Trusts, Estates & Probate

4.07

Estate Planning for Unique Assets: Valuation, Tax, Transfer Tactics, and More

Credits Available
Credit Status Total
Alaska CLE Approved 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
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana 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 Carolina 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
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
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 45 minutes
James Snow
Leah Foertsch
Brian Isaacson
Nicholas Bjorklund
Peter Strobis
With James M. Snow from James M. Snow Law Firm + 4 others
Recorded February 20, 2025
Product ID 99777

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Course Includes
$389

OnDemand Video

Video Download

Course Book Download

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Overview

How to Tailor Your Planning to Include IP, Digital Assets, Business Interests, and More

Are you addressing all your clients' unique planning needs? This course is designed to provide in-depth knowledge and practical guidance on estate planning strategies specifically tailored to individuals with unique assets. Explore the complexities of valuing and transferring assets such as real estate, businesses, IP, art, collectibles, and more. You'll come away with valuable insights and strategies for effectively planning the estates that include unusual assets. Register today!

  • Delve into the tax implications and reporting requirements of specific assets.
  • Learn about various transfer tactics, including the use of trusts, charitable giving and qualified small business stock.
  • Address ethical considerations of handling unusual assets like cryptocurrency and AI IP rights.
  • Ensure accurate valuation of highly volatile assets.

Abbreviated Agenda

  1. Understanding Unique Assets and Their Valuation
  2. Tax Implications of Unique Assets
  3. Transfer Tactics
  4. Considerations for Specific Unique Assets
  5. Working With Financial Professionals and Account Custodians
  6. Legal Ethics in Estate Planning

Related Topics

Product ID 99777

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 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
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana 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 Carolina 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
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
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. Understanding Unique Assets and Their Valuation

  2. Tax Implications of Unique Assets

  3. Transfer Tactics

    1. Irrevocable Trusts
    2. Charitable Giving
    3. FLPs and LLCs
    4. QSBS

  4. Considerations for Specific Unique Assets

    1. Digital Assets
    2. Art and Collectibles
    3. Air and Mineral Rights
    4. Investment Tools
    5. IRAs
    6. Business Interests
    7. Specialty Real Estate
    8. Firearms

  5. Working With Financial Professionals and Account Custodians

  6. Legal Ethics in Estate Planning

    1. Fiduciary Duties
    2. Conflicts of Interest
    3. Competence
    4. Confidentiality
    5. Fraud and Misrepresentation
    6. Common Mistakes That can Lead to Malpractice

Who Should Attend

This program is designed for attorneys. Accountants, fiduciaries, wealth managers, and paralegals may also benefit.

Speakers

James M Snow
James M.
Snow
James M. Snow Law Firm
Leah A Foertsch
Leah A.
Foertsch
Pannone Lopes Devereaux & O'Gara LLC
Brian G Isaacson
Brian G.
Isaacson
Washington Elder Law PLLC
Nicholas S Bjorklund
Nicholas S.
Bjorklund
Birch Grove Legal PLLC
Peter S Strobis
Peter S.
Strobis
Pannone Lopes Devereaux & O'Gara LLC
Speaker bio
James M Snow

James M. Snow

James M. Snow Law Firm
James Snow

is a sole practitioner in High Point, where his areas of practice include estate planning and settlement, estate litigation, asset protection, elder law, workers' compensation, personal injury law and business law. Mr. Snow is a member of several professional organizations, including the NC Advocates for Justice and the North Carolina Bar Association. He is past president of the High Point Bar Association, and the first winner of the Fisher-Haworth Award for outstanding service to the bar. He earned his B.A. and J.D. degrees from the University of North Carolina at Chapel Hill.

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Speaker bio
Leah A Foertsch

Leah A. Foertsch

Pannone Lopes Devereaux & O'Gara LLC
Leah Foertsch

is office managing partner with Pannone Lopes Devereaux & O'Gara LLC, and a member of the estate and trust planning, administration and litigation team. Her practice focuses on advising individuals and families in all areas of trust and estate planning, and probate administration. In addition, Ms. Foertsch has extensive experience in representing individuals and businesses in asset protection, wealth management, and tax strategies, and has managed multi-million dollar real estate transactions, including structuring deals and providing title insurance for both commercial and residential properties. She also works with businesses on their succession planning strategies and has advised clients regarding the best structure to meet their needs and goals. Previously, Ms. Foertsch managed the estate planning and real estate practice for the Palm Beach Gardens office of a multi-state law firm, where she also handled the representation of fiduciaries in all aspects of probate administration. She earned her J.D. degree from St. Thomas University School of Law, her Master of Laws in taxation from the University of Miami School of Law and her undergraduate degree in sociology from Washington and Jefferson College in Pennsylvania. Ms. Foertsch is licensed to practice in Florida, and is a member of The Florida Bar, Tax and Real Property, Probate and Trust sections.

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Speaker bio
Brian G Isaacson

Brian G. Isaacson

Washington Elder Law PLLC
Brian Isaacson

is a sole practitioner in Seattle at Isaacson Law Firm. He is a member of the Academy of Attorney-CPAs, whose practice focuses on IRA planning, estate and trust tax planning and controversy, and Medicaid benefits planning. Mr. Isaacson is the co-author of a handbook titled, Protect Your IRA, Avoid the 5 Common Mistakes. He earned his B.A. degree from St. Martin's College, his J.D. degree from Seattle University School of Law and his LL.M. degree in taxation from the University of Denver.

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Speaker bio
Nicholas S Bjorklund

Nicholas S. Bjorklund

Birch Grove Legal PLLC
Nicholas Bjorklund

is an attorney with Birch Grove Legal PLLC, where he practices in the areas of business planning, estate planning, probate and trust administration, situs planning, and tax. He is admitted to practice in Colorado and Wyoming, and before the U.S. Tax Court. Mr. Bjorklund is a member of the Wyoming Bar Association and Colorado Bar Association (Tax and Trust sections). He earned his B.B.A. degree, summa cum laude, from Colorado Mesa University and his J.D. degree, with honors, from the University of Wyoming College of Law.

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Speaker bio
Peter S Strobis

Peter S. Strobis

Pannone Lopes Devereaux & O'Gara LLC
Peter Strobis

is senior counsel with Pannone Lopes Devereaux & O'Gara LLC, and a member of the firm's estate and trust planning, administration and litigation team. He has extensive experience advising and representing clients on a wide range of estate planning, trust administration, and probate and trust litigation matters. Mr. Strobis focuses his practice on developing comprehensive estate plans with full advanced directives, specifically tailored to fit his client's unique circumstances and goals. He also provides counsel to personal representatives, trustees and beneficiaries during administration. In addition, Mr. Strobis represents clients throughout all phases of probate and trust litigation. He earned his J.D. degree, with honors, from Florida International University College of Law and his Bachelor of Science degree, with honors, from Florida State University. Mr. Strobis is licensed to practice in Florida and is a member of the The Florida Bar's Real Property, Probate and Trust Law and Young Lawyers sections. He is also a member of the South Palm Beach County Bar Association (Solo and Small Firm Practitioner's Section).

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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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