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
The Essentials of Planning Before & After Death
Practitioners do not typically address pre-mortem planning which presents a hosts of issues that are critical. This CLE course will review all the critical factors such as monitoring and proper exercise of swap powers for clients with irrevocable grantor trusts as well as remaining gift and GST exemptions, discounts for taxable estates and revisions to FLP and LLC governing documents to eliminate discounts on smaller estates are all issues that need to be thoroughly understood by practitioners.... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
The Intersection of Elder Law and Estate Planning
Elder law, a complex group of interconnected areas of laws, impacts individuals and families as well as the critical decisions they must make regarding assets, retirement, estate planning, trusts, and more. Presented by attorney Aaron Futterman, this informative CLE course will explain the impact of elder law in consideration of legal issues of matrimony, trusts, real estate, personal injury, social security, taxes, and debtor/credit law. Medicare, Medicaid, guardianship, veterans’ benefits as... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
The Mathematics of Charitable Planning
Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners. The most popular techniques for tax and charitable benefits include: Charitable Remainder Trusts Charitable Lead Annuity Trusts Qualified Charitable Dispositions of IRAs Transfer of Remainder Interests This infor... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Unequal Inheritances: A Final Parental Communication
This CLE course will address the issue of dispositive provisions and how they may impact estate planning in the case of a will or removable trust. The course will explain what these provisions entail and how to analyze them effectively. The course will address the issue of whether they should be equal or fair and how to explain the various factors to your clients to come to the best determination. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Using a Qualified Charitable Distribution as the RMD from an IRA: Why and How
What is a qualified charitable distribution and how are they best utilized? This CLE course will cover everything you need to know about charitable distributions and how they fall under the category of minimum distribution requirements when taken from an IRA. The course will explain the benefits of utilizing such distributions as well as the benefits of maintaining lower income levels overall. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Will, Trusts, and Advanced Directives: Know What is Right for Your Client
This comprehensive CLE course will present effective planning tools related to Last Wills & Testaments and trusts. The course will introduce succession planning, estate planning and how to plan using wills and trusts, as well as more advanced directives including POA’s, living wills and health care proxies. Medicaid planning, tax planning and asset protection when creating estate plans as well as the impact of the Uniform Health Care Decisions Act that advocates the inclusion of standa... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
New Jersey Attorney Trust And Business Accounting Fundamentals
The Court Rules and the RPCs, require attorneys practicing in the State of New Jersey to maintain trust and business accounts. This comprehensive CLE course focuses on the various rules and practical ethics of establishing the trust and business accounts. The course will also offer practical tips on maintaining these types of accounts as well as strategies for avoiding the myriad potential pitfalls and errors that many new attorneys encounter. More Info
$291.22General Credits -
On-DemandOnline & iOS/Android App
The Mathematics of Estate Tax Planning
There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being specific to the parties involved will result in less-than-optimal planning results as well as unnecessary federal estate tax payments. More problematic is the failure to consider income tax implication... More Info
$291.22General Credits -
On-DemandOnline & iOS/Android App
The Nuts and Bolts of Guardianships
Guardianship proceedings differ from advanced directives such as health care proxies and powers of attorney. This CLE course will address the basics of guardianship proceedings, also known as conservatorships in some states, when such proceedings should be commenced and what courts look for in these proceedings. The course will also explain the Uniform Health Care Decisions Act, which was passed in many states and explain a variety of issues related to guardianships/conservatorships th... More Info
$291.22General Credits -
On-DemandOnline & iOS/Android App
New York’s Brand-New Power of Attorney
Recently new Power of Attorney laws came into effect. In this comprehensive CLE course, Elizabeth Forspan, Esq. of Forspan Klear LLP will explain the primary changes to the POA form and how to plan in accordance with these new changes. The course will review key items to include when preparing new Power of Attorney forms. More Info
$291.24General Credits
