Idaho CLE - Trusts and Estates Courses
Idaho CLE
Accreditation Info
United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
Fiduciary Responsibility Related to Art Assets
Art assets always seem like a good investment, if you know what you’re doing. This CLE course will provide a complete picture of how to manage fiduciary responsibility with regards to art assets. The course will cover selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, as well as the type of due diligence people need to be doing. Appraisals and the many ways in which Covid-19 has changed the landscape will discussed including general t... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Financial Planning for Lawyers
Financial planning is about more than just retirement. This CLE course will address a variety of financial planning issues such as student loan debt, taxes, financial aid eligibility, and salary disbursement. The course will discuss the interrelationships between these factors and how to create annual budgets that account for them. Tax reduction strategies, family planning, loan repayment, planning for aging parents and estate planning will all be presented. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Foreign Investment in U.S. Residential Property: Tax Pitfalls and Structuring Solutions
Without advance planning, even the savviest investor can find themselves facing severe tax consequences. And while many foreigners believe that the United States poses the ideal place for real estate investment, few are fully versed in the potential tax ramifications. This CLE course, presented by Eli Akhavan, will explain the potential pitfalls of owning real estate in the US as well as the variety of planning structures to avoid adverse taxes. The course will also review reporting requireme... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
How to Handle Appraisals for Donations of Property
The Internal Revenue Service frowns upon the overvaluation of real estate gifts. Appraisers thinking they are doing the donor a favor by providing a high range may actually do more damage than good. This CLE course will explain that whether it’s real estate, art, or any other property, the appraisal process must be carefully managed. The course will also detail the 30% limit on adjusted gross income on gifts and how that may impact appraisals. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
How to Prepare for Long-Term Care Costs
The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportunities available to business owners who seek to protect themselves and their families by leveraging their businesses. The course will also cover Medicaid planning and other products that addre... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
International Income and Estate Tax Planning
Using real life scenarios from specific case studies, this comprehensive CLE course covers estate tax planning and an explanation of the considerable differences between estate tax exclusions for US citizens as opposed to non-residents. The course will review the critical nature of planning for NRA investors and will advise on the best structures to use in those cases. The presenters will also present the dream inheritance and how to plan for US residents and resident heirs of NRA’s. The appli... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Investment Strategies for Trusts
In order to invest a trust asset, a trustee must consider and balance a variety of factors to ensure they are acting in the best interest of beneficiaries. Compliance with legal principles regarding asset management, particularly in the absence of specific guidance in trust documents, is likewise crucial. This CLE course will explain the best strategies for trustees to follow and use particular examples such as the Uniform Prudent Investor Act, adopted by many states, which requires t... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Key Federal & State Estate Planning Considerations and Opportunities
This CLE course will provide a comprehensive overview of the best estate-planning strategies. The course will look at the issues from both a state and trust situs perspective, as well as from a federal standpoint, and will present how potential future changes in the tax law may impact the area. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
New Jersey Attorney Trust And Business Accounting Fundamentals
The Court Rules and the RPCs, require attorneys practicing in the State of New Jersey to maintain trust and business accounts. This comprehensive CLE course focuses on the various rules and practical ethics of establishing the trust and business accounts. The course will also offer practical tips on maintaining these types of accounts as well as strategies for avoiding the myriad potential pitfalls and errors that many new attorneys encounter. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
New York’s Brand-New Power of Attorney
Recently new Power of Attorney laws came into effect. In this comprehensive CLE course, Elizabeth Forspan, Esq. of Forspan Klear LLP will explain the primary changes to the POA form and how to plan in accordance with these new changes. The course will review key items to include when preparing new Power of Attorney forms. More Info
$291General Credit
