Virgin Islands CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Virgin Islands. Please make your selection below of Virgin Islands 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.
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Technology and Estate Planning
Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other technologies are just being adapted by professionals. The focus of this program will be practical discussions of how practitioners can adapt different technologies and use them in their practices. Betsy Ehrenberg of Legacy Concierge will explain how software can ma... More Info
$501General Credit -
Tax, Financial and Legal Implications of Elder Care Planning
This CLE program will discuss Medicaid and Elder Care planning and how the various tax, legal and financial considerations should be incorporated into an effective elder care plan. Elizabeth Forspan will discuss the asset and income requirements for Medicaid long term care eligibility. She will discuss various tax issues that often arise in the context of elder care planning, such as basis issues and real estate tax exemptions. Elizabeth will also give an overview of what the ideal elder car... More Info
$501General Credit -
Tax Reform: Estate Planning In the New Environment
The Tax Cuts and Jobs Act made changes to the transfer tax regime that were few in number but great in importance. The foremost change was the increase of the lifetime coupled estate and gift tax exemption to approximately $11.4 million per person, opening up myriad tax planning possibilities for the high net worth and ultra-high net worth. Perhaps equally important was what the TCJA did not change: the annual gift and GST tax exemption regimes, the Section 1014 basis adjustment, and the por... More Info
$501General Credit -
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 2
This CLE will discuss the Tax Cuts and Jobs Act, making massive changes to personal and estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, the structure of trusts (grantor vs. non-grantor, ING, SLATs, DAPTs, etc.), and more. This is said to be the most sweeping tax legislation since the 1986 tax act. It might also be the most quickly cobbled together and passed piece of major tax legislation ever, creating a myria... More Info
$501General Credit -
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 1
President Trump signed into law the Tax Cuts and Jobs Act making massive changes to business, personal, estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, choice of entity, employee reimbursement plans, trust income tax planning, the structure of trusts (grantor vs. non-grantor, ING, SLATs, DAPTs, etc.), and more. This is said to be the most sweeping tax legislation since the 1986 tax act. It might also be the mos... More Info
$751.5General Credits -
Tax Aspects of International Estate Planning
The United States is reported to be the world’s greatest financial and tax havens. Investors from around the world are purchasing real property and assets in the United States. Additionally, U.S. citizens and residents deploy their capital around the world for investment and personal reasons. This CLE seminar will familiarize attorneys with the basic tax issues involved in international estate planning. More Info
$501General Credit -
Succession Planning for Lawyers & Strategic Growth for Law Firms
Succession planning options for attorneys may be more complex than people realize. With internal succession, external succession and contingency plans in case of sudden disability or death, the process for developing these different plans can be both complicated and highly charged. This CLE course will explain all the different plans as well as provide planning and implementation checklists for both senior attorneys and growing firms. More Info
$751.6General Credits -
Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples
This CLE provides attorneys with essential insights into navigating the complex intersection of love, marriage, and estate maters. This CLE course delves into crucial topics such as prenuptial agreements, joint estate planning, tax implications, and legacy considerations. Attorneys will gain practical tools to help clients communicate effectively about their estates, manage shared assets, and plan for a secure future together. With a focus on fostering estate harmony, this course equip... More Info
$501General Credit -
Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool
SLAT planning can provide tremendous planning benefits for many married clients. With proper tailoring for the current environment, a useful default estate and financial planning strategy is to employ non-reciprocal spousal lifetime access trusts (“SLATs”). This can provide a flexible framework for a wide range of clients and can achieve an array of planning goals. The technique can be adapted for modest estates needing life insurance trusts, to ultra-high net worth clients requiring... More Info
$501General Credit -
Split-Dollar Life Insurance Planning After the Levine Case
A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning then analyze the case. This follows prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in the Levine case, and how that contrasts t... More Info
$501.25General Credits