Rhode Island MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Rhode Island. Please make your selection below of Rhode Island 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.
Rhode Island MCLE
Accreditation Info
United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .
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Live WebinarMonday, May 19, 202511:00 AM - 12:00 PM Eastern Time (EDT)
Live Webinar: Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits
This engaging CLE session delves into the critical considerations for attorneys representing clients with disabilities or their families in estate planning, family law, and personal injury cases. Navigating the intricacies of public benefits and future planning presents distinct challenges that demand precision. A pooled special needs trust (PSNT) offers a powerful tool to maintain eligibility for means-tested government programs while enhancing the individual’s well-being. Join us to... More Info
$291General Credit -
Live WebinarTuesday, June 3, 202511:00 AM - 12:00 PM Eastern Time (EDT)
Live Webinar: Estate Planning for the Cognitively Impaired
This CLE course equips attorneys with practical strategies for estate planning when working with clients who may face cognitive decline. Participants will gain tools to craft durable estate plans, including methods to document client intent clearly and fortify documents against legal challenges. The course delves into judicial perspectives on undue influence, offering techniques to prevent and defend against such claims. Attendees will explore ethical approaches to assessing cli... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Trust Protectors: The Good, The Bad and The Ugly
Dive into this dynamic CLE program that thoroughly examines the pivotal role of Trust Protectors in modern trust administration. This session offers a comprehensive look at the statutory frameworks in various states that authorize Trust Protectors, alongside a critical analysis of their practical implications. Attendees will explore the scope of powers typically assigned to Trust Protectors, evaluate the strategic reasons for and against their appointment, and review illuminating case... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
A Deep Dive into Trusts: What You Need to Be Aware Of
Step into the world of trusts with this dynamic CLE course crafted for attorneys who want to sharpen their estate planning expertise. Trusts offer a versatile solution for clients aiming to secure their assets, dictate how their wealth passes on after they’re gone, or brace for potential incapacity— all with the added benefit of keeping family harmony intact. We’ll kick things off by comparing trusts to wills, highlighting when one outshines the other. Then, we’ll unravel the differenc... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Best Practices In The Use of Trusts
Dive into this comprehensive CLE program designed to equip attorneys with the knowledge to harness trusts effectively for estate planning, tax efficiency, and special needs considerations. The course examines the critical factors that drive successful trust strategies, offering practical guidance on navigating complex planning challenges. With a strong focus on the core elements of trust documents—such as trustee succession, trust powers, and termination provisions—each session deliver... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Offshore Asset Protection Planning
Join us for a practical and engaging CLE course on offshore asset protection planning, designed for attorneys advising high-net-worth and international clients. This course simplifies complex concepts, offering actionable strategies for structuring trusts and entities, selecting optimal jurisdictions, and ensuring U.S. compliance. Learn how to collaborate effectively with offshore trustees, manage international banking, and evaluate offshore versus domestic approaches. Through real-wor... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
10 Mistakes to Avoid When Working with Asset Protection Trusts
This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the optimal jurisdiction, interpreting relevant case law, and ensuring proper trust funding. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
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
$552General Credits -
On-DemandOnline & iOS/Android App
An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices
This CLE course offers attorneys an in-depth exploration of the critical role appraisals play in estate planning, estate litigation, and other legal contexts involving personal property valuation. Participants will gain an advanced understanding of how to effectively engage and work with personal property appraisers, with a focus on ethical considerations, best practices, and potential pitfalls. Through practical guidance on the do’s and don’ts of appraisals, attendees will lea... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
The Use of Trusts in Government Benefits Planning
This CLE presentation will cover the role of different trusts in government benefits planning, including the use of revocable trusts, strategies for spousal planning through revocable trusts, long-term care planning with Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and relevant provisions for long-term care within powers of attorney. Practitioners will gain insights into the distinctions between these trust types, learn how to draft provisions aimed at asset... More Info
$551.5General Credits
