New Jersey CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for New Jersey. Please make your selection below of New Jersey 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.
New Jersey CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a New Jersey Accredited CLE Provider. To view our full accreditation details please .
-
On-DemandOnline & iOS/Android App
Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
The aging of the population has only exacerbated the prohibitive cost of long term care. This CLE course will explain the latest developments in Elder Law and Medicaid Planning including eligibility and strategies for asset protection. The tax consequences, including income and estate taxes and exemptions, of Medicaid Trusts will also be discussed as well as real property transfers, liquid assets and basis issues. More Info
$812.8General Credits -
On-DemandOnline & iOS/Android App
Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act
The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act and its impact on charitable giving. The course will review strategies for all tiers of donors to maintain their giving level and how development managers should reframe their requests in light of the new laws. The course will review: • Bunching deductions • IRA distributions for giving... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Planning for Real Estate Owners: Advanced Strategies for Attorneys
This CLE course, designed to provide advisors with the broadest range of solution to tax issues, particular as they relate to real estate holdings, will present how various tax solutions maybe impact their decisions. The course will explain how to utilize knowledge of the income tax, gift tax and estate tax treatments to guide their clients. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Trust Owned Life Insurance (TOLI)
Just under half of the life insurance policies purchased between the early 80’s and 2003 were non-guaranteed universal life policies and of those, about a quarter are expected to lapse prematurely. This presents a serious crisis for life insurance policies, particularly those owned by trusts (TOLI). A premature lapse can cause grievous harm to those who are relying on the proceeds of those policies, and can result in suits against those who have mismanaged TOLI’s. This CLE course will... More Info
$291.4General Credits -
On-DemandOnline & iOS/Android App
Charitable Planning: Evolving Perspectives
The very notion of philanthropy has evolved greatly in the past decade, but regardless of how charitable a person may be, there are still better and worse ways to provide funding for a cause. This CLE course will provide tips and strategies to advise client on the social and legal changes, as well as other issues, that affect charitable giving. More Info
$291.3General Credits -
On-DemandOnline & iOS/Android App
Crowdfunding: Meeting Humanitarian Needs
Crowdfunding has become the go-to way to raise money for start-ups, causes and even individuals. But who is regulating these campaigns and what are the laws governing this approach? This CLE course will explain the legal and tax issues related to crowdfunding campaigns and provide the background and knowledge to advise those using crowdfunding campaigns on implementing them successfully, responsibly and within the confines of the law. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Non-Tax Considerations of Estate Planning
Estate tax exemptions have had a dramatic impact on estate planning. Currently, very few decedents pay an estate tax and that will likely remain the case regardless of whether or not tax reform is enacted. This CLE course will address the wide-range of non-tax factors that affect estate planning. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Legal Issues in Art Collecting: Practical Planning for Art Collectors & Their Advisors
Art collections are not like other assets. Built upon personal vision, creativity and passion, they are difficult to evaluate, and even harder to incorporate into a comprehensive tax and financial plan. Whether you are a collector or an advisor, this CLE course will provide you with best practices to determine the ideal disposition of a collection. The course will review outcomes of buying, selling and donating collections both before and after death as well as practical considerations in collec... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
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
$291.4General Credits -
On-DemandOnline & iOS/Android App
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
$291.2General Credits
