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Estate Planning Law Webinars

Featured Estate Planning Law Webinars

Defining the Client in Trusts and Estates: Ethical Duties, Conflicts, and Fiduciary Risk

Timothy L. Fort · David F. Johnson

Session I – Who Is the Client and Who Does the Client Think They Are? How The Answers to Those Questions Impact the Attorney–Client Relationship in Estate Planning – Timothy Fort This session addresses the foundational ethical question in trusts and estates practice: Identifying the client in multi-party, family-centered representations, taking a behavioral approach. How…

On-Demand: February 27, 2026

All CLE Webinars

Disinheriting the IRS: Advanced Trust Strategies, Income Tax Traps, and Audit-Ready
Jonathan G. Blattmachr · Robert S. Barnett · Gregory L. Matalon Pioneer Wealth Partners, LLC
Thu, May 14, 2026
2h CLE
Live Webcast
Avoiding Probate Disasters: How to Spot Problems, Litigate Effectively, and Stay Ethical
Charles R. Jacob III · David F. Johnson Goulston & Storrs
Thu, April 30, 2026
2.5h CLE
Live Replay
Fixing Broken Irrevocable Trusts: The Power of Nonjudicial Settlement Agreements
Alan D. Freer · Ronald Fatoullah Solomon, Dwiggins, Freer & Steadman, Ltd
Fri, April 24, 2026
2h CLE
Live Webcast
Trusts and Estates in Real Estate: Key Strategies for Wealth Transfer and Asset Protection
Matthew E. Rappaport Falcon Rappaport & Berkman LLP
Fri, April 17, 2026
2h CLE
Live Webcast
LLCs in Estate Planning: Tax Law Implications, Structuring Agreements, and Corporate Transparency Act Compliance
Barry E. Haimo Haimo Law
Thu, March 26, 2026
2h CLE
On-Demand
Identifying, Classifying & Valuing Complex Assets for Distribution in Divorce
Charles Wilhoite · Jad Greifer · Shannon Rogers Simpson Citizens Financial Group, Inc
Thu, March 19, 2026
2h CLE
On-Demand
Defining the Client in Trusts and Estates: Ethical Duties, Conflicts, and Fiduciary Risk
Timothy L. Fort · David F. Johnson Kelley School of Business, Indiana University
Fri, February 27, 2026
2h CLE
On-Demand
Transferring Qualified Small Business Stock to Trusts: Income, Gift, and Estate Tax Risks and Planning Strategies
Rebecca Pugliesi · John Bunge Plante & Moran, PLLC
Fri, February 27, 2026
2h CLE
On-Demand
Screening Probate Cases Before You File: Fiduciary Breaches, Validity Challenges, Cost-Benefit Strategy
Shana DeMooy · Michael Brody Reminger
Fri, February 20, 2026
2h CLE
On-Demand
Estate Planning and Tax Law 2025_ FedBar
Estate Planning and Tax Law: Latest Updates and Advanced Strategies
Salvatore J. LaMendola Giarmarco, Mullins & Horton
Thu, February 19, 2026
2h CLE
On-Demand
Trust Structuring, Drafting and Design: From Foundational Trust Concepts to Advanced Planning Techniques
Maria Bourdeau · Thomas Norelli Kirkland & Ellis LLP
Thu, January 29, 2026
2h CLE
On-Demand
Estate Planning for Art Collectors: Strategies for Managing and Transferring Art and Collectible Assets
Rebecca Lockwood · Anita Heriot · Brad Cohen Sotheby’s
Thu, January 22, 2026
2h CLE
On-Demand
Protecting Public Benefits in Estate Plans, Trusts, and Settlements: A Practical Guide for Attorneys
Ben Tiefenback · Joanne Marcus Commonwealth Community Trust
Wed, January 21, 2026
2h CLE
On-Demand
Comprehensive Estate Planning & Probate Essentials: What Lawyers Must Know
Jennifer Norton · James T. McNary Norton Estate Planning & Elder Law
Fri, January 9, 2026
2h CLE
On-Demand
Protecting Seniors and Their Assets Legal Strategies for Preventing and Remedying Financial Exploitation
Charles P. Golbert · Tom Tuohy Cook County Public Guardian
Fri, December 19, 2025
2h CLE
On-Demand
The Ultimate Guide to ABLE Accounts and Special Needs Trusts: Eligibility and Requirements, Application, Funding, and Tax Planning (2026 Edition)
Thomas V. Sannicandro · Michael C. Ringel · Jennifer McInerney SanLaw Legal
Fri, December 12, 2025
2h CLE
On-Demand
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