Pennsylvania 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-DemandCD/DVD/USB, Online, iOS/Android App
Trust Protectors: The Good, The Bad and The Ugly
This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same. In this session, you will learn: Why should you use Trust Protectors? Why should you not use Trust Protectors? What powers are typically conferred on Trust Protectors? The session will also contain a review of case law highlighting some of the problems and pitfalls encountered by persons who have served as Trust Pro... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits
If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorneys must act carefully to safeguard the person’s eligibility for public benefits and to supplement those benefits to improve their quality of life. A pooled special needs trust (PSNT) is a... More Info
$501General Credit -
On-DemandCDs, DVDs, USB Stick
Transfer on Death Deeds Law Under NY Real Property Law, Chapter 50, Article 12 & Section 424
On April 20, 2024, as part of the New York State Budget, New York State adopted legislation: the Heirs Property and Deed Theft Prevention Act of 2024. Among the many aspects of law was the creation of the Transfer on Death Deed (TODD) as defined in New York Real Property Law (RPL) Section 424. New York State has joined other states in recognizing the use of TODD, which in NY is limited to the distribution of real property upon death. This program will help you understand t... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning for the Cognitively Impaired
This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to assess capacity ethically, document client intent thoroughly, and structure estate plans that withstand future legal challenges. The course also reviews how courts evaluate undue influence, and provi... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Probate Process from Start to Finish
This CLE course provides a comprehensive overview of the probate process and the legal handling of a decedent’s estate. Attendees will learn how to open an estate, navigate disputes, and close proceedings efficiently. The course also includes strategies for avoiding probate altogether, including use of small estate affidavits and trust administration. Participants will learn how to: Open a probate estate and understand the required documents Navigate the administration process, includ... More Info
$501General Credit -
Live WebinarThursday, July 17, 20251:00 PM - 3:00 PM Eastern Time (EDT)
Live Webinar: Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers
Estate planning and elder law attorneys may unexpectedly become the first point of contact when a client’s loved one suffers nursing home neglect or abuse. While you may not litigate personal injury cases, you play a critical role in identifying viable claims, guiding families, and partnering with specialized nursing home injury lawyers. This CLE presentation offers a practical roadmap with four key sections: Vetting Nursing Home Cases – How to tell a legal case from a non-legal compl... More Info
$1002General Credits