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 Secure ACT: Five Key Considerations
This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibility around 529 plans Changes to rules around retirement distributions for births and adoptions More Info
$501General Credit -
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 policies 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 ex... More Info
$501General Credit -
Trusts and Estates – The Title Perspective
What factors run through a title underwriter’s mind when considering whether to insure a conveyance out of an estate or out of a trust? What is the “law” governing such conveyances? As Benjamin Franklin noted, “…in this world, nothing can be said to be certain except death and taxes.” In this seminar, we will consider the first of Franklin’s certainties, death, and how decedents and the strategies which they and their advisers use to avoid the impact of the second certainty, taxes. The ty... More Info
$501General Credit -
Trusts: Planning and Drafting for Divorce
Trusts are one of the most powerful tools for planning to minimize the risk to assets in a future divorce. However, in order to achieve optimal results for clients, trusts must be drafted and administered in a manner that provides protection. Traditional trust drafting often falls far short of providing the safeguards clients want. What provisions should be used in drafting trusts to achieve better results? What trust planning techniques can be used in different client situations to achieve gr... More Info
$501General Credit -
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
$751.5General Credits -
Unequal Inheritances: A Final Parental Communication
A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Should they be equal or fair? This CLE course will address all of these issues and discuss factors to consider when helping your client with this determination. More Info
$501General Credit -
Using a Qualified Charitable Distribution as the RMD from an IRA: Why and How
This CLE presentation will consist of a general overview of IRAs and required minimum distribution requirements. It will address what a qualified charitable distribution is and how it is affected. This course will outline the benefits of utilizing qualified charitable distributions and the benefits of maintaining lower income levels. More Info
$501General Credit -
What Happens To Your Practice If You Die Or Become Disabled
What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed to raise awareness and increase preparedness in the event of a catastrophic occurrence in your life. It is designed primarily for solo and small firms. More Info
$501.25Ethics Credits -
What You Need To Know About Asset Protection Planning
Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This CLE course will explain how to structure asset protection to best safeguard your client by proactively establishing protective measures or taking into account all the potential issues including the nature of claims and identity of the debtor. The course will review attorney obligations in asset protection, potential protection structures, creditor solutions and issues relat... More Info
$1001.75General Credits -
When Brotherly Love Goes Wrong: Defending Against Constructive Trust Claims
One of the first things lawyers learn is that no one can claim an interest in another's real estate without a deed or a written contract. Surprisingly, there is an exception to the rule. Constructive trusts, often filed by disgruntled family members, can tie up real estate claims for years and cost your clients dearly. This comprehensive CLE course will explain constructive trusts and their elements, notices of pendency, and perhaps most importantly, how to defend against constructive trusts... More Info
$751.25General Credits