Estate Planning Law Archives - Page 3 of 8

Featured Estate Planning Law Online CLEs

Transferring Qualified Small Business Stock to Trusts: Income, Gift, and Estate Tax Risks and Planning Strategies

Rebecca Pugliesi · John Bunge

Session I - Qualified Small Business Stock Under Section 1202: Eligibility Framework and Post-OBBBA Planning - Rebecca Pugliesi This session builds a clear, practical roadmap of Qualified Small Business Stock (QSBS) under IRC §1202, explaining how the exclusion works and what must be true for stock to qualify. It then walks through the issuer-level rules…

On-Demand: February 27, 2026

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Grow Your Practice with Gun Trusts and Firearm Appraisals: Legal, Tax, and Estate Essentials for Attorneys

Sean P. Healy · Peter Karlan Healy Law Offices P.C.

Fri, August 1, 2025

3h CLE

On-Demand

Irrevocable Trusts in Practice: Drafting Strategies, Sample Provisions, Key Language, and Fiduciary Risk Management (Including 1hr. on Ethics)

Jonathan G. Blattmarchr · Thomas Tietz Pioner Wealth Partners LLC

Thu, July 31, 2025

3.5h CLE

On-Demand

LLCs from the Ground Up: How to Draft, Structure, Defend, and Leverage for Tax and Estate Success

Jay D. Adkinson · Robert S. Barnett · Jeff Cunningham · Rustin Diehl · Allen N. Bradley Adkisson Pitet LLP

Wed, July 30, 2025

4h CLE

On-Demand

The Ultimate Guide to ABLE Accounts and Special Needs Trusts: Eligibility and Requirements, Application, Funding, and Tax Planning

Jennifer McInerney · Michael Ringel · Peter J. Wall McInerney Law Firm

Fri, July 25, 2025

4h CLE

On-Demand

Like-Kind Exchange 2025 (presented by NYU School of Professional Studies)

William V. Horan · Glenn M. Johnson · Annet M. Thomas · Aaron S. Gaynor · Matthew E. Rappaport · David Shechtman · Christopher A. Cunningham · Mary B. Foster · Kimberly A. Arndt · Libin Zhang Realty Exchange Corporation

Thu, July 24, 2025

9.5h CLE

On-Demand

Introduction to Partnerships Taxation 2025 (presented by NYU School of Professional Studies)

Charles R. Bogle · Justin S. Cohen · Sean Austin · Charles Kaufman · Alan Kravitz · Andrew Lau · Olivia Schomburger · Hannah Richard · Lance Parker · Ira Aghai Morgan, Lewis & Bockius LLP

Mon, July 21, 2025

19.5h CLE

On-Demand

Advanced Trusts & Estates 2025 (presented by NYU School of Professional Studies)

Melissa A. Terranova · Troy M. Stackpole · Stephen Liss · Joseph P. Scorese · Paulina Mejia · Brad J. Richter · George D. Karibjanian · Jerome M. Hesch · Alan S. Gassman · Andrew S. Katzenberg, · Eduardo S. Chung · Timothy Evans · James I. Dougherty Fox Rothschild

Thu, July 17, 2025

12.5h CLE

On-Demand

Introduction to Trust and Estates 2025 (presented by NYU School of Professional Studies)

Joseph P. Scorese · Mitchell Drossman · Margaret St. John Meehan · Michelle Orlowski · Brad Dillon · Stacia C. Kroetz · Mark Taccetta · Catherine G. Schmidt · Kyle G. Durante · Haley B. Bybee · John M. Olivieri · Timothy M. Ferges · Jack F. Meola · Kimberly A. DeMaro · Amy C. O’Hara · Brian L. Miller · Brian D. Conboy · Elisa Pickel Sills Cummis & Gross P.C.

Mon, July 14, 2025

19h CLE

On-Demand