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
Quid Pro Quo for Charitable Gifts
A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a charity exceeds the cost of the meal). Special rules apply regarding deductions for QPQ gifts. Speakers will take you through the requirements so you can keep your clients out of trouble and help them get a charitable deduction. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
SECURE Act Update: Where Do We Go from Here?
The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. This CLE course will offer a brief overview of the new rules and how they are applied and offer tips and tools for effective retirement planning as well as how to help your clients through the process in light of the new laws. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Selling a Family Business
More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are notoriously complicated, both from the personal and economic perspective. Today, more and more families are thinking about selling their businesses, raising issues including family upheaval and tax issues that need to be considered. This CLE cou... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Unequal Inheritances: A Final Parental Communication
A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Should they be equal or fair? This CLE course will address all of these issues and discuss factors to consider when helping your client with this determination. More Info
$501General Credit -
Live WebinarWednesday, June 5, 202411:00 AM - 12:00 PM Eastern Time (EDT)
Live Webinar: Long Term Care Planning, Medicaid and Trusts
A full description of this course will be coming soon. Stay tuned! More Info
$501.1General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Asset Protection and Estate Planning Under the New Tax Act
Jacob Stein and Michelle Lerman discuss the changes brought on by the recent tax act. The discussion will cover the three critical steps in light of the new tax act, temporary planning opportunities in transfer tax law, pitfalls to avoid in estate planning, the use of irrevocable trusts to protect assets in the event of a divorce. The instructors will provide an overview of asset protection planning under the new tax act, advanced trust structures, offshore structures and how to protect speci... More Info
$501.1General Credits -
On-DemandCD/DVD/USB, 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
$501.1General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Corporate Transparency Act: Lessons from Round One of Implementation
Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency Act ("CTA"). While only new entities will be subject to reporting requirements at first, thousands of those are formed every day who will need to understand—and apply—these new regulations wit... More Info
$501.1General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning and Coronavirus: Planning Considerations in a Time of Crisis
COVID-19 has made any type of long term planning seem even more complicated than it usual is, and given the inherent complexity of estate planning, the task can seem overwhelming. This CLE course will guide you through the various aspects of estate planning that may seem the most daunting including health care proxies, power of attorney, wills, trusts and beneficiary designations. The course will also specifically focus on the impact of the Coronavirus on this area and how it has already adapt... More Info
$501.1General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning: Common Issues; Practical Answers
Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income tax on income earned inside the trust. That is a great way to accelerate the growth of trust assets, and continue to reduce the creator’s estate. But, as with so many things, too much of a “goo... More Info
$501.1General Credits