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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Managing and Valuing Tangible Personal Property in Estates
This CLE program will discuss best practices for managing and valuing tangible personal property in trusts and estates. The program will cover a variety of different kinds of property including motor cars, jewelry, rare books and fine art and give an overview on the following topics: Appraisals values and purposes IRS-defined qualified appraisers and qualified appraisals IRS Art Advisory Panel Factors affecting valuation (and past examples) Regulated materials Authenticity Title/... More Info
$501General Credit -
Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
This informative CLE program presented by Ronald A. Fatoullah and Elizabeth Forspan will discuss the latest developments in Elder Law and Medicaid planning including eligibility rules and common techniques used to protect assets against the prohibitive cost of long term care. The course will also discuss the tax consequences of Medicaid Trusts including income taxes, estate taxes and real estate tax exemptions as well as transfers of real property, liquid assets and basis issues. More Info
$1252.25General Credits -
Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know
If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered. This CLE presentation will explore a wide range of Florida legal and planning considerations, including: who can be a personal representative of a Floridian’s estate? FL has valuable homestead protection. What is that and how might you take advantage of it? What language might you add to a revocable... More Info
$751.5General Credits -
Navigating the Minefield of Fiduciary Service: A Primer on the Current Landscape of Trustee and Executor Responsibility
It is an honor to be selected as an executor or trustee, but that service comes with significant legal obligations. This CLE program will examine many important legal and practical issues that executors or trustees confront, and it will present cautionary lessons from recent case law concerning fiduciary conduct. The program will also cover management responsibility over assets, obligations to estate and trust beneficiaries, and strategies to avoid internal disputes and litigation. More Info
$501General Credit -
New Estate Planning Opportunities for Estate Practitioners
An aging demographic, advancements in technology, tax changes, shifts in family life and a host of other factors are drastically impacting the area of estate planning. This CLE course will explain how to prepare for the new era of estate planning including increased focus on retirement planning, inclusion of elderly family members, assessing businesses in light of the paperless offices, tax code changes, potential divorces and second marriages and perhaps most importantly, the need for... More Info
$501General Credit -
New Jersey Attorney Trust And Business Accounting Fundamentals
Attorneys practicing in the State of New Jersey lawyers are required by the Court Rules and the RPCs to maintain trust and business accounts. This informative CLE course focuses on the rules and ethics of establishing the required trust and business accounts and offers practical advice on how to maintain those accounts. The course will also offer tips and strategies to avoid the pitfalls and errors that many new attorneys encounter. More Info
$501General Credit -
New Jersey Basic Estate Planning
This CLE course will provide an overview of basic estate planning in New Jersey, including: Advantages of Estate Planning Primary Elements of the Estate Plan Documentation Wills Probate Health Care Directive (Living Will) Special Considerations Key Tax Rules More Info
$751.5General Credits -
New Jersey Will Drafting Basics
Learn the basics of how to draft a Will for a New Jersey client. This CLE program will review the statutory requirements that are the foundation for a valid Will. Become familiar with 7 specific Will provisions and clauses that address a wide range of typical client concerns. Course materials include complete Wills for a single person and married couple along with 3 Will excerpts with suggested provisions for married couple with young children; married couple with adult children; married coupl... More Info
$751.75General Credits -
New York’s Brand-New Power of Attorney
This CLE will discuss the brand new Power of Attorney law that took effect recently. Elizabeth Forspan, Esq. will go through the major changes to the form and how attorneys and others should plan accordingly. Elizabeth will review the key items to include in new powers of attorney being prepared. More Info
$501General Credit -
Non-Tax Considerations of Estate Planning
Estate planning has been transformed in large part by the dramatic increase in the estate tax exemption. Regardless of whether Tax Reform is enacted or whether it doubles the gift and estate tax exemption as proposed, very few decedents pay an estate tax. Practitioners need to address a wide range of non-tax factors to help clients and remain relevant. This CLE program will focus on many non-tax factors (not just income tax basis step-up maximization) that practitioners should consider. More Info
$501General Credit