Pennsylvania CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Pennsylvania. Please make your selection below of Pennsylvania 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.
Pennsylvania CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details please .
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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
$291General Credit -
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
$291General Credit -
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
$291General Credit -
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
$551.5General Credits -
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
$952.5Total Credits1 Ethics -
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
$651.5Total Credits0.5 Ethics -
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
$341Ethics Credit -
On-DemandOnline & iOS/Android App
Trusts: Planning and Drafting for Divorce
Protection is the key element in designing trusts, which are perhaps one of the most powerful tools to minimize future risk to assets. But how do you best safeguard your client’s assets? What provisions should be used in drafting trusts to ensure success? How do you evaluate your client’s needs to determine the techniques that need to be implemented? This CLE course will look at the most common trust provisions as well as drafting techniques, sample language and planning considerations for th... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool
Non-reciprocal Spousal Lifetime Access Trusts (SLAT’s) can offer incredible planning benefits for married clients. If adjusted to the current environment, it offers a useful default estate and financial planning strategy to achieve a variety of planning goals. This CLE course will explain the technique and how it may be adapted for modest estates requiring life insurance trusts as well as high net worth clients looking for more aggressive tax-oriented planning. Special clauses and techniques s... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Recent Developments with Practical Estate Planning Implications
A series of recent developments might have a profound impact on estate planning, and practitioners would be wise to remain knowledgeable about these developments and how they impact clients. This CLE course will review these recent developments and how they affect estate planning from the prospect of repeal, portability new relief, issues affecting same sex couples, FLP’s, decanting, undue influence, lien release, asset protection and much more. More Info
$291General Credit
