On-Demand Learning

Estates & Trusts

Recorded on: Feb. 6, 2013

Taken from the briefing American Taxpayer Relief Act of 2012: Permanency at Last? recorded February, 2013. On January 1, 2013, Congress passed the American Taxpayer Relief Act of 2012, and President Obama signed the Act into law on January 2, 2013. Sanford (“Sandy”) J. Schlesinger, the founding partner of Schlesinger Gannon & Lazetera LLP, will discuss the transfer tax aspects of the Act. Lecture Topics  [Total ...

Recorded on: Jun. 6, 2012

Taken from the Web Program New Jersey Basic CLE Marathon 2012 Recorded May, 2012 in New York Basic Estate Administration [01:01:06] Collecting information on the decedent Probate process Collecting, managing and distributing probate assets Estate and inheritance taxes Termination of the estate administration The purchase price of this segment includes the following article(s) from the Course Handbook available online:  ...

From the program: International Estate & Tax Planning 2013

Released on: May. 7, 2013

Individuals with connections to more than one country - international private clients - need sophisticated succession and tax planning advisors to help them navigate a complex and sometimes treacherous legal, tax and regulatory environment. These clients include U.S. persons with assets or beneficiaries outside the United States, as well as non-U.S. persons with U.S. connections. Their advisors must view a client’s specific circumstances ...

From the program: Estate Planning Institute (43rd Annual)

Released on: Sep. 25, 2012

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of2010, which was enacted on December 17, 2010, completely changed the landscape regarding federal estate taxes, gift taxes and generation- skipping transfer taxes, but these tax law changes are scheduled to expire on December 31, 2012. In addition, President's Obama's budget for the government's fiscal year ending September 30, 2013 contains major proposals for transfer ...

From the program: Connecting the Dots: Family Law, Housing Law, and Trusts and Estates Practitioners Discuss Mortgage Debt, Families and Foreclosure (Free)

Released on: Jun. 12, 2012

View this training for an overview of legal and practical problems that arise within families and with mortgage servicers regarding mortgage debts, mortgage delinquencies and foreclosure when real property is co-owned by family members or is transferred in connection with death or divorce or other family changes.  During the session, practitioners specializing in family law, trusts and estates and housing law, respectively, will provide ...

From the program: Elder Law Institute (24th Annual)

Released on: May. 25, 2012

Audio CD's from the program Elder Law Institute (24th Annual), held April 2012.

From the program: Elder Law Institute (25th Annual)

Released on: May. 1, 2013

The 25th Annual Elder Law Institute presents current legal topics that are of importance to your older clients, and all your younger clients with aging parents. Many of the subjects covered this year focus on planning for incapacity, paying for health care, and maintaining the legal autonomy and dignity of your aging clients. The subject of elder law is becoming a part of every practice - we cannot stop the aging process, nor the reality that ...

From the program: International Estate & Tax Planning 2012: Planning for the International Private Client

Released on: May. 22, 2012

Audio CD's from the program International Estate & Tax Planning 2012: Planning for the International Private Client, held April, 2012.