Pennsylvania CLE - Trusts and Estates Courses

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Pennsylvania CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details please .

  • Live Webinar
    Wednesday, January 22, 2025
    1:00 PM - 2:00 PM Eastern Time (EDT)

    Live Webinar: 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. Led by Asset Protection Attorney Blake Harris, the course covers key elements including choosing the optimal jurisdiction, interpreting relevant case law, and ensuring proper trust funding. More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

    This CLE program offers a comprehensive overview of asset protection strategies. Participants will explore how traditional estate planning tools can shield assets from creditors. Topics include the protection provided by tenants by the entirety ownership, life insurance and annuities, retirement accounts, and homestead provisions. The course will also cover the structure and legal landscape of asset protection trusts, now recognized in 20 states, including an analysis of relevant case... More Info

    $55
    2General Credits
  • On-Demand
    Online & iOS/Android App

    An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

    This CLE course offers attorneys an in-depth exploration of the critical role appraisals play in estate planning, estate litigation, and other legal contexts involving personal property valuation. Participants will gain an advanced understanding of how to effectively engage and work with personal property appraisers, with a focus on ethical considerations, best practices, and potential pitfalls. Through practical guidance on the do’s and don’ts of appraisals, attendees will lea... More Info

    $55
    1.5General Credits
  • On-Demand
    Online & iOS/Android App

    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

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Discovering the Lost Coin: Helping Clients Recover from Online Scams

    If you've represented clients affected by online fraud involving losses exceeding $100,000, this course is essential. In this CLE, we delve into the emerging "Pig Slaughtering Scams"—a modern variation of Ponzi schemes targeting unsuspecting individuals. We explore how these scams are uncovered, examine different recovery strategies, and discuss litigation approaches specifically designed for handling these cases. More Info

    $55
    2General Credits
  • On-Demand
    Online & iOS/Android App

    The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

    With the Federal Estate Tax exclusion exceeding $13.6 million, many estates may not require a 706 filing. However, this exclusion is anticipated to decrease by 50% at the end of 2025, making it crucial to consider the need for a portability election after the death of the first spouse, which requires filing a 706. Additionally, the statute of limitations remains open unless Form 706 is filed. This course will guide you through the essential steps of filing the 706 and explore advanced... More Info

    $55
    1.5General Credits
  • On-Demand
    Online & iOS/Android App

    Essential Estate Documents: Don't Delay Until It's Too Late

    This CLE program tackles a widespread issue: the tendency to delay or overlook critical documents essential for life's inevitable events—death, incapacity, or providing for those who will need to take over. In this one-hour course, we'll explore the fundamental documents and recommended language, discuss their role and timing, and highlight commonly overlooked considerations. The course will focus on three key documents: the Will, Power of Attorney, and Advance Directive. More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Protecting Your Family Home Through Trusts

    As seniors age, they may face urgent needs for long-term nursing home care without having sufficient private funds or long-term care insurance to cover the costs. Often, their primary asset is their home, leading to the misconception that selling it and using the proceeds for care is the only solution. This CLE course will explore strategies to preserve this valuable asset for the Medicaid applicant and their loved ones. We will delve into the benefits of exempt transfers and the use o... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Navigating Florida's Legal Tools for Mental Illness: Marchman Act, Guardianship, and Baker Act

    Florida provides three key legal avenues for protecting individuals grappling with substance use and mental health disorders: the Marchman Act, Guardianship, and the Baker Act. This CLE presentation offers a comprehensive analysis of how these statutes can be utilized individually and in concert to support vulnerable loved ones. We will delve into the unique purposes and applications of each statute, exploring when and why one may be preferable over another, and the circumstances under... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Understanding Financial Solutions While Planning for Possible Long-term Care

    This CLE course offers a detailed examination of strategies for safeguarding a client's assets while preparing for the potential need for long-term care, whether in a facility or at home, through Medicaid. Participants will gain insights into the Medicaid Asset Protection Trust, a legal structure allowing clients to transfer property and financial assets while still qualifying for government benefits. The settlor (the person who establishes the trust) can continue to live in their home,... More Info

    $29
    1General Credit
Decorative Arc

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