Trusts, Estates & Probate

4.6

How to Use Trusts to...

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 58 minutes
Margaret Mahon
Randy Lish
Ann O
Steven Kass
Marc Kustner
With Margaret M. Mahon from Margaret M. Mahon, Esq. LLC + 4 others
Recorded April 15, 2025.
Product ID 100149

Buy This Course

Course Includes
$429

OnDemand Video

Course Book Download

Overview

Choose the Right Wealth Planning Instruments for Each Client

With the financial future of your clients in your hands, do you have all the tools you'll need to protect them? Make the best use of the unique characteristics of different trusts to perfectly match the unique needs and circumstances of each case. This fast-paced, full-day primer will provide you with a comprehensive how-to guide on the wide variety of trusts available. Register today!

  • Understand the fundamental law and mechanics of trusts and their key functions.
  • Help clients plan for disability with special needs trusts and qualified income trusts.
  • Choose the best vehicle for guarding against creditors: understand the purpose behind the various types of trusts.
  • Harness the versatility of revocable living trusts when transferring assets.
  • Combine the use of trusts and LLCs for protecting and managing family assets, including a family business.
  • Learn how to control and manage future distributions with key trust provisions and trustee powers.
  • Save money on taxes with effective use of defective trusts.
  • Guard your professional reputation with a trusts-specific legal ethics primer.
  • Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.

Abbreviated Agenda

  1. To Expand Your Planning Options (The Basics)
  2. To Transfer Assets and Avoid Probate (Versatile Revocable and Testamentary Trusts)
  3. To Decrease Taxes
  4. To Control Distributions and Manage Inherited Asset
  5. To Preserve Medicaid Benefits and Provide for Disability (Special Needs Trusts, Income-Only Trusts and More)
  6. To Own, Purchase and Transfer Real Estate
  7. To Manage and Transfer a Family Business
  8. To Guard Against Third Parties (DAPTs, Spendthrift Provisions, Etc.)
  9. Legal Ethics in the Trusts Practice

Related Topics

Product ID 100149

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Approved · 6 Total Credits
  • 1 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 6: This program may qualify for up to 6.0 hours of technology-delivered credit, which includes 5.0 hours of MCLE credit and 1.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Video Download - Alaska CLE - 6: This program may qualify for up to 6.0 hours of technology-delivered credit, which includes 5.0 hours of MCLE credit and 1.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Arizona CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility Interactive CLE credit.

Video Download - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility Interactive CLE credit.

California CLE Approved · 6 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 7 Total Credits
  • 1.2 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.2 professional responsibility credit.

Video Download - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.2 professional responsibility credit.

Connecticut CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.

Florida CLE Approved · 7 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Florida CLE - 7: Approved by The Florida Bar, this program may qualify for up to 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Video Download - Florida CLE - 7: Approved by The Florida Bar, this program may qualify for up to 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Georgia CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program may qualify for up to 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Video Download - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program may qualify for up to 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Hawaii CLE Approved · 6 Total Credits
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Idaho CLE Approved · 6 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Maine CLE Approved · 6 Total Credits

Earn Until

OnDemand - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Video Download - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Minnesota CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Minnesota CLE - 6: Approved for up to 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 6: Approved for up to 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 6 Total Credits

Earn Until

OnDemand - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Video Download - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Montana CLE Approved · 6 Total Credits
  • 1 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 6: This program may qualify for up to 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.

Video Download - Montana CLE - 6: This program may qualify for up to 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.

North Dakota CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - North Dakota CLE - 6: North Dakota attorneys completing this program may claim up to 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 6: North Dakota attorneys completing this program may claim up to 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

New Hampshire CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Mexico CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico CLE - 6: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 6.0 hour of self-study credit, including 1.0 hours of self-study ethics credit.

Video Download - New Mexico CLE - 6: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 6.0 hour of self-study credit, including 1.0 hours of self-study ethics credit.

Nevada CLE Approved · 6 Total Credits
  • 1 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

New York CLE Approved · 7 Total Credits
  • 6 Areas of Professional Practice
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Oklahoma CLE Approved · 7 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Video Download - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Oregon CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Video Download - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Pennsylvania CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Tennessee CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.

Utah CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program may qualify for up to 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credits.

Video Download - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program may qualify for up to 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credits.

Vermont CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period.

Video Download - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period.

Washington CLE Approved · 6 Total Credits
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 7 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 7: Approved for up to 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.

Video Download - Wisconsin CLE - 7: Approved for up to 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.

West Virginia CLE Approved · 7.2 Total Credits
  • 1.2 Ethics

Earn Until

OnDemand - West Virginia CLE - 7.2: This program may qualify for up to 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Video Download - West Virginia CLE - 7.2: This program may qualify for up to 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 6 Total Credits

Earn Until

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Missouri CLE Approved · 6 Total Credits

Earn Until

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. To Expand Your Planning Options (The Basics)

    1. Main Terms and Legal and Financial Concepts Explained
    2. Complying with Governing Laws and Jurisdiction Considerations
    3. Identifying Trust Main Parties and Their Rights and Duties
    4. Clarifying the Clients' Circumstances, Planning Needs, Assets
    5. Choosing Revocable vs. Irrevocable
    6. Addressing State-Specific Matters

  2. To Transfer Assets and Avoid Probate (Versatile Revocable and Testamentary Trusts)

    1. Using Trusts as Will Substitutes
    2. Choosing and Crafting Key Provisions (with Sample Trust Language)
    3. Using the Letter of Intent to Ensure the Assets are Managed and Transferred as Intended
    4. Marital and AB/Credit Shelter Trusts: When are They Still Useful?
    5. Special Designations for Unique, Hard to Sell, and Highly Appreciated Assets
    6. Joint Ownership and Pay on Death Accounts/Instruments as an Alternative to RLTs

  3. To Decrease Taxes

    1. Complying with the Current Tax Laws
    2. Predicting and Planning for Tax Consequences of the Trust
    3. Minimizing Transfer and Estate Taxes: Portability, Step-up Basis, and More
    4. Planning for Multiple Generations
    5. Using Defective Trusts
    6. Allocating the Taxation of the Trust Income/Principal
    7. CRTs vs. CLTs: Determining the Priority of the Charitable Intent and Structuring the Trust Accordingly
    8. Grantor vs. Nongrantor Trusts in Tax Planning
    9. Sample Trust Provisions Review

  4. To Control Distributions and Manage Inherited Asset

    1. Ensuring Full Trust Funding
    2. Planning for Regular, Mandatory, and Discretionary Distributions (with Sample Trust Language)
    3. IRA Trusts: Stretching out IRA Distributions
    4. How the Grantor can Control Beneficiary Behavior
    5. Investment and Power of Appointment Provisions
    6. Designing Trust Continuation and Assets Management
    7. Planning for Tax Consequences of Trust Distributions

  5. To Preserve Medicaid Benefits and Provide for Disability (Special Needs Trusts, Income-Only Trusts and More)

    1. Choosing the Right Trust Structure
    2. Preserving Family Assets
    3. How and When IDGITs can Help
    4. Preserving Public Benefits
    5. Making the Funds Available to the Disabled
    6. Trusts, ABLE Accounts and the Medicaid Payback Obligation

  6. To Own, Purchase and Transfer Real Estate

  7. To Manage and Transfer a Family Business

    1. Using Trusts for Lifetime Transfers
    2. Preventing Family Conflict and Ensuring Continued Operation
    3. Structuring Material Participation by Trusts
    4. Coordinating Family LLC Agreements and Trusts
    5. When and How to Use Dynasty Trusts
    6. Working with Trust Protectors for Business Interests
    7. Determining Whether the Trust Should Operate a Decedent's Family-Owned Business

  8. To Guard Against Third Parties (DAPTs, Spendthrift Provisions, Etc.)

    1. Determining Top Asset Protection Priorities
    2. First-Party vs. Third-Party Protection
    3. What Jurisdiction Works Best?
    4. Choosing the Trust Structure
    5. Drafting Trust Provisions That Insulate the Grantor (with Sample Trust Language)
    6. Third-Party Discretionary Trusts in a Nutshell
    7. Making Sure Protections Don't Get Stripped
    8. Are Subtrusts Needed?
    9. Using Trusts to Own Real Estate

  9. Legal Ethics in the Trusts Practice

    1. Setting Reasonable Attorney Fees
    2. Guarding Client Confidentiality
    3. Verifying Testamentary Capacity
    4. Conflicts of Interest in Joint Representation
    5. Fiduciary Liability

Who Should Attend

This trusts legal guide is designed for attorneys. Accountants, trust officers, financial planners, tax professionals, and paralegals will also benefit.

Speakers

Margaret M Mahon
Margaret M.
Mahon
Margaret M. Mahon, Esq. LLC
Randy M Lish
Randy M.
Lish
Facemyer Law Firm
Ann M O'Hara
Ann M.
O'Hara
Dale & Eke, P.C.
Steven A Kass
Steven A.
Kass
Law Office of Steven A. Kass, P.C.
Marc R Kustner
Marc R.
Kustner
Solomon Dwiggins Freer Steadman LTD.
Speaker bio
Margaret M Mahon

Margaret M. Mahon

Margaret M. Mahon, Esq. LLC
Margaret Mahon

, Esq. is a sole practitioner with an office located in Red Bank, New Jersey. Her practice is dedicated to estate planning, estate administration, elder law, tax controversy, as well as Committee on Character and attorney ethics matters. Ms. Mahon earned her J.D. degree from Seton Hall School of Law and her LL.M. degree in taxation, with an emphasis in estate planning from Villanova School of Law. She has been in private practice since 2006. Ms. Mahon formerly worked for the New Jersey Administrative Office of the Courts; New Jersey Office of Attorney Ethics (Family Division and Supreme Court Committee on Character/Bar Admissions. She is a member of the Real Property, Trust and Estate Law, and the Elder and Disability Law sections of the New Jersey State Bar Association.

View full profile
Speaker bio
Randy M Lish

Randy M. Lish

Facemyer Law Firm
Randy Lish

is a partner at Facemyer Law Firm in Provo, Utah, where he practices in the areas of trusts and estates, asset protection, and probate. He is a former adjunct professor at Utah Valley State College and is a lecturer for National Business Institute. Mr. Lish earned his B.A. and J.D. degrees from Brigham Young University. He is a member of the Utah State Bar and the Central Utah Bar Association.

View full profile
Speaker bio
Ann M O'Hara

Ann M. O'Hara

Dale & Eke, P.C.
Ann O'Hara

is an attorney with Dale & Eke, P.C. in Indianapolis. She currently practices in the areas of employee benefits, estate planning and probate, and trust administration. Ms. O'Hara served as an adjunct professor in individual federal taxation at the Kelley School of Business, Indiana University, and has lectured on federal estate and gift taxes issues. While completing her law degree, she was a tax analyst for the Indiana Inheritance Tax Division of the Indiana Department of Revenue, and also served as director of the Corporations Division of the Indiana Secretary of State's Office. Ms. O'Hara earned her B.S. degree in finance, summa cum laude, from St. Joseph's College and her J.D. degree from Indiana University Robert H. McKinney School of Law.

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Speaker bio
Steven A Kass

Steven A. Kass

Law Office of Steven A. Kass, P.C.
Steven Kass

is a solo practitioner in Melville, New York, and for over the past 30 years has concentrated his practice in estate planning and elder law, planning for persons with special needs, wills, trusts, and guardianships. He is a certified elder law attorney through the National Elder Law Foundation. Mr. Kass is a member of the Nassau County, Suffolk County, New York State and American bar associations; as well as the National Academy of Elder Law Attorneys, National Elder Law Foundation and the Academy of Special Needs Planners. He earned his J.D. degree and a Certificate in Health Law and Policy from Pace University School of Law.

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Speaker bio
Marc R Kustner

Marc R. Kustner

Solomon Dwiggins Freer Steadman LTD.
Marc Kustner

is an attorney at Solomon Dwiggins Freer & Steadman, LTD. He focuses his practice on estate planning, business planning and trust administration practice. Mr. Kustner is experienced in navigating the complexities of trusts and estates for high net-worth clients, helping them to avoid probate, incorporate valuable asset protections, and reduce their exposure to federal estate taxes. He earned his B.A. degree from the University of Pennsylvania, his J.D. degree, magna cum laude, from the William S. Boyd School of Law at the University of Nevada, Las Vegas, and was a recipient of the Dean's Award for his individual contributions of note to the law school community. Mr. Kustner is a member of the Clark County Bar Association and Southern Nevada Estate Planning Council. He is admitted to practice law in Nevada.

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