Rhode Island MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Rhode Island. Please make your selection below of Rhode Island 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.
Rhode Island MCLE
Accreditation Info
United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
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
$652Ethics Credits -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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
$813General Credits -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
When Brotherly Love Goes Wrong: Defending Against Constructive Trust Claims
The first thing we learned in law school is that if you don't have a written contract for real estate, you cannot seek to enforce an agreement concerning that real estate. No contract, no sale. But there is an exception to the rule: a constructive trust. Unfortunately, constructive trust cases are often filed by family members with an axe to grind against other family members. An angry brother or sister can tie up your client's real property for years, based on nothing but a few conc... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Basic Estate Planning and Administration in New Jersey
Smart investments will protect your money now; a will ensures your legacy for the future. Estate Planning, however, builds, preserves, arranges and distributes your wealth during the course of your lifetime and for generations to come. This CLE course will explain everything you need to know about estate planning in NJ including: Advantages of Estate Planning Primary Elements of the Estate Plan Documentation Wills Probates Power of Attorney Death Planning Tax Planning Technique... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Avoiding Malpractice when Dealing with Retirement Accounts
A retirement account provides you with security and stability. But in a domestic relations case, failing to cover the specific benefits related to a retirement account in settlement or trial can be disastrous for the client and result in a malpractice claim for the attorney, This CLE course, presented by QDRO attorney Matthew L. Lundy, Esq. and appropriate for seasoned and new attorneys, explains some of the most important facets in dividing retirement accounts and how to properly address them... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Dividing Federal Civilian and Military Retirement Benefits in Family Cases
Most family law attorneys know that a retirement account can be their best asset or their worse liability in a domestic relations case, depending on how they approach these highly complex assets. The failure to cover the specific benefits related to retirement account in settlement and/or trial can set a client up for dissatisfaction, or worse yet, set their attorney up for a malpractice claim. In this one-hour presentation, nationally-renowned QDRO attorney Matthew L. Lundy, Esq. t... More Info
$291General Credit
