Connecticut MCLE - All Courses
This is a listing of CLE Courses for Connecticut. Please make your selection below of Connecticut CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
Connecticut MCLE
Accreditation Info
United Institute for Continuing Legal Education is an accredited sponsor of CLE across the United States. To view our full accreditation details please .
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10 Clauses Fiduciaries Hate
Drafting a trust document requires specific skills. Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. Undefined terms, conflicting passages or simple lack of clarity can cause serious complications. This CLE course will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provisions. More Info
$291General Credit -
Selling a Family Business
Many people claim you should never go into business with family. This is especially true when it is time to sell, and you run headlong into a combination of tax and financial issues and personal family dynamics that can stall and even destroy any profit the family may have anticipated, along with the damage to personal relationships that will inevitably ensue. This CLE course explains how best to manage the process of selling a family business taking into consideration both the financi... More Info
$291General Credit -
An Introduction to Private Investment Funds
There are many legal and practical considerations to account for when establishing a private equity, real estate or hedge fund. This CLE course will offer a comprehensive review of the Investment Company Acts of 1940 (the “40 Act”) relevant sections as well as those of the Investment Advisers Act of 1940 (the “Advisers Act”), including the rules and commonly used exceptions to registration under these acts. The course will also undertake a review of relevant provisions of the Securiti... More Info
$291.25General Credits -
Planning for Tangibles
Trying to plan for tangible property presents a variety of challenges, many of them quite complex. This CLE course explains tangible property and how it is legally defined and presents strategies for planning. The course will address a myriad of issues such as testamentary plan structure, titling considerations and issues related to lifetime giving as well as the emotional component involved in this type of planning. More Info
$291General Credit -
Quid Pro Quo for Charitable Gifts
Payments that are meant to be partly contributions and partly for goods and services provided to the donor by a charity are called quid pro quos (QPQ). These may apply to a fundraising banquet when the donor’s contribution covers more than the cost of his meal. QPQ gifts have specific rules that apply to them with regard to deductions. This CLE course will explain quid pro quos to make sure that you can advise your clients in getting deductions without crossing the line. More Info
$291General Credit -
Fiduciary Responsibility Related to Art Assets
Art assets always seem like a good investment, if you know what you’re doing. This CLE course will provide a complete picture of how to manage fiduciary responsibility with regards to art assets. The course will cover selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, as well as the type of due diligence people need to be doing. Appraisals and the many ways in which Covid-19 has changed the landscape will discussed including general t... More Info
$291General Credit -
How to Handle Appraisals for Donations of Property
The Internal Revenue Service frowns upon the overvaluation of real estate gifts. Appraisers thinking they are doing the donor a favor by providing a high range may actually do more damage than good. This CLE course will explain that whether it’s real estate, art, or any other property, the appraisal process must be carefully managed. The course will also detail the 30% limit on adjusted gross income on gifts and how that may impact appraisals. More Info
$291General Credit -
Investment Strategies for Trusts
In order to invest a trust asset, a trustee must consider and balance a variety of factors to ensure they are acting in the best interest of beneficiaries. Compliance with legal principles regarding asset management, particularly in the absence of specific guidance in trust documents, is likewise crucial. This CLE course will explain the best strategies for trustees to follow and use particular examples such as the Uniform Prudent Investor Act, adopted by many states, which requires t... More Info
$291General Credit -
Unequal Inheritances: A Final Parental Communication
This CLE course will address the issue of dispositive provisions and how they may impact estate planning in the case of a will or removable trust. The course will explain what these provisions entail and how to analyze them effectively. The course will address the issue of whether they should be equal or fair and how to explain the various factors to your clients to come to the best determination. More Info
$291General Credit -
Intriguing Insurance and Related Issues
Based on ripped from the headlines cases, this CLE course focuses on issues that are brewing or have been the source of recent headlines but remain unresolved. The course will identify specific areas of insurance and related laws that presenter Guy Kornblum maintains will be crucial in the future. The course thereby serves as a compass to direct you to the coming year and provide insights in advance – a “heads up” approach to practicing insurance law. More Info
$291General Credit
