Montana CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Montana. Please make your selection below of Montana 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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  • Live Webinar
    Wednesday, August 31, 2022
    11:00 AM - 12:30 PM Eastern Time (EDT)

    Live Webinar: Estate Planning for Business Owners

    A full description of this course will be coming soon. Stay tuned! More Info

    $75
    1.5General Credits
  • Live Webinar
    Thursday, September 29, 2022
    11:00 AM - 12:00 PM Eastern Time (EDT)

    Live Webinar: The Secure ACT: Five Key Considerations

    Learn how the SECURE Act - Setting Every Community Up for Retirement Enhancement - enacts significant changes to the nation's retirement system. This session 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 ret... More Info

    $50
    1General Credit
  • On-Demand
    CDs, DVD, Online, iOS/Android App

    Love and Legislation Makes a Family: The Child Parent Act 1 Year In

    Despite its reputation for legislative progressiveness, prior to the passage of the Child Parent Security Act (CPSA), New York had one of the nation’s most antiquated surrogacy laws featuring a ban on enforceable compensated surrogacy arrangements. That ban, which imposed harsh penalties on those participating in compensated surrogacy arrangements, resulted from the infamous Baby M case which involved a contest between the surrogate (who had supplied the egg used in conception) and the child... More Info

    $75
    1.5General Credits
  • On-Demand
    CDs, DVD, Online, iOS/Android App

    What Happens To Your Practice If You Die Or Become Disabled

    What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed to raise awareness and increase preparedness in the event of a catastrophic occurrence in your life. It is designed primarily for solo and small firms. More Info

    $50
    1.25Ethics Credits
  • On-Demand
    CDs, DVD, Online, iOS/Android App

    Split-Dollar Life Insurance Planning After the Levine Case

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning then analyze the case. This follows prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in the Levine case, and how that contrasts t... More Info

    $50
    1.25General Credits
  • On-Demand
    CDs, DVD, Online, iOS/Android App

    Ethics “Gotchas” That Every Estate Planners Must Know

    In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility. Failure to understand conflicts and the ethical issues in estate planning can lead to expensive and time-consuming ethics investigations, not to mention possible loss of licensure.... More Info

    $75
    1.5Ethics Credits
  • On-Demand
    CDs, DVD, Online, iOS/Android App

    Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property management protections, (2) provisions related to minors subject to guardianship, (3) improvements to compliance for limited guardianships, (4) new protections to prevent exploitation, (5) rights to vi... More Info

    $75
    1.5General Credits
  • On-Demand
    CDs, DVD, Online, iOS/Android App

    Asset Protection for Cryptocurrency

    Asset Protection is in high demand in our increasingly litigious world. Cryptocurrency is well regarded as the currency of the future. Cryptocurrency is increasingly becoming a targeted asset in many lawsuits. Blockchain technology can make it easy to see the amount of cryptocurrency an individual owns. This course will teach the various strategies for protecting cryptocurrency from being lost due to a lawsuit. More Info

    $50
    1General Credit
  • On-Demand
    CDs, DVD, Online, iOS/Android App

    GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions with potential buyers, to a letter of intent, to a binding contract, etc. Where the business is on this continuum will affect how an appraiser evaluates the possible implications of the potenti... More Info

    $50
    1.25General Credits
  • On-Demand
    CDs, DVD, Online, iOS/Android App

    The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, the obligations of loyalty, good faith, fair dealing and honesty must be adhered to. Challenging and novel questions arise in this field very often. This program will explore who can ser... More Info

    $75
    1.5Ethics Credits

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