Colorado Estate Planning Bundle

CLE Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Certified Provider of CLE as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee.To view further accreditation details, please click here.

45 Credits
w/ 8.5 Ethics Credits
Only $349
Courses Priced
Individually at $1,322
We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 45 Credit Hours of CO CLE Lectures - Including 8 Credit Hours of Ethics.
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 und...
General Credits:2
The legal obligations of being an executor or trustee is often underestimated. This CLE course will review these responsibilities as well as the legal and practical issues that trustees may confront. The course will offer strategies for managing thei...
General Credits:1
The United States is known as one of the greatest financial and tax havens on the globe. Not only do international investors benefit from the investment opportunities in real estate and other assets in the US, but US-based investors spread their weal...
General Credits:1
This CLE presentation will cover creative, cutting-edge tax planning techniques currently used by leading tax professionals. The discussion will include a number of sophisticated and contemporary planning strategies drawing on various partnership, re...
General Credits:2
As estate tax planning becomes less relevant and the repeal of the federal estate tax seems a reality, the world of estate planning is rapidly changing. In fact, what sounds like the tools for the wealthy, are becoming applicable to all. Asset Prote...
General Credits:1
In the modern-day marriage, pre and post-nuptial agreements are practically a given. The most effective of these utilize an interdisciplinary approach, particularly where trusts are concerned. This CLE course will provide a comprehensive overview of...
General Credits:1
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, gui...
General Credits:2
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...
General:2 Ethics:1
Not every ethical decision is a choice between right and wrong, bad and good. Some are far vaguer, battling in the shades of gray where our responsibilities to clients may blur the lines. This CLE course will tackle some of the more profound, overar...
Ethics Credits:2
This CLE course is designed to provide attorneys who do not practice Estate Planning and Elder Law with an introductory overview on these areas. The course will include issues related to Estate Tax Planning, Medicaid planning and Special Need plannin...
General:1 Ethics:1
As in every other field today, technology is transforming estate planning. This CLE course explains how estate planners can creatively utilize technology to enhance efficiency, minimize costs and develop strategies to minimize risk. Topics include do...
General:0.5 Ethics:1.5
Protection is the key element in designing trusts, which are perhaps one of the most powerful tools to minimize future risk to assets. But how do you best safeguard your client’s assets? What provisions should be used in drafting trusts to ensure suc...
General Credits:1
Non-reciprocal Spousal Lifetime Access Trusts (SLAT’s) can offer incredible planning benefits for married clients. If adjusted to the current environment, it offers a useful default estate and financial planning strategy to achieve a variety of plan...
General Credits:1
A series of recent developments might have a profound impact on estate planning, and practitioners would be wise to remain knowledgeable about these developments and how they impact clients. This CLE course will review these recent developments and h...
General Credits:1
Art collections are not like other assets. Built upon personal vision, creativity and passion, they are difficult to evaluate, and even harder to incorporate into a comprehensive tax and financial plan. Whether you are a collector or an advisor, this...
General Credits:1
Just under half of the life insurance policies purchased between the early 80’s and 2003 were non-guaranteed universal life policies and of those, about a quarter are expected to lapse prematurely. This presents a serious crisis for life insurance po...
General Credits:1
Crowdfunding has become the go-to way to raise money for start-ups, causes and even individuals. But who is regulating these campaigns and what are the laws governing this approach? This CLE course will explain the legal and tax issues related to cro...
General Credits:1
The very notion of philanthropy has evolved greatly in the past decade, but regardless of how charitable a person may be, there are still better and worse ways to provide funding for a cause. This CLE course will provide tips and strategies to advise...
General Credits:1
Estate tax exemptions have had a dramatic impact on estate planning. Currently, very few decedents pay an estate tax and that will likely remain the case regardless of whether or not tax reform is enacted. This CLE course will address the wide-range...
General Credits: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 •...
General Credits:2
The Tax Cuts and Jobs Act, signed into law on December 2017, made sweeping changes in both personal and estate tax rules. It leaves no area of planning unaffected and impacts everything from charitable giving, choice of entity and itemized tax deduct...
General Credits:1
The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act of 2017 and its impact on charitable giving. The cou...
General Credits:1
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 conseq...
General Credits:3
This CLE course will offer a comparative view of private foundations and donor advised funds. The course will present what each entity is, its purpose and the advantages and disadvantages of each. The impact of the current tax code and other laws, as...
General Credits:1
The ethical boundaries of social media, with its constantly expanding and evolving landscape, is critical to an attorney’s knowledge base both in evidence collection and case investigations. This CLE course will review relevant issues including prete...
Ethics Credits:1
With a focus on the high rate of temporary estate tax exemptions, this informative CLE course will explain why Domestic Asset Protection Trusts (DAPT’s) are a critical planning tool and how they can be used to increase early use of exemptions. The c...
General Credits:2
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 pro...
General Credits:1
This CLE course will provide a comprehensive overview of the management and valuation of tangible personal property in trusts and estates. The course will define the scope of what property entails and explain how appraisals are conducted and their p...
General Credits:1
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 entiti...
General Credits:1
Ethical guidelines are straightforward in principle, but when they need to apply to real-world litigation, it can become more complicated. Between the pressure applied by clients and that of the myriad malpractice cases compounded by the quick respon...
Ethics Credits:2
The concern over future changes to the tax code, combined with the recent changes made in the Jobs Cut Tax Act of 2017 and developments such as the Wacker case and its impact on self-settled trusts have impacted trust planning across the income spect...
General Credits:2
45 Credits
w/ 8.5 Ethics Credits
Only $349
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Certified Provider of CLE as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee.To view further accreditation details, please click here.