Washington MCLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Washington. Please make your selection below of Washington 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.

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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Washington State Bar Accredited CLE Sponsor. To view our full accreditation details please .

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  • Ethics “Gotchas” That Every Estate Planners Must Know

    Given the dynamic nature of today’s estate and tax laws, attorneys have plenty to keep up with. With regards to estate planning, it’s critical for attorneys to know about their obligation to their clients under the Rules of Professional Responsibility lest they be faced with expensive and time-consuming ethics investigations which could result in a revocation of their license. This lively CLE course, presented by a trial lawyer with over 20 years of trust and estate litigation experience,... More Info

    $65
    1.5Ethics Credits
  • Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    The guardianship process is notoriously lengthy and complicated. The Uniform Laws Commission (ULC) put forward a set of rules aimed to make guardianship easier for attorneys to understand. The rules, in whole or in part, have since been adopted by 46 states. This CLE course will offer an overview of the practical application of the new ULA rules. The ULA updated the provisions to include inter alia, property management protections, provision with regards to minors subjected to guardian... More Info

    $55
    1.5Law & Legal Proc.
  • Love and Legislation Makes a Family: The Child Parent Act 1 Year In

    Until recently, New York had one of the most antiquated surrogacy laws in the nation. The laws included a ban on enforceable compensated surrogacy arrangements which imposed harsh penalties on anyone who participated in compensated surrogacy. This remained until the recent passage of the Child Parent Security Act (CPSA) is fairly comprehensive, yet does not cover situations where the surrogate supplies the egg. The CPSA addresses parentage of children born through third party reproduc... More Info

    $55
    1.5Law & Legal Proc.
  • Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

    This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a personal representative of a Floridian’s estate, the homestead protection available in Florida, and how to take advantage of it. Additionally, the presentation will discuss the language that can b... More Info

    $55
    1.5Law & Legal Proc.
  • The Importance of Music and Media in the Health of Clients and Wards: A Primer for Probate Lawyers and Guardians

    Relying primarily on theory and anecdotal observation, this CLE course is designed to expand your thinking with regards to the impact of music/media on brain function. As the population ages and degenerative brain function, Alzheimer’s and other cognitive deficits increase the need for guardian appointments, the course addresses the need to provide these services to improve their clients’ well-being. The course will also address when it may be considered obligatory to insist upon the use of th... More Info

    $55
    1.5Law & Legal Proc.
  • The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    There are many ethical questions that arise when dealing with Estate and Elder Law. This CLE course will explore the fiduciary duties and who is owed duties as well as who is eligible to serve as a fiduciary. The limits of their duties and responsibilities, some of which trace back centuries or more also include obligations of loyalty, fair dealing, good faith and honesty. The course will attempt to utilize a practical approach to the role of the fiduciary and include real-world examp... More Info

    $65
    1.5Ethics Credits
  • Understanding Asset Protection

    Learn how to protect yourself from the effects of lawsuits through personal asset protection. This CLE course will offer an in-depth guide for protecting your personal wealth including a basic history, exemption status under federal and state law, risk analysis and definitions. The course will also delve into protections for different types of assets such as physical and real asset, liquid, domestic, offshore and others. Protection tools such as Limited Liability Companies, Family Limi... More Info

    $55
    1.5Law & Legal Proc.
  • Estate Administration, Estate Planning and Lien Resolution Basics for Personal Injury Attorneys

    There is a complex set of requirements for establishing an estate fiduciary in order to continue to pursue personal injury and/or wrongful death actions. This CLE course will offer personal injury attorneys with a basic understanding of the estate administration requirements as well as insight into the ramifications of a case settlement for personal injury and\or wrongful death. The course will also explain the basics of resolving outstanding liens as part of such a settlement. More Info

    $55
    1.75Law & Legal Proc.
  • Estate Planning for Attorneys Who Help Business Owners

    Clients who own small businesses have particular needs and concerns with regards to estate planning. This CLE course will prepare estate planning attorneys to serve those clients as part of their overall estate planning. The course will go far beyond the issue of wills and delve into operations, employees, customers, vendors, leases, licenses and a slew of other issues as part of their estate plan. The course will assist attorneys in managing their clients’ expectations as well... More Info

    $55
    1.75Law & Legal Proc.
  • Guardianships: How to Plan for the Unplanned

    Life is full of the unexpected. And while it would seem impossible to plan for all contingencies, we can certainly plan for some. This CLE course will offer attorneys guidelines to assist clients in preparing for the unexpected such as with health care proxies, wills, and ultimate power of attorneys (POA). The course will explain the consequences of neglecting to put these measures in place, including the need for guardianship petitions. The course will extend the discussion to determining the... More Info

    $55
    1.75Law & Legal Proc.
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