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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The Essentials of Planning Before & After Death
Pre-mortem planning must address a range of issues that in many cases differ from those traditionally focused on by practitioners. Monitoring and properly exercising swap powers is critical for clients with irrevocable grantor trusts. Making gifts to use remaining gift and GST exemption may be warranted. For clients whose estates may be taxable maximizing discounts may be called for. While for smaller estates revising FLP and LLC governing documents to minimize or eliminate discounts might ins... More Info
$501General Credit -
The Hidden Secrets of Constructive Trust Litigation
This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statute of frauds bar relief? Maybe not. The author of the new book "Litigating Constructive Trusts" reveals some critical issues that come up in constructive trust cases, and how to use those matt... More Info
$751.5General 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
$751.5General 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
$751.5Ethics Credits -
The Intersection of Elder Law and Estate Planning
Elder law is the practice of several different but intersecting areas of law. This CLE course, presented by attorney Aaron Futterman, will offer a comprehensive overview of elder law and estate planning and the legal issues as they relate to matrimony, personal injury, trusts, real estate, social security, taxes, and debtor/credit law. The course will also explain its impact on Medicaid, Medicare, guardianship, and veterans’ benefits. Recent updates, especially related to changes in the tax la... More Info
$501General Credit -
The Mathematics of Charitable Planning
Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charitable Dispositions of IRAs are all popular techniques that can provide significant tax and charitable benefits. This program will review each of these techniques and show how the calculation an... More Info
$501General Credit -
The Mathematics of Estate Tax Planning
The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results and the payment of unnecessary federal estate taxes. Furthermore, the failure to consider income tax implications and what might occur in any given situation can have a catastrophic impact on families.... More Info
$501General Credit -
The Nuts and Bolts of Guardianships
This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in such matters. We also discuss the Uniform Health Care Decisions Act enacted by many states. We will discuss other matters on guardianships/conservatorships and when such a proceeding shoul... More Info
$501General Credit -
The Patent Process for the Curious: What Lawyers Need to Know
As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Patent prosecution requires a special license which in turn requires passing its own exam and an undergraduate degree in a science or engineering. Because it is such a specialized area of practice, with about only 40,000 active practitioners in the US... More Info
$501General Credit -
The Role of the Court Evaluator: How to Distinguish Yourself and Properly Protect an AIP
The CLE lecture will provide pertinent information to anyone wishing to serve on the Part 36 list, as a Court Evaluator, on how to properly perform your duties serving in such a role. The lecture will describe how to protect the interests of the Alleged Incapacitated Individual and how to assist in resolutions. The course will further give you tips on what the Court is looking for during the course of your investigation and how to adequately provide said information to the Court. More Info
$501General Credit