Connecticut MCLE - Trusts and Estates Courses
Connecticut MCLE
Accreditation Info
United Institute for Continuing Legal Education is an accredited sponsor of CLE across the United States. To view our full accreditation details please .
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QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA
Section 1202 has become an increasingly important planning tool for entrepreneurs and affluent families seeking to reduce or eliminate federal capital gains taxes on the sale of qualifying business interests. As the legal and tax landscape continues to evolve, practitioners must understand how recent legislative changes and sophisticated planning techniques can expand the benefits available to eligible taxpayers. This CLE program examines the fundamentals of Qualified Small Business Sto... More Info
$291General Credit -
Use of Asset Protection Trusts for Tax Planning Purpose
Self-settled asset protection trusts have become an increasingly important planning tool for attorneys representing high-net-worth clients seeking to mitigate creditor risk while preserving long-term wealth. This CLE program examines the legal authority governing these trusts, including jurisdictional requirements, trust design considerations, and the practical issues attorneys must evaluate when determining whether a self-settled trust is an appropriate planning strategy. Attendees wil... More Info
$291General Credit -
Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled
This CLE program provides attorneys with practical guidance on protecting settlement proceeds for clients who are vulnerable, disabled, or otherwise in need of financial safeguards. The course explores the use of pooled special needs trusts, settlement preservation pooled trusts, and structured settlements as tools for preserving assets and supporting long-term planning goals. Presenters will discuss how to evaluate client circumstances and determine appropriate planning options, includ... More Info
$291General Credit -
How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era
The aging of the American population is reshaping the landscape of estate, probate, and fiduciary litigation. As older adults control an increasingly significant share of personal wealth, courts are seeing a growing number of disputes involving alleged incapacity, undue influence, breach of fiduciary duty, contested estate planning documents, and claims of elder financial abuse. These cases often present complex factual records, heightened family conflict, and challenging evidentiary issues.... More Info
$291General Credit -
Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies
This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term benefits for beneficiaries. Attendees will gain a working understanding of the key legal and drafting considerations involved in effective trust administration and design, including trustee a... More Info
$291General Credit -
Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight
This CLE session examines the legal and regulatory framework governing foreign (offshore) corporate trustees, with particular emphasis on trustee governance, fiduciary obligations, and regulatory supervision in established offshore jurisdictions. The program explores how corporate trustees are authorized and regulated, the compliance standards that shape trustee discretion and administration, and the oversight tools used by regulators to address breaches and misconduct. Attendees will... More Info
$291General Credit -
Mastering Offshore Asset Protection Planning
This CLE program examines offshore asset protection planning through both a legal and strategic lens, equipping attorneys with the tools to evaluate when and how international structures should be used. The presentation reviews the legal principles and precedent governing offshore trusts, with particular attention to how U.S. courts address creditor claims, fraudulent conveyance allegations, and enforcement efforts against foreign-held assets. Participants will explore the distinguishin... More Info
$291General Credit -
The Attorney’s Guide to Strategic Trust Planning
Trusts are a central component of modern estate planning, yet they are often misunderstood or improperly matched to client objectives. This CLE program introduces the legal framework governing trusts and examines how trusts are used to address common planning goals, including lifetime asset management, incapacity planning, and post-mortem distribution. The course analyzes the practical differences between revocable and irrevocable trusts, focusing on issues such as retained control, mod... More Info
$291General Credit -
Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning
Vulnerable plaintiffs—such as individuals with disabilities, minors, or seniors—require thoughtful settlement planning to ensure their long-term needs are met without jeopardizing access to critical public benefits. This CLE course offers a practical guide to the legal strategies and financial tools available to support these clients. Topics include: Choosing between Pooled Special Needs Trusts, Settlement Preservation Trusts, and standalone options Coordinating settlements with pub... More Info
$291General Credit -
Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act
This CLE program offers an in-depth look at how the due-on-sale clause in mortgage agreements intersects with common estate planning strategies involving real property. Designed for estate planning and real estate practitioners alike, the course unpacks the legal risks and planning opportunities that arise when clients transfer mortgaged real estate into revocable or irrevocable trusts, or limited liability companies (LLCs). Attendees will gain a clear understanding of how and when a du... More Info
$291General Credit
