Massachusetts CLE - Trusts and Estates Courses
Massachusetts CLE
Accreditation Info
CLE is voluntary for Massachusetts attorneys. To view our full accreditation details please .
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Drafting Prenuptial Agreements
The demand for pre-nuptial agreements is rising along with the divorce rate and there are few couples in the full swing of divorce proceedings who don’t wish they had come to terms when the relationship was still amicable. As such, preparing for every possibility has become increasingly complicated. This CLE course will explain how to draft a prenuptial agreement that takes into account the full range of possibilities including assets, properties, estates, trusts and what to do in the instance o... More Info
$551.5General Credits -
Estate Administration for Newly Admitted New Jersey Attorneys: Commentary on our Statutes
Title 3b is the key to understanding the necessary steps in successfully administering an estate in New Jersey. But what is Title 3B? This instructive CLE course will explain the default provisions in governing instruments as determined in Title 3B as well as the course to take in the absence of instruments, i.e. intestacy and guardianship. The course will also offer a complete overview of laws governing rights, duties and powers of fiduciaries and explain its provisions in cases of devolution o... More Info
$551.75General Credits -
Estate and Financial Planning For Clients Living With Chronic Illness
Chronic illnesses, many of which are undetectable to the naked eye, can profoundly impact a person’s life. This CLE course will explain some of the most common chronic illnesses and their repercussions and explain how the factors effecting your client should be assessed and applied when planning their financial future. The course will offer tips and strategies for gaining the necessary information from your client to properly understand the ramifications of the illness including life expectanc... More Info
$291General Credit -
Ethical Issues in Making Capacity Decisions
Substance abuse, alcohol abuse, old age and mental illness are just some of the factors that can contribute to an individual’s capacity to act in a legal environment. This designation is typically a medical determination and the aging population as well as prevalence of mental illness diagnoses and incidences of substance and alcohol abuse has drastically increased the application of capacity in legal cases. While capacity is widely known as an issue in criminal matters, this CLE course will rev... More Info
$651.75Ethics Credits -
Dividing Defined Benefit Pension Plans in Family Cases
The division of a retirement plan account is a complex arrangement wherein a myriad of issues must be assessed and administered. This CLE course, presented by nationally renowned QDRO attorney Matthew Lundy and tax attorney expert Adam Lusthaus, will explain these plans and their benefits, and offer mediation strategies and optimal formulas for dividing the various types of plans. The course will also explain how to plan for military and federal employee pensions and the required paperwork and t... More Info
$291General Credit -
Estates and Trusts for the Non-Specialist
The program will provide an overview of the steps necessary to conduct an estate administration in Pennsylvania. The program will include topics such as whether an estate should be probated or not, the various deadlines and filing requirements if the estate is probated and possible complications that may arise in concluding the estate and distributing the assets to the beneficiaries. Also discussed will be an overview of the requirements for drafting an estate plan, which include a Last Will... More Info
$291General Credit -
Asset Protection in the Public Benefits Context
Medicaid Planning is fraught with difficulties, particularly in states where improper denials are used to dissuade practitioners and their clients from exercising their rights under the law. Obtaining the public benefits to address long-term care needs in these states requires proven techniques and strategies, all of which will be presented in this comprehensive CLE course designed for intermediate or advanced practitioners. The course will present common pitfalls in the planning stage to ready... More Info
$812.5General Credits -
Introduction to Title Insurance: Essential Things Every Attorney Should Know
Title reports are a common feature in real estate transactions. So common, that real estate attorneys may often gloss over them without taking into consideration the many critical tenets of title insurance. This seminar, geared for both novice and junior attorneys as well as senior counsel in need of a refresher, will present the conceptual framework of title insurance and the various intricacies of title products. The course will address the common misconceptions regarding title insur... More Info
$291General Credit -
How Assets Pass Upon Death
There are numerous issues that may impact the transfer or passing of assets upon an individual’s death. This CLE course will review the various routes this may take either by contract via non-probate, titling of an account, the designation of a beneficiary, intestate succession or last will & testament. The course will provide an overview of the types of transfers and the various issues that may arise. The course will introduce the probate process and explain what an attorney and client may an... More Info
$291General Credit -
Trusts and Estates – The Title Perspective
Estates, trusts, and all the ways the taxman has found to squeeze pennies from us from the age of independence to generations to come. This CLE course will evaluate the strategies decedents use to avoid the impact of taxes on estates and trusts. The course will review and compare the types of land estates, the types of trusts, heirs, successors and assigns and the impact of judgments, liens, encumbrances that may imposed upon them. More Info
$291General Credit
