Florida CLE - Trusts and Estates Courses
Florida CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Florida Bar Accredited CLE Sponsor (CLE Sponsor # 0185716). To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
Real Estate Transfers as Estate Planning Tools: Transfer on Death Deeds, Lady Bird Deeds & Life Estates
This CLE course explores several strategies for transferring real property to intended beneficiaries without subjecting the property to the probate process. The discussion will focus on Transfer on Death Deeds under New York law, Lady Bird Deeds or Enhanced Life Estate Deeds commonly used in Florida, and Life Estates as methods for accomplishing the transfer of real property. Attorneys will examine the requirements for each approach, how these arrangements operate, and the advantages and poten... More Info
$291General Credit✓ Pre-Approved -
On-DemandOnline & iOS/Android App
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✓ Pre-Approved -
On-DemandOnline & iOS/Android App
Trust Protectors: The Good, The Bad and The Ugly
Dive into this dynamic CLE program that thoroughly examines the pivotal role of Trust Protectors in modern trust administration. This session offers a comprehensive look at the statutory frameworks in various states that authorize Trust Protectors, alongside a critical analysis of their practical implications. Attendees will explore the scope of powers typically assigned to Trust Protectors, evaluate the strategic reasons for and against their appointment, and review illuminating case... More Info
$551.5General Credits✓ Pre-Approved -
On-DemandOnline & iOS/Android App
A Deep Dive into Trusts: What You Need to Be Aware Of
Step into the world of trusts with this dynamic CLE course crafted for attorneys who want to sharpen their estate planning expertise. Trusts offer a versatile solution for clients aiming to secure their assets, dictate how their wealth passes on after they’re gone, or brace for potential incapacity— all with the added benefit of keeping family harmony intact. We’ll kick things off by comparing trusts to wills, highlighting when one outshines the other. Then, we’ll unravel the differenc... More Info
$551.5General Credits✓ Pre-Approved -
On-DemandOnline & iOS/Android App
10 Mistakes to Avoid When Working with Asset Protection Trusts
This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the optimal jurisdiction, interpreting relevant case law, and ensuring proper trust funding. More Info
$291General Credit✓ Pre-Approved
