Wyoming CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Wyoming. Please make your selection below of Wyoming 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.
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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On-DemandCD/DVD/USB, Online, iOS/Android App
Section 2704 Proposed Regulations: Practical Planning Implications and Opportunities
Long-anticipated Section 2704 Proposed Regulations could have a dramatic impact on estate planning by significantly restricting or eliminating valuation discounts. Within the broader context of the current political backdrop and possible election outcomes, this CLE presentation will review: What the proposed regulations mean How to identify and inform clients impacted What will change for 2016 year-end planning Are cascading GRATs still optimal? Practical planning suggestions for y... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
SECURE Act Update: Where Do We Go from Here?
The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. This CLE course will offer a brief overview of the new rules and how they are applied and offer tips and tools for effective retirement planning as well as how to help your clients through the process in light of the new laws. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Selling a Family Business
More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are notoriously complicated, both from the personal and economic perspective. Today, more and more families are thinking about selling their businesses, raising issues including family upheaval and tax issues that need to be considered. This CLE cou... More Info
$501General Credit -
On-DemandCDs, DVDs, USB Stick
Shoemakers with Barefoot Children: What Attorneys Need to Know About Their Own Estate Planning
This CLE program will feature a discussion of how to make an action plan to protect yourself, your family and your practice. This practical "how to" program will review practical asset protection planning steps practitioners should consider, current generation of insurance options that may help practitioners and other practical steps they should consider. While many of these planning ideas are suitable for clients, the focus of this program is helping YOU – the practitioner. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
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... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples
This CLE provides attorneys with essential insights into navigating the complex intersection of love, marriage, and estate maters. This CLE course delves into crucial topics such as prenuptial agreements, joint estate planning, tax implications, and legacy considerations. Attorneys will gain practical tools to help clients communicate effectively about their estates, manage shared assets, and plan for a secure future together. With a focus on fostering estate harmony, this course equip... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Tax Aspects of International Estate Planning
The United States is reported to be the world’s greatest financial and tax havens. Investors from around the world are purchasing real property and assets in the United States. Additionally, U.S. citizens and residents deploy their capital around the world for investment and personal reasons. This CLE seminar will familiarize attorneys with the basic tax issues involved in international estate planning. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
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, 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 passed piece of major tax legislation ever, creating a myria... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Tax Reform: Estate Planning In the New Environment
The Tax Cuts and Jobs Act made changes to the transfer tax regime that were few in number but great in importance. The foremost change was the increase of the lifetime coupled estate and gift tax exemption to approximately $11.4 million per person, opening up myriad tax planning possibilities for the high net worth and ultra-high net worth. Perhaps equally important was what the TCJA did not change: the annual gift and GST tax exemption regimes, the Section 1014 basis adjustment, and the por... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Tax, Financial and Legal Implications of Elder Care Planning
This CLE program will discuss Medicaid and Elder Care planning and how the various tax, legal and financial considerations should be incorporated into an effective elder care plan. Elizabeth Forspan will discuss the asset and income requirements for Medicaid long term care eligibility. She will discuss various tax issues that often arise in the context of elder care planning, such as basis issues and real estate tax exemptions. Elizabeth will also give an overview of what the ideal elder car... More Info
$501General Credit