LexisNexis®
University

Advanced Estate Planning Practice Update: Summer 2022

Content Provider
American Law Institute CLE
Product
CLE
Run Time
122 Minutes
Recording Date
06/07/2022
Presenter(s)
Jeffrey N. Pennell, Lawrence P. Katzenstein, Stephanie Loomis-Prince, Kathleen R. Sherby
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law

Price $259.00

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Description

This unique program captures late-breaking important opinions and legislative and regulatory developments, as determined by the faculty at the time of the presentation. Anticipated topics include: • More than 15 court opinions from around the country, addressing such issues as arbitration provisions, conservation easements, QTIP unitrusts, standing, trust administration, and more • Proposed §401(a)(9) regulations on required minimum distributions [approx. 45 min. on this topic] • Proposed §7520 regulations • Proposed anti-clawback regulations

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved2.00General12/31/2022
AlaskaApproved2.00GeneralOn-going
ArizonaApproved2.00GeneralOn-going
ArkansasApproved2.00GeneralOn-going
CaliforniaApproved2.00Participatory06/06/2027
ColoradoApproved2.00General12/31/2024
ConnecticutApproved2.00GeneralOn-going
DelawareApproved2.00General06/06/2024
FloridaApproved2.50General03/31/2024
GeorgiaApproved2.00General12/31/2022
HawaiiApproved2.00General06/06/2024
IdahoApproved2.00General06/06/2027
IllinoisApproved2.00General08/19/2024
IndianaApproved2.00General09/29/2023
IowaPending State Response0.00
KansasPending State Response0.00
KentuckyApproved2.00General06/30/2023
LouisianaApproved2.00General07/31/2023
MaineApproved2.00General09/29/2024
MinnesotaApproved2.00General08/18/2024
MississippiPending State Response0.00
MissouriApproved2.40GeneralOn-going
MontanaPending State Response0.00
NebraskaPending State Response0.00
NevadaPending State Response0.00
New HampshireApproved2.00General06/06/2025
New JerseyApproved2.00GeneralOn-going
New MexicoApproved2.00General06/06/2027
New YorkApproved2.00SkillsOn-going
North CarolinaPending State Response0.00
North DakotaApproved2.00General06/06/2025
OhioApproved2.00General12/31/2022
OklahomaPending State Response0.00
OregonApproved2.00General06/06/2025
PennsylvaniaApproved2.00General07/31/2024
Puerto RicoApproved2.03General09/30/2023
Rhode IslandApproved2.00General06/30/2023
South CarolinaApproved2.03General12/31/2022
TennesseeApproved2.03General07/31/2023
TexasApproved2.00General08/31/2023
UtahPending State Response0.00
VermontApproved2.00GeneralOn-going
WashingtonApproved2.00General06/06/2027
West VirginiaApproved2.44GeneralOn-going
WisconsinApproved2.00GeneralOn-going
WyomingApproved2.00General07/31/2023