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Representing Estate and Trust Beneficiaries and Fiduciaries 2025 Part 7 (7/9) Planning with Asset Protection Trusts and Administering Single Asset Trusts

Content Provider
American Law Institute CLE
Product
CLE
Run Time
119 Minutes
Recording Date
03/28/2025
Presenter(s)
Joseph Bosik IV, Elizabeth A. McKillip, Natalie M. Perry
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law, Litigation
Persona
CLE OnDemand

Price $259.00

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Description

Session 9: Planning with Asset Protection Trusts Session 10: Administering Single Asset Trusts Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike. Updated yearly, our program chairs, Jared R. Cloud, Levenfeld Pearlstein and Michaelle D. Rafferty, Maupin, Cox & LeGoy, have assembled panels that run the gamut from fiduciary liability to estate and trust planning and tax considerations, as well as related ethical issues. As always, this course places particular emphasis on estate and trust litigation, with time reserved throughout the program to address your most pressing questions. Some of the topics that will be addressed this year include: - A fiduciary litigation review of key trust and estate appellate decisions nationwide - Litigating disputes in the creation, administration, and termination of irrevocable trusts - Creating indemnification agreements that safeguard trustees from potential liabilities - Using common interest attorney-client privilege to foster collaborative estate planning - Navigating strategic asset distributions to achieve financial goals and minimize risks This advanced level program is designed for attorneys, fiduciary officers, executors, trustees, and accountants; investment advisors and risk managers; estate planning and estate and trust administration professionals; and others involved in advising trust settlors, beneficiaries, and fiduciaries.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.50General12/31/2025
AlaskaApproved1.75GeneralOn-going
ArizonaApproved1.75GeneralOn-going
ArkansasApproved1.75GeneralOn-going
CaliforniaApproved1.75Participatory03/27/2030
ColoradoPending State Response0.00
ConnecticutApproved1.75GeneralOn-going
DelawareApproved2.00General03/27/2027
FloridaApproved2.50General01/31/2027
GeorgiaApproved2.00General12/31/2025
HawaiiApproved1.75General03/28/2027
IdahoPending State Response0.00
IllinoisApproved1.75General06/11/2027
IndianaApproved1.50General07/17/2026
IowaApproved2.00General03/27/2026
KansasApproved2.00General06/30/2026
KentuckyApproved1.75General06/30/2026
LouisianaApproved1.98General06/11/2026
MinnesotaApproved1.75General07/15/2027
MissouriApproved2.40GeneralOn-going
MontanaApproved2.00General03/28/2028
NebraskaApproved1.98General03/27/2027
NevadaApproved1.50General12/31/2028
New HampshireApproved2.00General03/27/2028
New JerseyApproved2.00GeneralOn-going
New MexicoApproved2.00General03/27/2030
New YorkApproved2.00SkillsOn-going
North CarolinaApproved1.75General02/28/2026
North DakotaPending State Response0.00
OhioApproved1.75General12/31/2025
OklahomaApproved2.00General06/30/2026
OregonApproved1.75General03/28/2028
PennsylvaniaApproved1.50General06/11/2027
Rhode IslandApproved2.00General06/30/2026
South CarolinaApproved1.98General12/31/2025
TennesseeApproved1.98General06/11/2026
TexasApproved1.75General06/30/2026
UtahPending State Response0.00
VermontApproved1.75GeneralOn-going
VirginiaApproved1.50General10/31/2025
WashingtonApproved2.00General03/27/2030
West VirginiaApproved2.38GeneralOn-going
WisconsinApproved2.00GeneralOn-going
WyomingApproved2.00General06/11/2026

Speakers