Estate Planning Law

Showing 1–12 of 23 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...

  
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• 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...

  

• 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 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, February 28, 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

  Fri, March 15, 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...

  

• 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...