Learn the latest on Terminating Irrevocable Trusts and Flexible Trust Planning with this convenient, 24/7 On-demand Seminar and Complimentary Podcast. Register to obtain CLE and MCLE credit, online access to complete course and 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 Irrevocable Trusts and Flexible Trust Planning CLE
90-Minute On-demand Seminar and 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 and Complimentary Podcast.
Register for CLE and MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: Irrevocable trusts are used to safeguard trillions of dollars of client funds today. An aging population, tax changes, and major wealth transfers between generations have created record needs for attorneys proficient in trust decanting, flexible trust planning, tax mitigation, drafting, and trust administration. This course will examine flexible irrevocable trusts, trust decanting, wealth preservation, trust planning, effectively protecting assets, utilizing trust protectors, tax implications, transfers to trusts, and tax planning. We will also examine revocable vs. irrevocable trusts. The Rossdale faculty for this seminar features three of the leading authorities in this practice, who will cover the latest developments in this rapidly evolving field. Registration includes course and reference materials that are a well-developed treatise and provide in-depth coverage on these topics.
Agenda: Terminating Irrevocable Trusts and Flexible Trust Planning CLE: a. Flexible Irrevocable Trusts and Terminating Irrevocable Trusts
b. Wealth Preservation Planning
c. Trust Planning
d. Tax Considerations
e. Decanting Trusts
f. Drafting Irrevocable Trusts to be Modified in the Future
g. Alternatives to Trusts
h. Trust Administration
i. Statutory and Case Update
j. Using Irrevocable Trusts
k. Spousal Lifetime Access Trust
Recorded Question and Answer Session Biography of Seminar Faculty: 1.
Joshua R. Driskell is the Managing Partner at Lagerlof, LLP, where he focuses on business, tax, estate, fiduciary, and related matters. He previously practiced at a multi-state law firm Mockensturm Limited, where he advised business, nonprofit agencies, and individuals on tax and business matters. Mr. Driskell has spoken widely on IRA's in Estate Planning, Trust Planning, and Trust Administration.
2.
Salvatore LaMendola is a Partner at Giarmarco, Mullins and Horton, P.C., where he focuses on estate planning, post-death trust administration, planning for retirement plan benefits, and modifying irrevocable trusts via trust "decanting" and other techniques. He is a member of the LL.M. adjunct law faculty at Thomas M. Cooley Law School. Mr. LaMendola has been published in CCH Financial and Estate Planning; the M. Probate and Estate Planning Journal, and the State Bar Journal. He has also authored the book Estate Planning for Catholics: A Guide to Doing God's Will in Your Will (and Other Estate Planning Documents) which is available at Amazon, Barnes & Noble, and other book sellers.
3.
Jeffrey L. Williamson is the founder of J. L. Williamson Law Group, LLC, where he specializes in asset protection, elder law, tax planning, and tax controversy. Mr. Williamson has considerable experience in federal and state taxation, estate and gift taxation, income taxation of partnerships, taxation issues unique to tax-exempt entities, federal tax controversies and is well versed in the audit policies and procedures of the Internal Revenue Service. His estate planning practice focuses mainly on helping clients protect their assets from creditor claims and minimizing federal estate tax liability. Through his skill at drafting trusts and other types of sophisticated agreements, Mr. Williamson is able to help clients maximize their long-term care benefits while also preserving their children’s inheritance. He is a highly sought-after lecturer on taxation and estate planning issues. Mr. Williamson began his career with the Small Business/Self-Employed Division of the Internal Revenue Service and then served as in-house counsel to two mid-sized accounting firms.
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 and 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
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.
