Learn the latest on Terminating Trusts & Advanced Trust/Estate Planning with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to over 150 pages of 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 Trusts & Advanced Trust/Estate Planning 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 over 150 pages of Course/Reference Material & Complimentary Podcast.
Final Chance to Register
Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: The increased use of irrevocable trusts for tax planning, asset protection, life insurance, and other cutting-edge needs has led to a significant need for attorneys proficient in this evolving practice area. 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, estate 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
Recorded Question & Answer Session with the Faculty
Biography of Seminar Faculty: 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, 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.
CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this Attend this convenient, on-demand seminar & podcast 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**
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
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 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 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 for 1.5 CLE 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.
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.
