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California CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for California. Please make your selection below of Online, CD-ROM & Audio CD CLE courses for Trusts and Estates in California, CA. Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.

Trusts and Estates Courses

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Asset Protection Planning

From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will teach you everything you need to know about protecting your assets from plaintiffs and creditors. Mr. Stein, a leading expert in asset protection will cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. In 2010, specific emphasis will be placed on protecting assets...

General Credits
1.75
Price$100

Domicile, Residence and Citizenship

This seminar explores how the domicile, residence and citizenship of a client and his relatives or other beneficiaries impacts taxation of his and their income, assets, gifts and, ultimately, their estates. The course will review a variety of scenarios including the state and local income, gift, death and property taxes that may be imposed, as well as the beneficiaries United States federal income, gift, estate and generation skipping taxes, regardless of their residency or citizenship status.

General Credits
2
Price$75

Drafting a Basic Trust

A trust is a fiduciary relationship in which property is transferred from the creator to one or more persons, known as trustees, who manage that property for the benefit of another individual called the beneficiary. The purpose of a trust is to insure that property is appropriately managed and its income disbursed to persons whom the creator elects to benefit from the property. This course in drafting a basic trust discusses all of the fundamental requirements to create a valid trust, indicating...

General Credits
1
Price$50

Drafting a Basic Will

A will represents the wishes of a person that is no longer living. Therefore, the law requires a great deal of formality to insure that the document does truly represent the desire of a person that could no longer speak for him/herself. This lecture covers the basic clauses and formats for creating a will. It will also discuss the correct method of execution of the will.

General Credits
1
Price$50

Elder Law Basics: Medicaid Eligibility Rules & Regulations and Reverse Mortgages

Two fascinating topics are covered in this comprehensive CLE course. The first, Medicaid Eligibility Rules, is presented by Ronald A. Fatoullah, Esq. who will review every aspect of Medicaid coverage including home care eligibility, nursing home basics, family home protection and penalty rules. The course will also discuss the $750,000 home equity limitation, New York’s new power of attorney laws and planning opportunities. The second topic, Reverse Mortgages is presented by William H. Nugent,...

General Credits
2.5
Price$100

Estate Planning for Second and Subsequent Marriages

Divorces occur in nearly half of all first marriages, but about three quarters of divorced and widowed persons remarry within five years after the end of their prior marriage. Many others enter into long term living arrangements with one another. Therefore, estate planning for divorcing, recently divorced or widowed persons should anticipate the possibility of a remarriage. This course will offer guidelines for estate planning to take future unions into account.

General Credits
2.5
Price$95

Legal and Tax Aspects of Same-Sex Relationships and Current Problems of Federal Transfer Taxes and Income Tax Increases

Throughout recorded history and at least since the development of the institution of marriage, the traditional nuclear family has consisted of husband, wife and their mutual children, if any. Starting in the second half of the Twentieth Century, there has been a gradual, worldwide recognition that unmarried people living together have certain rights that traditionally had only been granted to married couples. Same-sex marriage is now legal in many states in the United States and Europe. This...

General Credits
2
Price$135

Mastering Medicare Set-Aside: What Every Attorney Needs to Know

An exciting opportunity for practitioners to learn in-depth about Medicare Set Aside Arrangements. National Elder Law expert Robert Brogan, Esq. offers an in-depth CLE review of this dynamic area of law and presents ample written materials from national leaders in Medicaid and Special Needs planning which will explain the interplay between Medicare and Medicaid. A riveting and informative video and other materials will provide you with the information you need to analyze the core question of whe...

General Credits
1.75
Price$75

Medicaid and Elder Law: Representing Clients in a New Legal Landscape

How can you keep up with Medicaid and elder law issues? This information-packed seminar will offer a thorough understanding of Medicaid and elder law including the latest trends in long-term care insurance planning. Get all your toughest questions answered regarding Medicaid planning and Medicaid eligibility issues. Find out how you can prosper in spite of complex laws and changing legal standards and how to navigate ethical issues of disclosure and representation. Don’t wait – purchase this cou...

General Credits
6.25
Price$200

Practical Approaches to Estate Planning

Inefficient estate planning can be disastrous for your clients. Give them peace of mind and security – learn the most successful estate planning techniques at this value-added seminar. From traditional wills to family limited partnerships, estate planning is a complex process, but a must for everyone, regardless of income level. Learn to navigate planning methods with ease at this cutting-edge seminar. You will learn to help your clients through the sensitive but necessary steps of planning by...

General Credits
6.25
Price$250


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