Estate Planning Law
Showing 13–22 of 22 results
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How to Decant a Trust: Tax Consequences and Strategies to Achieve Client’s Goals
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...
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Inherited IRA’s in Estate Planning
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...
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Navigating Post-Mortem Tax Planning
CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)
In contrast to popular opinion, many of the most advantageous estate and income tax planning opportunities are only available to a fiduciary after the death... Learn More...
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Overview of IRA Trusts/IRA Distributions in Estate Planning: Trusts as Beneficiaries
CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)
This seminar will cover the various types and uses of IRA Trusts, using IRA Trusts as beneficiaries of estate plans, and IRA distributions in estate... Learn More...
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Probate: Step by Step
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...
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Revocable Living Trusts from Start to Finish [incl. 1 Ethics hour]
CLE Credits: 3 GENERAL / 1 ETHICS (or 3 LAW & LEGAL / 1 ETHICS for WA state)
This CLE covers all aspects of revocable trust planning, including a discussion of the basic structures, types of trust planning, funding, drafting tips, and ethics.... Learn More...
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Top 10 Most Commonly Used Trusts
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...
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Trust Accountings When the Settlor Lacks Capacity
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...
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Trust Tax Deductions: New Rules You Need to Know Now
CLE Credits: 2 GENERAL (or 2 LAW & LEGAL for WA state)
This CLE is designed for attorneys, paralegals, financial professionals, accountants and trust administration professionals. It provides guidelines on tax deductions available to trusts, including updates... Learn More...
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Trusts: Key Structures and Uses [incl. 1 hour of Ethics]
CLE Credits: 3 GENERAL / 1 ETHICS (or 3 LAW & LEGAL / 1 ETHICS for WA state)
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection.... Learn More...