Estate Planning Law Archives - Page 5 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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Gun Trust 101 (2025 Edition)

Mary Akkerman Partner, Davenport Evans Lawyers

Fri, January 31, 2025

2h CLE

On-Demand

Understanding Medicaid Programs Available for Your Client: A Tutorial for Attorneys (2025 Edition)

Debby Rosenfeld Meltzer, Lippe, Goldstein & Breitstone, LLP

Fri, January 31, 2025

2h CLE

Live Webcast

On-Demand

Drafting Irrevocable Trusts to Preserve Medicaid and VA Benefits [Including 1 Ethics hour] (2025 Edition)

Mary Akkerman Partner, Davenport Evans Lawyers

Thu, January 30, 2025

2h CLE

Medicaid Planning Strategies for Paralegals and Associates

Joclene J. Vanik Reminger Co., L.P.A.

Wed, January 29, 2025

2h CLE

Live Webcast

On-Demand

Estate Planning for Business Owners: From Onboarding to Sale

Justin A. Meyer Rosenthal Meyer, PLLC

Tue, January 28, 2025

2h CLE

Live Webcast

On-Demand

Personal Injury Settlements for Clients with Disabilities: Preserving Means-Tested Government Benefits (2025 Edition)

Rachel Baer · Ben Tiefenback Commonwealth Community Trust

Fri, January 24, 2025

1.5h CLE

Utilizing Offshore Trusts and Banks for Keeping Your Client’s Assets Protected from Lawsuits

Blake Harris Blake Harris Law

Wed, January 15, 2025

1.5h CLE

Retirements Assets: IRAs, 401(k)s, and Best Practices to Manage your Estate

Vanessa L. Kanaga · Sahri Zeger Becker & House, PLLC

Fri, January 10, 2025

3h CLE

Estate Administration Bootcamp: Probate of Estates and the Estate & Gift Tax System

Jill Miller Jill Miller & Associates, P.C.

Thu, December 19, 2024

2h CLE

Offshore Asset Protection and Estate Planning

Matthew Smith · Marcos Almeida · Guy Carson Southpac Group

Thu, December 19, 2024

2h CLE

Live Webcast

On-Demand

Mastering Trust Funding: Understanding the Importance, Processes, and Challenges (2025 Edition)

Vanessa M. Terzian Lagerlof, LLP.

Wed, December 18, 2024

2h CLE

83rd Institute on Federal Taxation 2024 (presented by NYU School of Professional Studies)

Jennifer Acuña · Charles P. Rettig · Thomas A. Cullinan · Michael J. Desmond · Frank Agostino · Sharyn M. Fisk · Ronson J. Shamon · Mary B. Hevener · William B. Sherman · Thomas M. Giordano-Lascari · Maria-Soledad Otero · Lori Hellcamp · Joshua Odintz · Sam K. Kaywood · David M. Rievman · Alexander Lee · Samuel T. Greenberg · Andrew T. Davis · Karen Gilbreath Sowell · Jodi J. Schwartz · Lulu Ma · William S. Dixon · Jonathan R. Neuville · Amanda H. Nussbaum · Anne Kim · Trevor R. Allen · Joe Soltis · Isaac J. Wheeler · Jameson S. Lloyd · Andrea M. Whiteway · Kate Kraus · Ossie Borosh · Robert D. Schachat · Adam Handler · Julanne Allen · Rafael Kariyev · Samuel D. Krawiecz · Sarah Haradon · Richard G. Blumenreich · David Franklin · Ashley Lu · Jerald David August · Ronald A. Levitt · Stephen R. Looney · Larry J. Brant · Stephen M. Breitstone · Jerome M. Hesch · Terence Floyd Cuff · C. Wells Hall · Bryan C. Skarlatos · Sanford J. Schlesinger · John W. Porter · Allison M. Hirsh · Gary L. Fletcher · Karin Prangley · Ross Bruch · Domingo P. Such III KPMG

Sun, November 17, 2024

45.08h CLE

Live Webcast

On-Demand