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. 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
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
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.... More Info
$501Ethics Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Family Meetings and Legacy Planning
Family Meetings: They are not what you might think they are! For a family to get started, your role may be critical! The key to a family's success is family education and trust-building through an organized and prioritized family meeting process. Family education is life-long-learning together! Families must have family meetings, build trust, choose interdependence, and practice group decision making. Many traditional estate plans increase the likelihood of wealth and family erosion. What can... 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
Financial Planning for Lawyers
While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes. As a result, their children are less likely to qualify for financial aid so they have to weigh their own retirement against their kids’ education. Depending on their comp structure, salary may be dis... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Finding Hidden Assets in a Matrimonial Case
This CLE course is presented by Tully Rinckey PLLC Partner Mario Cometti, Esq. Mr. Cometti will draw upon his experience as a former partner in a New York City law firm representing high net worth individuals in complex divorce proceedings to assist attorneys of all levels of skill and experience in improving their legal knowledge regarding discovery procedures and techniques. Mr. Cometti will provide guidance to attorneys on the Civil Practice Laws and Rules and other applicable laws in the c... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Foreign Investment in U.S. Residential Property: Tax Pitfalls and Structuring Solutions
The United States has become a haven for foreigners who wish to invest their assets in real estate. However, while many invest in US real estate, very few are aware of the draconian tax consequences that can result without advance planning. Eli Akhavan will discuss the tax pitfalls that can result from owning real estate in the United States and will discuss different planning structures that can be used to avoid adverse tax consequences. Additionally, Eli will discuss reporting requirements s... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions with potential buyers, to a letter of intent, to a binding contract, etc. Where the business is on this continuum will affect how an appraiser evaluates the possible implications of the potenti... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Heckerling Nuggets: Grantor Trusts, The Quest for Basis, and More!
In this CLE program, Martin M. Shenkman will review the most significant issues and strategies addressed at the 2015 Heckerling Institute, including: The impact of President Obama’s Legislative Proposals The Shift Towards Basis Step-Up Planning (and Overlooked Ways to Obtain that Step-Up) The Perpetuities “Problem” (and What to Do About It) Do DAPTs, NINGs, and DINGs Work? The QTIP “Division” Technique The Latest “Trust Protectors” The Newest Grantor Trust “Twists” And much, much... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
How Assets Pass Upon Death
There are various ways that a decedent's assets may pass or transfer title upon his/her death. This CLE course will familiarize attorneys with the basics of how a decedent's assets may pass or transfer upon his/her death either by contract via non-probate, the titling of an account, beneficiary designation, intestate succession or by will. This course will provide an overview of these types of transfers and the issues that may arise depending upon the decedent's circumstances. This course will... More Info
$501General Credit