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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 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

Will Drafting 101

Drafting a will is one of the most common services rendered by an attorney. However, the proper preparation and implementation of a client’s testamentary instrument is by no means one of the simplest tasks since the attorney may have to call on knowledge from a number of legal fields. An expert panel helps you to identify the relevant issues specific to your client’s situation and provide guidance on drafting the clauses necessary to effectuate the testamentary plan.

Total Credits
2.75
Incl. 0.5 Ethics
Price$125

The Ethics of Today & Strategic Planning for Tomorrow: A Two Part Course

This two part CLE course begins with a discussion of the new ethical rules and standards. The course will review the 2009 updates to the rules on ethics and include a thorough study of the various ethical considerations as they relate to mining for Metadata as well as the new rules as they pertain to engagement letters. The course will also explore the resurgence of the complex section 487 of the Judiciary Law and disciplinary proceedings that have resulted from recent changes. The second part...

Total Credits
1.75
Incl. 1 Ethics
Price$75

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 asse...

General Credits
1.75
Price$100

Drafting Basic Testamentary Documents

Learn the basic requirements for drafting wills and simple trusts and become familiar with the requirements of a number of different types of documents. Topics covered include: Will drafting; Information collection and client interviews; Fiduciary tax compliance; Introduction to estate tax­­ – drafting basic trusts.

General Credits
2.5
Price$125

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

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, indicati...

General Credits
1
Price$50
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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