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Estate Planning Law Webinars

Featured Estate Planning Law Webinars

Product_img_Current Aspects of Wealth Management and Estate Planning_FedBar

Current Aspects of Wealth Management and Estate Planning: Sunset Preparations, Tailored Vehicles, Post-Mortem Planning, and Leveraging Philanthropy (2025 Edition)

Leah A. Foertsch · Gene M. Carlino

This seminar offers comprehensive insights into key aspects of wealth management and estate planning. It begins by addressing the impending December 31, 2025, sunset, exploring current preparations to navigate upcoming changes effectively. Participants will gain a nuanced understanding of appropriate wealth management vehicles tailored to different wealth levels, with an emphasis on incorporating flexibility to…

Live Video-Broadcast: May 19, 2025

All CLE Webinars

Sketching Legacies A guide to drafting wills and trusts_FedBar
Sketching Legacies: A guide to drafting wills and trusts
Russell T. Cook · Aaron B. Morales Cook Tillman Law Group
Thu, August 29, 2024
2h CLE
On-Demand
Medicaid Mastery: Empowering attorneys with comprehensive planning tools
Ethan A. Welch · Thomas J. McKinnon Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Tue, August 27, 2024
4h CLE
On-Demand
The Probate Process from A-Z_FedBar
The Probate Process from A-Z
Tereina Stidd American Academy of Estate Planning Attorneys
Mon, August 26, 2024
2h CLE
On-Demand
Leveraging LLCs in Estate Planning Entity selection_FedBar
Leveraging LLCs in Estate Planning: Entity selection, IRC 1202 exclusion, valuation discounts, and Section 754 elections and accounting rules
Micah J. Stewart · Cherish Van Mullem · Robert Barnett LaPorte, CPAs & Business Advisors
Fri, August 23, 2024
3h CLE
On-Demand
Qualified Domestic Relations Orders_FedBar
Qualified Domestic Relations Orders (QDRO): Common issues that arise in marriage dissolutions or legal separations
David Ruegg The Law Offices of David T. Ruegg
Thu, August 22, 2024
2h CLE
On-Demand
Using a Charitable Remainder Trust to Maximize Benefits from an IRA or Qualified Plan_FedBar
Using a Charitable Remainder Trust to Maximize Benefits from an IRA or Qualified Plan
Jonathan G. Blattmachr · Stephen J. Bigge Pioner LLC
Thu, August 22, 2024
2h CLE
On-Demand
Using Income, Gifting & Non-countable Purchase Strategies to Ensure Medicaid Eligibility_FedBar
Using Income, Gifting & Non-countable Purchase Strategies to Ensure Medicaid Eligibility
Ronald Fatoullah Meltzer, Lippe, Goldstein & Breitstone, LLP
Fri, August 16, 2024
2h CLE
On-Demand
Asset Protection for Business Owners_FedBar
Asset Protection for Business Owners (2024 Edition)
Jacob Stein Aliant, LLP
Thu, August 8, 2024
2h CLE
On-Demand
Advanced Estate Planning Strategies_FedBar
Advanced Estate Planning Strategies: Avoid the step transaction doctrine, enhance spouse trust strategies, create non-grantor trusts, and crucial considerations on basis step-up and community property trusts
Joy Elizabeth Matak · Sahri D. Zeger Avelino Law, LLP
Fri, August 2, 2024
2h CLE
On-Demand
Issues in Estate Administration Protecting beneficiary's rights, Real Estate, Personal Representatives, and prosecuting estate administration claims [Part 1] (2024 Edition)_FedBar
Issues in Estate Administration: Prosecuting a will contest, statute of limitations, considerations, and causes of action [Part 2] (2024 Edition)
Louis A. Silverman Praesidium Law, PLLC
Thu, July 25, 2024
2h CLE
On-Demand
Like Kind Exchange 2024 (presented by NYU School of Professional Studies)_FedBar
Like-Kind Exchange 2024 (presented by NYU School of Professional Studies)
Alexa T. Dubert, Esq. · William V. Horan, CES · Glenn M. Johnson, Esq. · Robert D. Schachat, Esq. · Aaron S. Gaynor, Esq. · Matthew E. Rappaport, Esq. · Terence F. Cuff, Esq. · Christopher A. Cunningham, Esq. · Mary B. Foster, Esq. · Libin Zhang, Esq. Internal Revenue Service
Thu, July 25, 2024
9h CLE
On-Demand
Introduction to Partnerships Taxation 2024 (presented by NYU School of Professional Studies)_FedBar
Introduction to Partnerships Taxation 2024 (presented by NYU School of Professional Studies)
Charles R. Bogle, Esq. · Justin S. Cohen, Esq. · James A. Gouwar, Esq. · Alan Kravitz, Esq. · Steven R. Schneider, Esq. · Matthew Busta, CPA · Hannah Richard, Esq. · Morgan Hann, CPA Morgan, Lewis & Bockius LLP
Mon, July 22, 2024
19.5h CLE
On-Demand
Advanced Trusts & Estates 2024 (presented by NYU School of Professional Studies)_FedBar
Advanced Trusts & Estates 2024 (presented by NYU School of Professional Studies)
Brad J. Richter, Esq. · Eric M. Fischer, Esq. · N. Todd Angkatavanich, Esq. · Eduardo S. Chung, Esq. · Timothy Evans, Esq. · Norman Lencz, Esq. · Kevin Matz, Esq. · Joseph P. Scorese, Esq. · Paulina Mejia, Esq. · George D. Karibjanian, Esq. · Jerome M. Hesch, Esq. · Alan S. Gassman, Esq. Fried, Frank, Harris, Shriver & Jacobson LLP
Thu, July 18, 2024
10.75h CLE
On-Demand
Essential Estate Planning Through Effective Asset Titling_FedBar
Essential Estate Planning Through Effective Asset Titling
Lance Pruitt
Wed, July 17, 2024
2h CLE
On-Demand
Introduction to Trust and Estates 2024_FedBar
Introduction to Trust and Estates 2024 (presented by NYU School of Professional Studies)
Joseph P. Scorese, Esq. · Mitchell Drossman, Esq. · Margaret St. John Meehan, Esq. · Michelle Orlowski · Brad Dillon, Esq. · Stacia C. Kroetz, Esq., MBA, CPA · Mark Taccetta · Catherine G. Schmidt, Esq. · Kyle G. Durante, Esq. · Haley B. Bybee, Esq. · John M. Olivieri, Esq. · Timothy M. Ferges, Esq. · Jack F. Meola, CPA, Esq. · Kimberly A. DeMaro · Amy C. O’Hara, Esq., CELA · Brian L. Miller, Esq., CELA · Brian D. Conboy, Esq. · Elisa Pickel, Esq. Sills Cummis & Gross P.C.
Mon, July 15, 2024
19h CLE
On-Demand
Issues in Estate Administration Protecting beneficiary's rights, Real Estate, Personal Representatives, and prosecuting estate administration claims [Part 1and 2] (2024 Edition)_FedBar
Issues in Estate Administration: Protecting beneficiary's rights, Real Estate, Personal Representatives, and prosecuting estate administration claims [Part 1] (2024 Edition)
Louis A. Silverman Praesidium Law, PLLC
Thu, July 11, 2024
2h CLE
On-Demand
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