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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On-DemandOnline & iOS/Android App
The 8 Layers of Asset Protection: Building a Coordinated Defense for Client Wealth
Asset protection is rarely about a single trust, LLC, insurance policy, or exemption. Effective planning requires lawyers to understand how multiple legal and practical protections work together—and where each one can fail. The 8 Layers of Asset Protection presents a systematic framework for evaluating a client’s exposure and building a coordinated defense, beginning with risk avoidance and insurance and progressing through entity structuring, state and federal creditor protections, ownership... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Trust & Estate Administration: A Step-by-Step Guide from Funeral to Final Distribution
Administering an estate involves a series of legal, financial, and fiduciary responsibilities that require careful planning and attention to detail. This CLE program provides a practical overview of the estate administration process, from the initial probate filing through the final distribution and closing of the estate. Participants will learn how to identify, collect, and safeguard estate assets, navigate probate procedures, prepare accountings, satisfy creditor claims, and complete require... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Real Estate Transfers as Estate Planning Tools: Transfer on Death Deeds, Lady Bird Deeds & Life Estates
This CLE program examines alternative methods for transferring real property to designated beneficiaries while avoiding probate upon the owner’s death. The program will provide an overview of Transfer on Death Deeds under New York law, Lady Bird Deeds, also known as Enhanced Life Estate Deeds, as used in Florida, and the use of traditional Life Estates in transferring real property. The course will address the requirements and mechanics of each method, as well as their potential benefits, limi... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts
Charitable giving through trusts has become an increasingly important planning strategy, offering opportunities to achieve philanthropic objectives while addressing complex income tax and estate planning considerations. However, evolving IRS guidance, heightened scrutiny of the Internal Revenue Code Section 642(c) deduction, and recent tax law developments require trustees and practitioners to carefully evaluate available planning options. This CLE course examines the practical use of c... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Skipping Ahead Without Tripping: Hot Issues in GST Planning
Generation-skipping transfer (GST) tax planning remains one of the most technically demanding areas of estate planning, where seemingly minor drafting or allocation errors can produce significant and unintended tax consequences. This CLE course examines current issues and common pitfalls in GST planning, with a practical focus on preserving GST tax benefits while avoiding costly mistakes. The program will explore the strategic use of automatic and affirmative GST exemption allocations,... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Business Succession is More than Trusts and Taxes
Successful business succession planning involves far more than legal documents, valuation issues, and tax strategies. For closely held and family-owned businesses, the greatest challenges often arise from the human dynamics that accompany the transfer of ownership and leadership from one generation to the next. Attorneys advising business owners must understand not only the legal framework of succession planning, but also the interpersonal and governance issues that can determine whether a tra... More Info
$350.75General Credit -
On-DemandOnline & iOS/Android App
QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA
Qualified Small Business Stock (QSBS) continues to be one of the most powerful tax planning opportunities available to founders, investors, and high-net-worth families. Recent legislative developments under the One Big Beautiful Bill Act (OBBBA) have created new considerations and planning opportunities that attorneys and advisors must understand when counseling clients on the acquisition, ownership, and transfer of QSBS. This CLE program will provide an overview of the requirements and... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
Spousal Lifetime Access Trusts (SLATs) remain a powerful estate planning tool for clients seeking to utilize gift and generation-skipping transfer (GST) tax exemptions while preserving indirect access to transferred assets through a spouse. This CLE program will examine the key tax, estate planning, and drafting considerations involved in creating and administering SLATs, including the use of grantor trust rules to enhance wealth transfer opportunities and strategies for maximizing the benefit... More Info
$350.75General Credit -
On-DemandOnline & iOS/Android App
Use of Asset Protection Trusts for Tax Planning Purpose
As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal framework underlying these trusts, including key jurisdictional considerations, trust design features, and practical implementation issues. Attendees will gain an understanding of when a self-set... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled
This CLE presentation provides practical strategies to help attorneys protect clients who are vulnerable or disabled and who are receiving a settlement or judgment. It focuses on when to use a pooled special needs trust for clients with disabilities, how to use settlement preservation pooled trusts for clients such as minors who are vulnerable but may not be disabled, and how structured settlements can be integrated into a comprehensive planning strategy. Presenters will outline how to... More Info
$501General Credit -
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