New Jersey CLE - Trusts and Estates Courses
New Jersey CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a New Jersey Accredited CLE Provider. To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
Technology, Ethics, and Estate Planning Practice Management
As in every other field today, technology is transforming estate planning. This CLE course explains how estate planners can creatively utilize technology to enhance efficiency, minimize costs and develop strategies to minimize risk. Topics include document generation software to create better documents at lower costs, adapting everyday tools such as calendar and billing systems to increase client communication, and utilize record keeping software to safeguard you and your clients. The impact of... More Info
$651.5Ethics Credits -
On-DemandOnline & iOS/Android App
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
$652Total Credits1 Ethics -
On-DemandOnline & iOS/Android App
Life Time Trusts and the Surrogate's Court: Revocable Trusts; Decanting and Ethics
There are many potential avenues available in estate planning, some more advantageous than others. Revocable trusts is one that is often promoted, but that doesn’t mean it is optimal choice for estate planning. This CLE course will evaluate revocable trusts in terms of their costs, process, eligibility requirements, jurisdictional issues as well as their potential advantages to your client. More Info
$953Total Credits1 Ethics -
On-DemandOnline & iOS/Android App
The Basics of Estate Administration
We usually don’t think of estates in relation to the term life cycle, yet estate administration has within it many parallels and involves some complex considerations. This CLE course will provide a comprehensive overview of estate administration, guiding attendees through this life cycle and highlighting the many critical steps and action items for each phase. The course will cover what to do in case of the death of a decedent, documentation preparation, admitting wills to probate, and the colle... More Info
$552General Credits -
On-DemandOnline & iOS/Android App
Pre and Post-Nup Clauses to Address Trust Issues
In the modern-day marriage, pre and post-nuptial agreements are practically a given. The most effective of these utilize an interdisciplinary approach, particularly where trusts are concerned. This CLE course will provide a comprehensive overview of the most common pre and post-nuptial agreements with special attention paid to trusts and the impact these agreements may have on them. The course will provide practical tips and strategies for planning and creating agreements, techniques for draftin... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
The Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers
As estate tax planning becomes less relevant and the repeal of the federal estate tax seems a reality, the world of estate planning is rapidly changing. In fact, what sounds like the tools for the wealthy, are becoming applicable to all. Asset Protection Trusts (APT), which maximize income tax basis on death, is especially alluring but asset planning in general should be considered and offered to any client. This CLE course will explain how asset planning is constructed to provide tools for al... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Tax Aspects of International Estate Planning
The United States is known as one of the greatest financial and tax havens on the globe. Not only do international investors benefit from the investment opportunities in real estate and other assets in the US, but US-based investors spread their wealth by capitalizing on opportunities in countries across the world. This CLE course will provide an understanding of the related tax issues to estate planning, including benefits and potential pitfalls in the realm of international investment. More Info
$291.3General Credits -
On-DemandOnline & iOS/Android App
Navigating the Minefield of Fiduciary Service: A Primer on the Current Landscape of Trustee and Executor Responsibility
The legal obligations of being an executor or trustee is often underestimated. This CLE course will review these responsibilities as well as the legal and practical issues that trustees may confront. The course will offer strategies for managing their responsibility over assets as well as obligations to estate and trust beneficiaries. The course will review case law concerning fiduciary misconduct and offer tips to avoid internal disputes and litigation. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Aging Clients: Estate and Longevity Planning
The aging of the population should not be news to anyone. What this means for estate and other types of financial planning, may be. This CLE course will explain the services that aging clients may benefit from, how their planning may differ from traditional estate planning and how to address and draft documentation that takes those differences into account. The course will explain durable powers of attorney and revocable trusts and their sufficiency for aging population as well as the changing r... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Estate and Financial Planning Considerations that May Change How We Practice
Permanent higher exemptions, an aging population and evolving case law are providing new perspectives on estate and financial planning. These transformations as well as a range of new planning ideas they have given rise to will all be discussed in this comprehensive CLE program which will revolutionize how you practice estate planning. The course will include new perspectives on domicile, on gifting, including practical, legal, financial and drafting consideration, debunking the myth of the "U"... More Info
$291.2General Credits
