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
The Intersection of Elder Law and Estate Planning
Elder law is the practice of several different but intersecting areas of law. This CLE course, presented by attorney Aaron Futterman, will offer a comprehensive overview of elder law and estate planning and the legal issues as they relate to matrimony, personal injury, trusts, real estate, social security, taxes, and debtor/credit law. The course will also explain its impact on Medicaid, Medicare, guardianship, and veterans’ benefits. Recent updates, especially related to changes in the tax la... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Mathematics of Charitable Planning
Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charitable Dispositions of IRAs are all popular techniques that can provide significant tax and charitable benefits. This program will review each of these techniques and show how the calculation an... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Mathematics of Estate Tax Planning
The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results and the payment of unnecessary federal estate taxes. Furthermore, the failure to consider income tax implications and what might occur in any given situation can have a catastrophic impact on families.... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Nuts and Bolts of Guardianships
This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in such matters. We also discuss the Uniform Health Care Decisions Act enacted by many states. We will discuss other matters on guardianships/conservatorships and when such a proceeding shoul... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Will, Trusts, and Advanced Directives: Know What is Right for Your Client
This CLE course will focus on estate planning tools and discuss Last Will and Testament and Trusts. The course will explain succession planning, estate planning and how to plan using wills and trusts, as well as advanced directives such as health care proxies, power of attorney and living wills. This course will also discuss Medicaid planning and protection of assets as well as tax planning consideration when creating an estate plan. We also discuss the Uniform Health Care D... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Aging Clients: Estate and Longevity Planning
Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and drafting techniques not meet the needs of many of our aging clients and how can you specifically plan and draft differently to address these issues? Why are durable powers of attorney insufficient planning for many aging clients? Why does the law not pr... More Info
$501.25General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Basic Estate Planning and Administration in New Jersey
Estate Planning is perhaps the most comprehensive means of building, preserving arranging and distributing assets, both before and after death. But the construction of a secure estate plan requires both the knowledge of the elements of estate planning and how to maneuver within the confines of the legal requirements. This instructive CLE course will explain the primary documents involved, the various advantages of estate planning, wills probates and power of attorney, death planning and the... More Info
$501.25General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Charitable Planning: Evolving Perspectives
Whatever happens with Tax Reform charitable giving is evolving in dramatic ways. This CLE program will help guide counsel on how to advise clients in light of the many social, legal, and other changes affecting charitable giving. More Info
$501.25General Credits