Florida CLE - Tax Law Courses
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Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
This informative CLE program presented by Ronald A. Fatoullah and Elizabeth Forspan will discuss the latest developments in Elder Law and Medicaid planning including eligibility rules and common techniques used to protect assets against the prohibitive cost of long term care. The course will also discuss the tax consequences of Medicaid Trusts including income taxes, estate taxes and real estate tax exemptions as well as transfers of real property, liquid assets and basis issues. More Info
$1503General CreditsSelf-Report -
Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act
Charitable giving will be hit hard by the new tax law. Estimates are that donations might drop by $14 Billion because of the Tax Cut Jobs Act. How did the new law change charitable giving? What planning strategies should average donors, wealthy donors, and ultra-high net worth donors pursue? How should development officers reframe charitable giving conversations with prospective donors? How can non-grantor trusts be used to salvage a full charitable contribution deduction? Bunching deductions,... More Info
$501General CreditSelf-Report -
Planning for Real Estate Owners: Advanced Strategies for Attorneys
Tax considerations often drive decisions in the real estate world. Whether it’s optimization of income tax, gift tax, or estate tax treatment, real estate owners are particularly sensitive to the impact taxes may have on their activities. This CLE program explores how advisors can expand their arsenals to include the widest possible range of techniques when working with clients who have substantial real estate holdings. More Info
$751.5General CreditsSelf-Report -
Insurance as a Tax, Financing and Capital Solution
Clients depend on their lawyers for creative solutions to risks they face in their day-to-day business, and to resolve roadblocks that prevent important transactions from closing. In this CLE course, Kenneth R. Pierce discusses the use of specialty insurance products to indemnify clients for potential tax liability, to facilitate the financing of alternative assets, and as a form of balance sheet capital for certain regulated companies. “Reps and warranties” insurance is now a standar... More Info
$1002General CreditsSelf-Report -
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas
President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, choice of entity, employee reimbursement plans, trust income tax planning, the structure of trusts (grantor vs. non-grantor, ING, SLATs, DAPTs, etc.), and more. This is said to be the most sweeping tax legislation since the 1986 tax act. It... More Info
$1503General CreditsSelf-Report -
Trust Owned Life Insurance (TOLI)
Life insurance policies, especially those owned by trusts (TOLI) are facing a crisis. 45% of life policies purchased between 1982 and 2003 were non-guaranteed universal life policies. Of those policies 23%-25% are projected to lapse prematurely. Premature lapse undermines estate plans, harms those relying on the proceeds from those policies, and potentially triggers suits against trustees who have not managed TOLI properly. Unless reviewed and restructured, many universal life policies will ex... More Info
$501General CreditSelf-Report -
Charitable Planning: Evolving Perspectives
Whatever happens with Tax Reform charitable giving is evolving in dramatic ways. This CLE program will help guide counsel on how to advise clients in light of the many social, legal, and other changes affecting charitable giving. More Info
$501General CreditSelf-Report -
Crowdfunding: Meeting Humanitarian Needs
Substantial sums of money have been raised by crowdfunding websites. Yet, there seems to be little law, and even less guidance, for those using this fundraising approach. This CLE program will identify some of the legal and tax issues and give advisers background to understand the crowdfunding phenomena and knowledge to help those clients creating or using crowdfunding campaigns for humanitarian purposes. More Info
$501General CreditSelf-Report -
Non-Tax Considerations of Estate Planning
Estate planning has been transformed in large part by the dramatic increase in the estate tax exemption. Regardless of whether Tax Reform is enacted or whether it doubles the gift and estate tax exemption as proposed, very few decedents pay an estate tax. Practitioners need to address a wide range of non-tax factors to help clients and remain relevant. This CLE program will focus on many non-tax factors (not just income tax basis step-up maximization) that practitioners should consider. More Info
$501General CreditSelf-Report -
Hot Topics in Estate Planning
Estate planning law is a complex and fascinating area of study. This comprehensive CLE course will explain everything you need to know from the role of tax and legal advisors to campaigns for issues such as human needs, health and medicine and other charitable endeavors. The course will also cover issues of philanthropy such as donor categories, types of charitable gifts, the impact of longevity on giving and the impact of divorce and mobility on charitable giving. Recent developments on prac... More Info
$1754General CreditsSelf-Report