Trusts, Estates & Probate

4.38

Complex Assets in Estate Planning

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas 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
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky 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
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia 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
Wyoming CLE Approved 6 Total
OnDemand
5 hours 54 minutes
Katie Bindrup
Evelina Ruszkowski
Paul Hamilton
Christopher Cauble
With Katie Bindrup from David Bindrup Law Firm PLLC + 3 others
Recorded February 09, 2026.
Product ID 101551

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Overview

Practical Guidance From Top Attorney Faculty

Skip the basics and delve straight into the assessment, management, and transfer of complex assets in estate planning. Seasoned attorney faculty will impart their wisdom and hard-won methods for tax efficiencies, asset protection, and minimizing disputes. Gain asset-specific approaches and troubleshooting tactics - register today!

  • Hear the latest on fiduciary access to digital assets and learn how to plan for other intangibles.
  • Plot business owners' exit without devaluing business assets.
  • Make the best use of private foundations and other charitable vehicles for building a legacy.
  • Troubleshoot multi-generational and blended family planning approaches.
  • Plan for retirement accounts in the post-SECURE Act world.

Abbreviated Agenda

  1. Business Assets in Estate Planning
  2. Legal Ethics
  3. Tax Planning for Complex Assets
  4. Blended and Extended Family Assets
  5. Private Foundations and Other Charitable Vehicles
  6. Assessing the Nature, Ownership, Value, and Liquidity of Assets
  7. Retirement Accounts
  8. Asset Protection
  9. IP, Digital Assets, Crypto, and Other Intangibles: Unique Planning and Administration Challenges

Related Topics

Product ID 101551

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas 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
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky 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
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia 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
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Business Assets in Estate Planning

  2. Legal Ethics

    1. Confidentiality
    2. Joint Representation Issues
    3. Client Informed Consent on Complex Planning Tactics

  3. Tax Planning for Complex Assets

  4. Blended and Extended Family Assets

  5. Private Foundations and Other Charitable Vehicles

  6. Assessing the Nature, Ownership, Value, and Liquidity of Assets

  7. Retirement Accounts

  8. Asset Protection

  9. IP, Digital Assets, Crypto, and Other Intangibles: Unique Planning and Administration Challenges

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, trustees, and paralegals will also beneift.

Speakers

Katie Bindrup
Katie
Bindrup
David Bindrup Law Firm PLLC
Evelina M Ruszkowski
Evelina M.
Ruszkowski
The Prue Law Group, P.C.
Paul W Hamilton
Paul W.
Hamilton
Hamilton Trust Estate & Elder Law
Christopher L Cauble
Christopher L.
Cauble
Cauble, Furr & Beguin, LLP
Speaker bio
Katie Bindrup

Katie Bindrup

David Bindrup Law Firm PLLC
Katie Bindrup

is an attorney with the David Bindrup Law Firm PLLC, whose practice is focused in the areas of probate, trust administration, and guardianship. She has worked for a wide variety of legal practices, ranging from multi-billion dollar companies to law firms, including Sedgwick LLP, and Snell & Wilmer. What makes Ms. Bindrup unique from most estate planning and probate attorneys is her background in litigation and negotiation, which is invaluable when dealing with Nevada probates, trust administration, and trust litigation. She earned her B.A. degree from Brigham Young University; her paralegal certificate from Utah Valley University, where she graduated with honors; and her J.D. degree from Cooley Law School, where she was the class valedictory speaker.

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Speaker bio
Evelina M Ruszkowski

Evelina M. Ruszkowski

The Prue Law Group, P.C.
Evelina Ruszkowski

is an attorney at The Prue Law Group, P.C., where she concentrates her practice in the various issues that arise in the settlement of estates and matters in probate court, as well as working with those who have suffered any type of personal injury. She is a graduate of the University of New Hampshire School of Law and holds two Bachelor of Science degrees in electrical and biomedical engineering and a minor in business from the University of Rhode Island. Ms. Ruszkowski is a member of the Connecticut Bar Association, Massachusetts Bar Association, Boston Bar Association and Women's Bar Association of Massachusetts. She is licensed to practice law in Connecticut and in the Commonwealth of Massachusetts.

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Speaker bio
Paul W Hamilton

Paul W. Hamilton

Hamilton Trust Estate & Elder Law
Paul Hamilton

is owner and founder of Hamilton Trust Estate & Elder Law. He earned his B.S. degree from the University of North Georgia and his J.D. degree from Walter F. George School of Law, Mercer University. Mr. Hamilton is admitted to practice in the following courts: United States Court of Federal Claims, U.S. District Court for Middle District of Georgia, Georgia Supreme Court and Court of Appeals, and all state courts in Georgia. He is a member of the Lowndes County Bar Association and the State Bar of Georgia.

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Speaker bio
Christopher L Cauble

Christopher L. Cauble

Cauble, Furr & Beguin, LLP
Christopher Cauble

is the managing partner in the firm of Cauble, Furr & Beguin, LLP in Grants Pass, Oregon, practicing in the area of probate and trust litigation, including litigating claims, money that has been stolen by PR's or fiduciaries, defending or prosecuting will contests, and elder abuse litigation. Additionally, he deals with all estate and probate related tax issues. Mr. Cauble earned his B.A. degree (Departmental Honors) from Willamette University and his J.D. degree, cum laude, (Phi Alpha Delta) from Gonzaga University School of Law. He is a member of the Oregon State Bar board of Governors, Oregon State Bar Administrative Law Executive Committee (Chair, 2009), Oregon State Bar House of Delegates and the Oregon State Bar Judicial Administration Committee. Mr. Cauble is a member of Oregon State Bar Board of Governors from 2020-2024. He is admitted to practice in Oregon and before the U.S. Tax Court, U.S. District Court District of Oregon, as well as the Ninth Circuit Court of Appeals and the U.S. Supreme Court.

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