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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 and with iOS/Android App. 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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Asset Protection and Estate Planning Under the New Tax Act

Jacob Stein and Michelle Lerman discuss the changes brought on by the 2017 tax act. The discussion will cover the three critical steps in light of the new tax act, temporary planning opportunities in transfer tax law, pitfalls to avoid in estate planning, the use of irrevocable trusts to protect assets in the event of a divorce. The instructors will provide an overview of asset protection planning under the new tax act, advanced trust structures, offshore structures and how to protect specifi...

General Credits
1
Price$50

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, which President Trump signed into law on December 22, 2017 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 p...

General Credits
1
Price$50

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.

General Credits
1
Price$50

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.

General Credits
1
Price$50

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.

General Credits
1
Price$50

Legal Issues in Art Collecting: Practical Planning for Art Collectors & Their Advisors

Art is unlike many other occupations. It combines the creative passions of inspiration and personal vision with the business acumen of marketing and salesmanship. For this reason, it is an incredibly difficult asset to incorporate into a financial and tax plan that is comprehensive. This CLE course will provide a complete overview on how to strategically approach the ideal disposition for their collection. Geared for both collectors and advisors, the course will review collection practices and...

General Credits
1
Price$50

Recent Developments with Practical Estate Planning Implications

The estate planning world is focused on the uncertainty of repeal (or not) which has profound impact on what planning might be appropriate. But practitioners should not overlook the stream of new developments that might impact clients now. This CLE program will provide a practical practice oriented review of new developments including the following: Estate tax repeal – what it means to planning. Portability new Relief - Rev. Proc. 2017-34 provides significant lenience to make a lat...

General Credits
1
Price$50

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...

General Credits
1
Price$50

Trusts: Planning and Drafting for Divorce

Trusts are one of the most powerful tools for planning to minimize the risk to assets in a future divorce. However, in order to achieve optimal results for clients, trusts must be drafted and administered in a manner that provides protection. Traditional trust drafting often falls far short of providing the safeguards clients want. What provisions should be used in drafting trusts to achieve better results? What trust planning techniques can be used in different client situations to achieve gr...

General Credits
1
Price$50

Technology, Ethics, and Estate Planning Practice Management

This CLE program will discuss how estate planners can use technology, sometimes in creative ways, to enhance their practice, add efficiencies and cost savings, and provide better protection from problems. How can document generation software enable you to create more robust documents at less cost and permit you to provide better service and planning to your clients. How can you adapt common tools such as calendar and billing systems to provide better communication with your clients, and better...

Ethics Credits
1.5
Price$75
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