New York CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for New York. Please make your selection below of New York 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.
New York CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited NYS CLE Provider. To view our full accreditation details please .
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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 Credits2 PP, 1 Ethics -
Asset Protection in the Public Benefits Context
Medicaid Planning is fraught with difficulties, particularly in states where improper denials are used to dissuade practitioners and their clients from exercising their rights under the law. Obtaining the public benefits to address long-term care needs in these states requires proven techniques and strategies, all of which will be presented in this comprehensive CLE course designed for intermediate or advanced practitioners. The course will present common pitfalls in the planning stage to ready... More Info
$813Prof Practice -
Probate and Estate Administration for the General Practitioner
Did he leave a will? Are the parties amicable? Is it the fiduciary or someone affected by the fiduciary who is being represented? These are the three variables that typically arise after someone has passed away and in New York, all of these are handled in Surrogate’s Court. This CLE course will focus on the progress of such cases in Surrogate’s Court. The course will review the various departments of the court including administration, probate and accounting and how each one should be best a... More Info
$812.5Prof Practice -
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
$812.5Prof Practice -
Elder Law and Medicaid: An Introductory Guide
Elder Law and Medicaid planning are both critically important areas of law. The extended life span of the average American demands that we attend to their financial and physical well-being for longer than had previously been anticipated. This CLE course is designed to provide a comprehensive overview of Elder Law and Medicaid planning including eligibility requirements and tips and strategies for asset protection against the costs of long-term care. The newly enacted Caregiver Advise, Record and... More Info
$812.5Prof Practice -
What You Need To Know About Asset Protection Planning
In asset protection, timing is everything. Successful asset protection plans shields assets from creditors even before the parties are known to be creditors. How do you determine when, how and to what extent asset protection should be implemented? This CLE course will explain the ins and outs of asset protection from attorney obligations and protection structures, possible creditor solutions, questions to consider which may impact the type of protection and issues related to debt collection, ban... More Info
$552Prof Practice -
The Hidden Secrets of Constructive Trust Litigation
Imagine your client, with full knowledge and faculties, has executed a deed signing away his property with the “understanding” that he would eventually get it back. Would the statute of frauds bar relief? Interesting question. This CLE course will address all the Hidden Secrets of Constructive Trust Litigation. Presented by the author of "Litigating Constructive Trusts" which addresses the main issues relevant to constructive trust cases, the course will address the issue from an offen... More Info
$552Prof Practice -
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
$552Prof Practice -
Succession Planning for Lawyers & Strategic Growth for Law Firms
Succession planning is a fraught process. Highly charged and complicated, the planning requires contingency plans for a myriad of different possibilities. This CLE course will provide an overview of the many types of succession plans including internal planning, external planning and contingency planning in the case of unexpected and sudden disability or death. The course will also provide checklists for planning and implementation for both senior and new and growing firms. More Info
$552Law Prac Mgmt -
Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning
The goal of Asset Protection & Estate Planning Program for Business & Investment Clients is to address both legacy and family considerations as well as provide complete asset protection while optimizing tax benefits. This CLE course will provide everything you need to know to design a program that is both easy-to-use and flexible enough to apply even as a portfolio grows. The programs must also be able to hold up under any legal scrutiny and be fully integrated so that assets are not le... More Info
$552Prof Practice
