Estate Planning Law

Showing 1–12 of 25 results

• Adding Estate Planning to Your Practice: The Essentials an Attorney Must Know [incl. 1 Ethics Hour]

  Tue, April 7, 2020

  CLE Credits: 3 GENERAL / 1 ETHICS (or 3 LAW & LEGAL / 1 ETHICS for WA state)

  Co-Sponsored with myLawCLE

  Benjamin Franklin said two things are certain: death and taxes. So, regardless of changes in the law, legal services for estate planning and probate will... Learn More...

  

• An Attorney’s Guide to the QDRO Process

  Fri, February 22, 2019

  CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)

  Co-sponsored with myLawCLE.

  Learn what you need to know to acquire an qualified domestic relations order (QDRO). This course will walk you through the Employee Retirement and Income... Learn More...

  

• Asset Protection for Business Owners

  Fri, December 21, 2018

  CLE Credits: 2 GEN

  Co-sponsored with myLawCLE.

  This course will cover the various types of business entities available to conduct business and analyze for the participants the pros and cons of each... Learn More...

  

• Basics of Estate Planning: Understanding Estate Planning Strategies and Basic Wills and Trusts

  Mon, September 9, 2019

  CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)

  Co-sponsored with myLawCLE.

  This presentation will discuss basic estate planning documents and techniques. We will discuss the basic estate planning documents of: Wills and Trusts; how they are... Learn More...

  

• Digital Assets in Estate Administration

  Wed, January 16, 2019

  CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)

  This course is co-sponsored with myLawCLE

  What you will learn: As technology progresses and society moves more into the digital era it is important to plan and maintain your digital assets.... Learn More...

  

• Domestic Asset Protection Trusts 101: Protecting Assets from Creditors—What Attorneys Should Know

  Mon, September 16, 2019

  CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)

  This course is co-sponsored with myLawCLE

  This course will be designed to serve as an overview of domestic asset protection trusts (“DAPT’s”), which are trusts which allow the settlor to protect... Learn More...

  

• Drafting Essential Estate Planning Documents

  Mon, April 15, 2019

  CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)

  Co-sponsored with myLawCLE

  This course is designed to assist practitioners with a comprehensive overview of the estate planning documents that are essential in planning and drafting a client’s... Learn More...

  

• Drafting Irrevocable Trusts to Preserve Medicaid and VA Benefits [incl. 1 Ethics hour]

  Wed, April 8, 2020

  CLE Credits: 1.0 GENERAL / 1.0 ETHICS (or 1.0 LAW & LEGAL / 1.0 ETHICS for WA state)

  Co-Sponsored with myLawCLE

  Special needs trusts, supplemental needs trusts, income only trusts, and other types of irrevocable trust planning can be used to provide for a family member... Learn More...

  
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• Elder Law & Medicaid: New Rules & What You Need to Know Now

  Tue, February 19, 2019

  CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)

  Co-sponsored with myLawCLE

  The program begins with a review of recent federal legislation that impacts the Medicaid Program. The emphasis then shifts to a detailed review of the... Learn More...

  

• Estate Planning: Taking Advantage of TCJA Tax Rules Before They Sunset

  Tue, April 2, 2019

  CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)

  Co-Sponsored with myLawCLE

  This course deals with the implications of the Tax Cuts and Jobs Act of 2017 (TCJA) on estate planning. Specifically, it will cover key provisions... Learn More...

  

• Ethical Considerations for Trustees: Implementation and Representation

  Tue, May 28, 2019

  CLE Credits: 2 ETHICS

  Co-sponsored with myLawCLE

  Whether you draft estate planning documents, litigate in probate court, assist with administration, or all of the above, this presenter brings valuable insights from her... Learn More...

  

• Final Accounting in Estate Administration

  Fri, June 28, 2019

  CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)

  Co-sponsored with myLawCLE.

  This course will cover the Probate and Trust Administration process from start to finish in terms of reporting and accounting for assets, liabilities, and making... Learn More...