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 & 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: An increased use of irrevocable trusts, aging population, tax changes, estate planning needs, other advanced trusts have led to a significant need for attorneys proficient in the cutting-edge application of related legal and regulatory issues. This course will examine flexible irrevocable trusts, revoking trusts, wealth preservation, trust planning, effectively protecting assets, utilizing trust protectors, tax implications, transferring property to trusts, and advanced uses for estate tax planning. We will also examine revocable vs. irrevocable trusts. The Rossdale faculty for this seminar features several 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. Implications of Recent and Future Tax Changes
d. Tax Considerations
e. Trust Planning
f. Practical Goals and Overcoming Limitation
g. Trusts and Alternative Vehicles
h. Advanced Trust Planning
i. Statutory and Case Update
j. Using Irrevocable Trusts
k. Spousal Lifetime Access Trust
Recorded Question and Answer Session Biography of Seminar Faculty: 1.
Leslie Levin practices at Cuddy and Feder LLP, where she practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. Ms. Levin prepares simple and complex wills, health care forms, powers of attorney, family limited partnership agreements, limited liability company agreements and a wide variety of trust agreements, including revocable or "living" trusts, charitable trusts, pet trusts and special needs trusts. She also assists clients in reducing the tax impact on wealth, helps preserve family-owned businesses, and offers her estate-planning expertise in the area of non-U.S. persons. Ms. Levin is a graduate of the University of Pennsylvania Law School. Ms. Levin has been selected for inclusion in SuperLawyers® by her peers.
2.
Jill Miller is the principal of Jill Miller and Associates, P.C., where she focuses on formulating sophisticated and highly personalized estate plans for individuals and families with the objectives of minimizing estate taxes and family discord. She also has a particular expertise in estate matters affecting non-US citizens and non-traditional families. She takes a detailed and practical approach to the administration of estates. Complicated probate issues are addressed and resolved. Estate tax returns are prepared to minimize the risk of audit. Ms. Miller has over 25 year of experience in working in trusts and estates law. She is a fellow of the American College of Trust and Estate Counsel and is a frequent lecturer on estate planning at both private and public symposia. She is currently the Director of the Estate Planning Clinic and adjunct professor of Law at Cornell Law School and was an Adjunct Professor at Fordham Law School, teaching “Trusts and Estates” from 2005 to 2014. Ms. Miller is “AV Preeminent” Peer Review rated by Martindale-Hubbell and is named as a Super Lawyer.
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 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 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 Bar for 1.5 MCLE 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 and LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR and 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.
