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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…

Live Video-Broadcast: February 27, 2026

All CLE Webinars

Attorney's Guide to Grantor Trusts: Includes Ethics
David F. Johnson · Brian M. Seelinger Winstead P.C
Fri, October 31, 2025
3h CLE
On-Demand
Estate Planning After the “Big Beautiful Bill”: What Practitioners Need to Know
Jas Sangra · Brian Fredkin Venable LLP
Thu, October 30, 2025
2h CLE
On-Demand
Advanced Structuring of Real Estate Deals Involving LLCs, Corporations, and Trusts: From Due Diligence to Litigation
Ricardo Aponte-Parsi · Michael I. Sanders United States Air Force
Fri, October 24, 2025
2h CLE
On-Demand
Florida’s Expanding Elder Abuse Laws: Guardianship, Financial Exploitation & Healthcare Liability (Co-sponsored by Miami Dade Bar)
Dr. Karen Reimers · Pamela D. Keller Karen Reimers, M.D
Fri, October 24, 2025
2h CLE
On-Demand
Spotting Executor Abuse, Mismanagement, and Undue Influence in Trust and Estate Cases
John Scheerer · David S. Zweighaft Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP
Thu, October 16, 2025
2h CLE
On-Demand
Understanding Asset Ownership and Transfers: Core Skills for Trusts & Estates Practice
James A. Gillis · Mark R. Parthemer Law Office of James A. Gillis
Thu, October 16, 2025
2h CLE
On-Demand
Capital Gains and the Step-Up in Basis: Estate Planning Tactics, Compliance Traps, and Post-Death Planning Tools
Andrew Bechel · John Bunge Greenspoon Marder LLP
Fri, September 26, 2025
2h CLE
On-Demand
Managing Disbursement Challenges in Special Needs Trusts and Settlement Preservation Trusts: Fiduciary Duties, Compliance Risks, and Real-World Strategies for Complex Distributions
Ben Tiefenback · Joanne Marcus Commonwealth Community Trust
Thu, September 25, 2025
2h CLE
On-Demand
Everyday Probate Disputes: Urgent Strategies for Handling Family Conflict, Will Contests, and Neglectful Executors
Grayson Cannon · Nicole Thornton Gullett, Sanford, Robinson & Martin, PLLC
Wed, September 24, 2025
2h CLE
On-Demand
Mastering Revocable Living Trusts from Start to Signature: Conducting Consultations, Customizing Clauses, Drafting with Clarity, and Navigating Ethical Duties
Ronald Fatoullah · Debby Rosenfeld · Paloma Holloman Meltzer, Lippe, Goldstein & Breitstone, LLP
Wed, September 17, 2025
3h CLE
On-Demand
Fiduciary Asset Management in 2025: Evolving Duties, Digital Assets, and Litigation Risks
Joseph Testa · David Johnson Testa Financial Management
Fri, September 5, 2025
2.5h CLE
On-Demand
The One Big Beautiful Bill Act: Key Estate Planning Considerations for Attorneys
Salvatore J. LaMendola Giarmarco, Mullins & Horton, P.C
Wed, August 27, 2025
2h CLE
On-Demand
Wills, Trusts, and Medicaid Planning: Drafting Essentials, Fiduciary Guidance, and Long-Term Care Strategies
Brittney Shearin · Phoenix S. Ayotte · Leslie Levin Lawyers with Purpose
Fri, August 22, 2025
3h CLE
On-Demand
Estate & Gift Tax Controversies: Mastering IRS Audits, Privilege Issues, and Tax Court Strategies
David J. Warner · Kevin Oveisi · Sebastian Voth · Robert Horwitz Holtz, Slavett & Drabkin
Thu, August 21, 2025
2h CLE
On-Demand
Year-End Estate and Tax Planning: Navigating New Legislation and Drafting Strategies to Mitigate Administrative and Litigation Issues
David Fowler Johnson · Nicole Thornton · Brittany Cook Winstead PC
Wed, August 6, 2025
3h CLE
On-Demand
Grow Your Practice with Gun Trusts and Firearm Appraisals: Legal, Tax, and Estate Essentials for Attorneys
Sean P. Healy · Peter Karlan Healy Law Offices P.C.
Fri, August 1, 2025
3h CLE
On-Demand
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