Alabama CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Alabama. Please make your selection below of Alabama CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.

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Alabama CLE
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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Alabama State Bar Accredited CLE Sponsor. To view our full accreditation details please .

  • On-Demand
    Online & iOS/Android App

    Asset Protection in the Public Benefits Context

    Medicaid Planning is fraught with difficulties, particularly in states where improper denials are used to dissuade practitioners and their clients from exercising their rights under the law. Obtaining the public benefits to address long-term care needs in these states requires proven techniques and strategies, all of which will be presented in this comprehensive CLE course designed for intermediate or advanced practitioners. The course will present common pitfalls in the planning stage to ready... More Info

    $81
    2.6General Credits
  • On-Demand
    Online & iOS/Android App

    Life Time Trusts and the Surrogate's Court: Revocable Trusts; Decanting and Ethics

    There are many potential avenues available in estate planning, some more advantageous than others. Revocable trusts is one that is often promoted, but that doesn’t mean it is optimal choice for estate planning. This CLE course will evaluate revocable trusts in terms of their costs, process, eligibility requirements, jurisdictional issues as well as their potential advantages to your client. More Info

    $95
    2.5Total Credits
    1 Ethics
  • On-Demand
    Online & iOS/Android App

    Medicaid Planning and Trusts: Planning for Your Client’s Incapacity

    The aging of the population has only exacerbated the prohibitive cost of long term care. This CLE course will explain the latest developments in Elder Law and Medicaid Planning including eligibility and strategies for asset protection. The tax consequences, including income and estate taxes and exemptions, of Medicaid Trusts will also be discussed as well as real property transfers, liquid assets and basis issues. More Info

    $55
    2.3General Credits
  • On-Demand
    Online & iOS/Android App

    Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

    The goal of Asset Protection & Estate Planning Program for Business & Investment Clients is to address both legacy and family considerations as well as provide complete asset protection while optimizing tax benefits. This CLE course will provide everything you need to know to design a program that is both easy-to-use and flexible enough to apply even as a portfolio grows. The programs must also be able to hold up under any legal scrutiny and be fully integrated so that assets are not le... More Info

    $55
    2General Credits
  • On-Demand
    Online & iOS/Android App

    Probate and Estate Administration for the General Practitioner

    Did he leave a will? Are the parties amicable? Is it the fiduciary or someone affected by the fiduciary who is being represented? These are the three variables that typically arise after someone has passed away and in New York, all of these are handled in Surrogate’s Court. This CLE course will focus on the progress of such cases in Surrogate’s Court. The course will review the various departments of the court including administration, probate and accounting and how each one should be best a... More Info

    $55
    2General Credits
  • On-Demand
    Online & iOS/Android App

    Elder Law and Medicaid: An Introductory Guide

    Elder Law and Medicaid planning are both critically important areas of law. The extended life span of the average American demands that we attend to their financial and physical well-being for longer than had previously been anticipated. This CLE course is designed to provide a comprehensive overview of Elder Law and Medicaid planning including eligibility requirements and tips and strategies for asset protection against the costs of long-term care. The newly enacted Caregiver Advise, Record and... More Info

    $55
    2General Credits
  • On-Demand
    Online & iOS/Android App

    Estate Administration, Estate Planning and Lien Resolution Basics for Personal Injury Attorneys

    There is a complex set of requirements for establishing an estate fiduciary in order to continue to pursue personal injury and/or wrongful death actions. This CLE course will offer personal injury attorneys with a basic understanding of the estate administration requirements as well as insight into the ramifications of a case settlement for personal injury and\or wrongful death. The course will also explain the basics of resolving outstanding liens as part of such a settlement. More Info

    $55
    1.8General Credits
  • On-Demand
    Online & iOS/Android App

    Common Estate Planning Errors and How to Prevent Them

    Far too often, wills are written according to a formula with standard clauses and commonly accepted protections. But drafting cookie cutter wills not only leaves your client’s assets unprotected, they leave you open to a serious malpractice charge. Thorough research and a personalized approach are absolutely critical, as is a complete understanding of the potential errors that may seem inconsequential but could be disastrous. This CLE course will explain the critical issues you need t... More Info

    $65
    1.8Total Credits
    0.8 Ethics
  • On-Demand
    Online & iOS/Android App

    What You Need To Know About Asset Protection Planning

    In asset protection, timing is everything. Successful asset protection plans shields assets from creditors even before the parties are known to be creditors. How do you determine when, how and to what extent asset protection should be implemented? This CLE course will explain the ins and outs of asset protection from attorney obligations and protection structures, possible creditor solutions, questions to consider which may impact the type of protection and issues related to debt collection, ban... More Info

    $55
    1.75General Credits
  • On-Demand
    Online & iOS/Android App

    Heckerling Highlights, Key Tips and Insights: Advice From the Experts in Uncertain Times

    The largest and most respected estate planning conference of the year, The Heckerling Institute of Estate Planning presents developments on a global and national scale and how they may impact estate planning. This CLE course will provide a comprehensive overview of the recent developments and planning ideas presented at this year’s conference and includes a detailed summary of the conference presentations. More Info

    $55
    1.75General Credits
Decorative Arc

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