Virginia MCLE - Trusts and Estates Courses
MCLE Courses Available Online & iOS/Android App and with Live Webinars!
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On-DemandOnline & iOS/Android App
Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner
The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property management protections, (2) provisions related to minors subject to guardianship, (3) improvements to compliance for limited guardianships, (4) new protections to prevent exploitation, (5) rights to vi... More Info
$751.5General Credits -
On-DemandOnline & 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-DemandOnline & iOS/Android App
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
$751.5General Credits -
On-DemandOnline & iOS/Android App
What Happens To Your Practice If You Die Or Become Disabled
What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed to raise awareness and increase preparedness in the event of a catastrophic occurrence in your life. It is designed primarily for solo and small firms. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Love and Legislation Makes a Family: The Child Parent Act 1 Year In
Despite its reputation for legislative progressiveness, prior to the passage of the Child Parent Security Act (CPSA), New York had one of the nation’s most antiquated surrogacy laws featuring a ban on enforceable compensated surrogacy arrangements. That ban, which imposed harsh penalties on those participating in compensated surrogacy arrangements, resulted from the infamous Baby M case which involved a contest between the surrogate (who had supplied the egg used in conception) and the child... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Estate Planning for Attorneys Who Help Business Owners
The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases, and other matters as part of their plan. This CLE course will help the attorney manage client expectations and manage the expectations of the other players involved in the estate planning p... More Info
$751.5General Credits -
On-DemandOnline & 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
$501General Credit -
On-DemandOnline & iOS/Android App
The Secure ACT: Five Key Considerations
This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibility around 529 plans Changes to rules around retirement distributions for births and adoptions More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The Hidden Secrets of Constructive Trust Litigation
This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statute of frauds bar relief? Maybe not. The author of the new book "Litigating Constructive Trusts" reveals some critical issues that come up in constructive trust cases, and how to use those matt... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners
This CLE course will focus on the division of real estate among divorcing couples. We will discuss how prenuptial and midmarriage agreements can protect the spouse's interest in the property and especially if a down-payment was provided by a family member. The course will also describe the pitfalls that befall practitioners when drafting divorce or separation agreements dealing with sale and buyout of real property. Examples and practice pointers will be provided. More Info
$501General Credit