Washington MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Washington. Please make your selection below of Washington 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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SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
Spousal Lifetime Access Trusts (SLATs) remain a powerful estate planning tool for clients seeking to utilize gift and generation-skipping transfer (GST) tax exemptions while preserving indirect access to transferred assets through a spouse. This CLE program will examine the key tax, estate planning, and drafting considerations involved in creating and administering SLATs, including the use of grantor trust rules to enhance wealth transfer opportunities and strategies for maximizing the benefit... More Info
$501Law & Legal Proc. -
Use of Asset Protection Trusts for Tax Planning Purpose
As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal framework underlying these trusts, including key jurisdictional considerations, trust design features, and practical implementation issues. Attendees will gain an understanding of when a self-set... More Info
$501Law & Legal Proc. -
Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled
This CLE presentation provides practical strategies to help attorneys protect clients who are vulnerable or disabled and who are receiving a settlement or judgment. It focuses on when to use a pooled special needs trust for clients with disabilities, how to use settlement preservation pooled trusts for clients such as minors who are vulnerable but may not be disabled, and how structured settlements can be integrated into a comprehensive planning strategy. Presenters will outline how to... More Info
$501Law & Legal Proc. -
How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era
As the U.S. population continues to age, attorneys are increasingly confronting disputes involving diminished capacity, undue influence, and contested transfers of wealth. The growing senior population—and the significant intergenerational transfer of assets now underway—has fueled a sharp rise in fiduciary litigation, including will contests, trust disputes, guardianship proceedings, and claims involving financial exploitation of vulnerable adults. This CLE program examines the legal a... More Info
$501Law & Legal Proc. -
Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies
This CLE course will introduce the use of trusts in the context of estate planning, special needs, and tax considerations. Each section of the course will introduce and explain the issues that need to be addressed in maximizing the benefits of trust planning for your clients. Significant attention will be given to the most important elements of the trust document, including but not limited to trust powers, trustee succession, and trust termination. More Info
$501Law & Legal Proc. -
Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight
This CLE program provides a practical, practice-oriented examination of foreign (offshore) corporate trustees, focusing on governance structures, regulatory oversight, and the fiduciary duties imposed under leading offshore trust regimes. The course addresses how professional trustees are licensed and supervised, the standards that govern trustee decision-making, and the regulatory mechanisms used to enforce compliance. Participants will gain a working understanding of how offshore cor... More Info
$501Law & Legal Proc. -
Mastering Offshore Asset Protection Planning
This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, repatriation orders, and issues involving settlor control. The course compares leading offshore trust and banking jurisdictions, evaluating statutory protections, creditor remedies, and enforcem... More Info
$501Law & Legal Proc. -
The Attorney’s Guide to Strategic Trust Planning
This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives, and reduce the potential for conflict among beneficiaries. Participants will review the key distinctions between revocable and irrevocable trusts, including differences in control, flexibili... More Info
$501Law & Legal Proc. -
Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning
When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and strategies available to support these individuals. We will explore the key differences between Pooled First-Party Special Needs Trusts and Settlement Preservation Trusts, including how they c... More Info
$501Law & Legal Proc. -
Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act
This CLE program explores the intersection of estate planning and real estate law, focusing on the implications of the due-on-sale clause in the context of transferring real property to revocable trusts, irrevocable trusts, and limited liability companies (LLCs). The due-on-sale clause—commonly found in mortgage contracts—can trigger loan acceleration when ownership of the secured property is transferred. However, federal law (notably the Garn-St. Germain Depository Institutions Act of 1982) p... More Info
$501Law & Legal Proc.