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Hawaii CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Hawaii. Please make your selection below of Hawaii CLE courses. Our courses are available Online and with iOS/Android 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 Credits
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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...

General Credits
1
Price$50

The New Power of Attorney Laws and Planning Your Estate

Power of Attorney is a critical component in estate planning. Without a durable power of attorney, there is no guarantee that your wishes will be carried out, and no one to speak on your behalf. This CLE course will explain recent changes as well as amendments to the changes in the laws governing powers of attorney and how they may be implemented effectively. The course will explain the distinction between the old and new POA, review the difference between a power of attorney, principal and ag...

General Credits
1.5
Price$75

Mastering Medicare Set-Aside: What Every Attorney Needs to Know

An exciting opportunity for practitioners to learn in-depth about Medicare Set Aside Arrangements. National Elder Law expert Robert Brogan, Esq. offers an in-depth CLE review of this dynamic area of law and presents ample written materials from national leaders in Medicaid and Special Needs planning which will explain the interplay between Medicare and Medicaid. A riveting and informative video and other materials will provide you with the information you need to analyze the core question of w...

General Credits
1.75
Price$75

The State of the Art in Asset Protection

Explore the most advanced asset protection techniques currently used. This fascinating CLE program will address sales to intentionally defective grantor trusts, offshore trusts, offshore banking and Swiss annuities and much more. Jacob Stein, a leading expert in asset protection discusses a variety of tools and strategies that you can employ in order to help preserve wealth for your clients. Mr. Stein will also review how recent legislation affects your planning strategies.

General Credits
1.75
Price$100

The Ethics of Today & Strategic Planning for Tomorrow: A Two Part Course

This two part CLE course begins with a discussion of the new ethical rules and standards. The course will review the 2009 updates to the rules on ethics and include a thorough study of the various ethical considerations as they relate to mining for Metadata as well as the new rules as they pertain to engagement letters. The course will also explore the resurgence of the complex section 487 of the Judiciary Law and disciplinary proceedings that have resulted from recent changes. The second part...

Total Credits
1.75
Incl. 1 Ethics
Price$75

Asset Protection Planning

From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will teach you everything you need to know about protecting your assets from plaintiffs and creditors. Mr. Stein, a leading expert in asset protection will cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. In 2010, specific emphasis will be placed on protecting asse...

General Credits
1.75
Price$100

Drafting a Basic Will

A will represents the wishes of a person that is no longer living. Therefore, the law requires a great deal of formality to insure that the document does truly represent the desire of a person that could no longer speak for him/herself. This lecture covers the basic clauses and formats for creating a will. It will also discuss the correct method of execution of the will.

General Credits
1
Price$50

Drafting a Basic Trust

A trust is a fiduciary relationship in which property is transferred from the creator to one or more persons, known as trustees, who manage that property for the benefit of another individual called the beneficiary. The purpose of a trust is to insure that property is appropriately managed and its income disbursed to persons whom the creator elects to benefit from the property. This course in drafting a basic trust discusses all of the fundamental requirements to create a valid trust, indicati...

General Credits
1
Price$50
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