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Virginia CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Virginia. Please make your selection below of Virginia CLE courses. Our courses are available Online, iOS/Android App, and with Live Webinars. Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.

Trusts and Estates Courses

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Ethics Credits
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10 Clauses Fiduciaries Hate

Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provisions. Trust documents need to be comprehensive and clear. The use of certain terms or confusing language can make it nearly impossible for fiduciaries to enforce a grantor’s wishes. How terms are de...

General Credits
1
Price$50

Selling a Family Business

More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are notoriously complicated, both from the personal and economic perspective. Today, more and more families are thinking about selling their businesses, raising issues including family upheaval and tax issues that need to be considered. This CLE cou...

General Credits
1
Price$50

Planning for Tangibles

What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know. Speakers will discuss a variety of topics such as emotional issues, testamentary plan structure, titling considerations and lifetime gifting issues.

General Credits
1
Price$50

Quid Pro Quo for Charitable Gifts

A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a charity exceeds the cost of the meal). Special rules apply regarding deductions for QPQ gifts. Speakers will take you through the requirements so you can keep your clients out of trouble and help them get a charitable deduction.

General Credits
1
Price$50

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...

General Credits
1
Price$50

How to Handle Appraisals for Donations of Property

Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary issues. For example, appraisers may give a high range thinking they’re doing the donor a favor when actually the appraisal may be too high in today's market. The panel will also discuss how the 30% of adjusted gross income limit on gifts o...

General Credits
1
Price$50

Investment Strategies for Trusts

Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in the absence of specific guidance in the trust documents. For example, the Uniform Prudent Investor Act, which has been adopted by many states, requires trustees to follow certain rules when investing trust assets. Our panelists will review t...

General Credits
1
Price$50

Unequal Inheritances: A Final Parental Communication

A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Should they be equal or fair? This CLE course will address all of these issues and discuss factors to consider when helping your client with this determination.

General Credits
1
Price$50

SECURE Act Update: Where Do We Go from Here?

The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. This CLE course will offer a brief overview of the new rules and how they are applied and offer tips and tools for effective retirement planning as well as how to help your clients through the process in light of the new laws.

General Credits
1
Price$50

Best Technologies for Practice Development

Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better client interactions, better management and more efficient research and drafting. And with COVID-19 still raging in many areas, more practitioners are working remotely. This panel will explore the many technological changes affecting estate plann...

General Credits
1
Price$50
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