Missouri MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Missouri. Please make your selection below of Missouri 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.
MCLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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On-DemandCD/DVD/USB, Online, iOS/Android App
Estates and Trusts for the Non-Specialist
This CLE program will provide an overview of the steps necessary to conduct an estate administration in Pennsylvania. The program will include topics such as whether an estate should be probated or not, the various deadlines and filing requirements if the estate is probated and possible complications that may arise in concluding the estate and distributing the assets to the beneficiaries. Also discussed will be an overview of the requirements for drafting an estate plan, which include... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Fiduciary Responsibility Related to Art Assets
Selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, what type of due diligence do people need to be doing and appraisals and what's changed with Covid-19 and trends fiduciaries should be aware of. The art world is often considered a good place to invest, but like in most areas, knowledge is power. This CLE course will tell you everything you need to know in order to effectively manage fiduciary responsibilities for art investment. Sel... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Financial Planning for Lawyers
While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes. As a result, their children are less likely to qualify for financial aid so they have to weigh their own retirement against their kids’ education. Depending on their comp structure, salary may be dis... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Heckerling Nuggets: Grantor Trusts, The Quest for Basis, and More!
In this CLE program, Martin M. Shenkman will review the most significant issues and strategies addressed at the 2015 Heckerling Institute, including: The impact of President Obama’s Legislative Proposals The Shift Towards Basis Step-Up Planning (and Overlooked Ways to Obtain that Step-Up) The Perpetuities “Problem” (and What to Do About It) Do DAPTs, NINGs, and DINGs Work? The QTIP “Division” Technique The Latest “Trust Protectors” The Newest Grantor Trust “Twists” And much, much... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
How The New Proposed Tax Bill Can Impact Your Retirement Account
This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA.. The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies t... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
How to Handle Appraisals for Donations of Property
Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary issues. For example, appraisers may give a high range thinking they’re doing the donor a favor when actually the appraisal may be too high in today's market. The panel will also discuss how the 30% of adjusted gross income limit on gifts o... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
International Income and Estate Tax Planning
Jacob Stein, Esq. and Manya Deva Natan, Esq. discuss several key aspects of international tax planning. Using real-life scenarios from case studies. Manya covers estate tax planning, providing an overview in the dramatic differences between estate tax exclusions for U.S. persons, and for non-resident aliens. She discusses the importance of planning for NRA investors and the best structures to use. In addition, she touches on the dream inheritance and how to plan for U.S. citizens and resident... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Investment Strategies for Trusts
Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in the absence of specific guidance in the trust documents. For example, the Uniform Prudent Investor Act, which has been adopted by many states, requires trustees to follow certain rules when investing trust assets. Our panelists will review t... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Key Federal & State Estate Planning Considerations and Opportunities
An overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Estate planning strategies vary, but there are some tried and true methods that are valuable to know. This CLE course will provide an overview of the best of those strategies. The course will take both a state and trust situs perspective and will also look at the issues through a federal lens. Future potent... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Legal Issues in Art Collecting: Practical Planning for Art Collectors & Their Advisors
Art is unlike many other occupations. It combines the creative passions of inspiration and personal vision with the business acumen of marketing and salesmanship. For this reason, it is an incredibly difficult asset to incorporate into a financial and tax plan that is comprehensive. This CLE course will provide a complete overview on how to strategically approach the ideal disposition for their collection. Geared for both collectors and advisors, the course will review collection practices and... More Info
$501General Credit