Washington MCLE - Trusts and Estates Courses

Washington MCLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Washington State Bar Accredited CLE Sponsor. To view our full accreditation details please .

All Courses

1 2 3 4 5 ••• Show All

Quid Pro Quo for Charitable Gifts

Payments that are meant to be partly contributions and partly for goods and services provided to the donor by a charity are called quid pro quos (QPQ). These may apply to a fundraising banquet when the donor’s contribution covers more than the cost of his meal. QPQ gifts have specific rules that apply to them with regard to deductions. This CLE course will explain quid pro quos to make sure that you can advise your clients in getting deductions without crossing the line. More Info

$29

1Law & Legal Proc.
Planning for Tangibles

Trying to plan for tangible property presents a variety of challenges, many of them quite complex. This CLE course explains tangible property and how it is legally defined and presents strategies for planning. The course will address a myriad of issues such as testamentary plan structure, titling considerations and issues related to lifetime giving as well as the emotional component involved in this type of planning. More Info

$29

1Law & Legal Proc.
Selling a Family Business

Many people claim you should never go into business with family. This is especially true when it is time to sell, and you run headlong into a combination of tax and financial issues and personal family dynamics that can stall and even destroy any profit the family may have anticipated, along with the damage to personal relationships that will inevitably ensue. This CLE course explains how best to manage the process of selling a family business taking into consideration both the financi... More Info

$29

1Law & Legal Proc.
10 Clauses Fiduciaries Hate

Drafting a trust document requires specific skills. Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. Undefined terms, conflicting passages or simple lack of clarity can cause serious complications. This CLE course will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provisions. More Info

$29

1Law & Legal Proc.
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

$55

1.5Law & Legal Proc.
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

$29

1Law & Legal Proc.
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

$29

1Law & Legal Proc.
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

$29

1.25Law & Legal Proc.
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

$55

1.5Law & Legal Proc.
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

$65

1.5Ethics Credits