Virginia MCLE - 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. 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.
MCLE Courses Available Online & iOS/Android App and with Live Webinars!
Instantly Print Your MCLE Certificates
-
On-DemandOnline & iOS/Android App
Estate Planning to Prevent Sudden Wealth Syndrome
Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral afflictions. The result is usually mismanaging and squandering the inheritance. In short, your estate plan may have avoided probate and minimized taxes … but it did not help your clients’ heirs like your client intended. This CLE presentation... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Estate Planning: Common Issues; Practical Answers
Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income tax on income earned inside the trust. That is a great way to accelerate the growth of trust assets, and continue to reduce the creator’s estate. But, as with so many things, too much of a “goo... More Info
$501General Credit -
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
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... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Foreign Investment in U.S. Residential Property: Tax Pitfalls and Structuring Solutions
The United States has become a haven for foreigners who wish to invest their assets in real estate. However, while many invest in US real estate, very few are aware of the draconian tax consequences that can result without advance planning. Eli Akhavan will discuss the tax pitfalls that can result from owning real estate in the United States and will discuss different planning structures that can be used to avoid adverse tax consequences. Additionally, Eli will discuss reporting requirements s... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions with potential buyers, to a letter of intent, to a binding contract, etc. Where the business is on this continuum will affect how an appraiser evaluates the possible implications of the potenti... More Info
$751.5General Credits -
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
How The New Proposed Tax Bill Can Impact Your Retirement Account
This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA.. The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies t... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
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... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
How to Prepare for Long-Term Care Costs
This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Additionally, they will cover Medicaid planning and various products available to address this need. More Info
$501General Credit