Estate Planning Law
Showing 1–24 of 45 results
-
Asset Protection Planning
myLawCLEJoin myLawCLE to learn about asset protection tools for clients with concerns about creditor’s claims. Asset protection trusts, including offshore and domestic asset protection trusts,...
-
The “Resurrection” of NFA Gun Trust: The Good, Bad, and Undecided with Implementation ATF Regulation 41F in July 2016
myLawCLEThis program will provide attorneys with the background and purposes of why NFA trusts were created, gained favor, and have grown at an exponential rate...
-
Directed Trusts Overview & Updates
myLawCLEJoin myLawCLE for an overview of directed trusts, including updates in state laws around the United States as well as recent case law. This class...
-
Captive Insurance & Organizational Risk Management: Issues & Solutions—the tip of the iceberg
myLawCLEWhat is captive insurance and why is it useful to your clients? Captives provide an unusual opportunity for clients to better manage risk than traditional...
-
Income-Only Trusts and Long Term Care
myLawCLEJoin myLawCLE for a discussion on income-only Medicaid qualifying trusts. What criteria must a trust meet to shelter assets from long term care expenses and...
-
Handling Estate Administration & Tax Issues
Co-Sponsored with myLawCLEThis program is designed for the new and experienced lawyers, accountants, and paralegals and for the experienced estate and trust lawyer who wishes to brush...
-
Trusts 101 [2017 Edition]
myLawCLEAttorneys will leave this class with a better understanding of the requirements for various types of trusts and will learn how to utilize each for...
-
2016 Advanced Special Needs Trusts Update (Incl. 1 Ethics Hour)
myLawCLEWhat you will learn: The proper use of the special needs trust. Impact of the Affordable Care Act, the ABLE act, as well as other...
-
What Every Attorney Wants to Know about ERISA and Retirement Plans but is Afraid to Ask
myLawCLEThanks to many changes in the retirement plan industry through government regulations and litigation, a retirement plan can be a hidden liability pitfalls for every...
-
Drafting IRA Trusts, incl. 1 Ethics hour [2016 Edition]
myLawCLEMany clients hold significant wealth in IRA accounts and wish to pass those assets along to their loved ones as part of a well-crafted estate...
-
Estate Planning for Investment Fund Manager: Navigating Section 2701 & Other Potential Tax Traps
myLawCLEThis presentation summarizes the structure and economics of a typical private equity fund (a “fund”), highlights some important tax issues to consider when transferring a...
-
Gun Trusts 101 (2016 Edition)
myLawCLEFor several years now Gun Trusts have gained in popularity, largely with firearms enthusiasts. But with an ever increasing number of federal and state gun...
-
Advanced Estate & Trust Administration (incl. 1 hour of Ethics)
myLawCLEHosted by knowledgeable and experienced attorneys and experts, this insightful course will explain how to successfully maneuver through the difficulties and peculiarities of the estate...
-
Estate Planning Practice 101
myLawCLEUnderstanding the estate planning process can be a formidable process for even the best attorney. Estate and Elder law are among the fastest growing practice...
-
New Tax Basis Reporting Requirements in Estate Administration: What Attorneys Need to Know
myLawCLEThis presentation will cover Section 1041(f) and the consistent basis requirements. The program will provide analysis of the statute, estates to which it applies and...
-
Probate 101: Five Steps to a Better Probate
myLawCLEThis course shall enable beginner and advanced trusts and estates attorneys to learn or review steps that will help the probate process go more smoothly....
-
Puerto Rico Tax Incentives: Zero Federal Income Tax
myLawCLEExtraordinary new tax incentives make living and working in Puerto Rico more enticing than ever before for U.S. citizens. In January 17, 2012, Puerto Rico...
-
Family Matters: Issues Arising Concerning Estate Matters Regarding the Second Spouse to Die
myLawCLEThe death of a loved one is always difficult. However, special issues arise when the surviving spouse passes away. For this reason, couples and families...
Live -
Advanced Trust Drafting for Income Tax Minimization
myLawCLEIncome tax planning is becoming more important for Estates and Trusts. This program will discuss planning opportunities and efficient methods to minimize adverse income tax...
-
Inherited IRA’s 101
Many clients hold significant wealth in IRA accounts and wish to pass those assets along to their loved ones as part of a well-crafted estate...
-
Understanding the IRS’s New Approach to Gifts Made to Irrevocable Trusts
myLawCLEThis practical program is designed to provide you with actionable insights on over three hundred pages of new IRS policies and procedures from both Treasury...
-
Drafting Special Needs Trusts
myLawCLESpecial Needs Trusts are an invaluable estate planning tool to allow individuals with disabilities to utilize financial assets while remaining financially eligible for necessary resource-...
-
Structuring Preferred Partnership Freezes in Estate Planning: Navigating the Chapter 14 Valuation Rules
myLawCLEThis webinar will provide estate planners, advisers and tax counsel with a comprehensive exploration into the planning and structuring challenges and tax benefits of “freeze...
Live -
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...
