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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  • Corporate Transparency Act: Lessons from Round One of Implementation

    Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency Act ("CTA"). While only new entities will be subject to reporting requirements at first, thousands of those are formed every day who will need to understand—and apply—these new regulations wit... More Info

    $50
    1General Credit
    Self-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

    $50
    1General Credit
    Self-Report

  • Dividing Defined Benefit Pension Plans in Family Cases

    This one hour CLE, conducted by nationally renowned QDRO attorney Matthew Lundy and expert tax attorney Adam Lusthaus, discusses the fine point of the often maze-like world of defined benefit pension plans in family law cases. It discusses both practical issues to be addressed in settlement agreements, and also high-level concepts related to taxability and valuation of defined benefit plans. More Info

    $50
    1General Credit
    Self-Report

  • 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... More Info

    $50
    1General Credit
    Self-Report

  • Estate and Financial Planning Considerations that May Change How We Practice

    Estate and financial planning are being transformed by a host of factors including the permanent higher exemptions, the aging population, evolving case law and new perspectives on practice. This CLE presentation explores a range of new planning ideas that can help transform how estate planning is practiced. For example, a new paradigm for gifting is presented which is very different from the traditional perspectives on how clients should gift. Practical legal, financial and drafting considera... More Info

    $50
    1General Credit
    Self-Report

  • Estate and Financial Planning For Clients Living With Chronic Illness

    130 million Americans are living with a chronic illness or disability and that number will only increase as the population ages. It may seem incredibly high but it’s important to remember that chronic illness is often invisible to the eye. This CLE course will explain some of the more common chronic illnesses, how to effectively work with clients and gain necessary information and the means by which a savvy estate planner may use their medical knowledge to increase their clients’ benef... More Info

    $50
    1General Credit
    Self-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

    $50
    1General Credit
    Self-Report

  • Estate Planning and Coronavirus: Planning Considerations in a Time of Crisis

    COVID-19 has made any type of long term planning seem even more complicated than it usual is, and given the inherent complexity of estate planning, the task can seem overwhelming. This CLE course will guide you through the various aspects of estate planning that may seem the most daunting including health care proxies, power of attorney, wills, trusts and beneficiary designations. The course will also specifically focus on the impact of the Coronavirus on this area and how it has already adapt... More Info

    $50
    1General Credit
    Self-Report

  • Estate Planning Retainer Agreements and Engagement Letters

    Retainer agreements (engagement letters) are critical to establish and document the understanding the practitioner has with the client. They are an important step that practitioners can take to identify expected actions and protect practitioners from a myriad of potential issues, or worse, ethical problems or suits. What should practitioners consider including in a retainer agreement? How has technology changed the issues that might be addressed? Are text messages an issue? Why is it important... More Info

    $50
    1Ethics Credit
    Self-Report

  • Estate Planning: Common Issues; Practical Answers

    Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income tax on income earned inside the trust. That is a great way to accelerate the growth of trust assets, and continue to reduce the creator’s estate. But, as with so many things, too much of a “goo... More Info

    $50
    1General Credit
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Credits Selected

GeneralGeneral
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EthicsEthics
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ProfessionalismProfessionalism
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TechnologyTechnology
0
Bias EliminationBias Elim
0
Mental IllnessMental Illness
0
Substance AbuseSubstance Abuse
0
Total Credits
0
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