Massachusetts CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Massachusetts. Please make your selection below of Massachusetts 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.
Massachusetts CLE
Accreditation Info
CLE is voluntary for Massachusetts attorneys. To view our full accreditation details please .
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Managing and Valuing Tangible Personal Property in Estates
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 purposes, factors affecting valuation, authenticity, title, provenance and material regulation, determining qualified appraisers including those approved by IRS standards, the function of IRS Art Advisory Panels, and fractional interest. The course w... More Info
$291General Credit -
Copyright Infringement: How to Defend Lawsuits and Protect Assets
Providing a comprehensive overview of copyright infringement, this CLE course will discuss the importance of registration, unsure defense and fair use as well as actual damages and profits. The course will review liability for employee action, the avoidance of liability and the use of independent contractors. Addressing both theoretical and practical implications, the course will discuss the protection of assets in the event of infringement, ownership entity structures for copyrights, collecti... More Info
$291General Credit -
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 -
Advanced Planning with Trusts
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 protectors, special needs planning, trust flexibility and asset protection planning. More Info
$291General Credit -
New Jersey Will Drafting Basics
This CLE course, designed to teach the basics in drafting a will for a New Jersey client, will explain the statutory requirements that form the basis for a valid will. The course will present the 7 specific clauses and provisions and address the typical concerns of clients. Materials such as wills for a single person, for couples with a without children both young and adult and for couples with children from a former marriage, will all be presented. More Info
$551.75General Credits -
Self-Settled Trusts After Wacker
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 course will explore the logic begins such use for income and estate tax purposes in today’s planning environment. Using the Toni 1 Trust v. Wacker case as an example, the course will explain available options such as solvency affidavits and searches... More Info
$291.25General Credits -
Private Foundations vs. Donor Advised Funds: The Pros and Cons
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 well as foreseen changes, will also be discussed. More Info
$291General Credit -
Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
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 consequences, including income and estate taxes and exemptions, of Medicaid Trusts will also be discussed as well as real property transfers, liquid assets and basis issues. More Info
$552.25General Credits -
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 -
Planning for Real Estate Owners: Advanced Strategies for Attorneys
This CLE course, designed to provide advisors with the broadest range of solution to tax issues, particular as they relate to real estate holdings, will present how various tax solutions maybe impact their decisions. The course will explain how to utilize knowledge of the income tax, gift tax and estate tax treatments to guide their clients. More Info
$291General Credit
