Trusts, Estates & Probate

4.21

Complex Assets in Estate Planning

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
Hawaii CLE Approved 6 Total
Idaho CLE Upon Request 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
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 56 minutes
Lawton Leung
Christie Tournet
Harley Herman
Kenneth Votre
Nicholas Zebb
With Lawton C. Leung from Withers Bergman LLP + 4 others
Recorded May 01, 2024
Product ID 98551

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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. IP, Digital Assets, Crypto, and Other Intangibles: Unique Planning and Administration Challenges
  3. Retirement Accounts
  4. Blended and Extended Family Assets
  5. Private Foundations and Other Charitable Vehicles
  6. Assessing the Nature, Ownership, Value, and Liquidity of Assets
  7. Tax Planning for Complex Assets
  8. Asset Protection
  9. Legal Ethics
Product ID 98551

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
Hawaii CLE Approved 6 Total
Idaho CLE Upon Request 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
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Business Assets in Estate Planning

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

  3. Retirement Accounts

  4. Blended and Extended Family Assets

  5. Private Foundations and Other Charitable Vehicles

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

  7. Tax Planning for Complex Assets

  8. Asset Protection

  9. Legal Ethics

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

Who Should Attend

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

Speakers

Lawton C Leung
Lawton C.
Leung
Withers Bergman LLP
Christie L Tournet
Christie L.
Tournet
Christie Tournet & Associates
Harley S Herman
Harley S.
Herman
Law Office of Herman and Herman
Kenneth A Votre
Kenneth A.
Votre
Votre & Associates, P.C.
Nicholas Zebb
Nicholas
Zebb
Davis O'Sullivan Priest
Speaker bio
Lawton C Leung

Lawton C. Leung

Withers Bergman LLP
Lawton Leung

is a senior associate attorney with Withers Bergman LLP in the private client and tax team. His practice focuses on domestic and international tax, trust, and estate planning for high net worth individuals and their families. Mr. Leung regularly advises donors with respect to planned giving structures and counsels public charities, private foundations and other tax-exempt organizations on formation, tax and regulatory matters. He is admitted to practice law in New York and Connecticut. Mr. Leung earned his LL.M. degree in taxation from New York University School of Law, his J.D. degree from Boston College Law School and his A.B. degree from Dartmouth College.

Speaker bio
Christie L Tournet

Christie L. Tournet

Christie Tournet & Associates
Christie Tournet

is a St. Tammany Parish estate planning/administration attorney. She provides counseling related to real estate and commercial issues. Ms. Tournet further assists families and businesses with proper planning, dealing with unexpected events, and conflict resolution. Her plans are comprehensive and personal. Prior to becoming a counselor, Ms. Tournet extensively worked in the Greater New Orleans and St. Tammany Parish real estate and construction industries for over a decade, assisting with the development and management of numerous residential and commercial properties. Also prior to becoming an attorney, she became a Louisiana notary public and held an active Louisiana Realtor license for over ten years. Ms. Tournet harnesses her unique, real-world background to effectively resolve her clients' concerns, and she appreciates the importance of providing early case evaluation and continued communication. She graduated summa cum laude from Loyola University New Orleans, with a double major in economics and international business. Then, Ms. Tournet pursued her Juris Doctorate at Loyola University New Orleans School of Law's evening program, while she continued to work full-time. Loyola University School of Law awarded her the LaNasa-Greco Endowed Scholarship and the Loyola Law Excellence Award in probate. Ms. Tournet remains actively involved in her community and the industries she represents. She is a member of the Northshore Wealth & Planning Professionals, National Association of Estate Planners, the 22nd JDC Bar and the 22nd JDC Inn of Court. Ms. Tournet also performs pro bono work for Southeast Louisiana Legal Services, and participates in their Volunteers for Veterans and the Wills for Heroes programs.

Speaker bio
Harley S Herman

Harley S. Herman

Law Office of Herman and Herman
Harley Herman

practices probate, wills and trust law, and general civil trial law at the Law Office of Herman and Herman in Plant City, Florida. In addition to seminar presentations, he has taught estates and trust law at the FAMU College of Law, and business law and criminal justice at Savannah State University. Mr. Herman is best known for his unprecedented Florida Supreme Court petition that posthumously reinstated the bar membership of Virgil Hawkins, the man whose decade-long litigation desegregated the University of Florida at the cost of his right to attend; a sacrifice that delayed his admission to the bar until he was 70 years old. His largest civil litigation award was a $3 million settlement obtained after a nine-year federal lawsuit brought by the NAACP against the City of Leesburg and the Leesburg Regional Hospital. Mr. Herman served over a year as the lawsuit’s sole counsel, facing over 50 attorneys hired by the defendants. He then co-counseled with the Wall Street law firm of Sullivan and Cromwell, and the Lawyer’s Committee for Civil Rights Under Law, which was established by President John F. Kennedy. Early in his career, Mr. Herman directed and managed several legal aid offices including Central Florida Legal Services, North Florida Legal Services and Marion County Legal Aid. He earned his J.D. degree from the University of Florida and his LL.M. degree from Stetson University College of Law. Mr. Herman has served as chair and vice chair of numerous Florida Bar sections and committees, including the Student Education and Admission to Bar Committee, Prepaid Legal Services Committee, and Equal Opportunities of Law Section. In 2021, he served on a committee of the Florida Board of Bar Examiners, tasked with evaluating options for the addition of a skills-related component to the Florida Bar exam. For over three decades, he has served as a member of the Florida Bar’s Lawyer Advising Lawyers program, which provides advice to attorneys when they encounter troubling or unfamiliar issues while representing clients. Mr. Herman is the founder and president of the Virgil Hawkins Historical Society, and has published a book about Mr. Hawkins, A Cause Worth Fighting For. In his spare time, Mr. Herman offers hundreds of hours of services each year to attorneys who contact him with challenging legal issues encountered in their practices, answering calls and emails after hours and during weekends and holidays.

Speaker bio
Kenneth A Votre

Kenneth A. Votre

Votre & Associates, P.C.
Kenneth Votre

is an attorney at Votre & Associates, P.C. He practices commercial litigation, taxation, tax litigation, international business litigation, legal malpractice, and intellectual property litigation. Mr. Votre earned his bachelor's degree from the University of Bridgeport, as well as his J.D. degree, magna cum laude. He earned his LL.M. degree in taxation from the University of Bridgeport and his LL.M. degree in international and comparative law from Georgetown University Law Center. Mr. Votre is admitted to practice law in Connecticut; New York; U.S. District Court, District of Connecticut; U.S. Tax Court; U.S. Court of Appeals, Federal and Second circuits; U.S. Court of International Trade; U.S. Supreme Court; and U.S. District Court, Northern District of Illinois.

Speaker bio
Nicholas Zebb

Nicholas Zebb

Davis O'Sullivan Priest
Nicholas Zebb

is an attorney with the law firm of Davis O'Sullivan & Priest LLC in Connecticut. He represents clients in the areas of estate planning, probate and trust administration. Mr. Zebb earned his undergraduate degree from Wesleyan University and his J.D. degree from Vanderbilt Law School. He is a member of the Connecticut Bar Association, Elder Law and Estates and Probate sections.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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