Minnesota CLE - Tax Law Courses

This is a listing of Tax Law CLE Courses for Minnesota. Please make your selection below of Minnesota 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.

Minnesota CLE
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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an approved sponsor (10551) of CLE by the Minnesota Board of Continuing Legal Education . To view our full accreditation details please .

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Tax Aspects of Civil Litigation

This CLE explores the tax issues that routinely arise in civil disputes and settlements. Participants will examine how federal income tax law characterizes different types of monetary recoveries and how those classifications influence a client’s ultimate financial outcome. The program also addresses the rules that restrict when parties can deduct payments made to resolve claims. In addition, the presentation will walk through several important tax provisions relevant to litigators, inc... More Info

$29

1General 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

$29

1General Credit
Planning With Purpose: Legal Insights into Charitable Giving

Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area. The session will examine a range of giving vehicles, including charitable bequests made through wills and trusts, the establishment of charitable trusts, and the use of donor-advised funds and private foundations. Additional strategi... More Info

$29

1General Credit
Tax Law and Personal Injury Litigation: Representing Victims of Sexual Abuse

This CLE program is tailored for attorneys handling personal injury cases, with a particular emphasis on advocating for survivors of sexual abuse. It provides an in-depth examination of the tax implications surrounding settlements and judgments in tort litigation, focusing on the legal framework that classifies compensation for personal physical injuries as non-taxable. The course explores the historical evolution of this tax rule and its specific relevance to sexual abuse cases. Addit... More Info

$55

1.5General Credits
The Nonprofit Legal Compliance Checklist: What Attorneys Need to Know

This CLE course offers a practical and dynamic session tailored for nonprofit leaders, attorneys, and compliance officers, focusing on the foundational legal requirements for nonprofit organizations. Participants will receive a concise overview of the essential legal, tax, and governance obligations necessary to maintain tax-exempt status, safeguard their mission, and uphold operational integrity. By leveraging actionable insights and real-world scenarios, attendees will leave... More Info

$29

1General Credit
Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

This CLE program offers a comprehensive overview of asset protection strategies. Participants will explore how traditional estate planning tools can shield assets from creditors. Topics include the protection provided by tenants by the entirety ownership, life insurance and annuities, retirement accounts, and homestead provisions. The course will also cover the structure and legal landscape of asset protection trusts, now recognized in 20 states, including an analysis of relevant case... More Info

$55

2General Credits
The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

With the Federal Estate Tax exclusion exceeding $13.6 million, many estates may not require a 706 filing. However, this exclusion is anticipated to decrease by 50% at the end of 2025, making it crucial to consider the need for a portability election after the death of the first spouse, which requires filing a 706. Additionally, the statute of limitations remains open unless Form 706 is filed. This course will guide you through the essential steps of filing the 706 and explore advanced... More Info

$55

1.5General Credits
The Mathematics of Charitable Planning

Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners. The most popular techniques for tax and charitable benefits include: Charitable Remainder Trusts Charitable Lead Annuity Trusts Qualified Charitable Dispositions of IRAs Transfer of Remainder Interests This infor... More Info

$29

1General Credit
The Mathematics of Estate Tax Planning

There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being specific to the parties involved will result in less-than-optimal planning results as well as unnecessary federal estate tax payments. More problematic is the failure to consider income tax implication... More Info

$29

1General Credit
Tax Law Logic for Non Tax Lawyers

The subject of taxes is a universal legal issue. Whether you pay taxes, file for taxes or are subject to others who do, it’s imperative to understand the foundation upon which determination will be made on what is owed, when it is due, or whether a crime has been committed. These issues are determined by tax law and tax assessments, which are based on principles that provide that foundation and a clear understanding of these is necessary for testing and protecting one’s own tax positions as we... More Info

$29

1General Credit