Tennessee CLE - Trusts and Estates Courses
Tennessee CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a TN distance learning CLE provider. To view our full accreditation details please .
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Navigating Florida's Legal Tools for Mental Illness: Marchman Act, Guardianship, and Baker Act
Florida provides three key legal avenues for protecting individuals grappling with substance use and mental health disorders: the Marchman Act, Guardianship, and the Baker Act. This CLE presentation offers a comprehensive analysis of how these statutes can be utilized individually and in concert to support vulnerable loved ones. We will delve into the unique purposes and applications of each statute, exploring when and why one may be preferable over another, and the circumstances under... More Info
$291.1General Credits -
Understanding Financial Solutions While Planning for Possible Long-term Care
This CLE course offers a detailed examination of strategies for safeguarding a client's assets while preparing for the potential need for long-term care, whether in a facility or at home, through Medicaid. Participants will gain insights into the Medicaid Asset Protection Trust, a legal structure allowing clients to transfer property and financial assets while still qualifying for government benefits. The settlor (the person who establishes the trust) can continue to live in their home,... More Info
$291.07General 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
$291General 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
$291.02General Credits
