On-Demand Learning

Estates & Trusts

On-Demand Web Programs

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 (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: End-of-Life Planning for the Low-Income Client (Free)

Released on: Jul. 12, 2013

End of Life Planning is, like Death and Taxes, one of those things that can go from an easy, informative and straightforward conversation to a drawn-out nightmare if ignored. Low income and very low-income clients, unlike the average middle class client, frequently do not understand the importance of, for example, having identified caretakers for their minor children in place. They frequently resort to “no planning” or improvised planning which does ...

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: 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 ...