Iowa CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Iowa. Please make your selection below of Iowa 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 Use of Trusts in Government Benefits Planning
This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care planning provisions utilized in powers of attorney. Practitioners will learn the differences among the various types of trusts used in government benefits planning, drafting provisions that may be... More Info
$501.25General Credits -
Discovering the Lost Coin: Helping Clients Recover from Online Scams
If you've ever had a client who was subjected to online fraud over more than $100,000, you need this course. In this CLE, we take a close look at the latest iteration of a Ponzi scheme to defraud innocent people - "Pig Slaughtering Scams". We consider how these cases come to light, the various avenues of pursuit to recover losses and litigation strategies that can be tailored to this type of case. More Info
$1002General Credits -
The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment
With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 706. In addition, the statute of limitations does not run unless a Form 706 is filed. This course will not only cover the nuts and bolts of filing the 706, but further explain certain strategi... More Info
$751.5General Credits -
Essential Estate Documents: Don't Delay Until It's Too Late
This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when they come into play, and often overlooked issues that should be addressed. Three basic documents will be reviewed: Will, Power of Attorney, and Advance Directive. More Info
$501General Credit