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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Elder Law for Family Law Attorneys
It’s impossible to say whether there is any correlation between the rise in the elder population and the rise in divorces, and yet, more and more seniors are filing for divorce. This CLE course will help family law attorneys prepare for the unique set of issues that may arise in divorce settlements among seniors and how elder law may impact the proceedings. The course will explain elder law as well as Medicaid, SSI and the impact of a support award on benefit eligibility all within the context... More Info
$551.5General Credits -
Estate Planning for Attorneys Who Help Business Owners
Clients who own small businesses have particular needs and concerns with regards to estate planning. This CLE course will prepare estate planning attorneys to serve those clients as part of their overall estate planning. The course will go far beyond the issue of wills and delve into operations, employees, customers, vendors, leases, licenses and a slew of other issues as part of their estate plan. The course will assist attorneys in managing their clients’ expectations as well... More Info
$551.5General Credits -
Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner
The guardianship process is notoriously lengthy and complicated. The Uniform Laws Commission (ULC) put forward a set of rules aimed to make guardianship easier for attorneys to understand. The rules, in whole or in part, have since been adopted by 46 states. This CLE course will offer an overview of the practical application of the new ULA rules. The ULA updated the provisions to include inter alia, property management protections, provision with regards to minors subjected to guardian... More Info
$551.5General Credits -
Guardianships: How to Plan for the Unplanned
Life is full of the unexpected. And while it would seem impossible to plan for all contingencies, we can certainly plan for some. This CLE course will offer attorneys guidelines to assist clients in preparing for the unexpected such as with health care proxies, wills, and ultimate power of attorneys (POA). The course will explain the consequences of neglecting to put these measures in place, including the need for guardianship petitions. The course will extend the discussion to determining the... More Info
$551.5General Credits -
Love and Legislation Makes a Family: The Child Parent Act 1 Year In
Until recently, New York had one of the most antiquated surrogacy laws in the nation. The laws included a ban on enforceable compensated surrogacy arrangements which imposed harsh penalties on anyone who participated in compensated surrogacy. This remained until the recent passage of the Child Parent Security Act (CPSA) is fairly comprehensive, yet does not cover situations where the surrogate supplies the egg. The CPSA addresses parentage of children born through third party reproduc... More Info
$551.5General Credits -
Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know
This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a personal representative of a Floridian’s estate, the homestead protection available in Florida, and how to take advantage of it. Additionally, the presentation will discuss the language that can b... More Info
$551.5General Credits -
Preparing the Estate Tax Returns and Related Post-Mortem Tax Issues
While not common knowledge, filing a Federal Estate Tax Return, Form 706, is a requirement on the death of a first spouse. In fact, failure to do so might be malpractice. Interestingly, this is true even if the combined estates of both spouses us under the required threshold for a single spouse. This CLE course will explain this and other important facts about Form 706, as well as the ancillary documents that need to be prepared to complete the form and recommendations for ensuring you have file... More Info
$551.5General Credits -
Succession Planning for Lawyers & Strategic Growth for Law Firms
Succession planning is a fraught process. Highly charged and complicated, the planning requires contingency plans for a myriad of different possibilities. This CLE course will provide an overview of the many types of succession plans including internal planning, external planning and contingency planning in the case of unexpected and sudden disability or death. The course will also provide checklists for planning and implementation for both senior and new and growing firms. More Info
$551.5General Credits -
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 1
The Tax Cuts and Jobs Act dramatically overhauled the tax rules across the board. A sweeping bill that impacts business and personal taxes and affects every aspect of estate planning including: • asset protection • charitable giving • choice of entity • itemized deduction planning • trust income tax planning • trust structure (grantor vs. non-grantor, ING, SLAT, DAPT) With this new bill, President Trump has introduced not only the most swe... More Info
$551.5General Credits -
The Basics of Estate Administration
We usually don’t think of estates in relation to the term life cycle, yet estate administration has within it many parallels and involves some complex considerations. This CLE course will provide a comprehensive overview of estate administration, guiding attendees through this life cycle and highlighting the many critical steps and action items for each phase. The course will cover what to do in case of the death of a decedent, documentation preparation, admitting wills to probate, and the colle... More Info
$551.5General Credits
