Florida CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Florida. Please make your selection below of Florida CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
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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 -
Drafting Basic Wills, Trusts and Advance Directives
Learn from a panel of experts what you need to know to draft basic wills, basic trusts as well as advance directives. Topics to be covered include: Will Drafting 101 Due Execution from a Litigator’s Perspective Advance Directives: Living Wills, Health Care Proxy and General Powers of Attorney, Nomination of a Guardian Drafting Basic Trusts More Info
$1754General CreditsSelf-Report -
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. More Info
$1253Total Credits0.5 EthicsSelf-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 -
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 -
Life Time Trusts and the Surrogate's Court: Revocable Trusts; Decanting and Ethics
The many advantages of revocable trusts have made them a go-to as a vehicle for estate planning. But as with all legal remedies, the decision whether to implement them should be determined on a case by case basis. This CLE course will offer a complete overview of revocable trusts including the process, costs, eligibility, jurisdiction, surrogate court litigation and the overall pros and cons of revocable trusts in estate planning. More Info
$1503Total Credits1 EthicsSelf-Report -
Asset Protection in the Public Benefits Context
Nationally recognized asset protection and elder law expert, Robert F. Brogan, C.E.L.A., presents over two hours of information you can use to guide your clients in preserving their legacy, while obtaining the public benefits necessary to address their long-term care needs. This CLE program, designed for the intermediate and more advanced practitioner, explores a variety of techniques which the presenter has used successfully in one of the most difficult states in the country for Medicaid Pla... More Info
$1253General CreditsSelf-Report -
What You Need To Know About Asset Protection Planning
Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This CLE course will explain how to structure asset protection to best safeguard your client by proactively establishing protective measures or taking into account all the potential issues including the nature of claims and identity of the debtor. The course will review attorney obligations in asset protection, potential protection structures, creditor solutions and issues relat... More Info
$1002.5General CreditsSelf-Report -
Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning
An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in your clients’ business and investment portfolios, and it should be capable of being examined in the sunlight without legal concerns. And finally, it should be fully integrated so that all of y... More Info
$1252.5General Credits✓ Pre-Approved -
Probate and Estate Administration for the General Practitioner
A large number of cases start out "Somebody died, and then..." At that point there are usually three sets of variables in play. There is a Will or there is not. The situation is friendly or it's not. The lawyer is being asked to represent the fiduciary or someone affected by the fiduciary. In New York these matters are handled in Surrogate's Court. This CLE course addresses the practical aspects of moving cases through Surrogates Court. In this seminar Barry Seidel reviews the vari... More Info
$1252.5General CreditsSelf-Report