Trusts, Estates & Probate

4.43

Estate Planning Financial Instruments: Aligning Expertise With Emerging Rules and Trends

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
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kentucky CLE Approved 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 Upon Request 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 Approved 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
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 28 minutes
K. Kyle McKay
With K. Kyle McKay from The McKay Law Firm, LLC
Recorded February 26, 2025.
Product ID 99680

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$229

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Overview

Develop Your Investment Literacy: Current Rules, Tactics, and Market Trends

While estate planners are experts in navigating the legal complexities of wealth transfer, a deeper understanding of investment strategies can significantly enhance their clients' outcomes. This course is a rapid-fire review of the current financial planning tools and rules that affect estate plans. Give real and current context to your estate planning tactics - register today!

  • Get an overview of the plethora of current portfolio analysis tools and learn to eke out meaning from blunt numbers.
  • Review major asset types and their common tax implications.
  • Build synergies with your clients' financial adviser teams: learn how to speak their language.
  • Learn how to tailor your estate plans to complement your clients' assets, goals, and risk tolerance levels.

Abbreviated Agenda

  1. Current Investment and Anti-Money-Laundering (AML) Laws and Regs
  2. Major Asset Classes and Their Tax Treatment
  3. Asset Allocation
  4. Common Risk Management Tactics
  5. Portfolio Analysis Tools
  6. Investment Vehicles and Tactics: Stocks, Bonds, Mutual Funds, Annuities, IRAs, etc.
  7. Personal Loans and Promissory Notes
  8. Charitable Giving Vehicles
  9. Life Insurance

Related Topics

Product ID 99680

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
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kentucky CLE Approved 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 Upon Request 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 Approved 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
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Estate Planning Financial Instruments: Aligning Expertise With Emerging Rules and Trends

    1. Current Investment and Anti-Money-Laundering (AML) Laws and Regs
    2. Major Asset Classes and Their Tax Treatment
    3. Asset Allocation
    4. Common Risk Management Tactics
    5. Portfolio Analysis Tools
    6. Investment Vehicles and Tactics: Stocks, Bonds, Mutual Funds, Annuities, IRAs, etc.
    7. Personal Loans and Promissory Notes
    8. Charitable Giving Vehicles
    9. Life Insurance

Who Should Attend

This legal course is designed for attorneys. Accountants, CPAs, fiduciaries, trustees, and paralegals will also benefit.

Speakers

K. Kyle McKay
K. Kyle
McKay
The McKay Law Firm, LLC
Speaker bio
K. Kyle McKay

K. Kyle McKay

The McKay Law Firm, LLC
K. Kyle McKay

is an attorney and the owner of The McKay Law Firm, LLC, in St. Louis, Missouri. He practices in the areas of estate planning, probate, trust administration, and small business consulting. Mr. McKay is the Prosecuting Attorney for the City of O'Fallon. He is a member of The Missouri Bar and the United States District Court, Eastern District of Missouri. Mr. McKay earned his undergraduate degree from University of Central Missouri and his J.D. degree from Saint Louis University School of Law.

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