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Pennsylvania CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Pennsylvania. Please make your selection below of Pennsylvania CLE courses. Our courses are available on CDs, DVDs, Online, iOS/Android App, and with Live Webinars. Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.

Trusts and Estates Courses

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Ethics Credits
0

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), which went into effect in February of 2021, 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 1988 Baby M case which involved a contest between the surrogate (who had s...

General Credits
1.5
Price$75

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.

Ethics Credits
1
Price$50

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....

Ethics Credits
1
Price$50

Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

In 2017, 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. As of the date of this program, 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...

General Credits
1.5
Price$75

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.

General Credits
1
Price$50

Selling and Purchasing Real Property Through Decedents’ Estates

Our expert panel will address how to convey good title out of a deceased individual's estate where: there are defined deed tenancy and survival recitals; there is probate of a last will and testament and death with a will; there are administration proceedings and death without a will; deeds from sole heirs with no probate or administration; and other unique cases of passing a decedent's interests

General Credits
1
Price$50

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...

Ethics Credits
1.5
Price$75

Understanding Asset Protection

Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Understanding which assets are/are not exempt under state and federal law Identifying and understanding different types of risk How to protect real estate and other physical assets How to protect securities and other liquid assets The differe...

General Credits
1.5
Price$75

How The New Proposed Tax Bill Can Impact Your Retirement Account

In light of recent tax proposal released by the House Ways & Means Committee on September 13, 2021, This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA. This would go into effect after 12/31/21. The elimination of the Mega Backdo...

General Credits
1
Price$50

Attorney's Guide to Traditional and Combination Long Term Care Insurance Coverage

Join our expert panel as they discuss what the practitioner needs to know about the current elder law trends, including the benefits of pre-crisis planning, estate planning updates, proposed legislative changes and the importance of long term care insurance. Our panelists will also discuss traditional and combo long term insurance plans, including: how long term case works; costs and benefits; previous problems; integration with Medicaid planning or stand alone plans; integration with...

General Credits
1.5
Price$75
National Academy of Continuing Legal Education is a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details, please click here.


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