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Estate Planning Law

Showing 1–24 of 30 results

• Asset Protection Planning

  myLawCLE

  Join myLawCLE to learn about asset protection tools for clients with concerns about creditor’s Learn More..

  

• The “Resurrection” of NFA Gun Trust: The Good, Bad, and Undecided with Implementation ATF Regulation 41F in July 2016

  myLawCLE

  This program will provide attorneys with the background and purposes of why NFA trusts were creat Learn More..

  

• Directed Trusts Overview & Updates

  myLawCLE

  Join myLawCLE for an overview of directed trusts, including updates in state laws around the Unit Learn More..

  

• Captive Insurance & Organizational Risk Management: Issues & Solutions—the tip of the iceberg

  myLawCLE

  What is captive insurance and why is it useful to your clients? Captives provide an unusual oppor Learn More..

  

• Income-Only Trusts and Long Term Care

  myLawCLE

  Join myLawCLE for a discussion on income-only Medicaid qualifying trusts. What criteria must a tr Learn More..

  

• Handling Estate Administration & Tax Issues

  Co-Sponsored with myLawCLE

  This program is designed for the new and experienced lawyers, accountants, and paralegals and for Learn More..

  

• Trusts 101 [2017 Edition]

  myLawCLE

  Attorneys will leave this class with a better understanding of the requirements for various types Learn More..

  

• 2016 Advanced Special Needs Trusts Update (Incl. 1 Ethics Hour)

  myLawCLE

  What you will learn: The proper use of the special needs trust. Impact of the Affordable Care Act Learn More..

  

• What Every Attorney Wants to Know about ERISA and Retirement Plans but is Afraid to Ask

  myLawCLE

  Thanks to many changes in the retirement plan industry through government regulations and litigat Learn More..

  

• Drafting IRA Trusts, incl. 1 Ethics hour [2016 Edition]

  myLawCLE

  Many clients hold significant wealth in IRA accounts and wish to pass those assets along to their Learn More..

  

• Estate Planning for Investment Fund Manager: Navigating Section 2701 & Other Potential Tax Traps

  myLawCLE

  This presentation summarizes the structure and economics of a typical private equity fund (a “f Learn More..

  

• Gun Trusts 101 (2016 Edition)

  myLawCLE

  For several years now Gun Trusts have gained in popularity, largely with firearms enthusiasts. Bu Learn More..

  

• Advanced Estate & Trust Administration (incl. 1 hour of Ethics)

  myLawCLE

  Hosted by knowledgeable and experienced attorneys and experts, this insightful course will explai Learn More..

  

• Estate Planning Practice 101

  myLawCLE

  Understanding the estate planning process can be a formidable process for even the best attorney. Learn More..

  

• New Tax Basis Reporting Requirements in Estate Administration: What Attorneys Need to Know

  myLawCLE

  This presentation will cover Section 1041(f) and the consistent basis requirements. The program w Learn More..

  

• Probate 101: Five Steps to a Better Probate

  myLawCLE

  This course shall enable beginner and advanced trusts and estates attorneys to learn or review st Learn More..

  

• IRA Problems, Penalties, Pitfalls, Taxes and Pardons from It All

  myLawCLE

  This in-depth program is designed to provide you with a practical skill set for understanding the Learn More..

  

• Puerto Rico Tax Incentives: Zero Federal Income Tax

  myLawCLE

  Extraordinary new tax incentives make living and working in Puerto Rico more enticing than ever b Learn More..

  

• Family Matters: Issues Arising Concerning Estate Matters Regarding the Second Spouse to Die

  myLawCLE

  The death of a loved one is always difficult. However, special issues arise when the surviving sp Learn More..

  

• IRA Prohibited Transactions & Their Tax Consequences

  myLawCLE

  This seminar will analyze what transactions constitute prohibited and exempt transactions for IRA Learn More..

  

• Advanced Trust Drafting for Income Tax Minimization

  myLawCLE

  Income tax planning is becoming more important for Estates and Trusts. This program will discuss Learn More..

  

• Inherited IRA’s 101

  Many clients hold significant wealth in IRA accounts and wish to pass those assets along to their Learn More..

  

• Designating IRA Beneficiaries & Using Trusts as Beneficiaries of IRA’s

  Co-Sponsored with myLawCLE

  Designation of IRA and other retirement account beneficiaries can be a complicated decision for m Learn More..

  

• Designating IRA Beneficiary Critical in Estate Planning

  myLawCLE

  Retirement accounts often represents a sizable portion of a client’s net worth, and properly de Learn More..