Learn the latest on Mastering the New Tax Act's Effect on Making Clients Judgment-Proof and Estate Planning with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access 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.
Mastering the New Tax Act's Effect on Making Clients Judgment-Proof and Estate Planning CLE
90-Minute On-demand Seminar & 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 & Complimentary Podcast.
Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: The new Tax Cuts & Jobs Act has changed estate planning and asset protection/making clients judgment-proof. Two nationally recognized attorneys discuss the changes to asset protection and estate planning as a result of the new Tax Act. They will provide a brief and relevant overview of the new Tax Cuts & Jobs Act & current legal landscape. The faculty will then discuss the changes that will affect existing practices, potential pitfalls to avoid, and opportunities to take advantage of in the new tax era. Michelle Lerman will lead the discussion on estate tax planning under the new tax act. She will provide an overview on choosing the right estate tax plan, taking advantage of the currently available exemption, which traditional estate planning structures are still in play and which new structures to consider. Jacob Stein will discuss making clients judgment-proof under the new tax act. He will present a practical approach to protecting assets, applying real-life stories. He will discuss strategies and solutions to protecting specific assets like residences, retirement plans, real estate investments and businesses. He will also discuss how the new tax act has impacted asset protection planning and the interplay between estate tax planning structures and asset protection. This faculty is well known for presenting highly educational programs with many practical take-aways.
Agenda: Mastering Estate Planning and Asset Protection under the New Tax Act: a. Understanding the New Tax Cuts & Jobs Act
b. Pitfalls to Avoid
c. Growing Your Practice in the New Tax Era
d. How to Select the Right Estate Tax Plan
e. Benefitting from Current Exemptions
f. Strategies involving the Ideal Tax Structure
g. Cutting-edge Issue involving Asset Protection
h. Protecting Residences, Retirement Plans, Real Estate, Investments & Businesses
i. Effect of Tax Planning Strucutres on Asset Protection
j. Recorded Question & Answer Session with the Experts
Biography of Seminar Faculty: 1.
Jacob Stein is one of the nation's leading experts on asset protection. He is a Certified Tax Law Specialist and AV rated by Martindale-Hubbell. Mr. Stein is the author of numerous articles on asset protection and tax planning, and is the author of Asset Protection Planning, currently in its 5th edition, and Advanced Tax Planning Techniques. Mr. Stein's article Building Stumbling Blocks: A Practical Take on Charging Orders appeared in RIA's Business Entities Magazine and is considered the seminal article on the topic of LLC charging orders. His article on Advanced Asset Protection and Tax Planning is considered the staple in effective planning with LLCs. Mr. Stein has taught thousands of attorneys nationally on the most effective strategies of protecting assets and advanced tax planning. Over the past 20 years Mr. Stein has completed over 3,000 asset protection transactions. He has served as an adjunct professor of taxation and has spoken before numerous bar and CPA associations. Mr. Stein holds an LL.M. in Taxation from Georgetown University Law Center.
2.
Michelle Lerman is an Estate Planning Attorney who is dedicated to helping people reach their estate planning goals. She is a SuperLawyer and certified specialist; an author who recently published the 2nd Edition of her book “Create Your Best Legacy; a featured commentator on radio and television, and a sought-after professional speaker
Who should attend this seminar?
Attorneys, judges, paralegals, and legal professionals.
You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed. CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this convenient, on-demand seminar & podcast for CLE & MCLE credit with the following pending, available, & approved jurisdictions:
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
Illinois - Supreme Court of Illinois for 1.5 MCLE 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 State Bar for 1.5 CLE credits
Pennsylvania Continuing Legal Education Board 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 State Board of Continuing Legal Education 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.