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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Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide
Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to understand is when matrimonial and real estate law overlap. It is common for a couple who is divorcing to also own real estate, commonly the marital residence. In some instances, the couple may o... More Info
$501General CreditSelf-Report -
Planning for Tangibles
What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know. Speakers will discuss a variety of topics such as emotional issues, testamentary plan structure, titling considerations and lifetime gifting issues. More Info
$501General CreditSelf-Report -
Pre and Post-Nup Clauses to Address Trust Issues
Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial practice. In order to achieve optimum results for clients, it is beneficial for agreements to be drafted using an interdisciplinary approach. A key area where it is important to keep cross-disciplinary concerns at the forefront is with respect to trusts and how they may be impacted by marital agreements. This CLE course will review common marital agreement provisions (prenuptial and post-nuptial agreemen... More Info
$501General CreditSelf-Report -
Private Foundations vs. Donor Advised Funds: The Pros and Cons
This CLE program presented by Andrew Katzenberg, will compare private foundations to donor advised funds. The discussion will include an explanation of what each entity is, how they can be used and the pros and cons of each. Andrew will also discuss changes enacted by the current tax code (as well as other laws) as well as possible changes on the horizon. More Info
$501General CreditSelf-Report -
Quid Pro Quo for Charitable Gifts
A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a charity exceeds the cost of the meal). Special rules apply regarding deductions for QPQ gifts. Speakers will take you through the requirements so you can keep your clients out of trouble and help them get a charitable deduction. More Info
$501General CreditSelf-Report -
Recent Developments with Practical Estate Planning Implications
The estate planning world is focused on the uncertainty of repeal (or not) which has profound impact on what planning might be appropriate. But practitioners should not overlook the stream of new developments that might impact clients now. This CLE program will provide a practical practice oriented review of new developments including the following: Estate tax repeal – what it means to planning. Portability new Relief - Rev. Proc. 2017-34 provides significant lenience to make a lat... More Info
$501General CreditSelf-Report -
Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners
This CLE course will focus on the division of real estate among divorcing couples. We will discuss how prenuptial and midmarriage agreements can protect the spouse's interest in the property and especially if a down-payment was provided by a family member. The course will also describe the pitfalls that befall practitioners when drafting divorce or separation agreements dealing with sale and buyout of real property. Examples and practice pointers will be provided. More Info
$501General Credit✓ Pre-Approved -
Section 2704 Proposed Regulations: Practical Planning Implications and Opportunities
Long-anticipated Section 2704 Proposed Regulations could have a dramatic impact on estate planning by significantly restricting or eliminating valuation discounts. Within the broader context of the current political backdrop and possible election outcomes, this CLE presentation will review: What the proposed regulations mean How to identify and inform clients impacted What will change for 2016 year-end planning Are cascading GRATs still optimal? Practical planning suggestions for y... More Info
$501General CreditSelf-Report -
SECURE Act Update: Where Do We Go from Here?
The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. This CLE course will offer a brief overview of the new rules and how they are applied and offer tips and tools for effective retirement planning as well as how to help your clients through the process in light of the new laws. More Info
$501General CreditSelf-Report -
Selling a Family Business
More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are notoriously complicated, both from the personal and economic perspective. Today, more and more families are thinking about selling their businesses, raising issues including family upheaval and tax issues that need to be considered. This CLE cou... More Info
$501General CreditSelf-Report