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Terminating Irrevocable Trusts, Tax Implications, and Trust Administration CLE -- 24/7 On-demand Recording & Complimentary Podcast

SKU: 302678 $179.00 $169.00 Rossdale Savings:: $10.00

Learn the latest on Terminating Irrevocable Trusts, Tax Implications, and Trust Administration with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Terminating Irrevocable Trusts, Tax Implications, and Trust Administration CLE

90-Minute On-demand Seminar & Complimentary Podcast
Listen as many times as you wish and ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE
Includes Online Access to complete Course/Reference Material & Complimentary Podcast.


Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.

Benefits:

The increased use of irrevocable trusts, life insurance trusts and other advanced trusts has led to a significant need for attorneys proficient in the cutting-edge application of related legal and regulatory issues. This course will examine cutting-edge planning opportunities and legal issues with trusts. Topics covered will include revoking irrevocable trusts, effectively administering trusts, life insurance trusts, utilizing trust protectors, tax implications, transferring real property to trusts, advanced uses for estate tax planning, and living wills. We will also examine revocable vs. irrevocable trusts. The Rossdale faculty for this seminar features several of the leading authorities in this practice, who will cover the latest developments in this rapidly evolving field. Registration includes course and reference materials that are a well-developed treatise and provide in-depth coverage on these topics.

Agenda:

Terminating Irrevocable Trusts, Tax Implications, and Trust Administration:

a. Successfully Terminating Irrevocable Trusts

b. Cutting-edge Issues involving Life Insurance Trusts

c. Effectively Utilizing Trust Protectors

d. Tax Considerations

e. Trust Administration

f. Practical Goals and Overcoming Limitation

g. Successfully Transferring Real Property to Trusts

h. Advanced Uses for Estate Tax Planning

i. Statutory & Case Update

j. Best Practices for Self-settled Trusts

Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Sarah J. Barnes is an attorney and trust officer with the Bank of Sun Prairie, where she handles all types of trust and estate administration matters. Ms. Barnes also deals with tax-related matters. She previously was in private practice, where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court-appointed guardian ad litem in guardianship matters. She is a widely sought-after lecturer on estate planning and irrevocable trusts.

2. Joshua R. Driskell is the Managing Partner at Lagerlof, LLP, where he focuses on business, tax, estate, fiduciary, and related matters. He previously practiced at a multi-state law firm Mockensturm Limited, where he advised business, nonprofit agencies, and individuals on tax and business matters. Mr. Driskell has spoken widely on IRA's in Estate Planning, Trust Planning, and Trust Administration.

3. John R. Harrison is Counsel at Ulmer & Berne LLP, where he protects the rights and the assets of seniors and people with special needs. Mr. Harrison has over 25 years of experience handling all aspects of trust and estate planning and administration. He works with families to develop estate plans, to protect their wealth, and to ensure that their wishes are fulfilled over the long-term, including serving as trustee or guardian when family cannot fill that important role. Mr. Harrison also helps his clients with probate and trust litigation, and the maintenance of public benefits. Mr. Harrison formulates various estate planning arrangements including asset protection and probate avoidance techniques for clients tailored to their specific needs. Notably, he served as lead counsel in hi state's Supreme Court case that guaranteed the rights of wards under guardianship, which led to counsel being appointed at court expense in review hearings of those who cannot afford their own lawyer. He has also been named to The Best Lawyers in America for Trusts and Estates. Mr. Harrison has spoken and written widely on trust and estate planning, elder law, special needs trusts, health liens, and long-term planning, among other topics.

CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 CLE Credits

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii State Board of CLE for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Kansas Continuing Legal Education Commission for 1.5 CLE Credits

Kentucky Bar Association for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Minnesota State Board of Continuing Legal Education for 1.5 CLE credits

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Missouri Bar for 1.8 MCLE Credits

Montana Commission of CLE for 1.5 CLE Credits

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oklahoma Bar Association for 1.5 CLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Virginia State Bar for 1.5 MCLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.

**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.

For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.

You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.

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