West Virginia CLE - Trusts and Estates Courses
West Virginia CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a presumptive provider of CLE in WV, approved by the WV State Bar. To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
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
$291.2General Credits -
On-DemandOnline & iOS/Android App
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
$291.2General Credits -
On-DemandOnline & iOS/Android App
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
$291.1General Credits -
On-DemandOnline & iOS/Android App
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
$291.2General Credits -
On-DemandOnline & iOS/Android App
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
$291.1General Credits -
On-DemandOnline & iOS/Android App
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
$291.2General Credits -
On-DemandOnline & iOS/Android App
Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts
This CLE course explores the intersection of trust administration, charitable planning, and income tax strategy, with a focus on how trustees and advisors can effectively incorporate charitable giving into trust structures. As tax laws continue to evolve and the IRS increases its scrutiny of charitable deductions claimed by trusts, practitioners must understand the technical requirements governing these planning opportunities. Participants will examine the rules surrounding charitable d... More Info
$291.2General Credits -
Live WebinarWednesday, September 30, 20261:00 PM - 2:00 PM Eastern Time (EDT)
Live Webinar: Trust & Estate Administration: A Step-by-Step Guide from Funeral to Final Distribution
Successfully administering an estate requires more than understanding probate procedures—it demands careful management of legal, financial, and fiduciary obligations throughout the administration process. This CLE program provides attorneys with a practical roadmap for handling estates from the appointment of the personal representative through the final settlement of the estate. The course explores the duties of fiduciaries, the collection and transfer of estate assets, creditor and b... More Info
$291.2General Credits
