Learn the latest on Mastering Trust & Estate Planning and Probate 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.

Benefits:

Trust, wealth transfer, & estate planning and litigation has recently become one of the most lucrative practice areas with on-going changes in the tax code. From the underlying substantive law to cutting-edge, practical aspects of trust and estate planning, this program will teach you the latest developments in the law and legislation, as well as provide insight on litigating trusts & estates. Our nationally recognized faculty will cover tax advantages and savings available with IRA’s, pensions, charitable donations, employer/employee taxation plans, and generational giving. You’ll learn the most current law on the wealth transfer tax, federal tax structure, appreciated assets, partnership interests, charitable solutions, and the most effective tax strategies to best advantage your client. This seminar will also discuss the new Estate Tax bill and advanced tactics to minimize tax liabilities. Our instructors will share many real life case applications that will readily illustrate the effectiveness of various structures. Register today to learn the cutting-edge strategies and latest law in trust and estate planning.

Agenda:

1. Drafting Effective Trusts & Estates:

a. Keys to Well Planned & Drafted Documents

b. Trustee’s Duties and Powers

c. Disclosure and Notice Requirements

d. Delegating Authority, Working with Co-Trustees & Potential Removal

e. Dealing with “Letter of Wishes,” Limits of Settlor Control, Modifications & Terminations of Trusts

2. Effectively Litigating Probate Issues:

a. Trying Successful Will Contests

b. Getting Accountings Allowed

c. Addressing Fiduciary fees & Creditors' Claims

d. No Contest Clauses & Setting aside Wills or Trusts

3. Advanced IRA Planning & Roth IRA conversions

a. “Stretch” IRAs and “Stretch” Roth IRAs

b. Funding the “Bypass” Trust & Retirement Investment Assets

c. Best Practices with Life Insurance”

d. Roth IRA Conversion Planning

e. When Does It Make Sense to Convert to a Roth IRA?

f. How Will the New Tax Rate Affect Roth Conversions?

4. Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Stephen J. Bigge is a Partner at Keebler & Associates. Mr. Bigge focuses his practice on developing comprehensive financial, estate and income tax analyses and wealth transfer techniques. He specializes in estate, gift and retirement planning, charitable gift planning, as well as trust and estate administration. Mr. Bigge is experienced in providing tax planning for individuals, trusts and flow-through entities and prepares individual and fiduciary income tax returns. In addition to a legal background, Mr. Bigge is also a Certified Public Accountant.

2. "J" Jackson Shrum is a member of Archer & Greiner’s Commercial Litigation Practice, where he focuses on probate and chancery litigation, as well as federal court litigation. He has represented corporate and individual clients on a variety of issues related to fiduciary duties, estates and trust litigation, guardianship actions, board disputes, partnership dissolutions, and shareholder derivative actions, among others. In his bankruptcy practice, he has represented debtors, creditors, creditors’ committees, secured parties, Chapter 11 and Chapter 7 Trustees and liquidation agents, lenders, executives, plaintiffs and defendants in avoidance, among others. Mr. Shrum previously served as law clerk to the Presiding Judge of the Chancery Division of his state's Civil Court.

3. John R. Wiktor is a Partner at Reed Smith, where focuses his practice on wealth transfer, business succession, asset protection, and philanthropy planning. Mr. Wiktor has assisted numerous high net-worth families, entrepreneurs and family offices seamlessly integrate their charitable, business succession and wealth transfer planning goals, and design, analyze and implement complex income tax and estate tax planning strategies. He also concentrates on creating tax-efficient and philanthropy-focused estate plans using private foundations, charitable trusts and offshore blocker corporations. Mr. Wiktor has also assisted numerous charitable organizations with governance issues and gift acceptance agreements, including the preparation and negotiation of a $30 million grant from a private foundation to an educational institution. He is also involved in the representation of individuals and charitable organizations as beneficiaries in will and trust disputes and in representing individuals and corporate fiduciaries in will and trust contest matters.

4. Lawrence Friedman is a recognized expert on trust and estate administration. Trained at the distinguished NYU Law School’s Tax program, Mr. Elder focuses his practice on estate and tax planning & administration, long term care planning, elder law, guardianships, and special needs planning. Mr. Friedman has been selected as a SuperLawyer and received the highest peer view rating of AV-preeminent by Martindale-Hubbell. He holds an LL.M. in Tax and a J.D., both from NYU Law School.

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 on-demand seminar and podcast for CLE & MCLE credit with the following pending & 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**

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 CLE 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)**

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

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 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

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

Washington State Board of Continuing Legal Education 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. For additional questions, please call 888-626-3462.

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.

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.