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Mastering Trust & Estate Planning & Litigation CLE -- 24/7 On-demand Recording & Complimentary Podcast

SKU: 720165 $179.00 $159.00 Rossdale Savings:: $20.00

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

Mastering Trust & Estate Planning & Litigation CLE

90-Minute On-demand Seminar & Complimentary Podcast
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.


An aging population, tax changes, and an increase in trust and estate planning needs have led to a heightened demand of attorneys proficient in the latest trends and cutting-edge practices in trust & estate planning, probate, & guardianships. The program will cover the current developments and tools to best advantage your clients and grow your practice. The Rossdale faculty for this seminar features several leading experts, who will discuss designing tax-efficient trust structures, planning for special needs & disabled clients, handling will & trust contests, probate avoidance, and guardianships. Specific emphasis will also be paid to strategies for guardianships involving delegation of powers, termination, and ethical issues. Course materials will serve as a helpful guide on these skills and techniques, as well as a useful source for your future reference. Register today to enroll in this convenient, 24/7 on-demand recording & podcast on Mastering Trust & Estate Planning & Litigation.


Mastering Trust & Estate Planning & Litigation:

a. Trust and Estate Planning for Individuals & Families

b. Designing Tax-efficient Structures

c. Latest Probate Developments

d. Identifying the Right Structure to Best Advantage Your Client

e. Guardianships: Powers, Termination, and Ethical Issues

f. Trusts and Alternative Vehicles

g. Probate Avoidance

h. Effectively Administering Trusts & Estates

i. Effectively Handling Will & Estate Contests

j. Planning for Special Needs & Disabled Clients

Interactive Question & Answer Session

Biography of Seminar Faculty:

1. Elizabeth A. Homes is the Founding Member of the Law Office of Elizabeth A. Homes LLC, where she focuses on estate planning and elder law. This includes Estate Planning, Power of Attorney Documents, Special Needs Estate Planning, Special Needs Settlement Planning, Guardianships, Medicaid Planning, Probate, Estate Administration and Trust Administration. Ms. Homes is actively involved in the state bar's Probate, Trust and Real Property Section and the Elder Law section. She is a member of the Academy of Special Needs Planners and the National Academy of Elder Law Attorneys. She has participated in many events that supports many Special Needs causes such as Down Syndrome, Autism and many others.

2. Jill Miller is the principal of Jill Miller & Associates, P.C., where she focuses on formulating sophisticated and highly personalized estate plans for individuals and families with the objectives of minimizing estate taxes and family discord. She also has a particular expertise in estate matters affecting non-US citizens and non-traditional families. She takes a detailed and practical approach to the administration of estates. Complicated probate issues are addressed and resolved. Estate tax returns are prepared to minimize the risk of audit. Ms. Miller has over 25 year of experience in working in trusts and estates law. She is a fellow of the American College of Trust and Estate Counsel and is a frequent lecturer on estate planning at both private and public symposia. She is currently the Director of the Estate Planning Clinic and adjunct professor of Law at Cornell Law School and was an Adjunct Professor at Fordham Law School, teaching “Trusts and Estates” from 2005 to 2014. Ms. Miller is “AV Preeminent” Peer Review rated by Martindale-Hubbell and is named as a Super Lawyer.

3. Stacie L. Chau practices at Holland & Knight, where she is a member of the firm's Private Wealth Services Team. Ms. Chau's practice focuses on complex trusts and estates litigation. She also has experience with construction litigation, health care litigation, intellectual property litigation and various corporate transactional work. Due to Ms. Chau’s diverse background and fluency in the Chinese language, Ms. Chau also serves as lead legal counsel for the Khawalung Foundation, a charitable organization aimed to assist homeless children in Nepal. She also had extensive experience working in the court system. Ms. Chau is a graduate of the University of California at Berkeley and Loyola Law School.

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

Indiana Commission for 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 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.

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


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.

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