Learn the latest on Effectively Terminating Irrevocable Trusts and Flexible Trust Planning CLE 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.

Benefits:

Irrevocable trusts are used to safeguard trillions of dollars of client funds and retirement accounts today. An aging population, tax changes, and major wealth transfers between generations have created record needs for attorneys proficient in trust decanting, retirement planning, flexible trust planning, tax mitigation, drafting, and trust administration. This course will examine flexible irrevocable trusts, 401(k) Plans, life insurance, retirement funds, trust decanting, asset protection, trust planning, tax implications, transfers, and tax planning. We will also examine retirement planning and revocable vs. irrevocable trusts. The Rossdale faculty for this seminar features several 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:

Effectively Terminating Irrevocable Trusts and Flexible Trust Planning CLE:

a. Flexible Irrevocable Trusts and Terminating Irrevocable Trusts

b. Effective Tools to Mitigate Tax Exposure

c. The 401(k) Plan

d. Elder & Special Needs Planning

e. Retirement Planning with Trusts

f. Implications of Recent and Future Tax Changes

g. Tax Considerations

h. Portfolio Planning & Management with Trusts

i. Drafting Irrevocable Trusts to be Modified in the Future

j. Alternatives to Trusts

k. Trust Administration

l. Statutory and Case Update

m. Spousal Lifetime Access Trust

Recorded Question and Answer Session

Biography of Seminar Faculty:

1. Shawn Garner is the Managing Partner of Deason Garner & Hansen Law Firm, where he focuses on the areas of Medicaid, Trusts and Probate. Mr. Garner has drafted over 5,000 wills and trusts. He hosts a weekly radio show and podcast, “Life Death and the Law.” Mr. Garner is a highly sought-after speaker and author on elder law topics. He is a graduate of the University of Kentucky Law School.

2. Julie Jason, JD, LLM practiced law for many years before moving into money management positions on Wall Street, later founding Jackson, Grant Investment Advisers, Inc. Ms. Jason works closely with individuals, families, and entities to best enable a secure retirement. Ms. Is a highly sought-after lecturer and author on practical insights from both broker-dealer and investment adviser perspectives. She is the author of The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients). Her previous books and columns have been recognized for excellence in financial literacy education (EIFLE Award and CLARION Award, among others), including The Discerning Investor, Managing Retirement Wealth, Retire Securely, The Retirement Survival Guide, The 401(k) Plan Handbook, Strategic Investing after 50, You and York 401(k).

3. 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.

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**

Arkansas Supreme Court - Office of Prof. Programs 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 Ethics CLE Credits

Delaware Commission on Continuing Legal Education *******

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

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 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 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)

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

West Virginia for 1.8 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.

******* Please include your DE Bar Number so a Form 4 may be forwarded to you after the course.

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.