Estate Planning Law

Showing 1–12 of 22 results

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

  Thu, February 13, 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...

  

• 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...

  

• 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...

  

• 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...

  

• 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 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 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...

  

• 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...

  

• Gun Trusts: What’s All the Fuss?

  Wed, November 27, 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...