Course Overview
Choose optimal trust situs for tax efficiency.
Apply constitutional limits to state tax exposure.
Distinguish grantor and non-grantor trust implications.
Integrate domestic asset protection with tax planning.
Course Overview
Choose optimal trust situs for tax efficiency.
Apply constitutional limits to state tax exposure.
Distinguish grantor and non-grantor trust implications.
Integrate domestic asset protection with tax planning.
Why Attend
Agenda
Session 1
Foundations of Trust Taxation and Federal Considerations
Session 2
State and Multistate Tax Issues and Evolving Law
Break
Networking Break and Refreshments
Session 3
International and Cross-Border Trust Implications
Session 4
Fiduciary Duties and Emerging Planning Tools
Session 5
Domestic Asset Protection and Advanced Tax Strategies
1:00 pm - 1:30 pm EST
Bridgeford Trust Company
Wilson Elser
This session explores the fundamental distinction between grantor and non-grantor trusts, examining how each classification impacts income tax treatment and estate planning. Participants will learn about DNI calculations, compressed tax brackets, and the strategic use of completed versus incomplete gift trusts to optimize tax outcomes.
Bridgeford Trust Company
Wilson Elser
1:30 pm - 2:00 pm EST
Bridgeford Trust Company
Wilson Elser
Examine the critical importance of jurisdiction selection and how states vary dramatically in their approaches to trust taxation. This session covers landmark cases including Kaestner and Fielding, plus practical strategies for navigating New York and California’s aggressive tax statutes.
Bridgeford Trust Company
Wilson Elser
2:00 pm - 2:10 pm EST
Bridgeford Trust Company
Wilson Elser
Take a short break to refresh and connect with fellow attendees. Use this time to reflect on the material covered and prepare questions for upcoming sessions.
Bridgeford Trust Company
Wilson Elser
2:10 pm - 2:30 pm EST
Bridgeford Trust Company
Wilson Elser
This session addresses the complexities that arise when trusts have international dimensions, particularly the treatment of foreign trusts. Participants will explore the income throwback rules triggered at a grantor’s death and potential workarounds for high-net-worth clients with cross-border considerations.
Bridgeford Trust Company
Wilson Elser
2:30 pm - 2:50 pm EST
Bridgeford Trust Company
Wilson Elser
Explore the fiduciary duty to consider jurisdiction selection and modern planning tools including decanting, community property trusts, and private placement life insurance. Learn how the South Dakota Community Property Trust provides a 100% step-up in basis and how SLATs can be optimized.
Bridgeford Trust Company
Wilson Elser
2:50 pm - 3:10 pm EST
Bridgeford Trust Company
Wilson Elser
Discover how domestic asset protection trusts work in conjunction with tax planning, supported by powerful case law including the Cleopatra decision. This session distinguishes ethical planning for unknown future risks from problematic asset concealment while examining self-settled spendthrift trust structures.
Bridgeford Trust Company
Wilson Elser
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
Attorneys will learn how to identify, analyze, and mitigate tax consequences of trusts across federal, state, and international jurisdictions.
Attorneys will gain practical strategies for jurisdiction selection, fiduciary duties in tax planning, and understanding evolving state tax case law.
Attorneys will learn how to identify, analyze, and mitigate tax consequences of trusts across federal, state, and international jurisdictions.
Attorneys will gain practical strategies for jurisdiction selection, fiduciary duties in tax planning, and understanding evolving state tax case law.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
|---|---|---|---|---|
| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
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| Attend "Live" Re-Broadcasts |
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| Exclusive Partner Webinars & Events |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion |
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| Personalized CLE Platform |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Bridgeford Trust Company
David Warren is Co-Founder and Chairman of Bridgeford Trust Company, with extensive experience as an attorney practicing law and working in the financial services industry. He has dedicated his career to serving the trust and wealth management needs of high-net-worth and ultra-high-net-worth families, focusing on leveraging South Dakota’s modern trust laws for personalized solutions prioritizing privacy, asset protection, and tax efficiency.
Bridgeford Trust Company
David Warren is Co-Founder and Chairman of Bridgeford Trust Company, with extensive experience as an attorney practicing law and working in the financial services industry. He has dedicated his career to serving the trust and wealth management needs of high-net-worth and ultra-high-net-worth families, focusing on leveraging South Dakota’s modern trust laws for personalized solutions prioritizing privacy, asset protection, and tax efficiency.
Wilson Elser
William Lipkind is chair of Wilson Elser’s Tax Planning & Controversies practice, concentrating in wealth preservation, asset protection, and state and federal income taxation. He counsels closely held businesses and their owners on optimal tax structures, internal governance, mergers and acquisitions, and high-net-worth individuals on intergenerational issues.
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Date / Time: March 27, 2026
Closed-captioning available
2026-03-27 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-03-30 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
