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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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Advanced Planning with Trusts

Starting with a general overview of trusts and fundamental concepts and issues common to all trusts, this CLE presentation will quickly advance to topics like revoking irrevocable trusts, keeping trusts flexible and retaining control through the use of trust protectors, special needs planning and asset protection planning. Topics include: Successfully Revoking Irrevocable Trusts Utilizing Trust Protectors Using Trusts for Premarital Planning Effectively Transferring Real Property to...

General Credits
1
Price$50

Advanced Tax Planning Techniques

The tax code could never be described as simple, but that doesn’t mean it’s unmanageable. This CLE course will present creative tax planning techniques for partnership, real estate, corporate, international, individual and estate tax rules utilized by leading tax professionals. Common obstacles, including judicial doctrines and disclosure rules will also be presented.

General Credits
1.5
Price$75

Aging Clients: Estate and Longevity Planning

Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and drafting techniques not meet the needs of many of our aging clients and how can you specifically plan and draft differently to address these issues? Why are durable powers of attorney insufficient planning for many aging clients? Why does the law not pr...

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

Asset Protection in the Public Benefits Context

Nationally recognized asset protection and elder law expert, Robert F. Brogan, C.E.L.A., presents over two hours of information you can use to guide your clients in preserving their legacy, while obtaining the public benefits necessary to address their long-term care needs. This CLE program, designed for the intermediate and more advanced practitioner, explores a variety of techniques which the presenter has used successfully in one of the most difficult states in the country for Medicaid Pla...

General Credits
2.5
Price$125

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

Asset Protection Planning

Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This program will teach you everything you need to know about protecting your client’s assets from frivolous plaintiffs and creditors. Eli Akhavan, a leading expert in asset protection will cover specific planning strategies and solutions, including planning with business entities as well as domestic and foreign trusts. This CLE course will explain how to structure asset prote...

General Credits
1
Price$50

Avoiding Malpractice when Dealing with Retirement Accounts

Most family law attorneys know that a retirement account can be their best asset or their worse liability in a domestic relations case, depending on how they approach these highly complex assets. The failure to cover the specific benefits related to retirement account in settlement and/or trial can set a client up for dissatisfaction, or worse yet, set their attorney up for a malpractice claim. In this one-hour presentation, nationally-renowned QDRO attorney Matthew L. Lundy, Esq. ta...

General Credits
1
Price$50

Basic Estate Planning and Administration in New Jersey

Estate Planning is perhaps the most comprehensive means of building, preserving arranging and distributing assets, both before and after death. But the construction of a secure estate plan requires both the knowledge of the elements of estate planning and how to maneuver within the confines of the legal requirements. This instructive CLE course will explain the primary documents involved, the various advantages of estate planning, wills probates and power of attorney, death planning and the...

General Credits
1
Price$50

Building the Modern Family through Third Party Reproduction

For hundreds of years parentage laws in the United States have been grounded on the premise that a man and a woman must have “intimate relations” in order to conceive a child. Recent advances in medical technology have changed that paradigm and the child of the modern family is often conceived in a medical laboratory rather than in a bedroom. Conceiving a child the modern way may involve as many as six people in the process if the intended parents need donor eggs or sperm or a woman to gestat...

General Credits
1.5
Price$75
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