Trusts, Estates & Probate

4.1

Estate Planning Across State Lines: Top Issues

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 29 minutes
Lauren Visoria
With Lauren M. Visoria from Buckley Law P.C.
Recorded November 05, 2024.
Product ID 99425

Buy This Course

Course Includes
$229

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Out-of-State Property, Beneficiary Designations, Benefits Eligibility, and More

An overlooked cabin in the Northwoods, a kid who's moved away from home, a specialized care facility that's only available in the nearby state... These are just a few examples of cross-state legal issues that are likely to crop up in your practice sooner or later. Are you equipped to handle the nuances of multi-state estate planning? This legal course delves into the unique problems of the estates with assets, fiduciaries, and beneficiaries across state lines. Comply with local rules, mitigate potential conflicts, and ensure your clients' wishes are effectively executed. Hone your skills - register today!

  • Explore common choice of law problems and come away with solutions.
  • Effectively manage property in multiple states.
  • Account for varying long-term care eligibility rules.
  • Improve your collaboration with local counsel.

Abbreviated Agenda

  1. Jurisdiction and Choice of Law Issues
  2. Trust Situs and Location of Trustees
  3. State-Specific Laws and Working With Local Counsel
  4. Reciprocity and Validity of Documents Drafted in a Different State
  5. Validity of Beneficiary Designations
  6. Long-Term Care Benefits Eligibility
  7. Varying Healthcare Directives Requirements
  8. Property in Multiple States, Ancillary Probate

Related Topics

Product ID 99425

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Estate Planning Across State Lines: Top Issues

    1. Jurisdiction and Choice of Law Issues
    2. Trust Situs and Location of Trustees
    3. State-Specific Laws and Working With Local Counsel
    4. Reciprocity and Validity of Documents Drafted in a Different State
    5. Validity of Beneficiary Designations
    6. Long-Term Care Benefits Eligibility
    7. Varying Healthcare Directives Requirements
    8. Property in Multiple States, Ancillary Probate

Who Should Attend

This legal guide is designed for attorneys. Accountants, fiduciaries, and paralegals will also benefit.

Speakers

Lauren M Visoria
Lauren M.
Visoria
Buckley Law P.C.
Speaker bio
Lauren M Visoria

Lauren M. Visoria

Buckley Law P.C.
Lauren Visoria

, LL.M. is an attorney with the law firm of Buckley Law P.C. in Lake Oswego, Oregon. She is an experienced attorney with a demonstrated history of working with high, net worth individuals and families toward their goals. Ms. Visoria practices in the areas of estate planning, trust administration, probate, and tax law. She earned her B.A. degree from the University of Washington, her J.D. degree from Willamette University College of Law, and her LL.M. degree in taxation from the University of Washington School of Law. Ms. Visoria is licensed in Oregon and Washington. She is a member of the Washington Real Property Probate and Trust (RPPT) Editorial Board, Asian Bar Association of Washington, and Filipino Lawyers of Washington.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
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.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us