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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Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

This CLE session examines the legal and regulatory framework governing foreign (offshore) corporate trustees, with particular emphasis on trustee governance, fiduciary obligations, and regulatory supervision in established offshore jurisdictions. The program explores how corporate trustees are authorized and regulated, the compliance standards that shape trustee discretion and administration, and the oversight tools used by regulators to address breaches and misconduct. Attendees will... More Info

$29

1General Credit
Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term benefits for beneficiaries. Attendees will gain a working understanding of the key legal and drafting considerations involved in effective trust administration and design, including trustee a... More Info

$29

1General Credit
How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

The aging of the American population is reshaping the landscape of estate, probate, and fiduciary litigation. As older adults control an increasingly significant share of personal wealth, courts are seeing a growing number of disputes involving alleged incapacity, undue influence, breach of fiduciary duty, contested estate planning documents, and claims of elder financial abuse. These cases often present complex factual records, heightened family conflict, and challenging evidentiary issues.... More Info

$29

1General Credit
Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled

This CLE program provides attorneys with practical guidance on protecting settlement proceeds for clients who are vulnerable, disabled, or otherwise in need of financial safeguards. The course explores the use of pooled special needs trusts, settlement preservation pooled trusts, and structured settlements as tools for preserving assets and supporting long-term planning goals. Presenters will discuss how to evaluate client circumstances and determine appropriate planning options, includ... More Info

$29

1General Credit