New Jersey CLE - Trusts and Estates Courses
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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On-DemandCDs, DVDs, USB Stick
Shoemakers with Barefoot Children: What Attorneys Need to Know About Their Own Estate Planning
This CLE program will feature a discussion of how to make an action plan to protect yourself, your family and your practice. This practical "how to" program will review practical asset protection planning steps practitioners should consider, current generation of insurance options that may help practitioners and other practical steps they should consider. While many of these planning ideas are suitable for clients, the focus of this program is helping YOU – the practitioner. More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool
SLAT planning can provide tremendous planning benefits for many married clients. With proper tailoring for the current environment, a useful default estate and financial planning strategy is to employ non-reciprocal spousal lifetime access trusts (“SLATs”). This can provide a flexible framework for a wide range of clients and can achieve an array of planning goals. The technique can be adapted for modest estates needing life insurance trusts, to ultra-high net worth clients requiring... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 2
This CLE will discuss the Tax Cuts and Jobs Act, making massive changes to personal and estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, the structure of trusts (grantor vs. non-grantor, ING, SLATs, DAPTs, etc.), and more. This is said to be the most sweeping tax legislation since the 1986 tax act. It might also be the most quickly cobbled together and passed piece of major tax legislation ever, creating a myria... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Tax Reform: Estate Planning In the New Environment
The Tax Cuts and Jobs Act made changes to the transfer tax regime that were few in number but great in importance. The foremost change was the increase of the lifetime coupled estate and gift tax exemption to approximately $11.4 million per person, opening up myriad tax planning possibilities for the high net worth and ultra-high net worth. Perhaps equally important was what the TCJA did not change: the annual gift and GST tax exemption regimes, the Section 1014 basis adjustment, and the por... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Tax, Financial and Legal Implications of Elder Care Planning
This CLE program will discuss Medicaid and Elder Care planning and how the various tax, legal and financial considerations should be incorporated into an effective elder care plan. Elizabeth Forspan will discuss the asset and income requirements for Medicaid long term care eligibility. She will discuss various tax issues that often arise in the context of elder care planning, such as basis issues and real estate tax exemptions. Elizabeth will also give an overview of what the ideal elder car... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers
Asset protection planning is appropriate for every client, not only the wealthy surgeon or wealthy business owner creating an asset protection trust (APT). With the declining relevance of estate tax planning, and the possible repeal of the federal estate tax, estate planning is being transformed. Maximizing income tax basis on death will only hold modest allure for most clients. However, asset protection planning, is relevant to every client. The construct of an asset protection planning conti... More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Basics of Asset Protection
This CLE course will provide an overview of various asset protection strategies. First, we will discuss the benefits of insurance, gifting, and retirement planning in the asset protection context. Next, we will explain the benefits of single member LLCs and Charging Order Protection entities such as multi-member LLCs and Limited Partnerships. Finally, we will analyze and compare Domestic and International Asset Protection Trusts. More Info
$501.2General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Essentials of Planning Before & After Death
Pre-mortem planning must address a range of issues that in many cases differ from those traditionally focused on by practitioners. Monitoring and properly exercising swap powers is critical for clients with irrevocable grantor trusts. Making gifts to use remaining gift and GST exemption may be warranted. For clients whose estates may be taxable maximizing discounts may be called for. While for smaller estates revising FLP and LLC governing documents to minimize or eliminate discounts might ins... More Info
$501.2General Credits -
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
Trusts and Estates – The Title Perspective
What factors run through a title underwriter’s mind when considering whether to insure a conveyance out of an estate or out of a trust? What is the “law” governing such conveyances? As Benjamin Franklin noted, “…in this world, nothing can be said to be certain except death and taxes.” In this seminar, we will consider the first of Franklin’s certainties, death, and how decedents and the strategies which they and their advisers use to avoid the impact of the second certainty, taxes. The ty... More Info
$501.2General Credits