Learn the latest on Terminating Irrevocable Trusts & Estate Planning 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:

This course will examine planning opportunities and issues with terminating irrevocable trusts, estates, trusts, & special needs. An aging population, tax changes, and an increase in estate planning needs have led to a heightened demand of attorneys proficient in the latest trends and cutting-edge practices in trust & estate planning, special needs planning, administration, and terminating irrevocable trusts. The Rossdale instructor for this seminar features several of the nation's foremost authorities on tax & estate planning, who will discuss designing tax-efficient structures, planning for special needs & disabled clients, probate avoidance, determining settlor’s intent, disclosure and notice requirements, termination, and dealing with limitations of control. Topics covered will include minimizing tax exposure, revoking irrevocable trust, utilizing trust protectors, using trusts for premarital planning, transferring real property to a trust, and advanced uses for estate tax planning. Registration includes course and reference materials that are a well-developed treatise and will provide in-depth coverage on these topics.

Agenda:

1. Terminating Irrevocable Trusts & Estate Planning CLE:

a. Successfully Revoking Irrevocable Trusts

b. Utilizing Trust Protectors

c. Using Trusts for Premarital Planning

d. Effectively Transferring Real Property to a Trust

e. Advanced Uses for Estate Tax Planning

f. Tax Planning for Individuals & Families

g. Asset Transfers to Avoid Probate

h. What You Need to Know About Income & Transfer Taxation

i. Implications of Tax Changes

j. Strategies When the Settlor’s Intent is Unclear

k. Effectively Administering Trusts & Estates

l. Mastering Special Needs Planning

Recorded Question & Answer Session with the Experts

Biography of Seminar Faculty:

1. Karl D. Warden is the Founding Member of the Karl D. Warden, JD, LLM Law Firm, where he focuses on elder law, estate planning, business law, business litigation and civil law. He has over three decades of experience and has lectured nationally on estate planning and elder law. Mr. Warden is an experienced and accomplished lawyer who’s been recognized many times for his estate planning work, specifically with wills & trusts. He holds an LL.M. degree from George Washington University Law School. Mr. Warden has been recognized for excellence lecturing at continuing legal education programming.

2. Lawrence A. Freidman is a certified elder law attorney and 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, nursing home planning, guardianships, special needs planning, as well as on obtaining government benefits like Medicare, Medicaid, Social Security, and housing. He has been certified as an elder law attorney by the ABA and approved by the National Elder Law Foundation. Mr. Friedman has been selected as a SuperLawyer and received the highest peer view rating of AV-preeminent by Martindale-Hubbell. He also chaired his bar's Elder & Disability Law Section. Mr. Friedman has spoken and written extensively on trust administration and elder law. He holds an LL.M. in Tax and a J.D., both from NYU Law School.

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

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

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.