Learn the latest on Mastering Flexible Irrevocable Trusts & Trust Planning with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & 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.

Benefits:

The increased use of irrevocable trusts, an aging population, tax changes, an increase in 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:

Mastering Flexible Irrevocable Trusts & Trust Planning CLE:

a. Flexible Irrevocable Trusts & Terminating Irrevocable Trusts

b. Wealth Preservation Planning

c. Implications of Recent & Future Tax Changes

d. Tax Considerations

e. Trust Planning

f. Practical Goals and Overcoming Limitation

g. Trusts and Alternative Vehicles

h. Advanced Uses for Estate Tax Planning

i. Statutory & Case Update

j. Using Irrevocable Trusts

k. Spousal Lifetime Access Trust

Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Tyler R. Barrett is the founding member of The Law Office of Tyler R. Barrett, P.L.L.C, where he practices in estate planning, probate and elder law. As an elder law attorney, Mr. Barrett works with older adults and their families to minimize the risks of long-term care. In particular, he protects clients' assets while at the same time helping them qualify for Medicaid or other public assistance to defray the escalating cost of nursing homes. In the area of probate, Mr. Barrett navigates clients through the court system and make certain that their loved one’s estate is dealt with effectively and as quickly as the law allows. Mr. Barrett is a member of WealthCounsel, ElderCounsel, and the National Academy of Elder Law Attorneys, Inc.

2. John DeStefano practices at Baker & Hostetler LLP, where he focuses on private wealth planning. A former private equity analyst at a billion-dollar investment fund, Mr. DeStefano utilizes his background in finance to counsel successful families on maintaining a legacy over multiple generations, including preserving family wealth, managing business interests and structuring charitable gifts. He routinely drafts custom trust agreements and associated documents to integrate foundational estate planning with advanced transfer tax planning strategies, and organizes family investment entities and private foundations. Mr. DeStefano also advises trustees and personal representatives on trust and estate administration matters, including irrevocable trust modifications and trustee changes, and supports the firm’s litigators in resolving disputes among fiduciaries and beneficiaries. Additionally, Mr. DeStefano serves as an instructor at Georgetown University Law Center and publishes on various topics related to estate planning. He holds an LL.M. in taxation from the University of Florida Levin College of Law.

3. Leslie Levin practices at Cuddy & 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.

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 & 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

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

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

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.