Florida CLE - Trusts and Estates Courses

Florida CLE
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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Florida Bar Accredited CLE Sponsor (CLE Sponsor # 0185716). To view our full accreditation details please .

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Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act

This CLE program offers an in-depth look at how the due-on-sale clause in mortgage agreements intersects with common estate planning strategies involving real property. Designed for estate planning and real estate practitioners alike, the course unpacks the legal risks and planning opportunities that arise when clients transfer mortgaged real estate into revocable or irrevocable trusts, or limited liability companies (LLCs). Attendees will gain a clear understanding of how and when a du... More Info

$29

1General Credit

✓ Pre-Approved
Trust Protectors: The Good, The Bad and The Ugly

Dive into this dynamic CLE program that thoroughly examines the pivotal role of Trust Protectors in modern trust administration. This session offers a comprehensive look at the statutory frameworks in various states that authorize Trust Protectors, alongside a critical analysis of their practical implications. Attendees will explore the scope of powers typically assigned to Trust Protectors, evaluate the strategic reasons for and against their appointment, and review illuminating case... More Info

$55

1.5General Credits

✓ Pre-Approved
A Deep Dive into Trusts: What You Need to Be Aware Of

Step into the world of trusts with this dynamic CLE course crafted for attorneys who want to sharpen their estate planning expertise. Trusts offer a versatile solution for clients aiming to secure their assets, dictate how their wealth passes on after they’re gone, or brace for potential incapacity— all with the added benefit of keeping family harmony intact. We’ll kick things off by comparing trusts to wills, highlighting when one outshines the other. Then, we’ll unravel the differenc... More Info

$55

1.5General Credits

✓ Pre-Approved
10 Mistakes to Avoid When Working with Asset Protection Trusts

This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the optimal jurisdiction, interpreting relevant case law, and ensuring proper trust funding. More Info

$29

1General Credit

✓ Pre-Approved
The Use of Trusts in Government Benefits Planning

This CLE presentation will cover the role of different trusts in government benefits planning, including the use of revocable trusts, strategies for spousal planning through revocable trusts, long-term care planning with Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and relevant provisions for long-term care within powers of attorney. Practitioners will gain insights into the distinctions between these trust types, learn how to draft provisions aimed at asset... More Info

$55

1.5General Credits

✓ Pre-Approved