West Virginia CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for West Virginia. Please make your selection below of West Virginia 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.
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
Asset Protection and Estate Planning Under the New Tax Act
The tax cut act created requirements in the area of transfer tax law and estate planning. This CLE course will explain those requirements and define the three critical steps necessary as well as pitfalls to avoid. The course will explain the use of irrevocable trusts to protect assets in case of divorce as well as asset protection planning, advanced trust and offshore structures and the protection of specific assets such as retirement, residences and others. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 2
The Tax Cuts and Jobs Act, made sweeping changes in both personal and estate tax rules. It leaves no area of planning unaffected and impacts everything from charitable giving, choice of entity and itemized tax deductions to asset protection, trust income tax planning and trust structure. This CLE course is designed to explain the many provisions of the new act and review estate planning, new drafting concepts for trusts, and how to target a client’s specific needs in choosing an estate planning... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 1
The Tax Cuts and Jobs Act dramatically overhauled the tax rules across the board. A sweeping bill that impacts business and personal taxes and affects every aspect of estate planning including: • asset protection • charitable giving • choice of entity • itemized deduction planning • trust income tax planning • trust structure (grantor vs. non-grantor, ING, SLAT, DAPT) With this new bill, President Trump has introduced not only the most swe... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Trust Owned Life Insurance (TOLI)
Just under half of the life insurance policies purchased between the early 80’s and 2003 were non-guaranteed universal life policies and of those, about a quarter are expected to lapse prematurely. This presents a serious crisis for life insurance policies, particularly those owned by trusts (TOLI). A premature lapse can cause grievous harm to those who are relying on the proceeds of those policies, and can result in suits against those who have mismanaged TOLI’s. This CLE course will... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Charitable Planning: Evolving Perspectives
The very notion of philanthropy has evolved greatly in the past decade, but regardless of how charitable a person may be, there are still better and worse ways to provide funding for a cause. This CLE course will provide tips and strategies to advise client on the social and legal changes, as well as other issues, that affect charitable giving. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Crowdfunding: Meeting Humanitarian Needs
Crowdfunding has become the go-to way to raise money for start-ups, causes and even individuals. But who is regulating these campaigns and what are the laws governing this approach? This CLE course will explain the legal and tax issues related to crowdfunding campaigns and provide the background and knowledge to advise those using crowdfunding campaigns on implementing them successfully, responsibly and within the confines of the law. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Non-Tax Considerations of Estate Planning
Estate tax exemptions have had a dramatic impact on estate planning. Currently, very few decedents pay an estate tax and that will likely remain the case regardless of whether or not tax reform is enacted. This CLE course will address the wide-range of non-tax factors that affect estate planning. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Legal Issues in Art Collecting: Practical Planning for Art Collectors & Their Advisors
Art collections are not like other assets. Built upon personal vision, creativity and passion, they are difficult to evaluate, and even harder to incorporate into a comprehensive tax and financial plan. Whether you are a collector or an advisor, this CLE course will provide you with best practices to determine the ideal disposition of a collection. The course will review outcomes of buying, selling and donating collections both before and after death as well as practical considerations in collec... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Recent Developments with Practical Estate Planning Implications
A series of recent developments might have a profound impact on estate planning, and practitioners would be wise to remain knowledgeable about these developments and how they impact clients. This CLE course will review these recent developments and how they affect estate planning from the prospect of repeal, portability new relief, issues affecting same sex couples, FLP’s, decanting, undue influence, lien release, asset protection and much more. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool
Non-reciprocal Spousal Lifetime Access Trusts (SLAT’s) can offer incredible planning benefits for married clients. If adjusted to the current environment, it offers a useful default estate and financial planning strategy to achieve a variety of planning goals. This CLE course will explain the technique and how it may be adapted for modest estates requiring life insurance trusts as well as high net worth clients looking for more aggressive tax-oriented planning. Special clauses and techniques s... More Info
$291General Credit
