Estate Planning and Elder Lawclose
Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
122 Minutes
Recording Date
06/07/2022
Catalog
General
Presenter(s)
Jeffrey N. Pennell, Lawrence P. Katzenstein, Stephanie Loomis-Prince, Kathleen R. Sherby
Credits
Click Here
Practice Area
Estate Planning and Elder Law
Approved States
AK, AR, AZ, CA, CT, HI, MO, NH, NJ, NM, NY, OR, RI, TN, VT, WI, WV

Now in its 27th year, this popular, advanced program covers significant recent developments and how they affect estate planning practice. Featuring a nationally renowned faculty of estate planning lawyers, as well as Professor Jeffrey N. Pennell, this webcast is designed for sophisticated practitioners who need to stay up-to-date on changes in the field!

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
90 Minutes
Recording Date
05/20/2022
Catalog
General
Presenter(s)
Todd Angkatavanich, Nickolas K. Davidson
Credits
Click Here
Practice Area
Estate Planning and Elder Law
Approved States
AK, AR, AZ, CA, CT, HI, MO, NH, NJ, NM, NY, OR, RI, TN, VT, WI, WV

Meeting the estate planning goals of high net worth clients calls for creating and administering complex estate plans. The additional layers of planning needed to account for unique assets or charitable intent – while minimizing estate taxes – require developing a comprehensive strategy that can prove challenging for even experienced practitioners. Join us by webcast for this high-level estate planning course and explore innovative wealth transfer strategies and gain expert insights on mapping the best path to achieve your clients' goals. Our nationally recognized faculty of estate and trust practitioners will address the most salient issues for high net worth estate planning with a focus on enhancing your proficiencies to meet the complex needs of your clients.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
91 Minutes
Recording Date
05/20/2022
Catalog
General
Presenter(s)
Marissa Dungey, Dana Foley
Credits
Click Here
Practice Area
Estate Planning and Elder Law
Approved States
AK, AR, AZ, CA, CT, HI, MO, NH, NJ, NM, NY, OR, RI, TN, VT, WI, WV

Meeting the estate planning goals of high net worth clients calls for creating and administering complex estate plans. The additional layers of planning needed to account for unique assets or charitable intent – while minimizing estate taxes – require developing a comprehensive strategy that can prove challenging for even experienced practitioners. Join us by webcast for this high-level estate planning course and explore innovative wealth transfer strategies and gain expert insights on mapping the best path to achieve your clients' goals. Our nationally recognized faculty of estate and trust practitioners will address the most salient issues for high net worth estate planning with a focus on enhancing your proficiencies to meet the complex needs of your clients.

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Price
$219.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
61 Minutes
Recording Date
05/19/2022
Catalog
General
Presenter(s)
Raj Malviya, Jeanne Newlon
Credits
Click Here
Practice Area
Estate Planning and Elder Law
Approved States
AK, AR, AZ, CA, CT, HI, MO, NH, NJ, NM, NY, OR, RI, TN, VT, WI, WV

Meeting the estate planning goals of high net worth clients calls for creating and administering complex estate plans. The additional layers of planning needed to account for unique assets or charitable intent – while minimizing estate taxes – require developing a comprehensive strategy that can prove challenging for even experienced practitioners. Join us by webcast for this high-level estate planning course and explore innovative wealth transfer strategies and gain expert insights on mapping the best path to achieve your clients' goals. Our nationally recognized faculty of estate and trust practitioners will address the most salient issues for high net worth estate planning with a focus on enhancing your proficiencies to meet the complex needs of your clients.

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Price
$219.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
60 Minutes
Recording Date
05/19/2022
Catalog
General
Presenter(s)
Austin Bramwell
Credits
Click Here
Practice Area
Estate Planning and Elder Law
Approved States
AK, AR, AZ, CA, CT, HI, MO, NH, NJ, NM, NY, OR, RI, TN, VT, WI, WV

Meeting the estate planning goals of high net worth clients calls for creating and administering complex estate plans. The additional layers of planning needed to account for unique assets or charitable intent – while minimizing estate taxes – require developing a comprehensive strategy that can prove challenging for even experienced practitioners. Join us by webcast for this high-level estate planning course and explore innovative wealth transfer strategies and gain expert insights on mapping the best path to achieve your clients' goals. Our nationally recognized faculty of estate and trust practitioners will address the most salient issues for high net worth estate planning with a focus on enhancing your proficiencies to meet the complex needs of your clients.

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Price
$219.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
60 Minutes
Recording Date
05/19/2022
Catalog
General
Presenter(s)
Gray Edmondson
Credits
Click Here
Practice Area
Estate Planning and Elder Law
Approved States
AK, AR, AZ, CA, CT, HI, MO, NH, NJ, NM, NY, OR, RI, TN, VT, WI, WV

Meeting the estate planning goals of high net worth clients calls for creating and administering complex estate plans. The additional layers of planning needed to account for unique assets or charitable intent – while minimizing estate taxes – require developing a comprehensive strategy that can prove challenging for even experienced practitioners. Join us by webcast for this high-level estate planning course and explore innovative wealth transfer strategies and gain expert insights on mapping the best path to achieve your clients' goals. Our nationally recognized faculty of estate and trust practitioners will address the most salient issues for high net worth estate planning with a focus on enhancing your proficiencies to meet the complex needs of your clients.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
86 Minutes
Recording Date
04/19/2022
Catalog
General
Presenter(s)
Andrew M. Grumet, Corey Ziegler
Credits
Click Here
Practice Area
Estate Planning and Elder Law, Government and Non-Profit Organizations
Approved States
AK, AR, AZ, CA, CT, HI, MO, NH, NJ, NM, NY, OR, RI, TN, VT, WI, WV

Donors are often surprised when an organization is unable to accept their gift. While it is important to advocate for a client who wishes to make a bequest to a charitable organization, you also need to appreciate the limitations nonprofits operate under to ensure that your client's expectations can be met and their chosen charitable organization or foundation will say yes to the bequest. Learn why nonprofits must sometimes say no and how to avoid unwelcome surprises for your clients. Led by a nonprofit specialist and a foundation general counsel with estate planning expertise, this practical webcast will give you crisper understanding of charitable giving logistics, including philanthropic limitations, strategies, structures, and more.

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Price
$219.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
60 Minutes
Recording Date
01/13/2022
Catalog
General
Presenter(s)
Helen S. Cheng, Francisco Garcia, Jr.
Credits
Click Here
Practice Area
Estate Planning and Elder Law
Approved States
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, ME, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VT, WA, WI, WV, WY

For estate planners, trust administrators, and clients, decanting is a versatile (if at times misunderstood) tool for fixing imperfections in an existing trust or bringing the existing trust in line with changed circumstances. For example, has there been a significant change in the law that calls into question the existing trust’s usefulness? Have there been material changes in the lives of those affected by the trust that weren’t foreseeable at the time the original trust was created? Although decanting is a widely accepted and commonly used process, it is not a panacea for every trust’s shortcomings and it holds pitfalls for the unwary. Tax and fiduciary duty issues abound, and estate planners and trust administrators must make a careful review of them before recommending decanting as a course of action to a client. In addition, the Uniform Trust Decanting Act (UTDA) continues to be adopted in an increasing number of jurisdictions, providing a legislative framework that must be adhered to for a successful result.

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Price
$219.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
63 Minutes
Recording Date
12/15/2021
Catalog
General
Presenter(s)
Gerry W. Beyer
Credits
Click Here
Practice Area
Ethics, Estate Planning and Elder Law
Approved States
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, ME, MN, MO, MS, MT, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY

The threat of an estate planning legal malpractice claim is daunting, with the potential to be professionally and financially devastating. All it takes is one careless act for even the most experienced practitioner to become ensnarled in an ethical imbroglio. For this reason, estate planners must remain vigilant to steer clear of ethical errors and ensure the client’s intentions are carried out.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Content Provider
American Law Institute CLE
Run Time
88 Minutes
Recording Date
12/03/2021
Catalog
General
Presenter(s)
Cecilia Hassan, Michael Karlin
Credits
Click Here
Practice Area
International Law, Estate Planning and Elder Law, Taxation
Approved States
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, ME, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VT, WA, WI, WV

International Trust and Estate Planning 2021 features practical and rigorous sessions presented by some of the most highly-regarded authorities in their fields. Experienced and beginner practitioners of all levels will benefit from the deep dive into the key issues, hottest topics, and cautionary tales that keep attorneys, trust officers, accountants, charitable giving professionals, and wealth management advisors from sleeping easy at night.

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