Indiana CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Indiana. Please make your selection below of Indiana 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.
Indiana CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Approved CLE Sponsor (106648) by the Indiana Commission For Continuing Legal Education. To view our full accreditation details please .
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Recent Developments with Practical Estate Planning Implications
A series of recent developments might have a profound impact on estate planning, and practitioners would be wise to remain knowledgeable about these developments and how they impact clients. This CLE course will review these recent developments and how they affect estate planning from the prospect of repeal, portability new relief, issues affecting same sex couples, FLP’s, decanting, undue influence, lien release, asset protection and much more. More Info
$291.1General Credits -
Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool
Non-reciprocal Spousal Lifetime Access Trusts (SLAT’s) can offer incredible planning benefits for married clients. If adjusted to the current environment, it offers a useful default estate and financial planning strategy to achieve a variety of planning goals. This CLE course will explain the technique and how it may be adapted for modest estates requiring life insurance trusts as well as high net worth clients looking for more aggressive tax-oriented planning. Special clauses and techniques s... More Info
$291.1General Credits -
Trusts: Planning and Drafting for Divorce
Protection is the key element in designing trusts, which are perhaps one of the most powerful tools to minimize future risk to assets. But how do you best safeguard your client’s assets? What provisions should be used in drafting trusts to ensure success? How do you evaluate your client’s needs to determine the techniques that need to be implemented? This CLE course will look at the most common trust provisions as well as drafting techniques, sample language and planning considerations for th... More Info
$291General Credit -
Technology, Ethics, and Estate Planning Practice Management
As in every other field today, technology is transforming estate planning. This CLE course explains how estate planners can creatively utilize technology to enhance efficiency, minimize costs and develop strategies to minimize risk. Topics include document generation software to create better documents at lower costs, adapting everyday tools such as calendar and billing systems to increase client communication, and utilize record keeping software to safeguard you and your clients. The impact of... More Info
$341.3Ethics Credits -
Estate Planning, Guardianship and Medicaid Eligibility
This CLE course is designed to provide attorneys who do not practice Estate Planning and Elder Law with an introductory overview on these areas. The course will include issues related to Estate Tax Planning, Medicaid planning and Special Need planning. The course will also cover Asset Protection, Probate and the significance of Advance Directives. More Info
$651.8Total Credits0.8 Ethics -
Life Time Trusts and the Surrogate's Court: Revocable Trusts; Decanting and Ethics
There are many potential avenues available in estate planning, some more advantageous than others. Revocable trusts is one that is often promoted, but that doesn’t mean it is optimal choice for estate planning. This CLE course will evaluate revocable trusts in terms of their costs, process, eligibility requirements, jurisdictional issues as well as their potential advantages to your client. More Info
$952.5Total Credits1 Ethics -
The Basics of Estate Administration
We usually don’t think of estates in relation to the term life cycle, yet estate administration has within it many parallels and involves some complex considerations. This CLE course will provide a comprehensive overview of estate administration, guiding attendees through this life cycle and highlighting the many critical steps and action items for each phase. The course will cover what to do in case of the death of a decedent, documentation preparation, admitting wills to probate, and the colle... More Info
$551.7General Credits -
Tax Aspects of International Estate Planning
The United States is known as one of the greatest financial and tax havens on the globe. Not only do international investors benefit from the investment opportunities in real estate and other assets in the US, but US-based investors spread their wealth by capitalizing on opportunities in countries across the world. This CLE course will provide an understanding of the related tax issues to estate planning, including benefits and potential pitfalls in the realm of international investment. More Info
$291.1General Credits -
Navigating the Minefield of Fiduciary Service: A Primer on the Current Landscape of Trustee and Executor Responsibility
The legal obligations of being an executor or trustee is often underestimated. This CLE course will review these responsibilities as well as the legal and practical issues that trustees may confront. The course will offer strategies for managing their responsibility over assets as well as obligations to estate and trust beneficiaries. The course will review case law concerning fiduciary misconduct and offer tips to avoid internal disputes and litigation. More Info
$291General Credit -
Aging Clients: Estate and Longevity Planning
The aging of the population should not be news to anyone. What this means for estate and other types of financial planning, may be. This CLE course will explain the services that aging clients may benefit from, how their planning may differ from traditional estate planning and how to address and draft documentation that takes those differences into account. The course will explain durable powers of attorney and revocable trusts and their sufficiency for aging population as well as the changing r... More Info
$291.1General Credits
