Estate Planning Law

Showing 1–12 of 28 results

• An Attorney’s Guide to the QDRO Process

  Fri, February 22, 2019

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

  Learn what you need to know to acquire an qualified domestic relations order (QDRO). This course will walk you through the Employee Retirement and Income... Learn More...

  

• 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...

  

• Designating IRA Beneficiaries and Using Trusts as Beneficiaries of IRAs [2019 Edition]

  Tue, June 4, 2019

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

  This webcast examines appropriate functions of IRAs and other retirement accounts in estate planning. We will discuss the differences in the administration whether naming spouses,... 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 Essential Estate Planning Documents

  Mon, April 15, 2019

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

  This course is designed to assist practitioners with a comprehensive overview of the estate planning documents that are essential in planning and drafting a client’s... 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)

  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...

  

• 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 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

  Tue, April 2, 2019

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

  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...

  

• Ethical Considerations for Trustees: Implementation and Representation

  Tue, May 28, 2019

  CLE Credits: 2 ETHICS

  Whether you draft estate planning documents, litigate in probate court, assist with administration, or all of the above, this presenter brings valuable insights from her... Learn More...

  
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• Final Accounting in Estate Administration

  Fri, June 28, 2019

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

  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...

  
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