Estate Planning Law

Showing 1–12 of 13 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...

  

• 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...

  

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

  Fri, June 12, 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...

  

• 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...

  

• 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...

  

• How to Decant a Trust: Tax Consequences and Strategies to Achieve Client’s Goals

  Mon, February 24, 2020

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

  Co-Sponsored with myLawCLE

  Join myLawCLE to learn more about decanting trusts: when to decant, what if you can’t decant, and tax consequences of decanting. This course will cover... Learn More...

  

• Inherited IRA’s in Estate Planning

  Tue, August 20, 2019

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

  Co-Sponsored with myLawCLE

  This CLE course discusses the rules, risks, and opportunities surrounding Inherited IRAs, established upon inheritance of an IRA or employee-sponsored retirement plan after the death... Learn More...

  

• Probate: Step by Step

  Fri, June 28, 2019

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

  Co-sponsored with myLawCLE

  This course will provide a step-by-step guide to taking on and handling a probate case, from start to finish. This course is co-sponsored with myLawCLE.... Learn More...

  

• Revocable Living Trusts from Start to Finish [2020 Edition]

  Fri, July 17, 2020

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

  Co-Sponsored with myLawCLE

  Revocable living trusts are a staple of basic estate planning. But the revocable living trust can be used for sophisticated planning as well. This CLE... Learn More...

  

• Revocable Living Trusts from Start to Finish [incl. 1 Ethics hour]

  Fri, December 27, 2019

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

  Co-Sponsored with myLawCLE

  This CLE covers all aspects of revocable trust planning, including a discussion of the basic structures, types of trust planning, funding, drafting tips, and ethics.... Learn More...

  

• Top 10 Most Commonly Used Trusts

  Thu, April 23, 2020

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

  Co-Sponsored with myLawCLE

  This presentation is designed for non-estate planning lawyers interested in adding trust and estate planning to their practice, family law lawyers or litigators who are... Learn More...