Learn the latest on Flexible Trust Planning & Terminating Irrevocable Trusts CLE with this convenient, telephonic seminar with visual access to written materials. All registered attendees who are unable to participate in the teleconference will be e-mailed a complimentary absentee recording and podcast of the full-length seminar two days after the teleconference. Register to obtain CLE and MCLE credit, receive access to complete course and reference materials, and attend this telephonic seminar.

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 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:

Flexible Trust Planning & Terminating Irrevocable Trusts CLE:

a. Wealth Preservation Planning

b. Implications of Recent and Future Tax Changes

c. Decanting Trusts

d. Modifying Irrevocable Trusts

e. Tax Considerations

f. Trust Planning & Administration

g. Decanting Trusts

h. Practical Goals and Overcoming Limitation

i. Drafting Irrevocable Trusts to be Modified in the Future

j. Alternatives to Trusts

k. Advanced Trust Planning

l. Statutory and Case Update

k. Using Irrevocable Trusts

m. Spousal Lifetime Access Trust

Interactive Question and Answer Session

Biography of Seminar Faculty:

1. Robert E. Ward is a nationally recognized authority on tax, business and estate planning. Mr. Ward has taught law as an adjunct professor at the George Mason University School of Law, where he conducted classes in Estate and Gift Taxation, Estate Planning, and Business Planning for nearly two decades. He has also taught as an adjunct faculty member at the University of Baltimore School of Law: Fiduciary Income Taxation and at Golden Gate University’s Masters in Taxation Program: Taxation of Corporations and Shareholders. He currently teaches Topics in Taxation: United States Taxation at the University of British Columbia’s Peter A. Allard School of Law. He holds an LL.M. in Taxation from the Boston University of Law School.

2. Len Garza is the founder of GARZA, a law firm focused on protecting the personal and business assets of business owners and other individuals and families. Len has been interviewed in numerous media outlets including Forbes, Entrepreneur, Law Insider, CBS News Radio, Inc. Magazine, and many more. Len has also been recognized by his attorney peers in Thomson Reuters as a Super Lawyer and Martindale-Hubbell at the highest rating of AV-Preeminent, demonstrating outstanding lawyers who have attained a high-degree of peer recognition and professional achievement. He is a frequently requested lecturer on a variety of topics including family business and wealth planning, wealth preservation, and asset protection of inheritances. Len enjoys educating his community and guiding business owners and their families in the path to building and protecting generational wealth.

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 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

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

Nebraska Mandatory Continuing Legal Education 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)

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

South Carolina - Supreme Court of South Carolina for 1.5 MCLE 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.

***** Members of the SC Bar may seek credit directly with the CLE Commission by submitting the 1-page form to the Commission prior to the teleconference and may contact the sponsor to secure an off-set in the registration cost.

****** Please enter NE Bar number on registration form when registering.
For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN AND LEARN AT YOUR CONVENIENCE WITH THIS LIVE TELEPHONIC SEMINAR.

All registered attendees who are unable to dial into the live teleconference will be e-mailed a complimentary downloadable recording and podcast of the full-length seminar.

You will receive toll-free dial-in instructions, online access to course and reference materials, and be registered for CLE credit when you check-out with a credit card or your check is processed.