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
Estate Planning to Prevent Sudden Wealth Syndrome
Without time and support to adjust to the sudden change, even sudden wealth can be a burden. In fact, the term Sudden Wealth Syndrome was coined to explain what happens when unexpected or abrupt fortune creates overwhelming pressures, leading to emotional or behavioral issues. Often the result of this syndrome is to squander the inheritance. This CLE course will explain how to protect your client against their own imprudence, and the potential legal consequences of failing to do so. The... More Info
$551.6General Credits -
On-DemandOnline & iOS/Android App
Estate Planning, Guardianship and Medicaid Eligibility
This CLE course is designed to provide attorneys who do not practice Estate Planning and Elder Law with an introductory overview on these areas. The course will include issues related to Estate Tax Planning, Medicaid planning and Special Need planning. The course will also cover Asset Protection, Probate and the significance of Advance Directives. More Info
$652Total Credits1 Ethics -
On-DemandOnline & iOS/Android App
Estate Planning: Common Issues; Practical Answers
Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who establishes the trust, known as the settlor, is responsible for paying income tax on any income earned within the trust. This is an excellent strategy for accelerating the growth of trust assets and... More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Estate Tax Repeal Is Not a Temporary or Permanent Certainty: How to Plan Now
With a variety of pending repeals and decisions on tax issues still undetermined, many estate planners have recommended that clients postpone decisions or initiate low risk planning until the estate and GST tax, capital gains upon death and other issues are resolved. However, in light of the recent True case, obvious decisions such as low gift tax exposure may not be so certain. This CLE course will offer guidance on estate planning in this volatile environment and how planners can help advise c... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Estates and Trusts for the Non-Specialist
The program will provide an overview of the steps necessary to conduct an estate administration in Pennsylvania. The program will include topics such as whether an estate should be probated or not, the various deadlines and filing requirements if the estate is probated and possible complications that may arise in concluding the estate and distributing the assets to the beneficiaries. Also discussed will be an overview of the requirements for drafting an estate plan, which include a Last Will... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Ethical Issues in Making Capacity Decisions
Substance abuse, alcohol abuse, old age and mental illness are just some of the factors that can contribute to an individual’s capacity to act in a legal environment. This designation is typically a medical determination and the aging population as well as prevalence of mental illness diagnoses and incidences of substance and alcohol abuse has drastically increased the application of capacity in legal cases. While capacity is widely known as an issue in criminal matters, this CLE course will rev... More Info
$652Ethics Credits -
On-DemandOnline & iOS/Android App
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
$651.66Ethics Credits -
On-DemandOnline & iOS/Android App
Family Meetings and Legacy Planning
A family meeting is a critical aspect of a family’s success in legacy building. It is a key element to provide education and trust-building through a commitment to the process which enables interdependence and practiced group decision-making. This CLE course will explain family meetings, their importance, how they’re run and what should be addressed in order to decrease family erosion as a result of estate plans and ensure growing wealth in the process. More Info
$291.2General Credits -
On-DemandOnline & iOS/Android App
Family Offices: A to Z About Acting as Legal Counsel for a Family Office
For the ultra-wealthy, it is not just the household that requires staff. Ultra high net worth families face a complicated set of legal issues that require a skilled legal team. This CLE course will explain the various types of family offices, including multi-generational families and the instant wealth created by technology companies, and the responsibilities that attorneys who represent them must be aware of. Regulatory and governance issues, contracts, confidentiality, PR and reputation manage... More Info
$552General Credits -
On-DemandOnline & iOS/Android App
Fiduciary Responsibility Related to Art Assets
Art assets always seem like a good investment, if you know what you’re doing. This CLE course will provide a complete picture of how to manage fiduciary responsibility with regards to art assets. The course will cover selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, as well as the type of due diligence people need to be doing. Appraisals and the many ways in which Covid-19 has changed the landscape will discussed including general t... More Info
$291.2General Credits
