Showing 1–12 of 44 results
Advanced Special Needs Trusts: Formation, Drafting, Post ACA & Tax issues, and Ethical Considerations
Wed, June 29, 2016
What you will learn: The practitioner will learn the types of special needs trusts (SNTs) and the advantages/disadvantages. Sample forms are provided and discussed. New... Learn More...
Mon, November 14, 2016
Join myLawCLE for a comprehensive seminar on trusts. Everything from the basics to the most sophisticated planning will be included. This CLE is perfect for the beginning... Learn More...
Asset Protection Planning
Mon, November 21, 2016
Join myLawCLE to learn about asset protection tools for clients with concerns about creditor’s claims. Asset protection trusts, including offshore and domestic asset protection trusts,... Learn More...
The “Resurrection” of NFA Gun Trust: The Good, Bad, and Undecided with Implementation ATF Regulation 41F in July 2016
Tue, January 31, 2017
This program will provide attorneys with the background and purposes of why NFA trusts were created, gained favor, and have grown at an exponential rate... Learn More...
Directed Trusts Overview & Updates
Tue, January 31, 2017
Join myLawCLE for an overview of directed trusts, including updates in state laws around the United States as well as recent case law. This class... Learn More...
Income-Only Trusts and Long Term Care
Tue, March 28, 2017
Join myLawCLE for a discussion on income-only Medicaid qualifying trusts. What criteria must a trust meet to shelter assets from long term care expenses and... Learn More...
Handling Estate Administration & Tax Issues
Mon, April 10, 2017
This program is designed for the new and experienced lawyers, accountants, and paralegals and for the experienced estate and trust lawyer who wishes to brush... Learn More...
Trusts 101 [2017 Edition]
Wed, April 19, 2017
Attorneys will leave this class with a better understanding of the requirements for various types of trusts and will learn how to utilize each for... Learn More...
2016 Advanced Special Needs Trusts Update (Incl. 1 Ethics Hour)
Mon, April 24, 2017
What you will learn: The proper use of the special needs trust. Impact of the Affordable Care Act, the ABLE act, as well as other... Learn More...
What Every Attorney Wants to Know about ERISA and Retirement Plans but is Afraid to Ask
Thu, April 27, 2017
Thanks to many changes in the retirement plan industry through government regulations and litigation, a retirement plan can be a hidden liability pitfalls for every... Learn More...
Drafting IRA Trusts, incl. 1 Ethics hour [2016 Edition]
Tue, May 16, 2017
Many clients hold significant wealth in IRA accounts and wish to pass those assets along to their loved ones as part of a well-crafted estate... Learn More...
Estate Planning for Investment Fund Manager: Navigating Section 2701 & Other Potential Tax Traps
Fri, May 26, 2017
This presentation summarizes the structure and economics of a typical private equity fund (a “fund”), highlights some important tax issues to consider when transferring a... Learn More...