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Terminating Irrevocable Trusts & Mastering Trust Planning CLE - Telephonic Seminar - Final Offer for $30 Discount

SKU: 468641 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Terminating Irrevocable Trusts & Mastering Planning with Trusts CLE with this convenient telephonic seminar. All registered attendees who are unable to participate in the teleconference will be e-mailed a complimentary absentee recording & podcast of the full-length seminar two days after the teleconference. Register to obtain CLE & MCLE credit, receive access to complete course & reference materials, and attend this telephonic seminar.

Terminating Irrevocable Trusts & Mastering Planning with Trusts CLE

90-Minute Telephonic Seminar
Noon-1:30 PM (Eastern Time)
Wednesday, Oct. 31, 2018

Final Offer for $30 Discount

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

Benefits:

The increased use of irrevocable 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 advanced planning opportunities and legal issues with trusts. Topics covered will include revoking irrevocable trusts, life insurance trusts, utilizing trust protectors, using trusts for premarital planning, transferring real property to a trust, advanced uses for estate tax planning, special needs planning and asset protection. We will also examine domestic self-settled trusts and contrast them with foreign trusts. The Rossdale faculty for this seminar features one of the nation's foremost authorities and an Adj. Professor of Law on trust planning, taxation, & asset protection. Registration includes course and reference materials that are a well-developed treatise and provide in-depth coverage on these topics.

Agenda:

Terminating Irrevocable Life Insurance Trusts & Advanced Planning with Trusts:

a. Successfully Revoking Irrevocable Trusts

b. Cutting-edge Issues involving Irrevocable Life Insurance Trusts

c. Effectively Utilizing Trust Protectors

d. Using Trusts for Premarital Planning

e. Asset Protection Tools

f. Practical Goals and Overcoming Limitations

g. Successfully Transferring Real Property to a Trust

h. Advanced Uses for Estate Tax Planning

i. Statutory & Case Update

j. Best Practices for Self-settled Trusts

Interactive Question & Answer Session with the Experts

Biography of Seminar Faculty:

Jacon Stein is one of the nation's leading experts on asset protection. He is a Certified Tax Law Specialist and AV rated by Martindale-Hubbell. Mr. Stein is the author of numerous articles on asset protection and tax planning, and is the author of Asset Protection Planning, currently in its 5th edition, and Advanced Tax Planning Techniques. Mr. Stein's article Building Stumbling Blocks: A Practical Take on Charging Orders appeared in RIA's Business Entities Magazine and is considered the seminal article on the topic of LLC charging orders. His article on Advanced Asset Protection and Tax Planning is considered the staple in effective planning with LLCs. Mr. Stein has taught thousands of attorneys nationally on the most effective strategies of protecting assets and advanced tax planning. He has served as an adjunct professor of taxation and has spoken before numerous bar and CPA associations. Mr. Stein holds an LL.M. in Taxation from Georgetown University Law Center.

Who should attend this seminar?
Attorneys, judges, paralegals, and legal professionals.

CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this live telephonic seminar for CLE & MCLE credit with the following pending, available, & approved jurisdictions:

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**

Arkansas Supreme Court - Office of Prof. Programs 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

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Illinois - Supreme Court of Illinois for 1.5 MCLE Credits

Iowa Commission on 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

Nebraska Mandatory Continuing Legal Education 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 Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

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

Oregon State Bar 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)

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

South Carolina - Supreme Court of South Carolina for 1.5 MCLE Credits*****

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

Washington State Board of Continuing Legal Education for 1.5 MCLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar 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.

***** Members of the SC Bar may seek credit directly with the CLE Commission by submitting the 1-page form to the Commission prior to the teleconference and may contact the sponsor to secure an off-set in the registration cost.

****** Please enter NE Bar number on registration form when registering.
For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS LIVE TELEPHONIC SEMINAR.

All registered attendees who are unable to dial into the live teleconference will be e-mailed a complimentary downloadable recording & podcast of the full-length seminar.

You will receive toll-free dial-in instructions, online access to course and reference materials, and be registered for CLE credit when you check-out with a credit card or your check is processed.

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