Learn the latest on Mastering Trust & Estate Planning CLE 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.
Mastering Trust & Estate Planning CLE Benefits:
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.
Trust and estate planning has recently become one of the most lucrative practice areas with on-going changes in the tax code and renewed need for cutting-edge estate planning. This course offers a creative take on trust and estate planning using some of the most sophisticated tools currently available. This presentation will examine in-depth the use of irrevocable trusts and how to keep them flexible and retain control. Topics to be covered will include revoking irrevocable trusts, use of trust protectors, and various possible tax consequences of working with trusts. The estate planning discussion will focus on the more advanced topics, including relying on portability v. A-B trusts, IDGTs, SCINs, QPRTs, GRATs, FLPs. Seminar materials will provide an exhaustive reference on the topics covered during the presentation. Agenda:
1. Tax Planning for Individuals & Families:
a. Designing Tax-efficient Structures
b. Best Practices on Management of Holdings
c. Transfers to Individuals, Trusts, & Entities
d. Most Effective Charitable Practices
e. “Outbound” Grantor Trusts of U.S. Persons
2. The Role of Asset Protection in Trust & Estate Planning:
a. Practical Goals of Asset Protection in Minimizing Taxation
b. Picking the Right Structure to Best Advantage Your Client
c. Domestic vs. Offshore Solutions
3. What You Need to Know About Income & Transfer Taxation:
a. IRA’s & Pension Plans
b. Trusts and Alternative Foreign Vehicles
c. Considerations for Underlying Foreign Corporations
d. Ethical Issues in Offshore Planning
Advantaging Clients with the Implications of Recent Tax Changes
4. Recorded Question & Answer Session Biography of Seminar Faculty:
1. Jacob 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 (Education Foundation, 2007), currently in its 5th edition, and Advanced Tax Planning Techniques (Education Foundation, 2007). Mr. Stein's article Building Stumbling Blocks: A Practical Take on Charging Orders appeared in the October 2006 issue of 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 at numerous times before bar and CPA associations. Who should attend this seminar?
Attorneys, paralegals, and legal professionals.
You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed. CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.
Attend this convenient, on-demand seminar & podcast for CLE & MCLE credit with the following pending & approved jurisdictions:
Alaska Bar Association for 1.5 CLE Credits *
Arizona State Bar for 1.5 CLE credits**
State Bar of California for 1.5 MCLE credits
Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits
Connecticut (CLE credits are not required, but are encouraged)**
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 VCLE credit
Indiana Commission for Continuing Legal Education for 1.5 CLE Credits
Maryland (CLE credits are not required)**
Massachusetts (CLE credits are not required)**
Michigan (CLE credits are not required)**
Nevada Board of Continuing Legal Education 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
Oregon State Bar for 1.5 CLE credits
Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits
South Dakota (CLE credits are not required)**
Texas State Bar for 1.5 CLE credits
Utah State Board of Continuing Legal Education for 1.5 MCLE 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. 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.