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Georgia CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Georgia. Please make your selection below of Georgia 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 & Specialty
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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.

General Credits
1
Price$50

Asset Protection and Estate Planning Under the New Tax Act

Jacob Stein and Michelle Lerman discuss the changes brought on by the 2017 tax act. The discussion will cover the three critical steps in light of the new tax act, temporary planning opportunities in transfer tax law, pitfalls to avoid in estate planning, the use of irrevocable trusts to protect assets in the event of a divorce. The instructors will provide an overview of asset protection planning under the new tax act, advanced trust structures, offshore structures and how to protect specifi...

General Credits
1
Price$50

Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 2

This CLE will discuss the Tax Cuts and Jobs Act, which President Trump signed into law on December 22, 2017 making massive changes to personal and estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, 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 might also be the most quickly cobbled together and p...

General Credits
1
Price$50

Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 1

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...

General Credits
1.5
Price$75

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 polices 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 exp...

General Credits
1
Price$50

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.

General Credits
1
Price$50

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.

General Credits
1
Price$50

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.

General Credits
1
Price$50

Legal Issues in Art Collecting: Practical Planning for Art Collectors & Their Advisors

Art is unlike many other occupations. It combines the creative passions of inspiration and personal vision with the business acumen of marketing and salesmanship. For this reason, it is an incredibly difficult asset to incorporate into a financial and tax plan that is comprehensive. This CLE course will provide a complete overview on how to strategically approach the ideal disposition for their collection. Geared for both collectors and advisors, the course will review collection practices and...

General Credits
1
Price$50

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...

General Credits
1
Price$50

National Academy of CLE is a provider of CLE courses in Georgia, approved by the Georgia Commission on Continuing Lawyer Competency, sponsor #3730. To view our full accreditation details, please click here.

*For purchases made on or before 12/31/2019: After completing your course(s) you must report your CLE compliance to the State Bar of Georgia. NACLE does NOT report your attendance to the State Bar of Georgia.

*For purchases on after 1/1/2020: We will report your attendance & pay reporting fees to the Georgia Commission on Continuing Lawyer Competency.



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