Estate Planning and Elder Lawclose
Price
$139.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
61 Minutes
Catalog
General
Presenter(s)
Stephanie Willbanks, Rebecca Purdom, Steve Berstler
Content Provider:
LexisNexis
Credits
Click Here
Approved States
AK, AZ, MO, NY, VT, WV

Retirees can often split time between residences in different states or live on a temporary basis with family members in different states. In turn, jurisdictional challenges and complications in adult guardianship proceedings have become more prevalent and complex as a result of this mobility. The Uniform Guardianship and Protective Proceedings Jurisdiction Act (UGPPJA) simplifies the determination of jurisdiction in adult guardianship and protective proceedings and has been adopted in thirty e


Price
$259.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
118 Minutes
Catalog
General
Presenter(s)
Jerald David August
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AL, AZ, CA, CT, FL, GA, HI, IL, MN, MO, ND, NE, NH, NJ, NM, NV, NY, OR, PA, VA, WA, WV

Unbeknownst to many beneficiaries and fiduciaries, when a tax goes unpaid by a decedent, the IRS can hold donees, fiduciaries, or transferees personally liable for the amount owed. If a taxpayer, including an estate, fails to pay federal income, gift, or estate taxes in full, the IRS has the authority to collect from the executor or fiduciary of the taxpayer’s estate or from a transferee of taxpayer’s property – even if the amount of the tax exceeds the value of the property at the date of transfer. Too often, trust and estate clients fail to understand their potential personal liability for a decedent’s/grantor’s unpaid taxes until it is too late. Get the information and practical planning strategies you need to advise your estate and trust clients and protect their interests from this potential tax exposure.


Price
$259.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
89 Minutes
Catalog
General
Presenter(s)
Stuart C. Bear, David A. Rephan
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, FL, GA, HI, IL, MO, NH, NJ, NM, NY, PA, VA

Do you find yourself going to standard forms to draft durable powers of attorney and health care directives—after carefully constructing a customized will and/or trust to meet your client’s planning objectives? Are you aware of ethical obligations in connection with representing clients with diminishing capacity? Protecting your client in life is just as important as easing the orderly disposition of property after death. Powers of attorney and health care directives are significant tools that ensure that the clients’ wishes are honored and financial assets are protected while they are incapacitated. Join experienced estate planners for an in-depth exploration of how to effectively draft and use durable powers of attorney and health care directives. Faculty will also address ethical obligations of attorneys to protect clients’ financial interests and minimize their financial exploitation if clients become unable to conduct their own affairs.


Price
$259.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
107 Minutes
Catalog
General
Presenter(s)
Ellen K. Harrison, Carlyn S. McCaffrey
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, FL, GA, HI, IL, MO, NH, NJ, NM, NY, PA, TX, VA, WA

Session 1 - Foreign Trust-Related Income Tax Issues This presentation covers the U.S. fiduciary income tax rules that apply to foreign grantor trust and foreign nongrantor trust structures with respect to grantors, trustees, and beneficiaries, including reporting-related issues. This webcast covers Session 1 of the series.


Price
$259.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
109 Minutes
Catalog
General
Presenter(s)
Carolyn A. Schenck, Mark E. Matthews
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, FL, GA, HI, IL, MO, NH, NJ, NM, NY, PA, TX, VA, WA

Session 13 - Offshore Compliance and Voluntary Disclosure Latest developments in U.S. government initiatives to encourage and compel compliance with U.S. tax laws with respect to U.S. citizen and resident clients with foreign income and foreign assets. Then moves to review of IRS initiatives to identify taxpayers using offshore accounts and structures to avoid or evade tax, as well as options available to taxpayers who want to voluntarily correct past noncompliance; new developments. This webcast covers Session 13 of the series.


Price
$259.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
87 Minutes
Catalog
General
Presenter(s)
M. Read Moore, Mark John Barmes, Jonathan Jackel
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, FL, GA, HI, IL, MO, NH, NJ, NM, NY, PA, TX, VA, WA

Session 4 - FATCA, CRS, and Beneficial Ownership Information Exchange This panel presentation addresses recent developments in automatic tax information exchange, including FATCA and the Common Reporting Standard, as well as recent developments in beneficial owner registries, all with particular attention to how these developments affect globally mobile high net worth clients, including U.S. citizen and resident clients, and U.S. and non-U.S. trusts and trustees. This webcast covers Session 4 of the series.


Price
$259.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
102 Minutes
Catalog
General
Presenter(s)
Lucy S. Lee, Brian P. Tsu
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, FL, GA, HI, IL, MO, NH, NJ, NM, NY, PA, TX, VA, WA

Session 11 - Income Taxation of Nonresident Aliens This presentation will address basic U.S. income tax rules that apply to nonresident aliens, including determining when a person is a U.S. resident for U.S. federal income tax purposes, the kinds of U.S.-source income that are subject to tax in the hands of nonresident aliens, and the effect of income tax treaties on residency issues and substantive income tax issues. Session 12 - Estate and Gift Taxation of Nonresident Alien This presentation will cover basic estate, gift, and generation-skipping transfer tax rules that apply to nonresident aliens of the United States who own U.S. situs property, including a discussion of how treaties modify those rules in certain circumstances and estate planning strategies for nonresident aliens with U.S. situs property. This webcast covers Sessions 11 & 12 of the series.


Price
$259.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
102 Minutes
Catalog
General
Presenter(s)
M. Read Moore, Mark John Barmes
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, FL, GA, HI, IL, MO, NH, NJ, NM, NY, PA, TX, VA, WA

Session 2 - Practical Issues for U.S. Clients with Foreign Trusts Differences in trust law and trust administration outside of the United States often make advising U.S. clients on U.S. tax issues related to foreign trusts quite challenging. This presentation addresses the interaction of U.S. income tax laws related to foreign trusts and their beneficiaries and the realities of trust law and trust administration outside of the United States. Session 3 - European Developments This presentation covers important developments and trends in offshore financial centers that affect U.S. advisers who have clients with foreign property and financial accounts and interests in foreign trusts, including developments in Switzerland. This webcast covers Sessions 2 & 3 of the series.


Price
$259.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
119 Minutes
Catalog
General
Presenter(s)
Sarah M. Duckham, Michelle B. Graham, Ellen K. Harrison, Jonathan Jackel, Lucy S. Lee, Mark E. Matthews, John A Terrill, II, M. Read Moore, Michael G. Pfeifer, Mark John Barmes
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, FL, GA, HI, IL, MO, NH, NJ, NM, NY, PA, TX, VA, WA

Session 5 - Anti-Money Laundering Rules and Other Ethics Issues This presentation addresses due diligence and “know-your-client” principles in the United States and outside the United States that affect lawyers who work with clients on wealth management issues, with particular attention to initiatives of the Financial Action Task Force and the Organization for Economic Cooperation and Development (OECD) with respect to the participation of lawyers in the fight against money laundering and terrorist financing and the U.S. response to those initiatives. Session 6 - Ethics Roundtable Faculty members will address important professional responsibility and ethics issues that affect lawyers who work with clients with cross-border issues and foreign trusts and trustees. This webcast covers Sessions 5 & 6 of the series.


Price
$259.00
Learning Method
On-Demand Training
Product
LexisNexis® CLE
Run Time
112 Minutes
Catalog
General
Presenter(s)
Michelle B. Graham, Aleb Francisco Mejia-Cosenza
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, FL, GA, HI, IL, MO, NH, NJ, NM, NY, PA, TX, VA, WA

Session 7 - Estate Planning for US Clients with Foreign Property Legal and tax issues that arise when U.S. citizen and resident clients own property in foreign countries, including real estate, business interests, and financial accounts Session 8 - Advising the Client with Ties to Mexico This panel presentation covers important rules that U.S. estate planning lawyers should know for U.S. clients who invest in Mexican property and for Mexican clients who move to and invest in the United States. This webcast covers Sessions 7 & 8 of the series.