Iowa CLE - Trusts and Estates Courses
CLE Courses Available Online and with iOS/Android App!
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On-DemandOnline & iOS/Android App
How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era
As the U.S. population continues to age, attorneys are increasingly confronting disputes involving diminished capacity, undue influence, and contested transfers of wealth. The growing senior population—and the significant intergenerational transfer of assets now underway—has fueled a sharp rise in fiduciary litigation, including will contests, trust disputes, guardianship proceedings, and claims involving financial exploitation of vulnerable adults. This CLE program examines the legal a... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies
This CLE course will introduce the use of trusts in the context of estate planning, special needs, and tax considerations. Each section of the course will introduce and explain the issues that need to be addressed in maximizing the benefits of trust planning for your clients. Significant attention will be given to the most important elements of the trust document, including but not limited to trust powers, trustee succession, and trust termination. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight
This CLE program provides a practical, practice-oriented examination of foreign (offshore) corporate trustees, focusing on governance structures, regulatory oversight, and the fiduciary duties imposed under leading offshore trust regimes. The course addresses how professional trustees are licensed and supervised, the standards that govern trustee decision-making, and the regulatory mechanisms used to enforce compliance. Participants will gain a working understanding of how offshore cor... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Mastering Offshore Asset Protection Planning
This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, repatriation orders, and issues involving settlor control. The course compares leading offshore trust and banking jurisdictions, evaluating statutory protections, creditor remedies, and enforcem... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The Attorney’s Guide to Strategic Trust Planning
This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives, and reduce the potential for conflict among beneficiaries. Participants will review the key distinctions between revocable and irrevocable trusts, including differences in control, flexibili... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning
When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and strategies available to support these individuals. We will explore the key differences between Pooled First-Party Special Needs Trusts and Settlement Preservation Trusts, including how they c... More Info
$501General Credit