 2 GEN
myLawCLEThis course will cover the various types of business entities available to conduct business and analyze for the participants the pros and cons of each...
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Choosing a Trust Jurisdiction
CLE Credits: 2 GEN
myLawCLEJurisdictions are competing for trust business with many states increasing flexibility and options for trust planning. This seminar will discuss the tools available for modern...
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Pre-Immigration Tax Planning: Considerations for Worldwide Income & Asset Protection
CLE Credits: 2 GEN
myLawCLEIf your client is a non-resident alien thinking about becoming a U.S. Resident, you need to consider Pre-Immigration Tax Planning to: 1. Minimize your...
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IRA Trust Strategies: Ensuring the Stretch
CLE Credits: 2 GEN
myLawCLEMake the best use of IRA trusts by understanding their unique advantages and features. This strategic legal briefing will provide you with a practical overview...
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Designating IRA Beneficiaries & Using Trusts as Beneficiaries of IRA’s
Co-Sponsored with myLawCLEDesignation of IRA and other retirement account beneficiaries can be a complicated decision for most clients, and Trusts which hold individual retirement accounts are even...
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The “Will Substitute,” Revocable Trusts: Different Functions Wills & Trusts Fulfill
CLE Credits: 2 GEN
myLawCLERevocable trusts have become ubiquitous in estate planning and are often referred to as a “will substitute.” Understanding why a trust is properly called a...
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The Impact of Tax Reforms on LLC’s and Other Pass-Through Entities
CLE Credits: 2 GEN
myLawCLEThe 2017 Tax Cuts and Jobs Act (“TCJA”) was the largest federal income tax overall that Americans have seen in decades. Particularly, the TCJA established...
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Probate: Tax Return Deadlines, Preparation, Coordination & Filing
CLE Credits: 2 GEN
myLawCLEThis course is designed to be a broad overview of the tax topics that attorneys encounter during probate. The course covers from the appointment of...
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Tax Fundamentals of Estate Planning
CLE Credits: 2 GEN
myLawCLEThis program will cover the most important topics every estate planner should be aware of to minimize tax implications for your clients, and maximize the...
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Estate Inclusion Techniques in Estate Planning
CLE Credits: 2 GEN
myLawCLEIn this webinar attorney Chris Johnson will give you the skills and knowledge to help clients make the best tax-saving decisions for their trusts and...
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Estate Administration 101
CLE Credits: 2 GEN
myLawCLEThis course provides an overview of estate administration basics. Attendees can expect to leave with a general understanding of the probate process, and will learn...
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Trusts: Key Structures and Uses [incl. 1 hour of Ethics]
CLE Credits: 3 GEN, 1 ETHICS
Co-Sponsored with myLawCLEWhen assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection....
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Estate Planning: Taking Advantage of TCJA Tax Rules Before They Sunset
CLE Credits: 2 GEN
Co-Sponsored with myLawCLEThis course deals with the implications of the Tax Cuts and Jobs Act of 2017 (TCJA) on estate planning. Specifically, it will cover key provisions...
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Estate Planning 101: Different Types & Uses of Trusts
CLE Credits: 2 GEN
myLawCLEAttendees will receive a detailed explanation on the various types of trusts that exist, how they are used, advantages/disadvantages, and drafting tips and considerations. This...
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Gun Trusts & Estate Planning for Firearms
CLE Credits: 3 GEN
myLawCLEIn the last 10 years, firearms law has perhaps been the fastest growing niche practice area in estate planning. Demand for gun trusts particularly have...
