Indiana CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Indiana. Please make your selection below of Indiana CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
Indiana CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Approved CLE Sponsor (106648) by the Indiana Commission For Continuing Legal Education. To view our full accreditation details please .
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Estate and Financial Planning For Clients Living With Chronic Illness
Chronic illnesses, many of which are undetectable to the naked eye, can profoundly impact a person’s life. This CLE course will explain some of the most common chronic illnesses and their repercussions and explain how the factors effecting your client should be assessed and applied when planning their financial future. The course will offer tips and strategies for gaining the necessary information from your client to properly understand the ramifications of the illness including life expectanc... More Info
$291General Credit -
Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act
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 and its impact on charitable giving. The course will review strategies for all tiers of donors to maintain their giving level and how development managers should reframe their requests in light of the new laws. The course will review: • Bunching deductions • IRA distributions for giving... More Info
$291General Credit -
Estate Planning and Coronavirus: Planning Considerations in a Time of Crisis
Estate planning can seem a daunting task at any time, but with the COVID-19 pandemic adding both logistical complications and uncertainty, it seems positively overwhelming. This CLE course will guide you through all of the issues that you need to know including health care proxies, beneficiary designations, power of attorney, wills and trusts. The Coronavirus’ impact on the area, both in the practical sense of court closures and the advent of remote will and notary executions, as well as its a... More Info
$291General Credit -
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
$551.7General Credits -
Estate Planning Retainer Agreements and Engagement Letters
Misunderstanding can cause untold harm to the attorney client relationship – harm that retainer agreements seek to prevent. In that sense, retainer agreements present a critical step that attorneys can take to protect themselves from legal and ethical issues. This CLE course will explain these agreements, what they should include, how emerging technology impacts them, billing practices and when special precautions or clauses are relevant. The course will deal with broad guidelines and clause spe... More Info
$341Ethics Credit -
Estate Planning to Prevent Sudden Wealth Syndrome
Without time and support to adjust to the sudden change, even sudden wealth can be a burden. In fact, the term Sudden Wealth Syndrome was coined to explain what happens when unexpected or abrupt fortune creates overwhelming pressures, leading to emotional or behavioral issues. Often the result of this syndrome is to squander the inheritance. This CLE course will explain how to protect your client against their own imprudence, and the potential legal consequences of failing to do so. The... More Info
$291.4General Credits -
Estate Planning, Guardianship and Medicaid Eligibility
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 planning. The course will also cover Asset Protection, Probate and the significance of Advance Directives. More Info
$651.8Total Credits0.8 Ethics -
Estate Planning: Common Issues; Practical Answers
Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who establishes the trust, known as the settlor, is responsible for paying income tax on any income earned within the trust. This is an excellent strategy for accelerating the growth of trust assets and... More Info
$291General Credit -
Ethics “Gotchas” That Every Estate Planners Must Know
Given the dynamic nature of today’s estate and tax laws, attorneys have plenty to keep up with. With regards to estate planning, it’s critical for attorneys to know about their obligation to their clients under the Rules of Professional Responsibility lest they be faced with expensive and time-consuming ethics investigations which could result in a revocation of their license. This lively CLE course, presented by a trial lawyer with over 20 years of trust and estate litigation experience,... More Info
$341.4Ethics Credits -
Family Meetings and Legacy Planning
A family meeting is a critical aspect of a family’s success in legacy building. It is a key element to provide education and trust-building through a commitment to the process which enables interdependence and practiced group decision-making. This CLE course will explain family meetings, their importance, how they’re run and what should be addressed in order to decrease family erosion as a result of estate plans and ensure growing wealth in the process. More Info
$291General Credit
