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Arizona CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Arizona. Please make your selection below of Arizona CLE courses. Our courses are available on CDs, DVDs, Online & Mobile App. 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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Ethics Credits
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The DOMA Decision Deciphered: What it Means to Your Client

The United States Supreme Court’s decision to strike down an important provision of the Defense of Marriage Act has immediate implications for same-sex couples throughout the nation. Gay and lesbian couples who are married in their home state or in other states that recognize same-sex marriage, may begin to enjoy hundreds of federal benefits previously denied to them. This program will explore the disparity between the rights and responsibilities of same-sex couples who live and marry in a r...

General Credits
1.75
Price$99

Trusts and Estates – The Title Perspective

What factors run through a title underwriter’s mind when considering whether to insure a conveyance out of an estate or out of a trust? What is the “law” governing such conveyances? As Benjamin Franklin noted, “…in this world, nothing can be said to be certain except death and taxes.” In this seminar, we will consider the first of Franklin’s certainties, death, and how decedents and the strategies which they and their advisers use to avoid the impact of the second certainty, taxes. The ty...

General Credits
1
Price$50

When Brotherly Love Goes Wrong: Defending Against Constructive Trust Claims

One of the first things lawyers learn is that no one can claim an interest in another's real estate without a deed or a written contract. Surprisingly, there is an exception to the rule. Constructive trusts, often filed by disgruntled family members, can tie up real estate claims for years and cost your clients dearly. This comprehensive CLE course will explain constructive trusts and their elements, notices of pendency, and perhaps most importantly, how to defend against constructive trusts...

General Credits
1.25
Price$75

Basic Estate Planning and Administration in New Jersey

Estate Planning is perhaps the most comprehensive means of building, preserving arranging and distributing assets, both before and after death. But the construction of a secure estate plan requires both the knowledge of the elements of estate planning and how to maneuver within the confines of the legal requirements. This instructive CLE course will explain the primary documents involved, the various advantages of estate planning, wills probates and power of attorney, death planning and the...

General Credits
1
Price$50

Avoiding Malpractice when Dealing with Retirement Accounts

Most family law attorneys know that a retirement account can be their best asset or their worse liability in a domestic relations case, depending on how they approach these highly complex assets. The failure to cover the specific benefits related to retirement account in settlement and/or trial can set a client up for dissatisfaction, or worse yet, set their attorney up for a malpractice claim. In this one-hour presentation, nationally-renowned QDRO attorney Matthew L. Lundy, Esq. ta...

General Credits
1
Price$50

Dividing Federal Civilian and Military Retirement Benefits in Family Cases

This one-hour CLE course, presented by nationally-renowned QDRO attorney Matthew L. Lundy, Esq., deals directly with the fine points of federal and military retirement accounts as they relate to family law cases. These accounts, which are highly complex, are potentially huge liabilities in domestic law cases. Neglecting to cover benefits related to these accounts in settlement or trial will not only cause client dissatisfaction but opens the attorney up to serious malpractice claims. The cours...

General Credits
1
Price$50

The New Power of Attorney Laws and Planning Your Estate

Power of Attorney is a critical component in estate planning. Without a durable power of attorney, there is no guarantee that your wishes will be carried out, and no one to speak on your behalf. This CLE course will explain recent changes as well as amendments to the changes in the laws governing powers of attorney and how they may be implemented effectively. The course will explain the distinction between the old and new POA, review the difference between a power of attorney, principal and ag...

General Credits
1.5
Price$75

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 w...

General Credits
1.75
Price$75

The State of the Art in Asset Protection

Explore the most advanced asset protection techniques currently used. This fascinating CLE program will address sales to intentionally defective grantor trusts, offshore trusts, offshore banking and Swiss annuities and much more. Jacob Stein, a leading expert in asset protection discusses a variety of tools and strategies that you can employ in order to help preserve wealth for your clients. Mr. Stein will also review how recent legislation affects your planning strategies.

General Credits
1.75
Price$100

Ethical Issues in Elder Law and Special Needs Planning

Using a series of hypotheticals, a panel of elder law attorneys and a noted ethicist discuss how to confront the ethical issues that arise in the everyday practice of elder law and special needs planning.

Ethics Credits
1.75
Price$75
Attorneys may earn all 15 Arizona CLE credits from the National Academy of Continuing Legal Education. Our online courses satisfy the STATE BAR OF ARIZONA REGULATIONS “Interactive CLE” definition. To view further accreditation details, please click here.


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