Estate Planning and Elder Lawclose
Price
$139.00
Learning Method
On-Demand Training
Product
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, NJ, 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

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Run Time
91 Minutes
Catalog
General
Presenter(s)
John D. Mabley, Amy N. Morrissey, James C. Worthington, Sr.
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CO, CT, FL, ID, MN, MO, ND, NH, NJ, NM, NY, OR, PA, VA, VT, WA

The complexity of an estate planning practice places great demands on your time and your intellect. Solo and small-firm practitioners may feel especially hard-pressed to provide comprehensive planning documents absent some technological assistance. How do you leverage technology to make sure you provide clients with high quality advice and planning? Hear savvy solo and small-firm estate planners share their experiences with cutting-edge software and technology and get tips to improve your practice. This is an audio-only presentation. Corresponding PPT files (if available) can be downloaded from the documents tab on the My Classes page in LNU.

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Price
$219.00
Learning Method
On-Demand Training
Product
CLE
Run Time
63 Minutes
Catalog
General
Presenter(s)
Michael V. Bourland, Levi M. Dillon
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CO, CT, FL, ID, MO, ND, NH, NJ, NM, NY, OR, PA, VA, VT, WA, WI

This is an audio-only presentation. Corresponding PPT files (if available) can be downloaded from the documents tab on the My Classes page in LNU. They are the legendary lore of the estate planning profession: Anna Nicole Smith’s challenge to the will of J. Howard Smith II; the battle between Brooke Astor’s son and grandson; and even the fight between Leona Helmsley’s grandchildren and her dog. They’re all famous estate feuds—so famous that even the general public knows about them. But estate contests don’t have to involve celebrities of multimillions of dollars to be fierce—or downright ugly. As the population ages, as family structures change, and as expectations shift, there is every reason to believe that estate disputes contests might increase in number and ferocity. To forestall all the strife and expense that will contests can bring about, it is essential that estate planning practitioners know how to bullet-proof the estate planning documents they create for clients. This 60-minute program will tell you what you need to know to insulate estate planning documents from challenges, and even prevent challenges from happening.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Run Time
89 Minutes
Catalog
General
Presenter(s)
Michael V. Bourland, Andrea C. Chomakos, Steven B. Gorin
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CO, CT, FL, ID, MO, ND, NH, NJ, NM, NY, OR, PA, VA, VT, WA

This is an audio-only presentation. Corresponding PPT files (if available) can be downloaded from the documents tab on the My Classes page in LNU. The Tax Cuts and Jobs Act (“TCJA”) impacts all taxpayers, some in simple ways. But for family business owners, the issues are more complex. The questions raised with increasing frequency by family businesses are: Would converting from an S corporation to a C corporation trigger any tax? What steps should be taken before converting to a C corporation in order to preserve the ability to distribute S corporation profits? If corporate tax rates increase, what happens if the corporation wants to convert back to an S corporation? When a real estate LLC rents to a commonly controlled S corporation (a very common scenario), does the net rental income qualify for the 20 percent deduction? Can gifting or other estate planning create a better 20 percent deduction for pass-through income? How does being an S corporation or C corporation affect taxation on the sale of a business? Join a panel of three nationally known experts in estate planning/family business practice to get answers to these and other questions and guide your family business clients on strategies after tax reform.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Run Time
150 Minutes
Catalog
General
Presenter(s)
Carrie A. Harrington, Susan D. Snyder
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, NH, NJ, NY, VA, WI

Session 1 – Directed Trusts and Other Trust Modifications Session 2 – Managing and Mitigating Fiduciary Liability Attend this highly-rated course to keep current on the effects of tax reform on estate planning, hear practical updates on other recent and significant developments, and get expert guidance on the latest planning techniques designed to preserve wealth for future generations.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Run Time
88 Minutes
Catalog
General
Presenter(s)
Charles L. Ratner
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, NH, NJ, NM, NY, VA

Session 10 – Life Insurance Planning Attend this highly-rated course to keep current on the effects of tax reform on estate planning, hear practical updates on other recent and significant developments, and get expert guidance on the latest planning techniques designed to preserve wealth for future generations.

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Price
$219.00
Learning Method
On-Demand Training
Product
CLE
Run Time
63 Minutes
Catalog
General
Presenter(s)
Gregory V. Gadarian
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, NH, NJ, NY, VA

Session 11 – Grantor Trust Rules Attend this highly-rated course to keep current on the effects of tax reform on estate planning, hear practical updates on other recent and significant developments, and get expert guidance on the latest planning techniques designed to preserve wealth for future generations.

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Price
$259.00
Learning Method
On-Demand Training
Product
CLE
Run Time
85 Minutes
Catalog
General
Presenter(s)
Lawrence P. Katzenstein
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, NH, NJ, NY, VA

Session 12 – Charitable Planning Techniques Attend this highly-rated course to keep current on the effects of tax reform on estate planning, hear practical updates on other recent and significant developments, and get expert guidance on the latest planning techniques designed to preserve wealth for future generations.

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Price
$299.00
Learning Method
On-Demand Training
Product
CLE
Run Time
184 Minutes
Catalog
General
Presenter(s)
Ronald D. Aucutt, Richard B. Robinson
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, NH, NJ, NY, VA

Session 13 – Sales to IDITs, GRATs, Etc. Session 14 – Planning with Entities Following Tax Reform Attend this highly-rated course to keep current on the effects of tax reform on estate planning, hear practical updates on other recent and significant developments, and get expert guidance on the latest planning techniques designed to preserve wealth for future generations.

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Price
$299.00
Learning Method
On-Demand Training
Product
CLE
Run Time
181 Minutes
Catalog
General
Presenter(s)
Melissa A. Willms, Mickey R. Davis
Content Provider:
American Law Institute CLE
Credits
Click Here
Approved States
AK, AZ, CA, CT, NH, NJ, NY, VA

Session 3 – Marital Planning and Portability Session 4 – Basis Adjustment Planning Attend this highly-rated course to keep current on the effects of tax reform on estate planning, hear practical updates on other recent and significant developments, and get expert guidance on the latest planning techniques designed to preserve wealth for future generations.

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