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. 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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  • Family Offices: A to Z About Acting as Legal Counsel for a Family Office

    Family offices and ultra high-net-worth families have many complex legal issues that need to be met by competent and knowledgeable attorneys. In addition to the legal needs of multigenerational families of wealth, the creation of fast-growing companies in the technology sector and other industries has led to a new class of wealth holders who need qualified legal advisors. Attorneys serving these families are called on to find unique legal solutions to complex issues, and therefore are b... More Info

    $75
    1.75General Credits

  • Ethical Issues in Making Capacity Decisions

    “Capacity” is a medical determination that is broadly used to describe a person’s ability to act in a legal environment, as well as the level to which they are accountable or responsible for their actions. The incidence of cases in which capacity is an issue has grown substantially in the past few years because of the aging demographic and the increasing number of cases involving serious mental illness, substance and/or alcohol abuse, or other related mental health concerns. In civil matters,... More Info

    $75
    1.75Ethics Credits

  • Estate Planning, Guardianship and Medicaid Eligibility

    An Estate Planning and Elder Law Primer for practitioners who do not practice in the areas of Estate Planning and Elder Law. Learn the ins and outs of Asset Protection, Estate Tax Planning, the importance of Advance Directives, Probate, Special Needs Planning and Medicaid planning. More Info

    $100
    1.75Total Credits
    0.75 Ethics

  • Estate Administration, Estate Planning and Lien Resolution Basics for Personal Injury Attorneys

    This CLE program will provide the personal injury attorney with the basic understanding of the ins and outs about Estate Administration and its requirements for establishing an estate fiduciary to be able to continue with a personal injury and/or wrongful death actions. In addition, there will be insight provided as to what estate planning needs may come about as a result of the settlement of case for personal injuries and/or wrongful death. Finally, attendees will learn about the basics abou... More Info

    $75
    1.75General Credits

  • Estate Administration for Newly Admitted New Jersey Attorneys: Commentary on our Statutes

    For a novice attorney, administering an estate in New Jersey can seem overwhelming. But most of the information needed to successfully accomplish estate administration can be found in one place—Title 3B. This CLE course will offer a comprehensive review of Title 3B and the default provisions governing instruments in New Jersey as well as what steps to take when no instruments appear such as with guardianship and intestacy. The course will explain laws governing rights, duties and power... More Info

    $100
    1.75General Credits

  • Creative Cutting Edge Trust Planning Strategies

    The Jobs Cut Tax Act, worries of future tax changes, and other developments (e.g. the Wacker case concerning self-settled trusts) have all served to dramatically change trust planning for clients of all wealth levels. This CLE course will review creative and cutting edge tax, trust and related planning techniques which practitioners can use to better serve clients. More in depth and objective discussion will be provided about the uses and issues of non-grantor trusts for income tax and other b... More Info

    $100
    1.75General Credits

  • Common Estate Planning Errors and How to Prevent Them

    Estate Planning seems relatively straightforward—a client asks for a will and the attorney draws it up. The attorney does what he is asked, and the client is happy, so all is well, right? Not exactly. In fact, there is a tremendous amount of research and fact-finding that the responsible attorney must complete before drafting a will to ensure the client’s assets are truly protected and to avoid a malpractice suit in the long run. This CLE course will explain the most common errors inclu... More Info

    $100
    1.75Total Credits
    0.75 Ethics

  • Understanding Asset Protection

    Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Understanding which assets are/are not exempt under state and federal law Identifying and understanding different types of risk How to protect real estate and other physical assets How to protect securities and other liquid assets The differe... More Info

    $75
    1.5General Credits

  • The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, the obligations of loyalty, good faith, fair dealing and honesty must be adhered to. Challenging and novel questions arise in this field very often. This program will explore who can ser... More Info

    $75
    1.5Ethics Credits

  • The Importance of Music and Media in the Health of Clients and Wards: A Primer for Probate Lawyers and Guardians

    This CLE presentation will be heavily weighted on theory and research supplemented by patient cases and anecdotal observations to advance the major proposition of this paper. The course is designed to challenge and expand your thinking. Where the probate attorney is doing advanced planning, involved in any details regarding placement and funding of services for those cognitive deficits, or is acting as guardian, a working knowledge of the effects of music/media upon brain function is essentia... More Info

    $75
    1.5General Credits

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