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Wisconsin CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates Continuing Legal Education (CLE) Courses for Wisconsin, WI. Please make your selection below of Wisconsin CLE courses. Our courses are available Online and with iOS/Android App. Click "Add" to add a course to your Custom Bundle. For more information about a particular course, click on a course name As an added bonus, we allow you to select courses in excess of the advertised credit amount for your selected bundle. In fact, you may add all courses available in our library at no extra charge. All of the courses you select will be available to you but we will only certify the advertised credit amount for your selected bundle.

Trusts and Estates Courses

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Ethics Credits
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Succession Planning for Lawyers & Strategic Growth for Law Firms

Succession planning options for attorneys may be more complex than people realize. With internal succession, external succession and contingency plans in case of sudden disability or death, the process for developing these different plans can be both complicated and highly charged. This CLE course will explain all the different plans as well as provide planning and implementation checklists for both senior attorneys and growing firms.

General Credits
2
Price$100

Power of Attorneys, Guardianships and Medicaid Planning via the Use of Promissory Notes

Guardianships are the result of lack of proper execution of the appropriate documentation required for estate planning. This CLE course will explain when guardianships are required, how they are used to implement Medicaid and special needs benefits as well as the utilization of promissory notes and gifts in Medicaid planning.

General Credits
1.5
Price$75

Asset Protection Planning

Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This program will teach you everything you need to know about protecting your client’s assets from frivolous plaintiffs and creditors. Eli Akhavan, a leading expert in asset protection will cover specific planning strategies and solutions, including planning with business entities as well as domestic and foreign trusts. This CLE course will explain how to structure asset prote...

General Credits
1
Price$50

Managing and Valuing Tangible Personal Property in Estates

This CLE program will discuss best practices for managing and valuing tangible personal property in trusts and estates. The program will cover a variety of different kinds of property including motor cars, jewelry, rare books and fine art and give an overview on the following topics: Appraisals values and purposes IRS-defined qualified appraisers and qualified appraisals IRS Art Advisory Panel Factors affecting valuation (and past examples) Regulated materials Authenticity Title/...

General Credits
1
Price$50

Self-Settled Trusts After Wacker

The Supreme Court of Alaska just held that Alaska could not require that proceedings relating to the transfer of assets to an Alaska self-settled trust be before an Alaska court. The Court did not invalidate self-settled trusts created in that state as some commentators have suggested. The viability of Alaska (and other state) self-settled trusts shielding trust assets from the claims of the grantor’s creditors was not disturbed. This CLE program will explain why, with such high tempo...

General Credits
1.5
Price$75

Planning for Real Estate Owners: Advanced Strategies for Attorneys

Tax considerations often drive decisions in the real estate world. Whether it’s optimization of income tax, gift tax, or estate tax treatment, real estate owners are particularly sensitive to the impact taxes may have on their activities. This CLE program explores how advisors can expand their arsenals to include the widest possible range of techniques when working with clients who have substantial real estate holdings.

General Credits
1
Price$50

Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas

President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, choice of entity, employee reimbursement plans, trust income tax planning, 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...

General Credits
3
Price$150
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