Arizona MCLE - Trusts and Estates Courses
Arizona MCLE
Accreditation Info
Attorneys may earn all 15 Arizona CLE credits from the United Institute for Continuing Legal Education. Our online courses satisfy the State Bar of Arizona Regulations “Interactive CLE” definition. To view our full accreditation details please .
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10 Clauses Fiduciaries Hate
Drafting a trust document requires specific skills. Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. Undefined terms, conflicting passages or simple lack of clarity can cause serious complications. This CLE course will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provisions. More Info
$291General Credit -
Advanced Planning with Trusts
This informative CLE course will begin with a general overview of trusts and the concepts that are common to standard trusts. The course will then advance to more complex topics such as revoking irrevocable trusts, retaining control through trust protectors, special needs planning, trust flexibility and asset protection planning. More Info
$291General Credit -
Aging Clients: Estate and Longevity Planning
The aging of the population should not be news to anyone. What this means for estate and other types of financial planning, may be. This CLE course will explain the services that aging clients may benefit from, how their planning may differ from traditional estate planning and how to address and draft documentation that takes those differences into account. The course will explain durable powers of attorney and revocable trusts and their sufficiency for aging population as well as the changing r... More Info
$291General Credit -
Asset Protection and Estate Planning Under the New Tax Act
The tax cut act created requirements in the area of transfer tax law and estate planning. This CLE course will explain those requirements and define the three critical steps necessary as well as pitfalls to avoid. The course will explain the use of irrevocable trusts to protect assets in case of divorce as well as asset protection planning, advanced trust and offshore structures and the protection of specific assets such as retirement, residences and others. More Info
$291General Credit -
Asset Protection for Cryptocurrency
In an increasingly litigious society, asset protection is more important than ever and cryptocurrency is therefore having its heyday. Simultaneously, it is the targeted asset in more and more lawsuits with Blockchain technology making it increasingly easier to see the amount of cryptocurrency an individual owns. This CLE course will offer strategies for protecting cryptocurrency assets in a lawsuit. More Info
$291General Credit -
Asset Protection Planning
Minimizing a client’s exposure to risk in advance of a risk presenting itself is a key role for any attorney. Asset protection is just one method of doing so. This CLE course will present planning strategies and solutions whether with business entities, or domestic and foreign trusts. The course will explain how to properly structure asset protection to shield clients using protective measures which anticipate potential issues. Potential protection structures, creditor solutions and issues relat... More Info
$291General Credit -
Avoiding Malpractice when Dealing with Retirement Accounts
A retirement account provides you with security and stability. But in a domestic relations case, failing to cover the specific benefits related to a retirement account in settlement or trial can be disastrous for the client and result in a malpractice claim for the attorney, This CLE course, presented by QDRO attorney Matthew L. Lundy, Esq. and appropriate for seasoned and new attorneys, explains some of the most important facets in dividing retirement accounts and how to properly address them... More Info
$291General Credit -
Basic Estate Planning and Administration in New Jersey
Smart investments will protect your money now; a will ensures your legacy for the future. Estate Planning, however, builds, preserves, arranges and distributes your wealth during the course of your lifetime and for generations to come. This CLE course will explain everything you need to know about estate planning in NJ including: Advantages of Estate Planning Primary Elements of the Estate Plan Documentation Wills Probates Power of Attorney Death Planning Tax Planning Technique... More Info
$291General Credit -
Best Technologies for Practice Development
Estate planning practices, like those in other markets, have been drastically altered by technology. With most firms going paperless and utilizing cloud-based software, document generation software and other products to facilitate better interactions with clients as well as improved management and efficiency, the industry is seeing a serious upheaval in the way it functions. Remote work as a result of COVID-19 has had an impact as well. This CLE course will explore these changes and ho... More Info
$291General Credit -
Business Valuation for Attorneys
There is a valuation process that takes place with every client, and determining the value of a client’s business or business interest is often critical to meeting their needs and can impact the outcome of their case. Valuation is therefore crucial to a variety of legal issues such as divorce, estate planning, partnership disputes, sales and other transactions. This CLE course will offer a review of the potential needs and basic tenets of valuations. The course will explain the options... More Info
$291General Credit
