Learn the latest on Mastering Trust & Estate 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.
Mastering Trust & Estate 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 aging population, tax changes, and an increase in estate planning needs have led to a heightened demand of attorneys proficient in the latest trends and cutting-edge practices in trust & estate planning, special needs planning, asset protection, administration, and asset transfers to avoid probate. The program will educate trust and estate attorneys, as well as litigators & transactional lawyers to the current developments and tools. The Rossdale faculty for this seminar features several of the country’s most respected trust & estate attorneys, who will discuss designing tax-efficient structures, planning for special needs & disabled clients, probate avoidance, determining settlor’s intent, protecting assets, disclosure and notice requirements, termination, and dealing with limitations of control. Specific emphasis will also be paid to strategies on minimizing tax exposure. Course materials will serve as a helpful guide on these skills and techniques, as well as a useful source for your future reference. Registration includes access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the seminar.
Agenda: a. Tax Planning for Individuals & Families
b. Designing Tax-efficient Structures
c. Asset Transfers to Avoid Probate
d. Identifying the Right Structure to Best Advantage Your Client
e. What You Need to Know About Income & Transfer Taxation
f. Trusts and Alternative Vehicles
g. Advantaging Clients with the Implications of Recent Tax Changes
h. Effectively Administering Trusts & Estates
i. Legacy Planning
j. Disclosure and Notice Requirements
k. Planning for Special Needs & Disabled Clients
l. Protecting Assets in Trust and Estate Planning
Recorded Question & Answer Session Biography of Seminar Faculty: 1.
Don D. Ford is a Partner at Ford + Bergner LLP, where he is Board Certified in the area of estate planning and probate. He has been appointed by his state’s Chief Justice to serve on on the Guardianship Certification Board, which is a 15-member board that creates policy and oversees the regulation of private professional guardians. Mr. Ford is also a certified mediator, having attended the world-renowned Straus Institute for Dispute Resolution. He uses this background to mediates matters involving probate and guardianship. Mr. Ford graduated from Baylor University with degrees in accounting and law. He began his career as a Tax Attorney for a large international accounting and consulting firm, where he assisted clients primarily in the areas of estate and gift tax and personal income tax. The combination of his tax-related degrees and his experience working as a tax attorney have given Mr. Ford a strong background in the areas of estate planning and probate, and he has focused his attention and expertise in these areas ever since.
2.
Scott Alan Mitchell is a Shareholder at Saxton & Stump, where he serves as a Chair of the firm’s Trusts and Estates Group. Mr. Mitchell has been in practice for nearly three decades, representing individuals, families, business owners, and corporate fiduciaries and trustees in all aspects of estate and trust planning matters from complex to basic, business succession planning, asset protection and tax planning, special needs planning, long-term care planning/elder law, and guardianships, among others. He also counsels executors, trustees and corporate fiduciaries involving the administration of estates and the ongoing administration of various types of trusts, including special needs trusts. Mr. Mitchell is a highly sought-after speaker and author on estate planning, special needs planning and long-term care planning.
3.
David Warren is Co-Founder and Chairman of the Board of Bridgeford Trust Company, as well as a member of the Trust Administrative Committee. He is also President and CEO of Bridgeford Advisors dba Bridgeford – a sister company operating throughout the country and around the world providing consultative, planning, business development, and marketing support to Bridgeford Trust Company. Mr. Warren has decades of professional experience practicing law and working in the financial services industry serving the trust and wealth management needs of high and ultra-high net worth families across the nation and around the world. Mr. Warren previously served at a well-known bank as a Vice President/Senior Trust Administrator. In this position, he worked extensively with wealthy families and individuals on a variety of trust and fiduciary issues. He subsequently transitioned to Bank of New York Mellon, focusing on ultra-high net worth families to counsel on tax planning, asset protection, and legacy planning. Mr. Warren is a highly sought-after speaker on modern and progressive U.S. trust law and has published widely on trust and estate planning topics.
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
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 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
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.
