New Jersey CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for New Jersey. Please make your selection below of New Jersey 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.
CLE 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
10 Clauses Fiduciaries Hate
Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provisions. Trust documents need to be comprehensive and clear. The use of certain terms or confusing language can make it nearly impossible for fiduciaries to enforce a grantor’s wishes. How terms are de... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Advanced Planning with Trusts
Starting with a general overview of trusts and fundamental concepts and issues common to all trusts, this CLE presentation will quickly advance to topics like revoking irrevocable trusts, keeping trusts flexible and retaining control through the use of trust protectors, special needs planning and asset protection planning. Topics include: Successfully Revoking Irrevocable Trusts Utilizing Trust Protectors Using Trusts for Premarital Planning Effectively Transferring Real Property to... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Best Technologies for Practice Development
Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better client interactions, better management and more efficient research and drafting. And with COVID-19 still raging in many areas, more practitioners are working remotely. This panel will explore the many technological changes affecting estate plann... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Dividing Defined Benefit Pension Plans in Family Cases
This one hour CLE, conducted by nationally renowned QDRO attorney Matthew Lundy and expert tax attorney Adam Lusthaus, discusses the fine point of the often maze-like world of defined benefit pension plans in family law cases. It discusses both practical issues to be addressed in settlement agreements, and also high-level concepts related to taxability and valuation of defined benefit plans. More Info
$501General Credit -
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
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
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
Planning for Tangibles
What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know. Speakers will discuss a variety of topics such as emotional issues, testamentary plan structure, titling considerations and lifetime gifting issues. More Info
$501General Credit