Washington DC CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Washington DC. Please make your selection below of Washington DC 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.
Washington DC CLE
Accreditation Info
CLE is voluntary for Washington DC attorneys. To view our full accreditation details please .
-
Ethics “Gotchas” That Every Estate Planners Must Know
Given the dynamic nature of today’s estate and tax laws, attorneys have plenty to keep up with. With regards to estate planning, it’s critical for attorneys to know about their obligation to their clients under the Rules of Professional Responsibility lest they be faced with expensive and time-consuming ethics investigations which could result in a revocation of their license. This lively CLE course, presented by a trial lawyer with over 20 years of trust and estate litigation experience,... More Info
$651.5Ethics Credits -
Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner
The guardianship process is notoriously lengthy and complicated. The Uniform Laws Commission (ULC) put forward a set of rules aimed to make guardianship easier for attorneys to understand. The rules, in whole or in part, have since been adopted by 46 states. This CLE course will offer an overview of the practical application of the new ULA rules. The ULA updated the provisions to include inter alia, property management protections, provision with regards to minors subjected to guardian... More Info
$551.5General Credits -
Asset Protection for Cryptocurrency
In an increasingly litigious society, asset protection is more important than ever and cryptocurrency is therefore having its heyday. Simultaneously, it is the targeted asset in more and more lawsuits with Blockchain technology making it increasingly easier to see the amount of cryptocurrency an individual owns. This CLE course will offer strategies for protecting cryptocurrency assets in a lawsuit. More Info
$291General Credit -
GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
The CCA 202152018, released at the end of 2021, addresses the valuation challenge regarding the consideration that should be given to a potential sale when valuing an asset. Its impact on grantor retained annuity trusts (GRATs) and how an appraiser valuates the implications of a potential sale from no sale, conversations with buyers, letters of intent, binding contracts and so forth across the continuum. The recent changes place a possible sale fairly close to an actual sale in the pro... More Info
$291.25General Credits -
The Interplay Between Ethics, Estates, Fiduciaries and Guardianships
There are many ethical questions that arise when dealing with Estate and Elder Law. This CLE course will explore the fiduciary duties and who is owed duties as well as who is eligible to serve as a fiduciary. The limits of their duties and responsibilities, some of which trace back centuries or more also include obligations of loyalty, fair dealing, good faith and honesty. The course will attempt to utilize a practical approach to the role of the fiduciary and include real-world examp... More Info
$651.5Ethics Credits -
Understanding Asset Protection
Learn how to protect yourself from the effects of lawsuits through personal asset protection. This CLE course will offer an in-depth guide for protecting your personal wealth including a basic history, exemption status under federal and state law, risk analysis and definitions. The course will also delve into protections for different types of assets such as physical and real asset, liquid, domestic, offshore and others. Protection tools such as Limited Liability Companies, Family Limi... More Info
$551.5General Credits -
How The New Proposed Tax Bill Can Impact Your Retirement Account
The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the elimination of Backdoor Roth IRA and of Mega Backdoor Roth IRA’s. Other provisions to be discussed include: Asset holding prohibitions Investment using IRA’s in entities for which you are an owner Statute of limitations extensions And more More Info
$291.25General Credits -
The Patent Process for the Curious: What Lawyers Need to Know
Patent law is one of the lesser known areas of law, in particular from a procedural standpoint. Special licensing and exclusive exams, as well as an undergraduate degree in science or engineering, dictate who can practice patent law and only practitioners will have real in-depth knowledge. With only about 40,000 active practitioners in the US, course work in the field is extremely limited. Regardless, it isn’t uncommon for an attorney with little or no background in patent prosecution... More Info
$291General Credit -
New York’s Brand-New Power of Attorney
Recently new Power of Attorney laws came into effect. In this comprehensive CLE course, Elizabeth Forspan, Esq. of Forspan Klear LLP will explain the primary changes to the POA form and how to plan in accordance with these new changes. The course will review key items to include when preparing new Power of Attorney forms. More Info
$291General Credit -
Estate Planning to Prevent Sudden Wealth Syndrome
Without time and support to adjust to the sudden change, even sudden wealth can be a burden. In fact, the term Sudden Wealth Syndrome was coined to explain what happens when unexpected or abrupt fortune creates overwhelming pressures, leading to emotional or behavioral issues. Often the result of this syndrome is to squander the inheritance. This CLE course will explain how to protect your client against their own imprudence, and the potential legal consequences of failing to do so. The... More Info
$551.5General Credits
