Revocable Living Trusts from Start to Finish [Including 1 Ethics Hour] (2025 Edition)
Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.
On-Demand: January 30, 2025
2 hour CLE
Tuition: $195.00
Co-Sponsored by myLawCLE
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Program Summary
Join myLawCLE for a comprehensive introduction to estate planning. This course is perfect for a beginning practitioner, someone looking to add estate planning to an existing practice, or just as a refresher course. Basic estate planning will be included, along with a focus on revocable living trust planning and ethics.
Key topics to be discussed:
- Why Every Client Needs an Estate Plan
- Basic Estate Planning
- Revocable Living Trusts and Trust Planning
- Funding the Trust
- Ethics
This course is co-sponsored with myLawCLE.
Closed-captioning available
Speakers
Mary Akkerman | Partner, Davenport Evans Lawyers
Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.
Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.
Mary has received an AV Preeminent® Peer Review Rating by Martindale Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law and is listed by Best Lawyers® in Trusts & Estates. Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.
Agenda
I. Why Every Client Needs an Estate Plan | 2:00pm – 2:15pm
- Basic probate rules
- Non-probate transfers
- Federal transfer taxes
II. Basic Estate Planning | 2:15pm – 2:30pm
- Estate Planning Basics
- Powers of Attorney
- Living Wills and Healthcare Directives
III. Revocable Living Trusts and Trust Planning | 2:30pm – 2:45pm
- How to Structure
- Marital Deduction Planning
- Other Trust Structures
IV. Funding the Trust | 2:45pm – 3:00pm
- Titling, Ownership and Beneficiary Designations
- Pay on Death and Transfer on Death Accounts
- Retirement Plans
- Real Estate
- Life Insurance
- Personal Property and Other Assets
Break | 3:00pm – 3:10pm
V. Ethics | 3:10pm – 4:10pm
- Joint Representation and Identifying the Client
- Confidentiality and Attorney-Client Privilege
- Incapacity Planning
- Fraudulent Transfer Avoidance
Credits
Alaska
Approved for CLE Credits
1 General , 1 Ethics
Alabama
Approved for Self-Study Credits
1 General , 1 Ethics
Arkansas
Approved for CLE Credits
1 General , 1 Ethics
Arizona
Approved for CLE Credits
1 General , 1 Professional Responsibility/Ethics
California
Approved for CLE Credits
1 General , 1 Ethics
Colorado
Pending CLE Approval
1 General , 1 Ethics / Professionalism
Connecticut
Approved for CLE Credits
1 General , 1 Ethics / Professionalism
District of Columbia
No MCLE Required
1 CLE Hour, 1 CLE Hour
Delaware
Pending CLE Approval
1 General , 1 Enhanced Ethics
Florida
Approved for CLE Credits
1 General , 1 Ethics
Certification Credits Approved:
1 Wills, Trusts and Estates
Phone: (877) 406-8636
Email: [email protected]
Georgia
Approved for CLE Credits
1 General , 1 Ethics
Hawaii
Approved for CLE Credits
1.2 General , 1.2 Ethics or Professional Responsibility Education
Iowa
Pending CLE Approval
1 General , 1 Ethics
Idaho
Pending CLE Approval
1 General , 1 Ethics / Professionalism
Illinois
Approved for Self-Study Credits
1 General , 1 Ethics
Indiana
Approved for Self-Study Credits
1 General , 1 Ethics
Kansas
Pending CLE Approval
1 Substantive , 1 Ethics / Professionalism
Kentucky
Pending CLE Approval
1 General , 1 Ethics
Louisiana
Pending CLE Approval
1 General , 1 Ethics
Massachusetts
No MCLE Required
1 CLE Hour, 1 CLE Hour
Maryland
No MCLE Required
1 CLE Hour, 1 CLE Hour
Maine
Pending CLE Approval
1 General , 1 Ethics / Professionalism
Michigan
No MCLE Required
1 CLE Hour, 1 CLE Hour
Minnesota
Approved for Self-Study Credits
1 General , 1 Ethics
Missouri
Approved for Self-Study Credits
1.2 General , 1.2 Ethics
Mississippi
Pending CLE Approval
1 General , 1 Ethics
Montana
Pending CLE Approval
1 General , 1 Professional Fitness and Integrity
North Carolina
Approved for Self-Study Credits
1 General , 1 Ethics
North Dakota
Approved for CLE Credits
1 General , 1 Ethics
Nebraska
Pending CLE Approval
1 General , 1 Professional Responsibility
New Hampshire
Approved for CLE Credits
60 General Minutes, 60 Ethics / Professionalism Minutes
New Jersey
Approved for CLE Credits
1.2 General , 1.2 Ethics / Professionalism
New Mexico
Approved for Self-Study Credits
1 General , 1 Ethics / Professionalism
Nevada
Approved for Self-Study Credits
1 General , 1 Ethics / Professionalism
New York
Approved for Self-Study Credits
1.2 General , 1.2 Ethics / Professionalism
Ohio
Approved for Self-Study Credits
1 General , 1 Professional Conduct
Oklahoma
Pending CLE Approval
1 General , 1 Ethics / Professionalism
Oregon
Approved for Self-Study Credits
1 General , 1 Ethics
Pennsylvania
Approved for Self-Study Credits
1 General , 1 Ethics / Professionalism
Rhode Island
Approved for Self-Study Credits
1 General , 1 Ethics / Professionalism
South Carolina
Pending CLE Approval
1 General , 1 Ethics / Professionalism
South Dakota
No MCLE Required
1 CLE Hour, 1 CLE Hour
Tennessee
Approved for Self-Study Credits
1 General , 1 Dual
Texas
Approved for CLE Credits
1 General , 1 Ethics / Professionalism
Utah
Approved for Self-Study Credits
1 General , 1 Ethics / Professionalism
Virginia
Not Eligible
1 General Hours, 1 Ethics / Professionalism Hours
Vermont
Approved for CLE Credits
1 General , 1 Ethics
Washington
Approved via Attorney Submission
1 Law & Legal Hour , 1 Ethics Hour
Wisconsin
Approved for Self-Study Credits
2 General
West Virginia
Pending CLE Approval
1.2 General , 1.2 Ethics / Professionalism
Wyoming
Pending CLE Approval
1 General , 1 Ethics / Professionalism
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