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Estates & Trusts

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From the program: Elder Law Institute 2013 (25th Annual)

Recorded on: Apr. 22, 2013

Taken from the Web Program Elder Law Institute 2013 (25th Annual) recorded April, 2013 in New York.Lecture Topics  [01:02:58]Ethics in Elder Law  [01:02:58] Attorney Client problems with multiple family members - who is the client? Avoiding crossing the line - self dealing vs. client's interests and wishes Use and abuse of Power of Attorney Who can tell you what is right and wrong? The purchase price of this segment includes the ...

From the program: End-of-Life Planning for the Low-Income Client 2013

Recorded on: Jul. 1, 2013

Taken from the Web Program End-of-Life Planning for the Low-Income Client recorded June, 2013 in San Francisco.Lecture Topics  [01:02:40]Advance Directives, POLST, Powers of Attorney and Working with the Medical System  [01:02:40] History of the Advance Directive and Legal Authority- ABA position Current Thinking on Advance Planning – Advance Planning as a Process - When does the conversation get started?- How does it progress?- What ...

From the program: Estate Planning Institute 2012 (43rd Annual)

Recorded on: Sep. 17, 2012

Taken from the Web Program Estate Planning Institute (43rd Annual) recorded September, 2012 in New York. Lecture Topics  [00:59:27] Charitable Planning and Tax Strategies  [00:59:27] Latest developments Gathering windfalls and avoiding pitfalls Drafting charitable remainder trusts for maximum flexibility The purchase price of this segment includes the following article from the Course Handbook available online:  ...

From the program: International Estate & Tax Planning 2013

Recorded on: Apr. 24, 2013

Taken from the Web Program International Estate & Tax Planning 2013 recorded April, 2013 in New York.Lecture Topics  [01:00:07]Case Study: Fundamental Concepts  [01:00:07] Developing an integrated estate and tax plan for assets governed by civil law principles of marital property and succession How civil law entities such as foundations compare with common law trusts, and the potential advantages and disadvantages of each Using ...

From the program: New Jersey Basic CLE Marathon 2012

Recorded on: Jun. 1, 2012

Taken from the Web Program New Jersey Basic CLE Marathon 2012 recorded May, 2012 in New York. Lecture Topics  [01:00:22] Basic Estate Administration  [01:00:22] 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 ...

From the program: New Jersey Basic CLE Marathon 2013

Recorded on: May. 29, 2013

This program contains 4 NJ NA categories for 6.5 hours. They are 1.2 credits of New Jersey Basic Estate Planning (NA2) , 2.9 credits of Civil Trial Practice – The Trial  (NA3), 1.2 credits of New Jersey Real Estate Closing Procedures (NA5), and 1.2 credits of New Jersey Trust and Business Accounting (NA6).Taken from the Web Program New Jersey Basic CLE Marathon 2013 recorded May, 2013 in New York.Lecture Topics  [01:02:53]New Jersey Basic ...