Rhode Island MCLE - Trusts and Estates Courses

MCLE Courses Available Online & iOS/Android App and with Live Webinars!

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  • On-Demand
    Online & iOS/Android App

    Business Valuation for Attorneys

    Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and partnership disputes, in addition to sales, purchases and other transactions, are just some of the circumstances where valuation is a critical factor. This Seminar reviews the po... More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Charitable Planning: Evolving Perspectives

    Whatever happens with Tax Reform charitable giving is evolving in dramatic ways. This CLE program will help guide counsel on how to advise clients in light of the many social, legal, and other changes affecting charitable giving. More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Common Estate Planning Errors and How to Prevent Them

    Estate Planning seems relatively straightforward—a client asks for a will and the attorney draws it up. The attorney does what he is asked, and the client is happy, so all is well, right? Not exactly. In fact, there is a tremendous amount of research and fact-finding that the responsible attorney must complete before drafting a will to ensure the client’s assets are truly protected and to avoid a malpractice suit in the long run. This CLE course will explain the most common errors inclu... More Info

    $100
    2Total Credits
    1 Ethics
  • On-Demand
    Online & iOS/Android App

    Copyright Infringement: How to Defend Lawsuits and Protect Assets

    The instructors provide an overview on copyright infringement, the importance of registration, fair use or unsure defense. They touch on the available damages for copyright and the importance of registration, delving into the actual damages and profits. The discussion also covers liability for the actions of employees, and the use of independent contractors and the avoidance of liability. With a strong bases on theory and its practical implications, the discussion advances to protecting assets i... More Info

    $50
    1General Credit
  • On-Demand
    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

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    COVID-19: Business and Asset Protection

    A coronavirus-induced recession is no longer avoidable—it is happening right now. Each recession brings with it declining sales, job losses, falling rents, and defaults on loans and leases. When a crisis hits, getting a head start matters and those who have prepared will fare better than those who have not. This engaging presentation on protecting assets from plaintiffs, lenders, creditors and the government will cover lessons learned from the last financial crisis and what businesses c... More Info

    $75
    1.5General Credits
  • On-Demand
    Online & iOS/Android App

    Creative Cutting Edge Trust Planning Strategies

    The Jobs Cut Tax Act, worries of future tax changes, and other developments (e.g. the Wacker case concerning self-settled trusts) have all served to dramatically change trust planning for clients of all wealth levels. This CLE course will review creative and cutting edge tax, trust and related planning techniques which practitioners can use to better serve clients. More in depth and objective discussion will be provided about the uses and issues of non-grantor trusts for income tax and other b... More Info

    $100
    2General Credits
  • On-Demand
    Online & iOS/Android App

    Crowdfunding: Meeting Humanitarian Needs

    Substantial sums of money have been raised by crowdfunding websites. Yet, there seems to be little law, and even less guidance, for those using this fundraising approach. This CLE program will identify some of the legal and tax issues and give advisers background to understand the crowdfunding phenomena and knowledge to help those clients creating or using crowdfunding campaigns for humanitarian purposes. More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Discovery in Surrogates Court: The Good, The Bad, and The Ugly

    Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both the petitioner and the respondent. This course also aims to provide some practical and time saving tips and some suggestions for must dos and absolutely don’ts. More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Dividing Federal Civilian and Military Retirement Benefits in Family Cases

    This one-hour CLE course, presented by nationally-renowned QDRO attorney Matthew L. Lundy, Esq., deals directly with the fine points of federal and military retirement accounts as they relate to family law cases. These accounts, which are highly complex, are potentially huge liabilities in domestic law cases. Neglecting to cover benefits related to these accounts in settlement or trial will not only cause client dissatisfaction but opens the attorney up to serious malpractice claims. The cours... More Info

    $50
    1General Credit

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