Wisconsin CLE - Trusts and Estates Courses

CLE Courses Available Online & iOS/Android App and with Live Webinars!

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  • On-Demand
    Online & iOS/Android App

    Trust Protectors: The Good, The Bad and The Ugly

    This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same. In this session, you will learn: Why should you use Trust Protectors? Why should you not use Trust Protectors? What powers are typically conferred on Trust Protectors? The session will also contain a review of case law highlighting some of the problems and pitfalls encountered by persons who have served as Trust Pro... More Info

    $75
    1.5General Credits
  • On-Demand
    Online & iOS/Android App

    A Deep Dive into Trusts: What You Need to Be Aware Of

    Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family disputes, and preparing for incapacity. Dive into the core principles of trust law, gain clarity on the distinctions between revocable and irrevocable trusts, and evaluate the strategic advantages... More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Best Practices In The Use of Trusts

    This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the advantages of trust planning for clients. Each segment of the course will explore key components of trust documents, offering in-depth guidance on essential elements such as trust powers, truste... More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Offshore Asset Protection Planning

    This CLE course offers a clear, practical introduction to offshore asset protection planning. Attendees will learn how to structure trusts and entities, select the right jurisdictions, and navigate U.S. compliance requirements. The material is broken down into straightforward, tangible guidance that’s easy to apply in practice. Topics include working with offshore trustees, managing international banking, and comparing offshore and domestic strategies. The course also addresses... More Info

    $50
    1General Credit
  • On-Demand
    Online & iOS/Android App

    10 Mistakes to Avoid When Working with Asset Protection Trusts

    10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. The presenter covers essential aspects, such as selecting the right jurisdiction, understanding case law, and ensuring your trust is properly funded. More Info

    $50
    1General Credit

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