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Mastering Trust & Estate Planning and Obtaining Elder Benefits CLE - Telephonic Seminar - Final Hours for $70 Discount

SKU: 903671 $199.00 $129.00 Rossdale Savings:: $70.00

Learn the latest on Mastering Trust & Estate Planning and Obtaining Elder Benefits CLE with this convenient, telephonic seminar with visual access to 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, with visual access to materials.

Mastering Trust & Estate Planning and Obtaining Elder Benefits CLE

90-Minute, Telephonic Seminar with Visual Access to Materials
Noon-1:30 PM (Eastern Time)
Wednesday, Oct. 19, 2022

Final Hours for $70 Discount

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 for attorneys proficient in the latest trends and cutting-edge practices in trust, estate, and elder benefits planning. The program will provide insight on the current developments and legal trends in this rapidly growing area. The Rossdale faculty for this seminar features several of the country’s leading attorneys in the practice, who will discuss tax & estate planning, designing tax-efficient structures, planning for elder clients, probate avoidance, wealth transfers, termination, transferring property to individuals & trusts, long-term disability, and advanced uses for estate planning. Specific emphasis will also be paid to strategies on minimizing tax exposure. Registration includes online access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the program.

Agenda:

Mastering Trust & Estate Planning and Obtaining Elder Benefits:

a. Disinheriting the IRS through Trust & Estate Planning

b. Designing Tax-efficient Structures

c. Asset Transfers to Avoid Probate

d. Cutting-edge Structures in Trusts & Estates

e. Minimizing Transfer Taxation

f. Trusts and Alternative Vehicles

g. Planning for Elder, Disabled, and Special Needs Clients

h. Obtaining Government Benefits for Clients

i. Effectively Utilizing Investments in Trust & Estate Planning

j. Long-term Disability Benefits

Interactive Question and Answer Session

Biography of Seminar Faculty:

1. Matthew Maddox is the Founding Partner of The Maddox Law Firm, LLC, where he concentrates his practice on helping executives, attorneys, doctors, and other individuals with their long-term disability claims. After working for two top ten, national law firms focusing on securities, bankruptcy, commercial, and antitrust litigation, Mr. Maddox decided to go back to what originally interested him in the law – protecting people against large corporations. Since becoming a long-term disability and ERISA attorney, he has helped hundreds of people file claims, keep their claims open, or sue their insurance companies. Mr. Maddox graduated with honors from Georgetown University and The University of Michigan Law School.

2. Michael P. Marsalese is the Managing Partner of The Marsalese Law Group, PLLC, where he focuses on estate planning. Mr. Marsalese uses his experience as a former licensed securities stocker broker to utilize th cutting-edge techniques to assist clients. Mr. Marsalese is a charter member of the National Network of Estate Planning Attorneys, an interactive alliance of law firms nationwide, dedicated to creating effective estate plans. His area of technical expertise is the integration of financial planning and estate planning. He was a contributing author and legal editor of the treatise, "The Art of M & A: (Dow Jones Irwin ISBN 1-55623).

3. Erin M. Strohbehn is a Partner at Gimbel, Reilly, Guerin & Brown LLP, where she focuses on probate, trust, insurance, employment, business, and other civil disputes. She also provides employment and regulatory guidance to her business clients. She has spoken widely on probate topics. Ms. Strohbehn has been selected by her peers for inclusion in The Best Lawyers in America, as well as in SuperLawyers.

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 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.

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