eCourses

On-demand learning in shorter curated bundles. Stream the best presentations with renowned speakers from our live conferences and webcasts—including audio/video and all supporting materials—and fulfill MCLE requirements at your convenience.

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These eCourses are CLE accredited in Texas and California.
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Results for All eCourses Trusts and Estates / Probate

Viewing 20 of 74 records

Answer Bar: Maximizing Technology in Your Law Practice

Session 1: Competency, Confidentiality, Conflicts, and Technology - This session covers a wide range of problems that technology has created for lawyers. On the one hand, lawyers are obligated to use technology when it benefits their clients, but on the other, failure to use the technology competently can lead to ethical problems. This session analyzes issues from the mundane to the profound. Session 2: Technology Use and the Ethics that Come with It - The 2020 Covid 19 pandemic forced dramatic changes in practice styles, with most lawyers and their clients shifting from working in offices to working remotely from home.  Technology was at the center of these changes with “Zoom” meetings, “e-signing,” “e-filing” and related technologies playing an even more critical role in the practice of law. This panel of ethics experts will examine the issues raised by these practice shifts, including discussion of alternative technological methods of service in litigation and potential waiver of attorney-client privilege due to the misuse of technology. Session 3: Data Analytics: The Answer to Your Law Firm's Innovation Efforts - Learn how to easily kick-start your firm’s innovation efforts, close the gender pay gap (for you and your clients), and use data to reduce bias, improve inclusion as part of a diversity and inclusion initiative, and simultaneously use proven scientific methods to improve bottom-line profitability!  Session 4: Is Your Bot Bigoted? The Looming Risks of Bias in AI and ML - Join Heather and Amit as they explore the basics of AI and ML, the challenges in avoiding bias in these technologies, the current landscape of legal claims, and best practices for avoiding liability and harm. Join us to learn about this growing area, even if you are new to the world of AI and ML. Session 5: The Ethics of Social Media - The world of social media has engulfed us all. Not only has it transformed our society, but it has worked its way into every legal field as well. Discover the ethical issues facing you as attorneys—and that of your clients—in this social media age. Session 6: 30 Apps in 30 Minutes - A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers. Session 7: 30 More Apps in 30 Minutes - Hear an updated survey of new, useful apps, and tech tips for lawyers, trust officers, and caregivers.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 5.00 hrs | 3.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
  • Answer Bar: Maximizing Technology in Your Law Practice
    4.25 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$165   Add to Cart
Hooked on CLE: August 2021

THIS MONTH: Responsibility of Outside Counsel to Protect Client Information • #MeToo, Part 2 • Paying the Family Caregiver • Overcoming the Problem Witness • â€‹What Do You Do When the Feds Show Up? Advice for In-House Counsel and Corporate Executives • Teacher-Student Contact on Social Media

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 7/31/2022
  • Hooked on CLE: August 2021
    4.27 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Very educational. Scared now of ransomware and hacking! He was great, although there was an echo on my video player for him. Paying the Family Caregiver seemed more of a political statement than an informative session. The speaker on teacher/student relations needs to work on her "ummms" but otherwise informative.

    good.

$99   Add to Cart
Hooked on CLE: July 2021

THIS MONTH: Take Your Best Shot: What Employers Should Know about the COVID-19 Vaccine • The Supreme Court Is Poised to Take A Right Turn: What Does This Mean for Professional Liability? • Some Depositions are Hard to Overcome • Estate Tax Planning and SNTs • Ethics Issues and the Legislature

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 6/30/2022
  • Hooked on CLE: July 2021
    4.11 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    I felt the CLE was very informative to the times.

$99   Add to Cart
Hooked on CLE: June 2021

Session 1: Building a Disaster Plan for Your Law Practice - Join Hannah Dyal as she explores: is your law firm ready for a disaster and how to prepare. This presentation will give firms and solo practitioners tips for how to begin building a disaster plan for their law practice.  Session 2: Dram Shop Cases: When the Bar Causes the Crash - There’s an extra party that often belongs in the car crash case—a dram shop that overserved one of the drivers. Session 3: Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues - An overview of how to identify and address real estate issues unique to estate planners such erroneous deeds (possibly from years ago), chain of title errors, lost trusts, and more. Session 4: Analyzing Your Contract Through the Eyes of a Litigator and Jury - Examine the common causes of action coming out of a breach of contract, review the state statutory and case law regarding common contract provisions, and understand different perspectives of the transactional attorney and the litigator on the same agreement so that you can ask and answer important questions that may change the drafting of the agreement in the first place. Session 5: Too Many Entities - As more “deals” are put together, more entities are used to facilitate the “deal." Assess the huge liability risk for clients and lawyers if litigation is the end result.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 5/31/2022
  • Hooked on CLE: June 2021
    4.07 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    on point and delivered effectively

    The supporting materials for "too many entities" was lacking. The real estate fixes was an excellent program. Disaster Planning was a bit more general, but having rebuilt my practice after Harvey in Rockport, my knowledge is a bit more in depth in some areas. I also was on the State Bar FEMA committee back when we had one in the mid 1990s. Learned a lot from the tornado in Fort Worth and the Houston floods.

$99   Add to Cart
2021 SNT Case Law, Legislative Update

An exploration and analysis of recent Texas and national cases and legislation involving special needs trusts.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • 2021 SNT Case Law, Legislative Update
    Not yet rated
$50   Add to Cart
Answer Bar: Considering a Special Needs Trust

Session 1: SNT Basics - Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples. Session 2: Special Needs Trusts: Decision Tree Analysis - Learn how to utilize a decision tree approach to ask and answer key questions concerning a client's need for a special needs trust, and if one is needed, which type of special needs trust is the best choice.  Session 3: Maximizing Public Benefits: Basics and Updates - Medicaid and public benefits basics will be covered as well as the latest updates on Medicaid and public basics changes. Session 4: ABLE Updates and Basics - This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. Coordination with Special Needs Trusts (SNTs) and short- and long-term planning with ABLE accounts will be reviewed, including facets of distribution mechanisms and public benefits eligibility. The presenters will provide case studies and recent case law as examples of prudent utilization of ABLE accounts. Session 5: Reporting a Trust - Address practical steps in determining when, how, and to whom special needs trusts should be reported. Session 6: Making Sense of Structured Settlements - Structured settlements are often used to fund court-created SNTs in the personal injury context. Drafting attorneys and trustees need an understanding of the fundamental concepts of a structured settlement annuity and the effects one will have on the funding and administration of a trust.   Session 7: Pooled Trusts: Your Answer to Transfers and Over 65 Strategies - Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option. Session 8: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including reporting responsibilities, 2020 POMS update, and 2020 case totals. In addition, hear a step-by-step scenario regarding the review of a trust determined countable and available options. Session 9: SSI Application Process for Children and Adults - The SSI application process is deceptively simple. However, there are several things applicants should keep in mind to possibly strengthen their claim or at a minimum make the process as efficient as possible. Explore the basics about the SSI process getting a claim started. Session 10: Masters of SNT—What I Know Now That I Wish I Had Known Back Then - Four of our most experienced SNT attorneys share what they have learned that they don’t usually talk about on microphones: how they have found the work they love; developed a passion for forms and systems; attracted and selected the best clients; built supportive and inspiring networks; and learned from their mistakes.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 8.00 hrs | 1.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • Answer Bar: Considering a Special Needs Trust
    4.5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$285   Add to Cart
Best Practices for Working with the Social Security Administration (2021)

Session 1: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including reporting responsibilities, 2020 POMS update, and 2020 case totals. In addition, hear a step-by-step scenario regarding the review of a trust determined countable and available options. Session 2: SSI Application Process for Children and Adults - The SSI application process is deceptively simple. However, there are several things applicants should keep in mind to possibly strengthen their claim or at a minimum make the process as efficient as possible. Explore the basics about the SSI process getting a claim started.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • Best Practices for Working with the Social Security Administration (2021)
    Not yet rated
$75   Add to Cart
Challenges for Persons with Special Needs: Paying Caregivers and Housing Solutions

Session 1: Paying the Family Caregiver - With declining tax revenues and increased infection risk, more people will be cared for at home. Finding ways for family members to provide care while not sacrificing their own or other family members' well-being is both necessary and challenging. Session 2: Housing for Persons with Special Needs - Housing Challenges and Solutions - Address a variety of housing options and how special needs trusts can partner with existing government benefit programs to enhance housing opportunities for beneficiaries and an overview of barriers to developing private group homes, identifying alternative residential models, funding, staffing, management issues, trustee as landlord liability issues, TX rental rules and Fair Housing Act. Explore real life examples of residential options that work.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • Challenges for Persons with Special Needs: Paying Caregivers and Housing Solutions
    4.88 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$75   Add to Cart
How to Reduce Fiduciary Litigation Risks for Trustees

While no good deed may go unpunished, certainly a trustee who is unconcerned, clueless, unequipped, dishonest or just plain unlucky is likely to be punished. Explore situations where the rights and wants of beneficiaries collide with the powers and responsibilities of trustees.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.00 hr | 0.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • How to Reduce Fiduciary Litigation Risks for Trustees
    4.5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$55   Add to Cart
Masters of SNTs: What I Know Now That I Wish I Had Known Back Then

Four of our most experienced SNT attorneys share what they have learned that they don’t usually talk about on microphones: how they have found the work they love; developed a passion for forms and systems; attracted and selected the best clients; built supportive and inspiring networks; and learned from their mistakes.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.75 hr | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • Masters of SNTs: What I Know Now That I Wish I Had Known Back Then
    2.75 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Not exactly what I expected, but of value to those solo or small firm practitioners as to how to deal with certain special needs clients and the pay issues.

$50   Add to Cart
SNT Lagniappe: Forms to Support Your SNT Practice 

While families expect a well-crafted SNT document from their attorney, providing additional reference documents for families and trustees is a valuable gift your client will appreciate.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.50 hr | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • SNT Lagniappe: Forms to Support Your SNT Practice 
    Not yet rated
$45   Add to Cart
Special Needs Trusts Basics and Best Practices (2021)

Session 1: SNT Basics - Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples. Session 2: Pooled Trusts: Your Answer to Transfers and Over 65 Strategies - Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option. Session 3: Maximizing Public Benefits: Basics and Updates - Medicaid and public benefits basics will be covered as well as the latest updates on Medicaid and public basics changes. Session 4: ABLE Updates and Basics - This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. Coordination with Special Needs Trusts (SNTs) and short- and long-term planning with ABLE accounts will be reviewed, including facets of distribution mechanisms and public benefits eligibility. The presenters will provide case studies and recent case law as examples of prudent utilization of ABLE accounts.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 3.50 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • Special Needs Trusts Basics and Best Practices (2021)
    3.88 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    I loved the course; as an attorney entering this market, it was very useful.

$155   Add to Cart
Tax Planning and SNTs

Session 1: Taxation of Special Needs Trusts from A to Z - Gain insight into the difference between the taxation of a first party special needs trust and a third party trust. Detail the basics of the taxation of a non-grantor special needs trusts and especially the differences between income for income tax purposes, income for trust accounting purposes and income for government assistance purposes. Session 2: Estate Tax Planning and SNTs - It is quite possible that the estate tax exemption will be lowered in the near future, which means that we as estate planning attorneys may be doing more estate tax planning for families with children with disabilities. However, many tax planning techniques could be detrimental to children on government benefits. Crummey withdrawal rights and disclaimers, for example, could disqualify them from SSI or Medicaid. Explore how estate tax planning affects benefits eligibility and possible solutions to avoid negative outcomes.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.25 hrs | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • Tax Planning and SNTs
    4 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$65   Add to Cart
Trustee Bootcamp: Reporting Steps and Checklists for the New Trustee

Session 1: Reporting a Trust - Address practical steps in determining when, how, and to whom special needs trusts should be reported. Session 2: Trustee Bootcamp-Checklists for the New Trustee - The complexity of trust administration has increased rapidly over the years. While the needs of the beneficiaries have become more complex (complicated families, investments, social media, and changing tax laws), the responsibilities, duties, and liabilities of the trustee have not changed. The presentation includes 12 administrative checklists that a trustee can use to get to a better outcome for the beneficiaries and for the trustee to minimize their liability.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • Trustee Bootcamp: Reporting Steps and Checklists for the New Trustee
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$65   Add to Cart
Answer Bar: Elder Law and Medicaid Essentials

Session 1: Medicaid Update - Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, new policies exempting certain retirement accounts from countable assets, status of Lady Bird Deeds and Transfer on Death Deeds, current Medicare and Medicaid eligibility numbers, summary of all 109 Texas Medicaid programs (and 9 other means-tested benefits). Session 2: Overview of Medicaid Planning - What non-elder law attorneys need to know about planning for long-term care.    Session 3: Drafting for Incapacity Definition in Trusts and Powers of Attorney - Examine the commonly-used definitions of incapacity, individually-created definitions of incapacity, and the pros and cons of using common definitions versus creative language. Session 4: Advising Clients Nearing 65 - Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.    Session 5: In Quest of the Perfect Medicaid Application - Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds. Session 6: Top Ten Medicaid Estate Recovery Issues - 2019 and Forward - Texas Health and Human Services Commission and Office of Inspector General-MERP resolved several MERP issues in 2019 and early 2020 but there are still outstanding issues that must be addressed by practitioners. The author will provide an overview of changes and suggested good practices in resolving MERP issues. Session 7: Role of the Guardian - Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more. Session 8: Did I Do That? Understanding Supports and Services and Alternatives to Guardianship - Exploring the range of supports and services and alternatives to guardianship and a decision tree to determine the necessity of a guardianship in the continuum of care. Session 9: Out of the Woodwork: Unethical Practices by Geriatric Professionals - With the increase of an aging population, comes an increase in service providers willing and wanting to help older adults. Not every professional has the client's best interest in mind. A summary of professionals that may take advantage of clients and how to spot them will be discussed, as well as what type of credentialing the professionals should have. Session 10: Defensive Case Management for Elder Law Attorneys - Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.  

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 7.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: Elder Law and Medicaid Essentials
    4.75 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    I got a lot out of it

$245   Add to Cart
Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate

Session 1: Estate Planning 101 - A very practice oriented nuts & bolts overview / how-to / to-do for basic estate planning, from the initial contact, planning conference & terms of engagement, to the signing ceremony, exit letter & beyond, with forms, options and insights for what is and is not appropriate depending on the circumstances. Session 2: Dealing with Mineral Rights: A Practitioners Guide to Oil and Gas - Learn the basics of oil and gas, including mineral rights, royalties, and executive rights, while dealing with Texas issues and problems in probate, trust, elder care, and other areas. Session 3: Drafting Wills and Trusts for Efficient Administration - Hear a panel of corporate trustee's discuss how they administer the wills and trusts we draft and what they would like to see in our documents. Learn what to do if a beneficiary is pushing too much.  Session 4: Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues - An overview of how to identify and address real estate issues unique to estate planners such erroneous deeds (possibly from years ago), chain of title errors, lost trusts, and more. Session 5: Real Estate Owned with Others - An overview of the newly passed Uniform Partition of Heirs Property Act (UPHPA) and how it can impact the severance of jointly owned property.   Session 6: 10 Pesky Probate Problems - Hear 10 tips for new (and not so new) practitioners addressing various problems which arise during the probate process, such as dealing with collection agencies, taking control of estate property from those without authority, properly allocating rights and liabilities associated with jointly owned property, dealing with the IRS, and other “pesky” problems.  Session 7: Probate Procedures & Alternatives - A discussion of whom you represent, fee considerations, options and alternatives to probating a will, what to consider when there is no will, what to look for when reviewing a will, the mechanics of getting to the probate hearing, default and lost will issues, and issues in administering a simple estate. Comprehensive forms will also be provided. Session 8: Deed Drafting in Estate Planning and Probate Contexts - Using the correct deed for a client is essential to prevent future problems. Distinguish the various deeds and which deed is correct in the estate planning or probate context. Session 9: Individual Fiduciaries Gone Wild - Executors, trustees, and other fiduciaries own the highest duties known to law and are held to strict standards of conduct. Explore the inherent risks of serving as an executor or trustee and hear suggestions for fiduciary risk management, defending breach of fiduciary duty claims, and related causes of action. Hear tips for advising clients on the appointment fiduciaries in an attempt to avoid future fiduciary litigation.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 hrs | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$215   Add to Cart
Hooked on CLE: March 2021

THIS MONTH: The Ins and Outs of Conflicts of Interest • Data Theft, Doxing, and the Sinister New Age of Ransomware • Fundamental Concepts in Contract Drafting • Judges Panel—Technology and the Courtroom Before and After COVID-19 • Estate Planning For Blended Families 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Hooked on CLE: March 2021
    4.01 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    I liked the variety of subjects!

$99   Add to Cart
2020 Estate Planning Workshop: Practical Concerns and Hot Button Issues

Address practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from the recent elections, as well as recent cases, rulings, and regulations. Gain insight into how current "hot" estate planning techniques are being used in the trenches.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • 2020 Estate Planning Workshop: Practical Concerns and Hot Button Issues
    4.17 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Good class

    VERY GOOD!!!

$75   Add to Cart
2020 Recent Developments Affecting Estate Planning

Hear Professor Johanson's popular and always-informative review of the latest cases, regulations, rulings, and other "hot" estate planning topics!

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • 2020 Recent Developments Affecting Estate Planning
    4.47 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    As always, super-informative and interesting

    Very Good

    always excellent

$65   Add to Cart
Estate Planning for the 2020 Election

Review ideas that estate planners should consider as they advise clients on how to respond to the 2020 elections! Consider best uses for expiring gift exclusions and GST exemptions, while providing clients with control in an uncertain environment through the use of trusts. Evaluate the use of powers of appointments to provide basis step-up, planning flexibility, and more.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Estate Planning for the 2020 Election
    4.55 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$50   Add to Cart

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