Trusts, Estates & Probate

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The Incentive Trust Trap: Drafting Provisions That Actually Work

Credits Available
Credit Status Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Upon Request 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Upon Request 4.5 Total
Kentucky CLE Upon Request 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Upon Request 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Upon Request 4 Total
New York CPE for Accountants Approved 4.5 Total
CPE for Accountants/NASBA Approved 4.5 Total
Live Online
4 hours
Jeffrey Loew
Jonathan Pollack
Alexander Winkle
Angelina Stafford
With Jeffrey R. Loew from Trust Law Partners, LLP + 3 others

Mon, Feb 08, 00:00 AM – 00:00 PM

Product ID 103060

Register For Course

Course Includes
$299

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

When Good Intentions Meet Bad Drafting: Fixing the Incentive Trust Trap

Incentive trusts sound simple in theory - reward the behavior you want and discourage what you don't. In practice, poorly drafted incentives can create some of the messiest problems in trust administration. What counts as "earned income"? How should a trustee verify sobriety, education, employment, or other milestones? What happens when a beneficiary's circumstances change - or when a decades-old condition no longer makes sense?

This practical course shows you how to draft incentive provisions that accomplish client goals without creating an administrative nightmare. Explore income-matching provisions, education and career incentives, sobriety and recovery conditions, entrepreneurship incentives, trustee discretion, verification mechanisms, tax considerations, and more. Walk away with practical drafting strategies for building flexibility into the trust and avoiding unintended consequences. Register today!

  • Draft income-matching, education, employment, sobriety, entrepreneurship, and other incentive provisions.
  • Define earned income, qualifying achievements, verification requirements, exceptions, and other key terms.
  • Build in trustee discretion and flexibility for changing beneficiary circumstances.
  • Spot tax, fiduciary, and administrative issues before they become problems.
  • Learn from incentive provisions that worked - and those that backfired.

Abbreviated Agenda

  1. Foundations of Incentive Trusts
  2. Drafting Incentive Distribution Provisions
  3. Trustee Discretion and Administration Challenges
  4. Tax and Fiduciary Considerations
  5. Practical Drafting: Clauses, Fixes, and Case Studies

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Related Topics

Product ID 103060

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Upon Request 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Upon Request 4.5 Total
Kentucky CLE Upon Request 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Upon Request 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Upon Request 4 Total
New York CPE for Accountants Approved 4.5 Total
CPE for Accountants/NASBA Approved 4.5 Total

Credit Details by Jurisdiction

Live Webinar Registration

CLE Credits
Alaska CLE Reciprocity · 4 Total Credits

Live - Alaska CLE - 4: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 4.0 hours of credit, which includes 4.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 4 Total Credits

Live - Alabama CLE - 4: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 4.0 credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 4 Total Credits

Live - Arkansas CLE - 4: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 4.0 hours of continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 4 Total Credits

Live - Arizona CLE - 4: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 4.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 4 Total Credits
  • 4 Estate Planning, Trust and Probate Law

Live - California CLE - 4: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 4.0 hours, of which 0.0 hour will apply to legal ethics. 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. This course has been approved for 4.0 units in the area of Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.

Colorado CLE Approved · 5 Total Credits

Live - Colorado CLE - 5: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program has been accredited for 5.0 hours of General Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 4 Total Credits

Live - Connecticut CLE - 4: 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 4.0 hours toward your annual CLE requirement in Connecticut, including 0.0 hour(s) of ethics/professionalism.

Delaware CLE Approved · 4 Total Credits

Live - Delaware CLE - 4: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 4.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 5 Total Credits
  • 5 Wills, Trusts and Estates
  • 1 Tax

Live - Florida CLE - 5: Approved by The Florida Bar for a maximum of 5.0 general hours of CLER credit including 0.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certifications: 1.0 - Tax Law; 5.0 - Wills, Trusts and Estates

Georgia CLE Approved · 4 Total Credits

Live - Georgia CLE - 4: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 4.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 4 Total Credits

Live - Hawaii CLE - 4: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 4.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Upon Request · 4 Total Credits

Live - Iowa CLE - 4: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Idaho CLE Pending · 4 Total Credits

Live - Idaho CLE - 4: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 4 Total Credits

Live - Illinois CLE - 4: This program has been approved by the Illinois MCLE Board for 4.0 hours of CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 4 Total Credits

Live - Indiana CLE - 4: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 4.0 hours of distance education, which includes 0.0 hour of ethics.

Kansas CLE Upon Request · 4.5 Total Credits

Live - Kansas CLE - 4.5: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Kentucky CLE Upon Request · 4 Total Credits

Live - Kentucky CLE - 4: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Maine CLE Approved · 4 Total Credits

Live - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 4.0 hours of CLE credit including 0.0 ethics hours.

Course Book - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Minnesota CLE Approved · 4 Total Credits

Live - Minnesota CLE - 4: This course has been approved by the Minnesota Board of Continuing Legal Education for 4.0 hours of standard CLE credit, including 0.0 hour of ethics credit.

Missouri CLE Approved · 4.8 Total Credits

Live - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 hours of CLE credit, which includes 0.0 hour of ethics, professionalism or malpractice prevention credit.

Course Book - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 4 Total Credits

Live - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of CLE credit.

Course Book - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Montana CLE Approved · 4 Total Credits

Live - Montana CLE - 4: Approved for 4.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 4 Total Credits
  • 4 Estate Planning and Probate Law

Live - North Carolina CLE - 4: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 4.0 hours of CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

Nebraska CLE Approved · 4 Total Credits

Live - Nebraska CLE - 4: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 4.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 4 Total Credits

Live - New Hampshire CLE - 4: 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 Jersey CLE Approved · 4.8 Total Credits

Live - New Jersey CLE - 4.8: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.80 hours of total CLE credit. Of these, 0.0 qualifies as hours of credit for ethics/professionalism.

New Mexico CLE Approved · 4 Total Credits

Live - New Mexico CLE - 4: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 4.0 hours of credit, including 0.0 hour of ethics.

Nevada CLE Approved · 4 Total Credits

Live - Nevada CLE - 4: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 4.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 4.5 Total Credits
  • 4.5 Areas of Professional Practice

Live - New York CLE - 4.5: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 4.50 credit hours. 4.50 hours can be applied to the areas of professional practice requirement. This nontraditional format program 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.

Ohio CLE Approved · 4 Total Credits
  • 4 Estate Planning, Trust and Probate

Live - Ohio CLE - 4: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 4.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 4.0 hours of specialization credit by the Ohio State Bar Association in the category of Estate Planning, Trust and Probate.

Oklahoma CLE Approved · 5 Total Credits

Live - Oklahoma CLE - 5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 5.0 hours of CLE credit, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 4 Total Credits

Live - Oregon CLE - 4: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program is approved for 4.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 4 Total Credits

Live - Pennsylvania CLE - 4: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 4.0 hours, including 4.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse CLE credit.

Rhode Island CLE Upon Request · 4.5 Total Credits

Live - Rhode Island CLE - 4.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

South Carolina CLE Approved · 4 Total Credits

Live - South Carolina CLE - 4: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 4.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 4 Total Credits

Live - Tennessee CLE - 4: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 4.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 4 Total Credits
  • 4 Estate Planning and Probate

Live - Texas CLE - 4: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 4.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 4.0 - Estate Planning and Probate Law

Utah CLE Approved · 4 Total Credits

Live - Utah CLE - 4: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 4.0 hours of Live CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 4 Total Credits

Live - Virginia CLE - 4: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 4.0 hours of credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 4 Total Credits

Live - Vermont CLE - 4: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 4.0 hours of credit, including 0.0 hour of ethics.

Washington CLE Approved · 4 Total Credits

Live - Washington CLE - 4: Approved for 4.0 hours of Washington continuing legal education credit, which includes 4.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 4.5 Total Credits

Live - Wisconsin CLE - 4.5: Approved for 4.50 hours of CLE credit by the Board of Bar Examiners, including 0.0 hour of ethics and professional responsibility (EPR) credit.

West Virginia CLE Approved · 4.8 Total Credits

Live - West Virginia CLE - 4.8: This program qualifies for 4.80 hours of credit, which includes 0.0 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Upon Request · 4 Total Credits

Live - Wyoming CLE - 4: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Other Credits
New York CPE for Accountants Approved · 4.5 Total Credits
  • 4.5 Advisory Services

Live - New York CPE for Accountants - 4.5: National Business Institute is an approved sponsor with the New York State Board of Public Accountancy. This program is designed to qualify for 4.50 hours of CPE credit for accountants (Sponsor License # 000232).

CPE for Accountants/NASBA Approved · 4.5 Total Credits
  • 4.5 Specialized Knowledge

Live - CPE for Accountants/NASBA - 4.5: NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 4.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 4 Total Credits

Earn Until

OnDemand - Alaska CLE - 4: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 4.0 hours of credit, which includes 4.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Video Download - Alaska CLE - 4: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 4.0 hours of credit, which includes 4.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 4 Total Credits

Earn Until

OnDemand - Alabama CLE - 4: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 4.0 on-demand credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 4 Total Credits

Earn Until

OnDemand - Arkansas CLE - 4: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 4.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 4: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 4.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 4 Total Credits

Earn Until

OnDemand - Arizona CLE - 4: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 4.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 4: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 4.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 4 Total Credits
  • 4 Estate Planning, Trust and Probate Law

Earn Until

OnDemand - California CLE - 4: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 4.0 hours of participatory credit, of which 0.0 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. This course has been approved for 4.0 units in the area of Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.

Video Download - California CLE - 4: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 4.0 hours of self-study credit, of which 0.0 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. This course has been approved for 4.0 units in the area of Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.

Colorado CLE Approved · 5 Total Credits

Earn Until

OnDemand - Colorado CLE - 5: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 5.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 5: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 5.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 4 Total Credits

Earn Until

OnDemand - Connecticut CLE - 4: 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 4.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 4: 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 4.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 4 Total Credits

Earn Until

OnDemand - Delaware CLE - 4: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 4.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 5 Total Credits
  • 5 Wills, Trusts and Estates
  • 1 Tax

Earn Until

OnDemand - Florida CLE - 5: Approved by The Florida Bar, this program qualifies for 5.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certifications: 1.0 - Tax Law; 5.0 - Wills, Trusts and Estates

Video Download - Florida CLE - 5: Approved by The Florida Bar, this program qualifies for 5.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certifications: 1.0 - Tax Law; 5.0 - Wills, Trusts and Estates

Georgia CLE Approved · 4 Total Credits

Earn Until

OnDemand - Georgia CLE - 4: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 4.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Video Download - Georgia CLE - 4: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 4.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 4 Total Credits

Earn Until

OnDemand - Hawaii CLE - 4: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 4.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 4: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 4.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Upon Request · 4 Total Credits

Earn Until

OnDemand - Iowa CLE - 4: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Idaho CLE Pending · 4 Total Credits

OnDemand - Idaho CLE - 4: This program has been submitted for continuing legal education credit in the state of Idaho.

Video Download - Idaho CLE - 4: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 4 Total Credits

Earn Until

OnDemand - Illinois CLE - 4: This program has been approved by the Illinois MCLE Board for 4.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 4: This program has been approved by the Illinois MCLE Board for 4.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 4 Total Credits

Earn Until

OnDemand - Indiana CLE - 4: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 4.0 hours of distance education, which includes 0.0 hour of ethics.

Kansas CLE Upon Request · 4.5 Total Credits

Earn Until

OnDemand - Kansas CLE - 4.5: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Video Download - Kansas CLE - 4.5: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Kentucky CLE Upon Request · 4 Total Credits

OnDemand - Kentucky CLE - 4: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Video Download - Kentucky CLE - 4: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Maine CLE Approved · 4 Total Credits

Earn Until

OnDemand - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Video Download - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Course Book - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Minnesota CLE Approved · 4 Total Credits

Earn Until

OnDemand - Minnesota CLE - 4: Approved for 4.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 4: Approved for 4.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 4.8 Total Credits

Earn Until

OnDemand - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 self-study CLE credit hours.

Video Download - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 self-study CLE credit hours.

Course Book - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 4 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Montana CLE Approved · 4 Total Credits

Earn Until

OnDemand - Montana CLE - 4: This program qualifies for 4.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 4: This program qualifies for 4.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 4 Total Credits
  • 4 Estate Planning and Probate Law

Earn Until

OnDemand - North Carolina CLE - 4: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 4.0 hours of online CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

Video Download - North Carolina CLE - 4: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 4.0 hours of online CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

Nebraska CLE Approved · 4 Total Credits

Earn Until

OnDemand - Nebraska CLE - 4: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 4.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 4: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 4.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 4 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 4: 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 - 4: 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 Jersey CLE Approved · 4.8 Total Credits

Earn Until

OnDemand - New Jersey CLE - 4.8: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.80 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 4.8: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.80 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 4 Total Credits

Earn Until

OnDemand - New Mexico CLE - 4: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 4: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 4 Total Credits

Earn Until

OnDemand - Nevada CLE - 4: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 4.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 4: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 4.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 4.5 Total Credits
  • 4.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 4.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 4.50 credit hours. 4.50 hours can be applied to the areas of professional practice 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 - 4.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 4.50 credit hours. 4.50 hours can be applied to the areas of professional practice 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.

Ohio CLE Approved · 4 Total Credits
  • 4 Estate Planning, Trust and Probate

Earn Until

OnDemand - Ohio CLE - 4: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 4.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 4.0 hours of specialization credit by the Ohio State Bar Association in the category of Estate Planning, Trust and Probate.

Video Download - Ohio CLE - 4: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 4.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 4.0 hours of specialization credit by the Ohio State Bar Association in the category of Estate Planning, Trust and Probate.

Oklahoma CLE Approved · 5 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 5.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 5.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 4 Total Credits

Earn Until

OnDemand - Oregon CLE - 4: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 4.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Video Download - Oregon CLE - 4: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 4.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 4 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 4: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 4.0 hours of distance learning credit, including 4.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 4: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 4.0 hours of distance learning credit, including 4.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Rhode Island CLE Upon Request · 4.5 Total Credits

Earn Until

OnDemand - Rhode Island CLE - 4.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Video Download - Rhode Island CLE - 4.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

South Carolina CLE Approved · 4 Total Credits

Earn Until

OnDemand - South Carolina CLE - 4: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 4.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 4: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 4.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 4 Total Credits

Earn Until

OnDemand - Tennessee CLE - 4: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 4.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 4 Total Credits
  • 4 Estate Planning and Probate

Earn Until

OnDemand - Texas CLE - 4: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 4.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 4.0 - Estate Planning and Probate Law

Video Download - Texas CLE - 4: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 4.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 4.0 - Estate Planning and Probate Law

Utah CLE Approved · 4 Total Credits

Earn Until

OnDemand - Utah CLE - 4: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 4.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Video Download - Utah CLE - 4: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 4.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 4 Total Credits

Earn Until

OnDemand - Virginia CLE - 4: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 4.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 4: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 4.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 4 Total Credits

Earn Until

OnDemand - Vermont CLE - 4: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 4: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 0 Total Credits

OnDemand - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

Video Download - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

Wisconsin CLE Approved · 4.5 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 4.5: Approved for 4.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 4.5: Approved for 4.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 4.8 Total Credits

Earn Until

OnDemand - West Virginia CLE - 4.8: This program qualifies for 4.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 4.8: This program qualifies for 4.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Upon Request · 4 Total Credits

Earn Until

OnDemand - Wyoming CLE - 4: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Video Download - Wyoming CLE - 4: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 4 Total Credits

Earn Until

Course Book - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Missouri CLE Approved · 4.8 Total Credits

Earn Until

Course Book - Missouri CLE - 4.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 4.80 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 4 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.
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Agenda

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  1. Foundations of Incentive Trusts

    1. What Makes a Trust "Incentive-Based"
    2. Common Objectives: Education, Employment, Sobriety, and Entrepreneurship
    3. Incentivizing vs. Controlling Beneficiary Behavior: Where Good Intentions Go Wrong
    4. Distinguishing Incentive Trusts From Support and Discretionary Trusts

  2. Drafting Incentive Distribution Provisions

    1. Income Matching: Dollar-for-Dollar and Percentage Match Clauses
    2. Education Incentives: Tuition, Degrees, Grades, and Continuing Education
    3. Employment and Career Incentives: Earnings, Employment, and Public-Service Exceptions
    4. Entrepreneurship Incentives: Business Funding, Matching Contributions, and Guardrails
    5. Sobriety and Recovery Provisions: Conditions, Testing, Treatment, and Trustee Discretion
    6. Other Incentives: Homeownership, Financial Responsibility, Charitable Giving, and Family/Caregiving Goals
    7. Defining Success: Verification, Caps, Exceptions, and Anti-Gaming Provisions

  3. Trustee Discretion and Administration Challenges

    1. Balancing Grantor Intent With Trustee Flexibility
    2. Disputes Over Qualifying Income, Conduct, or Achievement
    3. Changed Circumstances: Disability, Caregiving, Economic Hardship, and Other Exceptions
    4. Standards of Discretion, Documentation, and Trustee Liability

  4. Tax and Fiduciary Considerations

    1. Income Tax Treatment of Conditional and Matching Distributions
    2. Transfer Tax Considerations in Incentive Trust Planning
    3. Fiduciary Accounting and Recordkeeping for Conditional Distributions
    4. Tax Consequences of Different Distribution Structures

  5. Practical Drafting: Clauses, Fixes, and Case Studies

    1. Sample Language for Common Incentive Structures
    2. Building Flexibility Into the Trust From Day One
    3. Modifying or Terminating Incentive Provisions That No Longer Work
    4. Case Studies: What Worked, What Backfired, and How You Would Draft It Differently

Who Should Attend

This program is designed for attorneys. Accountants, trust officers, and paralegals working on trust administration and funding are also strongly encouraged to attend.

Speakers

Jeffrey R Loew
Jeffrey R.
Loew
Trust Law Partners, LLP
Jonathan M Pollack
Jonathan M.
Pollack
Offit Kurman, Attorneys At Law
Alexander C Winkle
Alexander C.
Winkle
Snell & Wilmer
Angelina Stafford
Angelina
Stafford
Doherty, Wallace, Pillsbury and Murphy, P.C.
Speaker bio
Jeffrey R Loew

Jeffrey R. Loew

Trust Law Partners, LLP
Jeffrey Loew

is the managing partner with Trust Law Partners, LLP. His practice includes representing fiduciaries and beneficiaries in fiduciary disputes and regarding accountings; trust and probate petitions and administration; and conservatorship matters. Mr. Loew brings to his practice more than a decade of experience in these areas. As an estate planner and trust administration advisor, Mr. Loew employs a wide range of estate planning techniques to help clients meet their estate planning needs and wealth transfer objectives, from straightforward wills to complex trust agreements. Mr. Loew's skills and training make him an excellent mediator in trust and estate disputes, and he has also served as an expert witness in those areas, including providing expert reports and appearing for deposition, trial, and in mediation. He is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California's Board of Legal Specialization, a title held by less than half of one percent of practicing attorneys in California, and by only about three percent of estate planning attorneys. Mr. Loew is also a fellow of the American College of Trust and Estates Counsel, ACTEC. Mr. Loew earned his B.A. degree from the University of St. Thomas - St. Paul, Minnesota; his M.A. degree from The Ohio State University; and his J.D. degree from the University of California - Berkeley, Boalt Hall School of Law. Mr. Loew is licensed to practice in California, Texas and Nevada.

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Speaker bio
Jonathan M Pollack

Jonathan M. Pollack

Offit Kurman, Attorneys At Law
Jonathan Pollack

is a counsel attorney in Offit Kurman, Attorneys At Law's estates and trusts practice group. Mr. Pollack focuses his practice on estate planning, and trust and estate administration. He works closely with his clients to understand their unique needs and goals, tailoring their estate plans to minimize taxes as well as protect and preserve their assets for future generations. Mr. Pollack is admitted to practice in both New Jersey and New York. He earned his bachelor's degree from Binghamton University and his Juris Doctorate from the University at Buffalo School of Law. Mr. Pollack is also a student mentor at his alma mater, guiding law students as they begin their careers.

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Speaker bio
Alexander C Winkle

Alexander C. Winkle

Snell & Wilmer
Alexander Winkle

is an attorney at Snell & Wilmer, where he assists clients in estate planning, estate and trust administration, and a variety of tax-related matters. He earned both his J.D. and LL.M. degrees in 2015, with honors, from Loyola Law School of Los Angeles. During law school, Mr. Winkle clerked for the Internal Revenue Service and the Franchise Tax Board. He earned his B.A. degree in political science and his B.F.A. degree in film production from Chapman University, both with University Honors, cum laude. Prior to joining Henderson, Caverly & Pum LLP, Mr. Winkle was an associate attorney at Schwartz Law Group, Inc. from 2016-2021, where he designed, drafted and implemented comprehensive federal, state and international tax planning; estate planning; and business planning for businesses and individuals with a focus on control, growth, profitability, protection of assets and succession planning. He also represented clients in probate matters before the California Superior Court. Mr. Winkle is a certified specialist in both estate planning, trust and probate law, as well as taxation law by the California State Bar Board of Legal Specialization. He served on the board of several non-profit organizations including Habitat for Humanity Monterey Bay.

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Speaker bio
Angelina Stafford

Angelina Stafford

Doherty, Wallace, Pillsbury and Murphy, P.C.
Angelina Stafford

is an attorney with Doherty, Wallace, Pillsbury & Murphy, P.C. Her practice encompasses all areas of business law and taxation. Ms. Stafford specializes in estate planning, estate administration and probate litigation. She is also an adjunct faculty member at Elms College in the undergraduate and MBA programs. Ms. Stafford earned her undergraduate degree, with distinction, from the University of Michigan and her J.D. degree, summa cum laude, from Western New England University School of Law. She is a member of the Estate Planning Council of Hampden County, American Bar Association, Massachusetts Bar Association and Hampden County Bar Association. Ms. Stafford is admitted to the bar in both Massachusetts and Connecticut.

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