Texas CLE - Trusts and Estates Courses
Texas CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, designated as an "Accredited Sponsor" by the State Bar of Texas, Sponsor #12539. To view our full accreditation details please .
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The 8 Layers of Asset Protection: Building a Coordinated Defense for Client Wealth
Asset protection requires more than relying on a single legal instrument or creditor exemption. Attorneys must consider how different planning techniques interact to protect client wealth and understand the limitations of each. This program explores eight complementary layers of protection, covering risk management and insurance, entity formation, state and federal creditor safeguards, ownership arrangements, and domestic and offshore asset protection trusts. Using practical examples, t... More Info
$291General Credit -
Skipping Ahead Without Tripping: Hot Issues in GST Planning
Generation-skipping transfer (GST) tax planning presents unique challenges that require careful drafting, thoughtful exemption allocation, and a thorough understanding of the tax rules governing multigenerational wealth transfers. Even well-intentioned estate plans can produce unexpected GST tax consequences if exemption allocations are overlooked or trust provisions are not properly structured. This CLE course provides a practical examination of advanced GST planning techniques, and th... More Info
$291General Credit -
Business Succession is More than Trusts and Taxes
Many business succession plans fail not because of deficiencies in legal or tax planning, but because the personal, family, and organizational issues surrounding the transition are left unaddressed. For attorneys representing owners of closely held and family businesses, understanding these factors is essential to developing a succession strategy that is both effective and sustainable. This CLE program explores the people-centered side of business succession planning. Attendees will exa... More Info
$291General Credit -
QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA
Section 1202 has become an increasingly important planning tool for entrepreneurs and affluent families seeking to reduce or eliminate federal capital gains taxes on the sale of qualifying business interests. As the legal and tax landscape continues to evolve, practitioners must understand how recent legislative changes and sophisticated planning techniques can expand the benefits available to eligible taxpayers. This CLE program examines the fundamentals of Qualified Small Business Sto... More Info
$291General Credit -
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
Spousal Lifetime Access Trusts (SLATs) continue to play a significant role in sophisticated wealth transfer planning by allowing married couples to shift appreciating assets out of a taxable estate without completely relinquishing financial access. When properly structured, SLATs can provide substantial estate and GST tax advantages while offering flexibility that many irrevocable planning techniques cannot. This CLE course examines the practical considerations involved in designing, fu... More Info
$291General Credit -
Use of Asset Protection Trusts for Tax Planning Purpose
Self-settled asset protection trusts have become an increasingly important planning tool for attorneys representing high-net-worth clients seeking to mitigate creditor risk while preserving long-term wealth. This CLE program examines the legal authority governing these trusts, including jurisdictional requirements, trust design considerations, and the practical issues attorneys must evaluate when determining whether a self-settled trust is an appropriate planning strategy. Attendees wil... More Info
$291General Credit -
Mastering Offshore Asset Protection Planning
This CLE program examines offshore asset protection planning through both a legal and strategic lens, equipping attorneys with the tools to evaluate when and how international structures should be used. The presentation reviews the legal principles and precedent governing offshore trusts, with particular attention to how U.S. courts address creditor claims, fraudulent conveyance allegations, and enforcement efforts against foreign-held assets. Participants will explore the distinguishin... More Info
$291General Credit -
The Attorney’s Guide to Strategic Trust Planning
Trusts are a central component of modern estate planning, yet they are often misunderstood or improperly matched to client objectives. This CLE program introduces the legal framework governing trusts and examines how trusts are used to address common planning goals, including lifetime asset management, incapacity planning, and post-mortem distribution. The course analyzes the practical differences between revocable and irrevocable trusts, focusing on issues such as retained control, mod... More Info
$291General Credit -
Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning
Vulnerable plaintiffs—such as individuals with disabilities, minors, or seniors—require thoughtful settlement planning to ensure their long-term needs are met without jeopardizing access to critical public benefits. This CLE course offers a practical guide to the legal strategies and financial tools available to support these clients. Topics include: Choosing between Pooled Special Needs Trusts, Settlement Preservation Trusts, and standalone options Coordinating settlements with pub... More Info
$291General Credit -
Planning With Purpose: Legal Insights into Charitable Giving
Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area. The session will examine a range of giving vehicles, including charitable bequests made through wills and trusts, the establishment of charitable trusts, and the use of donor-advised funds and private foundations. Additional strategi... More Info
$291General Credit
