Estate Planning Law

Showing 1–12 of 22 results

• Asset Protection for Business Owners

  Fri, December 21, 2018

  CLE Credits: 2 GEN

  This course will cover the various types of business entities available to conduct business and analyze for the participants the pros and cons of each... Learn More...

  

• Choosing a Trust Jurisdiction

  Thu, June 28, 2018

  CLE Credits: 2 GEN

  Jurisdictions are competing for trust business with many states increasing flexibility and options for trust planning. This seminar will discuss the tools available for modern... Learn More...

  

• Digital Assets in Estate Administration

  Wed, January 16, 2019

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

  What you will learn: As technology progresses and society moves more into the digital era it is important to plan and maintain your digital assets.... Learn More...

  

• Drafting Directed Trusts

  Wed, January 17, 2018

  This course will include the basics on drafting trusts with investment or distribution direction, including a discussion on trust protectors, family advisors, and other specialized... Learn More...

  

• Estate Administration 101

  Tue, December 4, 2018

  CLE Credits: 2 GEN

  This course provides an overview of estate administration basics. Attendees can expect to leave with a general understanding of the probate process, and will learn... Learn More...

  

• Estate Inclusion Techniques in Estate Planning

  Fri, October 19, 2018

  CLE Credits: 2 GEN

  In this webinar attorney Chris Johnson will give you the skills and knowledge to help clients make the best tax-saving decisions for their trusts and... Learn More...

  

• Estate Planning 101: Different Types & Uses of Trusts

  Mon, December 3, 2018

  CLE Credits: 2 GEN

  Attendees will receive a detailed explanation on the various types of trusts that exist, how they are used, advantages/disadvantages, and drafting tips and considerations. This... Learn More...

  

• Estate Planning: Taking Advantage of TCJA Tax Rules Before They Sunset

  Thu, November 8, 2018

  CLE Credits: 2 GEN

  This course deals with the implications of the Tax Cuts and Jobs Act of 2017 (TCJA) on estate planning. Specifically, it will cover key provisions... Learn More...

  

• Gun Trusts: What’s All the Fuss?

  Thu, January 24, 2019

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

  Ownership of a firearm is complicated enough during a client’s lifetime. Why should distributing a firearm at death be just as complicated? Is a gun... Learn More...

  

• Inherited IRA’s in Estate Planning

  Wed, February 13, 2019

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

  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...

  
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• IRA Trust Strategies: Ensuring the Stretch

  Thu, July 12, 2018

  CLE Credits: 2 GEN

  Make the best use of IRA trusts by understanding their unique advantages and features. This strategic legal briefing will provide you with a practical overview... Learn More...

  

• Navigating Post-Mortem Tax Planning

  Fri, January 25, 2019

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

  In contrast to popular opinion, many of the most advantageous estate and income tax planning opportunities are only available to a fiduciary after the death... Learn More...

  
  Live