Estate Planning Law

Showing all 12 results

• Adding Estate Planning to Your Practice: The Essentials an Attorney Must Know [incl. 1 Ethics Hour]

  Tue, April 7, 2020

  
  CLE Credits: 3 GENERAL / 1 ETHICS (or 3 LAW & LEGAL / 1 ETHICS for WA state)

  Benjamin Franklin said two things are certain: death and taxes. So, regardless of changes in the law, legal services for estate planning and probate will... Learn More...

• Basics of Estate Planning: Understanding Estate Planning Strategies and Basic Wills and Trusts

  Mon, September 9, 2019

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

  This presentation will discuss basic estate planning documents and techniques. We will discuss the basic estate planning documents of: Wills and Trusts; how they are... Learn More...

• Domestic Asset Protection Trusts 101: Protecting Assets from Creditors—What Attorneys Should Know

  Mon, September 16, 2019

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

  This course will be designed to serve as an overview of domestic asset protection trusts (“DAPT’s”), which are trusts which allow the settlor to protect... Learn More...

• Drafting Irrevocable Trusts to Preserve Medicaid and VA Benefits [incl. 1 Ethics hour]

  Fri, June 12, 2020

  
  CLE Credits: 1.0 GENERAL / 1.0 ETHICS (or 1.0 LAW & LEGAL / 1.0 ETHICS for WA state)

  Special needs trusts, supplemental needs trusts, income only trusts, and other types of irrevocable trust planning can be used to provide for a family member... 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...

• 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...

• How to Decant a Trust: Tax Consequences and Strategies to Achieve Client’s Goals

  Mon, February 24, 2020

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

  Join myLawCLE to learn more about decanting trusts: when to decant, what if you can’t decant, and tax consequences of decanting. This course will cover... Learn More...

• Inherited IRA’s in Estate Planning

  Tue, August 20, 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...

• Probate: Step by Step

  Fri, June 28, 2019

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

  This course will provide a step-by-step guide to taking on and handling a probate case, from start to finish. Key topics to be discussed: •... Learn More...

• Revocable Living Trusts from Start to Finish [2020 Edition]

  Fri, July 17, 2020

  
  CLE Credits: 1 GENERAL / 1 ETHICS (or 1 LAW & LEGAL / 1 ETHICS for WA state)

  Revocable living trusts are a staple of basic estate planning. But the revocable living trust can be used for sophisticated planning as well. This CLE... Learn More...

• Top 10 Most Commonly Used Trusts

  Thu, April 23, 2020

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

  This presentation is designed for non-estate planning lawyers interested in adding trust and estate planning to their practice, family law lawyers or litigators who are... Learn More...

• Trust Accountings When the Settlor Lacks Capacity

  Mon, July 15, 2019

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

  This program covers when and how a trustee must account to trust beneficiaries, other than the settlor(s) of the trust. The presentation will cover the... Learn More...