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Subscribe to All-Access Pass – $3952025-07-18 09:00:00
12.5 hours
2025-07-18 09:00:00
12.5 Credits
2025-07-18 09:00:00
12.5 hours
2025-07-18 09:00:00
12.5 hours
Attorneys will learn sophisticated planning techniques for tax-efficient wealth management, charitable giving structures, international reporting requirements, and gift tax return preparation.
Attorneys will gain practical guidance on deferring capital gains, selecting charitable vehicles, navigating foreign asset compliance, and making timely gift tax elections.
Attorneys will learn sophisticated planning techniques for tax-efficient wealth management, charitable giving structures, international reporting requirements, and gift tax return preparation.
Attorneys will gain practical guidance on deferring capital gains, selecting charitable vehicles, navigating foreign asset compliance, and making timely gift tax elections.
Agenda
Session 1
Planning Issues and Problems with Trust Decanting
Session 2
Advanced Tax Planning Strategies for Real Estate
Session 3
Successor Trustees and Section 672(C) Restrictions Analysis
Session 4
Ethics in Advising Diverse Clients and Families
Session 5
Thirteen Advanced Tips for Federal Estate Returns
Session 6
Income Tax Strategies for Liquidity Events
Session 7
Choosing Between Charitable Vehicles and Foundations
Session 8
Foreign Asset Reporting Requirements for US Taxpayers
Session 9
Gift Tax Return Preparation Deep Dive
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Decanting allows modification of irrevocable trusts to address changes in law or beneficiary circumstances. This session covers when decanting is appropriate, governing state laws, tax implications, and alternative modification methods when decanting won’t work.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Recent law changes have created significant opportunities for real estate owners requiring careful planning. This presentation covers maximizing the 20% passthrough deduction and provides in-depth analysis of choice-of-entity decisions for real estate investments.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Since 1995, practitioners have commonly prohibited related or subordinate parties from serving as successor trustees. This presentation explores the origins of that limitation and argues it’s possible to draft estate tax-exempt irrevocable trusts without any 672(c) restrictions.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Estate planners face subtle considerations when counseling clients with unique family configurations. This panel explores age diversity between spouses, assisted reproductive technology, LGBTQ planning, and geographic, cultural, and religious diversity considerations.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
The 706 remains essential to estate planning practice despite changing planning techniques. This humorous yet practical presentation reviews little-known preparation pointers that prevent small mistakes from leading to larger IRS inquiries.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Many taxpayers face significant income tax consequences when selling businesses or diversifying concentrated positions. This session explores charitable remainder trusts, installment sales to non-grantor trusts, and other strategies to defer or minimize capital gain recognition.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
There is no one-size-fits-all approach to charitable planning, as each vehicle offers distinct advantages. This presentation compares donor advised funds, community foundations, private foundations, and 501(c)(4) organizations to help guide clients’ charitable visions.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Foreign assets and activities create complex reporting obligations presenting a minefield for US taxpayers. This session covers Forms 926, 5471, 3520, 3520-A, 8858, 8865, 8621, 8938, and FBAR requirements with emphasis on trusts and estates.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Form 709 preparation requires attention to technical requirements, practical procedures, and ethical considerations. This comprehensive session covers adequate disclosure, GST allocations, gift splitting elections, DSUE considerations, and the new 2024 form changes.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
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.
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.
Fox Rothschild
Greenberg Traurig
Dungey Dougherty PLLC
Sills Cummis & Gross P.C.
Fiduciary Trust Company International
Fried Frank, Harris, Shriver & Jacobson
Franklin Karibjanian & Law, PLLC
Meltzer, Lippe, Goldstein & Breitstone
Gassman, Crotty & Denicolo, P.A
ArentFox Schiff
Forvis Mazars
Forvis Mazars
Dungey Dougherty PLLC
Fox Rothschild
Melissa concentrates her practice in all areas of trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. She represents individuals and families in designing, implementing and administering complex estate plans to help them achieve their overall wealth transfer objectives.
Greenberg Traurig
Troy M. Stackpole focuses his practice on trust and estate planning, providing sophisticated planning to high-net-worth individuals and their families with the goal of preserving wealth on a tax efficient basis.
Dungey Dougherty PLLC
A dedicated estate and tax planning attorney who specializes in simplifying complex legal concepts so clients can confidently make informed decisions. He brings a holistic, team-based approach to planning for high-net-worth individuals, families, and charities.
Sills Cummis & Gross P.C.
Joseph P. Scorese is a Member of the Sills Cummis & Gross Tax, Trusts and Estates Practice Group, focusing on complex estate planning and estate and trust administration for high net worth individuals and families in the New York and New Jersey area.
Fiduciary Trust Company International
Paulina Mejia serves as National Fiduciary Counsel at Fiduciary Trust Company International and is a member of the firm’s management and operating committees.
Fried Frank, Harris, Shriver & Jacobson
Brad J. Richter is chair of Fried Frank’s Trusts and Estates Department in New York, with a practice spanning sophisticated estate and tax planning, administration of complex estates and trusts, business succession, and charitable foundation structuring.
Franklin Karibjanian & Law, PLLC
George Karibjanian is a founding member of Franklin Karibjanian & Law, with offices in Washington, D.C. and Florida, specializing in estate planning, probate and trust administration, and nuptial agreements.
Meltzer, Lippe, Goldstein & Breitstone
Jerome M. Hesch is Counsel to multiple practice groups at Meltzer, Lippe, Goldstein & Breitstone LLP, including Trusts & Estates and Private Wealth & Taxation. A nationally respected tax and estate planning expert.
Gassman, Crotty & Denicolo, P.A
Alan S. Gassman is the founder and senior partner of Gassman, Crotty & Denicolo, P.A., a Clearwater, Florida law firm established in 1987, specializing in representing high-net-worth families, physicians, and business owners in estate planning, taxation, and asset protection.
ArentFox Schiff
Andy focuses on wealth transfer planning and preservation, multi-generational planning, estate and trust administration, nonprofit and tax-exempt organizations, and charitable giving.
Forvis Mazars
Eduardo S. Chung is a Principal at Forvis Mazars, based in New York, where he leads the firm’s Tax Practice & Procedures Group, specializing in representing diverse clientele on IRS and state tax examinations, administrative appeals, tax court litigation, and collection matters.
Forvis Mazars
Timothy Evans is a Principal in the International Tax Services practice at Forvis Mazars, advising multinational corporations, business owners, and private clients on international tax planning, treaty structuring, and global tax compliance.
Dungey Dougherty PLLC
James I. Dougherty is a founding partner of Dungey Dougherty PLLC in Greenwich, Connecticut, with work centered on estate planning and administration for high-net-worth individuals, families, and family offices.
Fox Rothschild
Melissa concentrates her practice in all areas of trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. She represents individuals and families in designing, implementing and administering complex estate plans to help them achieve their overall wealth transfer objectives.
Greenberg Traurig
Troy M. Stackpole focuses his practice on trust and estate planning, providing sophisticated planning to high-net-worth individuals and their families with the goal of preserving wealth on a tax efficient basis.
Dungey Dougherty PLLC
A dedicated estate and tax planning attorney who specializes in simplifying complex legal concepts so clients can confidently make informed decisions. He brings a holistic, team-based approach to planning for high-net-worth individuals, families, and charities.
Sills Cummis & Gross P.C.
Joseph P. Scorese is a Member of the Sills Cummis & Gross Tax, Trusts and Estates Practice Group, focusing on complex estate planning and estate and trust administration for high net worth individuals and families in the New York and New Jersey area.
Fiduciary Trust Company International
Paulina Mejia serves as National Fiduciary Counsel at Fiduciary Trust Company International and is a member of the firm’s management and operating committees.
Fried Frank, Harris, Shriver & Jacobson
Brad J. Richter is chair of Fried Frank’s Trusts and Estates Department in New York, with a practice spanning sophisticated estate and tax planning, administration of complex estates and trusts, business succession, and charitable foundation structuring.
Franklin Karibjanian & Law, PLLC
George Karibjanian is a founding member of Franklin Karibjanian & Law, with offices in Washington, D.C. and Florida, specializing in estate planning, probate and trust administration, and nuptial agreements.
Meltzer, Lippe, Goldstein & Breitstone
Jerome M. Hesch is Counsel to multiple practice groups at Meltzer, Lippe, Goldstein & Breitstone LLP, including Trusts & Estates and Private Wealth & Taxation. A nationally respected tax and estate planning expert.
Gassman, Crotty & Denicolo, P.A
Alan S. Gassman is the founder and senior partner of Gassman, Crotty & Denicolo, P.A., a Clearwater, Florida law firm established in 1987, specializing in representing high-net-worth families, physicians, and business owners in estate planning, taxation, and asset protection.
ArentFox Schiff
Andy focuses on wealth transfer planning and preservation, multi-generational planning, estate and trust administration, nonprofit and tax-exempt organizations, and charitable giving.
Forvis Mazars
Eduardo S. Chung is a Principal at Forvis Mazars, based in New York, where he leads the firm’s Tax Practice & Procedures Group, specializing in representing diverse clientele on IRS and state tax examinations, administrative appeals, tax court litigation, and collection matters.
Forvis Mazars
Timothy Evans is a Principal in the International Tax Services practice at Forvis Mazars, advising multinational corporations, business owners, and private clients on international tax planning, treaty structuring, and global tax compliance.
Dungey Dougherty PLLC
James I. Dougherty is a founding partner of Dungey Dougherty PLLC in Greenwich, Connecticut, with work centered on estate planning and administration for high-net-worth individuals, families, and family offices.
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 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 |
|
|
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 |
|
Why Attend
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:
Closed-captioning available
2025-09-05 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
2026-05-08 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