Pennsylvania CLE - Trusts and Estates Courses
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 .
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On-DemandOnline & iOS/Android App
Investment Strategies for Trusts
In order to invest a trust asset, a trustee must consider and balance a variety of factors to ensure they are acting in the best interest of beneficiaries. Compliance with legal principles regarding asset management, particularly in the absence of specific guidance in trust documents, is likewise crucial. This CLE course will explain the best strategies for trustees to follow and use particular examples such as the Uniform Prudent Investor Act, adopted by many states, which requires t... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Unequal Inheritances: A Final Parental Communication
This CLE course will address the issue of dispositive provisions and how they may impact estate planning in the case of a will or removable trust. The course will explain what these provisions entail and how to analyze them effectively. The course will address the issue of whether they should be equal or fair and how to explain the various factors to your clients to come to the best determination. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
SECURE Act Update: Where Do We Go from Here?
It’s been almost a year since the enactment of the Setting Every Community Up for Retirement Enhancement Act (SECURE) and practitioners still do not know how the new law impacts their clients, or their strategies and practices for retirement planning. What are the best practices in light of this new law? How do I advise my clients properly? This CLE course will explain the new law as well as offer tools and tips for how to strategize retirement planning and its process with the new law... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Best Technologies for Practice Development
Estate planning practices, like those in other markets, have been drastically altered by technology. With most firms going paperless and utilizing cloud-based software, document generation software and other products to facilitate better interactions with clients as well as improved management and efficiency, the industry is seeing a serious upheaval in the way it functions. Remote work as a result of COVID-19 has had an impact as well. This CLE course will explore these changes and ho... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Key Federal & State Estate Planning Considerations and Opportunities
This CLE course will provide a comprehensive overview of the best estate-planning strategies. The course will look at the issues from both a state and trust situs perspective, as well as from a federal standpoint, and will present how potential future changes in the tax law may impact the area. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Financial Planning for Lawyers
Financial planning is about more than just retirement. This CLE course will address a variety of financial planning issues such as student loan debt, taxes, financial aid eligibility, and salary disbursement. The course will discuss the interrelationships between these factors and how to create annual budgets that account for them. Tax reduction strategies, family planning, loan repayment, planning for aging parents and estate planning will all be presented. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
The Role of the Court Evaluator: How to Distinguish Yourself and Properly Protect an AIP
Looking to serve on the Part 36 list as a court evaluator? This CLE course is for you. Learn to properly perform your duties, assist in resolutions and protect the interests of the Alleged Incapacitated Individual. Tips on what the court is looking for during the course of the investigation and how to best provide that information will also be presented. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
The Associate’s Guide to Estate Planning
Learn the basics of estate planning from the typical documents in an estate plan to practical pointers in estate plan drafting so that you can anticipate your clients’ needs. This informative CLE course, perfect for novice attorneys looking for a first primer to those looking to brush up on the essentials, will explain each of the documents required, address the methods for passing property in the case of death and how these different methods may impact one’s plan, positively and negatively.... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
The Basics of Blockchain and Cryptocurrency in Estate Planning
The Bitcoin network came into existence in 2009 and since then, internet currencies have made incredible strides. Their credibility is such that cryptocurrencies are accepted as secure forms of payment, they can be digitally stored and do not require a bank or middleman. This CLE course will present the fundamentals of cryptocurrency and how they may be a factor in your estate planning. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
The Basics of Asset Protection
Asset protection strategies take many forms including insurance, gifting and retirement planning. This CLE course will present the benefits of these types of asset protection as well as single member LLC’s and Charging Order Protection entities such as Limited Partnerships and LLC’s. The course will also offer a comparative analysis of Domestic cs. International Asset Protection Trusts. More Info
$291General Credit
