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Connecticut CLE - Trusts and Estates CoursesThis is a listing of Trusts and Estates CLE Courses for Connecticut. Please make your selection below of Online, CD-ROM & Audio CD CLE courses for Trusts and Estates in Connecticut, CT. Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name. CategoriesDomicile, Residence and CitizenshipThis 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. Drafting a Basic WillA 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. Estate Planning for Second and Subsequent MarriagesDivorces 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. The Deductibility of Legal Fees for Estate Planning & Administration as Well as Deductibility of Personal RepresentationThis course will review the applicable state law and Internal Revenue Code necessary to determine the extent of deductibility of fiduciary and attorneys’ fees of estates and trusts. In the absence of statutory fees or any other uniform method for determining the fee for serving as attorney for a fiduciary or for the latter’s commission, these general guidelines can be supplemented by whatever value the attorney believes his services added to the estate in saving taxes or obtaining higher pr... |
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