{"title":"Courses","description":"\u003cp\u003eThe educational content available for purchase in the store is eligible for CLE credit in many states.  Specific states and credits for each course can be found in the product descriptions.\u003c\/p\u003e\n\u003cp\u003eTo request a certification of completion for CLE credits after completing the course, you will need to send an email to shopcle@wealthcounsel.com with your state(s), bar number(s), course title, and the verification code(s) shown during the presentation.  Please allow up to 10 days to receive a certificate.\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #ff8000;\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e \u003c\/span\u003eMost of these CLE eligible programs are \u003cspan aria-haspopup=\"true\" role=\"menuitem\" id=\"m_-7198019199557443734gmail-m_1074643315594076944:1qv.1\"\u003ecomplimentary\u003c\/span\u003e for WealthCounsel members.  Please access and view them via the member website for optimal experience and inclusion in your CLE Profile Account: \u003ca data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/member.wealthcounsel.com\/course-catalog\/?completed%3Dfalse%26cleEligible%3Dtrue%26inProgress%3Dfalse%26fav%3Dfalse%26locked%3Dtrue%26sort%3Drecent\u0026amp;source=gmail\u0026amp;ust=1645551486903000\u0026amp;usg=AOvVaw2-cfwHf2j0SQy3mg8eXqE_\" href=\"https:\/\/member.wealthcounsel.com\/course-catalog\/?completed=false\u0026amp;cleEligible=true\u0026amp;inProgress=false\u0026amp;fav=false\u0026amp;locked=true\u0026amp;sort=recent\" target=\"_blank\"\u003eWealthCounsel On Demand Catalog\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003ca href=\"http:\/\/www.wealthcounsel.com\" title=\"WealthCounsel\" target=\"_blank\"\u003eLearn more about WealthCounsel membership\u003c\/a\u003e\u003c\/p\u003e","products":[{"product_id":"tax-intensive-2020","title":"Tax Intensive 2020","description":"\u003cp xmlns=\"\"\u003eTax Intensive 2020 is a comprehensive overview of the Internal Revenue Code and its practical application for estate planning attorneys and other professionals involved in trusts and estates. In this twelve-part course, the presenters will lead attendees through selected sections of the Internal Revenue Code relevant to the planning and administration of estates and trusts and the creation and management of business entities in estate planning.\u003c\/p\u003e\n\u003cp xmlns=\"\"\u003eAttendees will develop a foundation on the basic principles of federal estate and gift taxation and income taxation of individuals, estates, and trusts.  In addition, attendees will gain an introduction to business tax concepts including corporate and partnership taxation, as those entities relate to estate planning.\u003c\/p\u003e\n\u003cp xmlns=\"\"\u003e\u003cstrong\u003ePresenters:\u003c\/strong\u003e\u003cbr\u003eKimberly Martin Turner, JD\u003cbr\u003ePeter J. Parenti, JD, LLM\u003cbr\u003eJeffrey L. Williamson, JD\u003cbr\u003eDaniel B. Capobianco, JD, CPA\u003cbr\u003eJennifer Villier, JD, CPA (inactive)\u003cbr\u003eWhitney L. Sorrell, JD, CPA, MBA\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e WealthCounsel does not offer continuing legal education credit or a Certificate of Attendance for this course. \u003cspan style=\"font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: #500050; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;\"\u003e\u003cbr clear=\"all\" style=\"mso-special-character: line-break;\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cspan style=\"color: #ff2a00;\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e \u003c\/span\u003eThis program is \u003cspan aria-haspopup=\"true\" role=\"menuitem\" id=\"gmail-m_-7198019199557443734gmail-m_1074643315594076944:1qv.1\"\u003ecomplimentary\u003c\/span\u003e for WealthCounsel members.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/3083987785865667759\"\u003ehere\u003c\/a\u003e via the member website for optimal experience.\u003c\/span\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":32530620448839,"sku":"","price":599.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/products\/TaxIntensive2020.jpg?v=1601595256"},{"product_id":"estate-administration-for-iras-qualified-plans-after-secure","title":"Estate Administration for IRAs, Qualified Plans After SECURE","description":"\u003cp\u003eOne hour webinar. The SECURE Act’s ten-year rule changes most of the tried and true principles and greatly impacts how we will approach spousal rollovers, disclaimers, income tax planning and beneficiary payouts for IRAs and Roth IRAs. When a client dies with an IRA or qualified plan the estate’s advisors must balance the tax law, including the Secure Act, with a variety of financial and property law issues.\u003c\/p\u003e\n\u003cp\u003eIn this fast-paced post-SECURE class, Bob Keebler will address the critical questions that must be reviewed from the first family meeting to the final retitling of the IRA account. With a solid understanding of the IRA and qualified plan provisions of the Secure Act, lawyers, CPAs, and advisors will be able to spot the key issues, identify opportunities and apply the most updated solutions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresenter:\u003c\/strong\u003e Robert S. Keebler, CPA, MST, AEP\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e WealthCounsel does not offer continuing legal education credit or a Certificate of Attendance for this course. \u003cspan style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman'; color: #500050; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;\"\u003e\u003cbr style=\"mso-special-character: line-break;\" clear=\"all\"\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #ff2a00;\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e \u003c\/span\u003eThis program is \u003cspan id=\"m_-5748278929128062293gmail-m_-7198019199557443734gmail-m_1074643315594076944:1qv.1\" role=\"menuitem\" aria-haspopup=\"true\"\u003ecomplimentary\u003c\/span\u003e for \u003cwbr\u003eWealthCounsel members.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/5964585134908555685\"\u003ehere\u003c\/a\u003e via the member website for optimal experience.\u003c\/wbr\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":32806947356743,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/products\/EstateAdministrationForIRAsQualified_326299865.jpg?v=1612552738"},{"product_id":"trust-administration-best-practices-in-uncertain-times","title":"Trust Administration: Best Practices in Uncertain Times","description":"\u003cp\u003eWith anxiety running high during the Pandemic, and increased uncertainty related to the reduction in the estate tax exemption and other proposed changes in tax legislation, it’s important to consider what you can do now to ensure that your clients and their loved ones have the most efficient and cost-effective estate\/trust administration possible.\u003c\/p\u003e\n\u003cp\u003eThis session will explore best practices that aim to provide certainty to clients and their families as it relates to the administration of their affairs upon death.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by: \u003c\/strong\u003eJessica Marchegiano, JD\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 general credit\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eApproved States: CA, NJ, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e(AK, AZ, CT, MO, ND, NH \u0026amp; TX eligible to claim credit)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to self-apply in other states.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance. \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #ff2a00;\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e \u003c\/span\u003eThis CLE eligible program is \u003cspan id=\"gmail-m_-7198019199557443734gmail-m_1074643315594076944:1qv.1\" role=\"menuitem\" aria-haspopup=\"true\"\u003ecomplimentary\u003c\/span\u003e for WealthCounsel members.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/6325872578409781966\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":39339897454663,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/products\/TrustAdministrationBestPracticesinUncertainTimes_29702206.jpg?v=1619525456"},{"product_id":"helping-parents-grandparents-plan-for-minor-children","title":"Helping Parents \u0026 Grandparents Plan for Minor Children","description":"\u003cp\u003eJoin us as we discuss the importance of nominating guardians for minor children, what issues or considerations should be discussed with your client. Helping to take the worry out of who is going to care for their minor children is a huge benefit. We will cover the basics of knowing how to provide for minor children when leaving assets in Trust and how to set that up either as a parent or a grandparent. We will look at different planning options such as demand trusts, Minor's trust and HEETs (Health, Education Exclusion Trusts).\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Jay Zych, JD\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 general credit\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eApproved States: CA, NJ, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e(AK, AZ, CT, MO, ND, NH \u0026amp; TX eligible to claim credit)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to self-apply in other states.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance. \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #ff2a00;\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e\u003c\/span\u003e This CLE eligible program is \u003cspan id=\"gmail-m_-7198019199557443734gmail-m_1074643315594076944:1qv.1\" role=\"menuitem\" aria-haspopup=\"true\"\u003ecomplimentary\u003c\/span\u003e for WealthCounsel members.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/5983260772514036698\"\u003ehere \u003c\/a\u003evia the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":39375206449223,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/products\/HelpingParentsandGrandparentsPlanForMinorChildren_138357084copy.jpg?v=1623179080"},{"product_id":"reducing-estate-tax-strategies-every-planner-needs-to-know","title":"Reducing Estate Tax: Strategies Every Planner Needs to Know","description":"\u003cp\u003eThis presentation will demonstrate the economic benefits of lifetime gifting and will review key features of specific planning techniques including:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe exclusion for medical and educational expenses\u003c\/li\u003e\n\u003cli\u003eAnnual exclusion gifts and the various ways they can be used (UTMA and 529 accounts, 2503(c) trusts, GST exempt trusts)\u003c\/li\u003e\n\u003cli\u003eInsurance trusts and Crummey powers\u003c\/li\u003e\n\u003cli\u003eGifting assets to grantor trusts Intra-family loans\u003c\/li\u003e\n\u003cli\u003eFamily limited partnerships\u003c\/li\u003e\n\u003cli\u003eGrantor Retained Annuity Trusts\u003c\/li\u003e\n\u003cli\u003eQualified Personal Residence Trusts\u003c\/li\u003e\n\u003cli\u003eState income taxation of trusts\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by: \u003c\/strong\u003eStephen Liss \u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 general credit\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eApproved States:\u003cspan\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eCA, NJ, NV, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, MO, ND, NH, TX eligible to claim credit)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance. \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #ff2a00;\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e \u003c\/span\u003eThis CLE eligible program is \u003cspan id=\"gmail-m_-7198019199557443734gmail-m_1074643315594076944:1qv.1\" role=\"menuitem\" aria-haspopup=\"true\"\u003ecomplimentary\u003c\/span\u003e for WealthCounsel members.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/17761454919144249853\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":39603827867719,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/products\/ReducingEstateTax-StrategiesEveryPlanner_202443539.jpg?v=1645708908"},{"product_id":"secure-act-and-the-newly-proposed-regulations","title":"SECURE Act and the Newly Proposed Regulations","description":"\u003cp\u003eAfter much delay and anticipation, the IRS\/Treasury recently published the proposed regulations implementing the SECURE ACT.\u003c\/p\u003e\n\u003cp\u003eThe proposed regulations include many clarifications and refinements to the distribution rules. Every client who may die with substantial retirement account accumulations must consider revising their estate plan.\u003c\/p\u003e\n\u003cp\u003eSpecifically, this course will include the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe new 10-year rule distribution requirements\u003c\/li\u003e\n\u003cli\u003eExceptions to the 10-year rule and how to compute RMDs\u003c\/li\u003e\n\u003cli\u003eWhen the 5-year rule or “ghost” life expectancy rule might apply\u003c\/li\u003e\n\u003cli\u003eDistribution requirements after the death of a beneficiary\u003c\/li\u003e\n\u003cli\u003eNew terminology, such as the “applicable multi-beneficiary trust”\u003c\/li\u003e\n\u003cli\u003eDrafting for successor or contingent beneficiaries without accelerating distributions\u003c\/li\u003e\n\u003cli\u003eWhen remote or contingent interests can be ignored when calculating distributions\u003c\/li\u003e\n\u003cli\u003eSurviving spouse distributions under the new rules, including when the IRA is held in trust\u003c\/li\u003e\n\u003cli\u003eFlowcharts to help you quickly process and apply the new rules\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePresented By:\u003c\/strong\u003e Robert S. Keebler, CPA, MST, AEP (Distinguished)\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eCLE:\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e 1.0 general credit \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eApproved States:\u003cspan\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eCA, NJ, NV, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, MO, ND, NH, TX eligible to claim credit)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance. \u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #ff2a00;\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e\u003c\/span\u003e This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it\u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/7136641822315443900\"\u003e\u003cspan\u003e \u003c\/span\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":39678573084743,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/products\/TrustAndEstatesINFOCUS.jpg?v=1654003260"},{"product_id":"i-don-t-belong-imposter-syndrome-in-the-legal-profession","title":"“I Don’t Belong”: Imposter Syndrome in the Legal Profession","description":"\u003cp\u003eImposter syndrome is something that can affect anyone in the legal profession – from law students to Big Law executives.\u003c\/p\u003e\n\u003cp\u003eLiving in constant fear of discovery, you strive for perfection in everything you do. 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Quinn\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eCLE:\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e 1.0 ethics credit (Competence \/ Mental Health Awareness)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eStates Pre-Approved: CA, NJ, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eEligible to claim credit: AK, AZ, CT, FL, ND, NH, TX. MO eligible to claim general credit only.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #ff2a00;\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e\u003c\/span\u003e This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/8789646957299661489\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":39949139247175,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/products\/IDon_tBelong-ImposterSyndromeInTheLegalProfession_413702180.jpg?v=1674837283"},{"product_id":"secure-act-regulations-secure-2-0-act","title":"SECURE Act Regulations \u0026 SECURE 2.0 Act","description":"\u003cp\u003eThe Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 substantially changed estate planning and administration for individual retirement accounts (IRAs). Eliminating the “stretch” in favor of the new ten-year rule initially seemed a simplification. However, in practice, this is far from the case. Most of the pre-SECURE complications remain, and the Act introduced new rules to plan for and navigate.\u003c\/p\u003e\n\u003cp\u003eMoreover, over two years passed between the 2020 statutory effective date and the publication of the proposed regulations in early 2022. Compliance with the new rules has been difficult, if not impossible, for many recent deaths. However, the final regulations should provide relief and certainty.\u003c\/p\u003e\n\u003cp\u003eThe SECURE 2.0 Act, passed as part of the omnibus spending bill signed by President Biden on December 29, 2022, increased the age for the required beginning date (RBD) for required minimum distributions from 72 to 73 starting on January 1, 2023, for individuals who reach age 72 after December 31, 2022. The RBD will be increased to age 75 starting on January 1, 2032, for individuals who reach age 74 after December 31, 2032. Other SECURE 2.0 Act provisions are also of interest to estate planners, including a surviving spouse's option to elect to be treated as the deceased employee for purposes of the required minimum distribution rules.\u003c\/p\u003e\n\u003cp\u003eSpecifically, this course will provide a timely update on the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe new ten-year rule distribution requirements\u003c\/li\u003e\n\u003cli\u003eExceptions to the ten-year rule and how to compute required minimum distributions\u003c\/li\u003e\n\u003cli\u003eWhen the five-year rule or “ghost” life expectancy rule might apply\u003c\/li\u003e\n\u003cli\u003eDistribution requirements after the death of a beneficiary\u003c\/li\u003e\n\u003cli\u003eNew terminology, such as the applicable multi-beneficiary trust\u003c\/li\u003e\n\u003cli\u003eDrafting for successor or contingent beneficiaries without accelerating distributions\u003c\/li\u003e\n\u003cli\u003eWhen remote or contingent interests can be ignored when calculating distributions\u003c\/li\u003e\n\u003cli\u003eSurviving spouse distributions under the new rules, including when the IRA is held in trust\u003c\/li\u003e\n\u003cli\u003eFlowcharts to help you quickly process and apply the new rules Provisions of SECURE 2.0 of interest to estate planners\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003ePresented by: \u003c\/span\u003e\u003c\/strong\u003eRobert S. Keebler, CPA\/PFS, MST, DAEP, CGMA\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eCLE:\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e 1.0 general credit\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eApproved States:\u003cspan\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eCA, NJ, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit)\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #ff2a00;\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e\u003c\/span\u003e This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/12089009189557787093\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":39966873256007,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/products\/ThoughtLeaderSeries_366798142_700b927a-b8a6-4f7d-8234-8e4c2d933a01.jpg?v=1677868129"},{"product_id":"marital-share-funding-options","title":"Marital Share Funding Options","description":"\u003cp\u003eWhen creating an estate plan for a married couple, there are many different options available as to division and funding of the marital and non-marital shares. In this presentation, we will:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eReview foundational tax considerations relevant to share design and funding\u003c\/li\u003e\n\u003cli\u003eReview common funding formulas and choices, discussing how each one works and reviewing visual diagrams\u003c\/li\u003e\n\u003cli\u003eDiscuss and demystify common, and sometimes confusing, terminology\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003ePresented by: \u003c\/b\u003ePhoebe Stone, JD, MA (Bioethics)\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eCLE:\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e 1.0 general credit \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eApproved States:\u003cspan\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eCA, NJ, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit)\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e\u003c\/span\u003e This CLE eligible  program is complimentary for WealthCounsel members. Please access and view it\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/3878197023065682221\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":40004238245959,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/MaritalShareFundingOptions_200951060.jpg?v=1683228102"},{"product_id":"trust-protectors-drafting-and-practical-considerations","title":"Trust Protectors: Drafting and Practical Considerations","description":"\u003cp\u003eThe use of trust protectors is becoming more common in modern trust preparation and administration; however, most clients and their advisors are unfamiliar with the role of trust protectors. This presentation will cover when including a trust protector in trusts is advised, drafting considerations for trust protector provisions, the legal capacity of a trust protector, and serving as or advising a trust protector.\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003ePresented by: \u003c\/b\u003eGregory Herman-Giddens\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eCLE:\u003c\/b\u003e\u003cspan\u003e 1.0 general credit \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eApproved States:\u003cspan\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eCA, NJ, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit)\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e\u003c\/span\u003e\u003cspan\u003e This CLE eligible  program is complimentary for WealthCounsel members. Please access and view it\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/3878197023065682221\"\u003ehere\u003c\/a\u003e\u003cspan\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/span\u003e\u003cbr\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":40138258284615,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/TangoInTrustAdministration_306642356.jpg?v=1688675713"},{"product_id":"ira-administration-for-trusts-and-snts","title":"IRA Administration for Trusts and SNTs","description":"\u003cp\u003eA vast amount of wealth in the United States resides in qualified plans and individual retirement accounts (IRAs). Additionally, up to one in four people in the United States have some type of disability that must be considered when drafting a family's estate plan. Thanks to unique provisions for people with disabilities created by the SECURE 2.0 Act, special needs trust (SNT) planners and trustees have an amazing opportunity to manage inherited IRAs for their beneficiaries, potentially extending the longevity of a beneficiary's trust resources and avoiding onerous tax consequences. Nationally recognized speakers Stephen W. Dale and Peter J. Wall will illustrate how attorneys can best counsel estate planning clients as well as trustees administering IRAs for SNTs. IRA funding, decedent complications, Internal Revenue Service (IRS) deadlines, tax consequences, and required minimum distributions (RMDs) will be reviewed, including a thorough assessment of SECURE 2.0 Act regulations.\u003c\/p\u003e\n\u003cp\u003eLearning objectives include the following:\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eAttendees will receive a general overview\/primer on IRA administration and commonly used terms.\u003c\/li\u003e\n\u003cli\u003eAttendees will learn the new provisions for IRAs in the SECURE Act and its subsequent amendment, the SECURE 2.0 Act.\u003c\/li\u003e\n\u003cli\u003eAttendees will learn the new types of IRA beneficiaries (non-designated beneficiaries, designated beneficiaries, and eligible designated beneficiaries), and trust types (see-through trusts, conduit\/accumulation trusts, qualified trusts) and how this affects RMDs for inherited IRAs.\u003c\/li\u003e\n\u003cli\u003eCase studies will be reviewed illustrating the practical applications of new the SECURE 2.0 Act.\u003c\/li\u003e\n\u003cli\u003eTrust taxation review and IRS Private Letter Rulings (PLRs) will be covered.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cb\u003ePresented by: \u003c\/b\u003eStephen W. Dale, JD and Peter J Wall\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eCLE:\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e 1.0 general credit\u003c\/span\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003eApproved States:\u003cspan\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eCA, NJ, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit)\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003e\u003cb\u003eWealthCounsel members:\u003c\/b\u003e This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/13086895162355475164\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/span\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":40149227110471,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/ImpactOfSECUREActOnSNTs_220423956.jpg?v=1690569332"},{"product_id":"understanding-pet-trusts","title":"Understanding Pet Trusts","description":"\u003cp\u003eMany pet owners consider their four-legged friends part of the family, and just like with any other family member, clients want to ensure that their pets are taken care of after they die. Perhaps the best way to ensure this is by creating a pet trust.\u003c\/p\u003e\n\u003cp\u003eA pet trust is similar to other trusts and includes terms that provide for administration of the trust, distributions, care and custody of the pet (including medical care, grooming requirements, etc.), and may even include end-of-life instructions for the pet. This webinar will discuss the benefits of creating a pet trust rather than relying on family members or friends to care for your pet after your death. It will also discuss the various provisions that should be included in the trust agreement and what requirements certain states have for a pet trust to be valid.\u003c\/p\u003e\n\u003cp\u003ePractitioners will learn about the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhen to suggest that a client create a pet trust, as clients may not know that this is an option\u003c\/li\u003e\n\u003cli\u003eWhat provisions should be considered and included in a pet trust\u003c\/li\u003e\n\u003cli\u003eThe distinction between the trustee of the trust and the caregiver of the pet\u003c\/li\u003e\n\u003cli\u003eOptions for remainder and contingent beneficiaries\u003c\/li\u003e\n\u003cli\u003eHow certain states' statutes differ regarding requirements for a pet trust to be valid (e.g., maximum trust terms)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003ePresented by: \u003c\/b\u003ePeggy Hoyt, JD, MBA\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eCLE:\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e 1.0 general credit \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eApproved States:\u003cspan\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eCA, NJ, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eWealthCounsel members:\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e \u003c\/span\u003e\u003cspan style=\"font-weight: 400;\"\u003eThis CLE eligible program is complimentary for WealthCounsel members.  Please access and view it \u003c\/span\u003e\u003cspan style=\"font-weight: 400;\"\u003ehere\u003c\/span\u003e\u003cspan style=\"font-weight: 400;\"\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003e\u003cbr\u003eTo view your course in the online Marketplace go to: \u003ca href=\"https:\/\/wcstore.wealthcounsel.com\/collections\/courses\"\u003ehttps:\/\/wcstore.wealthcounsel.com\/collections\/courses\u003c\/a\u003e\u003c\/span\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":40346393641031,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/Understanding-Pet-Trusts.jpg?v=1699308510"},{"product_id":"irrevocable-life-insurance-trusts-advanced-trusts-and-estates-webinar","title":"Irrevocable Life Insurance Trusts - Advanced Trusts and Estates Webinar","description":"\u003cp\u003eIrrevocable Life Insurance Trusts (ILITs, pronounced “eye-lits”) are a powerful tool; when properly deployed, they can be extremely effective, but if misused or poorly designed, they can be disastrous for clients and beneficiaries alike. This presentation will cover ILITs from A to Z, beginning with basic information about life insurance and progressing to an in-depth discussion of taxation, Crummey powers, generation-skipping transfer taxes, and the reciprocal trust doctrine. Included is a step-by-step analysis of ILIT order of operations.\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003ePresented by: Phoebe Stone, JD, MA (Bioethics)\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eCLE:\u003c\/b\u003e\u003cspan\u003e 1.0 general credit \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eApproved States:\u003cspan\u003e \u003c\/span\u003e\u003cspan data-mce-fragment=\"1\"\u003eCA, CO, FL, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, MO, ND, NH, \u0026amp; TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eWealthCounsel members:\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e \u003c\/span\u003e\u003cspan style=\"font-weight: 400;\"\u003eThis CLE eligible program is complimentary for WealthCounsel members.  Please access and view it \u003c\/span\u003e\u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/16688244779094101729\"\u003e\u003cspan style=\"font-weight: 400;\"\u003ehere\u003c\/span\u003e\u003c\/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/span\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":40499340312647,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/IrrevocableLifeInsuranceTrusts.jpg?v=1707150481"},{"product_id":"advanced-estate-planning-summit-spring-2025","title":"Advanced Estate Planning Summit - Spring 2024","description":"\u003cp\u003e\u003cspan style=\"color: #ff2a00;\"\u003e \u003cstrong style=\"font-size: 0.875rem;\"\u003eMember price $99\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eGain new insight and legal strategies for your law practice from some of the most prestigious estate planning experts presenting on timely topics at our Advanced Estate Planning Summit!\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhen Worlds Collide: Beneficial Interests in Trusts and Dissolution of Marriage \u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eIn this presentation, Sandra Glazier will address the potential impact that a beneficial interest in an irrevocable trust may have with regard to the division of marital assets or invasion of trust assets in the event of divorce; drafting considerations that might impact the treatment of a beneficiary’s interest; the potential implications of grantor trust status in the event of divorce; and other drafting, decanting, and jurisdictional considerations that may impact the right of the court to compel invasion.\u003c\/p\u003e\n\u003cp\u003eSandra Glazier - Lipson Neilson P.C.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIntervivos QTIP Trusts: The Good, The Bad, and the Blue Ribbon \u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eJames M. Kane has written frequently over the years about one of his favorite estate planning, tax, and asset-protection trusts: the intervivos qualified terminable interest property (QTIP) marital trust. In this presentation, James will discuss details about a wide range of drafting and design options. He will cover how the intervivos QTIP in many state jurisdictions allows the settlor spouse to retain, reducing section 2036 exposure, a secondary QTIP interest in the event the settlor survives the death of the beneficiary spouse, and how, as a result of favorable state statutes, the QTIP trust is potentially much stronger and more effective for asset protection purposes than, for example, a spousal lifetime access trust. The availability of using a full, partial, or no QTIP election upon creation of the QTIP trust, as well an election under certain circumstances at each spouse’s later death, help to provide virtually unbounded planning options. The design of a QTIP trust can also be well-grounded with the available, favorable QTIP case law and statutes (including QTIP regulations)—but as with most planning, requires careful and precise conformity with these laws. Otherwise, any planning, including a QTIP, can be disastrous.\u003c\/p\u003e\n\u003cp\u003eJames M. Kane - KaneTreadwell Law\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCorporate Transparency Act: Advanced Topics and Open Issues \u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe Corporate Transparency Act (CTA) went into effect January 1, 2024. Under the CTA, tens of millions of entities must file an initial report with FinCEN before the end of 2024, and millions of updated reports will need to be filed every year going forward. While FinCEN has provided guidance that helps define reporting company, beneficial owner, and company applicant, important issues remain unresolved. This presentation will focus on areas of the law where there is not enough guidance and where reasonable people disagree. It will also provide insight into some of the less commonly discussed areas of the CTA. Topics will include identifying beneficial owners where a trust owns a reporting company, who is considered a company applicant, and how to calculate the 30-day window to update a previously submitted Beneficial Ownership Information (BOI) report. We will also explore how to report when an exempt entity owns some or all of a reporting company. Finally, this presentation will include a discussion of how to advise clients while the constitutionality of the CTA is being challenged.\u003c\/p\u003e\n\u003cp\u003eStephen Liss - Dungey Dougherty PLLC\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDecanting from a Trustee’s Perspective: Minimizing the “No Good Deed Goes Unpunished” Risk \u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis session will explore the act of decanting from the perspective of the trustee. Given that the trustee is the fiduciary who undertakes the decanting action, understanding not only the important steps that fiduciaries should consider before agreeing to decant but also the actions necessary to complete the decanting can be crucial to a successful decanting. In addition, this session will focus on risk management techniques that trustees can utilize to minimize the risk of an unsuccessful decanting or fiduciary liability associated with decanting.\u003c\/p\u003e\n\u003cp\u003eMichaelle Rafferty - Maupin, Cox \u0026amp; LeGoy\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE Info:\u003c\/strong\u003e 5.0 General credits\u003cbr\u003e\u003cbr\u003eStates Pre-Approved: CA, NJ, NV, NY, OK, PA, VT\u003cbr\u003e\u003cbr\u003e\u003cspan data-mce-fragment=\"1\"\u003eEligible to claim credit in: AK, AZ, CT, FL, MO, ND, NH, TX\u003c\/span\u003e\u003cbr\u003e\u003cbr\u003eWe will supply you with the information needed to apply in other states.\u003cbr\u003e\u003cbr\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cb id=\"docs-internal-guid-6e84f4ec-7fff-9917-58dc-a959731f93ce\"\u003e\u003cspan\u003eTo Claim CLE Credit: \u003c\/span\u003e\u003c\/b\u003eEmail the attendance verification codes provided during the recording to \u003ca href=\"mailto:shopcle@wealthcounsel.com\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e. There are three codes in all. Include the date you completed the Summit, along with all states you are licensed in, as well as bar numbers for each state.\u003cb id=\"docs-internal-guid-6e84f4ec-7fff-9917-58dc-a959731f93ce\"\u003e\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e\u003cbr\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":40783415869511,"sku":"","price":299.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/AdvancedEstatePlanningSummit-Spring2024.jpg?v=1713534136"},{"product_id":"top-10-issues-to-understand-when-reviewing-business-organizational-documents","title":"Top 10 Issues to Understand When Reviewing Business Organizational Documents","description":"\u003cp\u003eNavigating a client’s business organizational documents is the key to understanding their company’s formation, governance, and day-to-day operations. This webinar provides a foundational overview of ten critical concepts estate planners should understand when navigating transactions or providing recommendations related to a client’s business, and is designed to equip you with additional confidence as you review these critical business documents.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Ryan Snow, JD, MBA\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cb\u003eCLE:\u003c\/b\u003e\u003cspan\u003e 1.0 general credit\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eApproved States:\u003cspan\u003e CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e(AK, AZ, CT, FL, MO, ND, NH, \u0026amp; TX eligible to claim credit.)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003eContact \u003c\/span\u003e\u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e\u003cspan\u003e for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003eWealthCounsel members:\u003c\/span\u003e \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/8190719038100829225\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account. \u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":40863745998919,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/Top10IssuestoUnderstandWhenReviewingBusinessOrganizationalDocuments_1.jpg?v=1715358861"},{"product_id":"mastering-buy-sell-agreements-tax-strategies-and-more-a-comprehensive-business-planning-guide-1","title":"Mastering Buy-Sell Agreements, Tax Strategies, and More: A Comprehensive Business Planning Guide","description":"\u003cp\u003eIn this webinar, Landon Long, partner and attorney at Evans \u0026amp; Davis, will provide an overview of buy-sell agreements; the use of life insurance to fund a buy-sell agreement; tax issues; the use of lifetime transfers; and dive into limited liability companies, family limited partnerships, and grantor retained annuity trusts.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Landon Long, JD, CAP\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eCLE:\u003c\/b\u003e\u003cspan\u003e 1.0 general credit\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eApproved States:\u003cspan\u003e CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e(AK, AZ, CT, FL, MO, ND, NH, \u0026amp; TX eligible to claim credit.)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003eContact \u003c\/span\u003e\u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e\u003cspan\u003e for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003eWealthCounsel members:\u003c\/span\u003e \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle. Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/6847442670849706612\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":40863859310663,"sku":"","price":159.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/MasteringBuy-SellAgreements_TaxStrategies_andMore_1.jpg?v=1715365582"},{"product_id":"supplemental-needs-trusts-sole-benefit-trusts-special-needs-trusts-knowing-the-difference-for-your-estate-planning-and-medicaid-clients","title":"Supplemental Needs Trusts, Sole Benefit Trusts, \u0026 Special Needs Trusts: Knowing the Difference for Your Estate Planning and Medicaid Clients","description":"\u003cp\u003eSeveral types of trusts are useful in special needs planning to enable beneficiaries to benefit from trust assets without jeopardizing their eligibility for public benefits: supplemental needs trusts, sole benefit trusts, and special needs trusts. 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Their professional advisors often disagree. Some say an hourly rate, some say a percent of the trust assets, and others say a flat retainer. Due to this general lack of agreement, few can provide a thoughtful or comprehensive explanation of why they are getting paid what they are. And, not surprisingly, many beneficiaries and their professional advisors frequently object to whatever the answer may be. Disagreements about a trustee’s compensation are exacerbated during periods of heightened financial uncertainty.\u003c\/p\u003e\n\u003cp\u003eThis presentation seeks to provide a roadmap for both trustees and beneficiaries of how to answer the ubiquitous question, “How much should a trustee be paid?” This presentation will answer the following questions:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eShould I charge an hourly rate, and if so, what amount?\u003c\/li\u003e\n\u003cli\u003eShould I charge a percent of the trust portfolio like the corporate trustees do?\u003c\/li\u003e\n\u003cli\u003eIf I delegate investment duties to a third party, should my fee go down?\u003c\/li\u003e\n\u003cli\u003eCan I charge more if I serve a particularly high-demand beneficiary?\u003c\/li\u003e\n\u003cli\u003eHow do I determine what the custom in the community is?\u003c\/li\u003e\n\u003cli\u003eIs there any statutory guidance on what my fee should be?\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Josh Yager, JD, CFP, ChFC\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states\u003c\/p\u003e\n\u003cp\u003eContact\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003efor CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003eWealthCounsel members:\u003c\/span\u003e \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca rel=\"noopener\" href=\"https:\/\/member.wealthcounsel.com\/content\/course\/3214831536248732019\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41033822896199,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/HowMuchIsTooMuchtoPayaTrustee_1.jpg?v=1719599460"},{"product_id":"firearms-law-summary-2024","title":"Firearms Law Summary 2024","description":"\u003cp\u003eThis course provides an updated review of key firearms laws for every practitioner to know. It includes several updates to some lessons learned and new state laws affecting firearms administration.\u003c\/p\u003e\n\u003cp\u003eThe presentation includes a review of regulatory framework, including a timeline of acts related to firearms and an update on Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) Rule 41F. Attendees will increase their understanding of how this area of planning can vary based on state versus federal laws. Attendees will leave this program with practical planning tips, fact patterns to expect, and resources to learn more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e C. Dennis Brislawn, Jr., JD\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states\u003c\/p\u003e\n\u003cp\u003eContact\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003efor CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003eWealthCounsel members:\u003c\/span\u003e \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca rel=\"noopener\" href=\"https:\/\/member.wealthcounsel.com\/content\/course\/3869294581959170455\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41033833644103,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/FirearmsLawSummary2024.jpg?v=1719601241"},{"product_id":"planning-strategies-for-minimizing-self-employment-taxes-in-light-of-recent-case-law","title":"Planning Strategies for Minimizing Self-Employment Taxes in Light of Recent Case Law","description":"\u003cp\u003eIn Soroban Capital Partners LP v. Commissioner, 161 T.C. No. 12 (2023), the court held that a partner could qualify for the limited partner exclusion from self-employment tax only if the partner was a passive investor. At first glance, that means that qualifying for this exception may prevent a partner from avoiding the 3.8% net investment income tax on business income. In this webinar, Steve Gorin, JD, will discuss a way to avoid both taxes.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Steven B. Gorin, JD\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states\u003c\/p\u003e\n\u003cp\u003eContact\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003efor CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003eWealthCounsel members:\u003c\/span\u003e \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca rel=\"noopener\" href=\"https:\/\/member.wealthcounsel.com\/content\/course\/642822573981360146\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41033861431367,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/PlanningStrategiesforMinimizingSelf-EmploymentTaxes.jpg?v=1719604909"},{"product_id":"deed-drafting-and-recording","title":"Deed Drafting and Recording","description":"\u003cp\u003eThe Deed is one of the oldest, most respected, and important forms of legal document. From the beginning of civilized society, the deed, or some variant thereof, has been used as the means of conveying away and taking title to real property. In more recent times, the deed has also been used as the primary means of conveying title to minerals, oil and gas, and other subsurface rights. Although the contents and provision of the standard deed have changed throughout the years, the basic form remains largely the same, and has withstood the test of time. In this course, we will address the different manners in which title can be held, the different types of estates in land, the requisite parts of a deed, and the requirements for effective and accurate drafting, delivery and recording of a deed. The course will address transfers to LLCs and trusts, transfers at death, and tax considerations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Erin M. Fagnilli and Frank Kosir, Jr. \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states\u003c\/p\u003e\n\u003cp\u003eContact\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003efor CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003eWealthCounsel members:\u003c\/span\u003e \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca rel=\"noopener\" href=\"https:\/\/member.wealthcounsel.com\/content\/course\/7254683867835770544\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41033866707015,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/DeedDraftingandRecording.jpg?v=1719605768"},{"product_id":"the-five-cs-of-ethics-in-representing-older-adults","title":"The Five Cs of Ethics in Representing Older Adults","description":"\u003cp\u003eThis presentation will explore the unique ethical issues faced by lawyers representing older adults. 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MO eligible to claim general credit only.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003efor CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e\u003c\/span\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/5220053163981905870\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41033868640327,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/TheFiveCsofEthicsinRepresentingOlderAdults.jpg?v=1719606218"},{"product_id":"using-medicaid-compliant-annuities-to-achieve-medicaid-eligibility","title":"Using Medicaid-Compliant Annuities to Achieve Medicaid Eligibility","description":"\u003cp\u003eThis session will focus on the use of Medicaid-compliant annuities to assist clients and their families with obtaining Medicaid eligibility. Examples will be provided as to how Medicaid-compliant annuities can be used in the cases of an unmarried individual needing long-term care and a married couple where one of the spouses needs long-term care. The legal requirements for Medicaid-compliant annuities will be shared along with planning techniques to demonstrate how Medicaid-compliant annuities can be used in your elder law practice.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Mark D. Munson, CELA\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states\u003c\/p\u003e\n\u003cp\u003eContact\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003efor CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003eWealthCounsel members:\u003c\/span\u003e \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/15465817453540274692\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41033877127239,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/Your-Client_s-Medicaid-Plan-Takes-an-Unexpected-Turn_55f35822-6473-43da-a3dd-e614511dc75e.jpg?v=1719608483"},{"product_id":"safeguarding-legacies-navigating-cybersecurity-ethics-and-estate-planning","title":"Safeguarding Legacies: Navigating Cybersecurity, Ethics, and Estate Planning","description":"\u003cp\u003eIn today's digital age, safeguarding assets goes beyond physical belongings; it involves securing digital footprints and virtual estates. This insightful webinar will delve into the intricate intersection of cybersecurity, ethics, and estate planning.\u003c\/p\u003e\n\u003cp\u003eThe webinar will explore the critical considerations individuals and families must address to ensure their legacies are protected in the digital realm. The discussion will include:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCybersecurity Threats: Understand the evolving landscape of cyber threats and how they can impact estate planners. From data breaches to identity theft, learn strategies to mitigate risks and protect sensitive information.\u003c\/li\u003e\n\u003cli\u003eEthical Dilemmas: Explore the ethical implications surrounding digital assets, including privacy concerns, data ownership, and posthumous digital presence.\u003c\/li\u003e\n\u003cli\u003ePractical Guidance: Receive practical tips and best practices for organizing, managing, and securing your estate planning practice.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Mary E. Vandenack\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states\u003c\/p\u003e\n\u003cp\u003eContact\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.com\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003efor CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003eWealthCounsel members:\u003c\/span\u003e \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/5950159533626489157\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41033879715911,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/ThoughtLeaderSeries_366798142.jpg?v=1719609036"},{"product_id":"iras-at-death-beyond-including-trusts-20-case-studies-1","title":"IRAs at Death \u0026 Beyond Including Trusts - 20+ Case Studies","description":"\u003cp\u003eThe Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the post-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. Specifically, this advanced session will include the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eA review of how the new regulations are structured\u003c\/li\u003e\n\u003cli\u003eTools to distill the new rules to common practical situations\u003c\/li\u003e\n\u003cli\u003eNuances to the new 10-year rule\u003c\/li\u003e\n\u003cli\u003ePlanning for the surviving spouse\u003c\/li\u003e\n\u003cli\u003ePlanning to capture the five exceptions to the new 10-year rule\u003c\/li\u003e\n\u003cli\u003e22 practical examples make the new rules easy to understand\u003c\/li\u003e\n\u003cli\u003eDisability and special needs issues RMDs during the 10-year period for deaths after the RBD\u003c\/li\u003e\n\u003cli\u003eNo forced RMDs for Roths during the first nine years after death\u003c\/li\u003e\n\u003cli\u003eSpecial rules for spouses, including rollover rules\u003c\/li\u003e\n\u003cli\u003eNew provisions for decanting and reforming IRA trusts\u003c\/li\u003e\n\u003cli\u003eNew provisions for Power of Appointment trusts\u003c\/li\u003e\n\u003cli\u003eEasy and concise case studies\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp style=\"mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; line-height: normal;\" class=\"MsoNormal\"\u003e\u003cb\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003ePresented by: \u003c\/span\u003e\u003c\/b\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003eRobert S. Keebler\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; line-height: normal;\" class=\"MsoNormal\"\u003e\u003cb\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003eCLE:\u003c\/span\u003e\u003c\/b\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003e 1.5 general credits \u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; line-height: normal;\" class=\"MsoNormal\"\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; line-height: normal;\" class=\"MsoNormal\"\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; line-height: normal;\" class=\"MsoNormal\"\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; line-height: normal;\" class=\"MsoNormal\"\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; line-height: normal;\" class=\"MsoNormal\"\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003e\u003cb\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003eWealthCounsel members:\u003c\/span\u003e\u003c\/b\u003e\u003c\/span\u003e\u003cspan style=\"font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none;\"\u003e This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/span\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41052115730503,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/ThoughtLeaderSeries_366798142_1.jpg?v=1720623359"},{"product_id":"risk-mitigation-for-the-successor-trustee","title":"Risk Mitigation for the Successor Trustee","description":"\u003cp\u003eIt is hard to be a successor trustee. The common preference of most settlors is to name a nonprofessional—typically a family member or friend—as their successor trustee. Unfortunately, few of these types of successor trustees have the time, interest, or training to manage the complex responsibilities required of a trust administration. Due to unfamiliarity with the role, successor trustees face a high risk of making mistakes and exposing themselves to personal responsibility.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Josh Yager, JD, CFP, ChFC\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eCLE:\u003c\/b\u003e 1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact \u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.\u003cwbr\u003ecom\u003c\/wbr\u003e\u003c\/a\u003e for CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003eWealthCounsel members:\u003c\/span\u003e\u003c\/strong\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/2134034642565756091\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41095001997383,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/RiskMitigationfortheSuccessorTrustee.jpg?v=1723131775"},{"product_id":"representing-clients-with-diminished-capacity","title":"Representing Clients with Diminished Capacity","description":"\u003cp\u003ePresenter Shirley Whitenack, JD, will discuss the effective representation of clients or interested parties who have diminished capacity in the context of elder law and special needs planning. She will address informed consent, settlement requisites, lawyer's duties when the client's decisions appear counter to the client's best interests, counsel for an alleged incapacitated person in guardianship cases, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Shirley B. Whitenack, Esq.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 ethics credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, ND, NH, TX eligible to claim credit. MO eligible to claim general credit only.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e\u003c\/span\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca rel=\"noopener\" href=\"https:\/\/member.wealthcounsel.com\/content\/course\/18087101101275915429\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41095019003975,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/RepresentingClientswithDiminishedCapacity.jpg?v=1723132321"},{"product_id":"splintering-dynasties-protecting-family-business-ownership-interests","title":"Splintering Dynasties: Protecting Family Business Ownership Interests","description":"\u003cp\u003eAs family members and their family business interests become more distant and fractured the need to protect those interests using thoughtful and well-drafted documents becomes more critical. The presenters will discuss drafting strategies that can help protect fractionalized family business interests and avoid litigation, where possible, and utilize litigation, where necessary.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eScott Rahn, Foundation Partner, RMO LLP \u003c\/p\u003e\n\u003cp\u003eGregory Monday, Shareholder, Boerner Van Deuren s.c.\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eCLE:\u003c\/b\u003e 1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact \u003ca href=\"mailto:shopcle@wealthcounsel.com\" target=\"_blank\"\u003eshopcle@wealthcounsel.\u003cwbr\u003ecom\u003c\/wbr\u003e\u003c\/a\u003e for CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan style=\"color: rgb(255, 42, 0);\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e\u003c\/span\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/15056540115910646056\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41095025197127,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/MinimizingTheDamageOfABusinessDivorce_178544559.jpg?v=1723134890"},{"product_id":"conversions-of-corporations-to-llcs","title":"Conversions of Corporations to LLCs","description":"\u003cp\u003eThis webinar provides a foundational overview of the legal, tax, and procedural issues to understand and address for business clients when making statutory conversions of their state-law business corporations to LLCs.\u003c\/p\u003e\n\u003cp\u003eWebinar attendees will learn:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow to identify the principal legal and tax issues in conversions\u003c\/li\u003e\n\u003cli\u003eIntended benefits and drawbacks of converting to an LLC\u003c\/li\u003e\n\u003cli\u003eBest practices for handling the conversion process\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Ryan Snow, JD, MBA\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e\u003cspan\u003e 1.0 general credit\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWe will supply you with the information needed to apply in other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003eWealthCounsel members: \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/10182672715408157891\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003cbr\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41351183925319,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/BusinessLawInFocus.jpg?v=1734456518"},{"product_id":"the-digital-afterlife-the-intersection-of-technology-estate-planning-and-the-law","title":"The Digital Afterlife: The Intersection of Technology, Estate Planning, and the Law","description":"\u003cp\u003eUnlike many traditional property types, digital assets (such as online accounts, websites, and digital photos) do not have paper records, making them difficult to identify, access, and distribute to heirs. Their unique characteristics can make it difficult to value a decedent’s estate accurately.\u003c\/p\u003e\n\u003cp\u003eFailure to appropriately plan for the transition of digital assets can impact a client’s intended legacy. Furthermore, unlike traditional assets, digital property is bound by several governing legal frameworks, including privacy laws and custodian terms of service agreements, that can prevent access to needed and wanted assets. This session addresses the many facets of digital assets that impact planning and administration strategies, including the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCommon myths and popular recommendations that can easily result in access failure\u003c\/li\u003e\n\u003cli\u003eClients’ online behaviors and their expectations for their estates\u003c\/li\u003e\n\u003cli\u003eThe culture of digital content providers (i.e., website and app owners)\u003c\/li\u003e\n\u003cli\u003eRegulations and policies that affect portfolio management\u003c\/li\u003e\n\u003cli\u003eFactors critical for digital asset succession management\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Lee Poskanzer  CEO, Directive Communications Systems\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 general credit (includes Technology credit in eligible states)\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/15495849337516183159\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003cbr\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41351200866375,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/TechToolsToMakeYourLifeEasier_316469739.jpg?v=1734457356"},{"product_id":"bullseye-strategies-to-curtail-firearm-felonies-feuds-and-fiascos","title":"Bullseye! 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This program will cover the following considerations:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eSuggested communication approaches\u003c\/li\u003e\n\u003cli\u003eFamily dynamics and special situations\u003c\/li\u003e\n\u003cli\u003eDrafting strategies including naming agents and beneficiaries\u003c\/li\u003e\n\u003cli\u003ePostmortem tasks such as transferring firearms\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by: \u003c\/strong\u003eJason Burrows and Linda Burrows\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 general credit\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/preview-member.wealthcounsel.com\/content\/course\/14749202633494392852\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41351236812871,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/FirearmsLawIntro_157329789.jpg?v=1734459745"},{"product_id":"litigators-lessons-learned-family-business-interests-fiduciary-duties-and-the-business-judgment-rule","title":"Litigator's Lessons Learned: Family Business 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href=\"https:\/\/member.wealthcounsel.com\/content\/course\/13154002774169697654\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41351264239687,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/TrustAdminInFocus.jpg?v=1734462997"},{"product_id":"the-new-dynamics-of-elder-law-practice","title":"The New Dynamics of Elder Law Practice","description":"\u003cp\u003eThis is the American Bar Association’s definition of Elder Care: 'Elder Law' is the legal practice of counseling and representing older persons and persons with special needs, and their representatives about the legal aspects of health and long-term care planning, public benefits, surrogate decision-making, legal capacity, the conservation, disposition, and administration of estates and the implementation of their decisions concerning such matters, giving due consideration to the applicable tax consequences of the action, or the need for more sophisticated tax expertise.”\u003c\/p\u003e\n\u003cp\u003eI have no idea what this means. Do you? If you are confused, then this illuminating webinar is for you! We will delve into elder law and its practical applications within our client base. We will discuss possible definitions of amorphous words and ways to price our different services. We also discuss our role as a trusted provider: what more should we do besides write the will, trust, or financial instrument? If you are an elder law practitioner, you already know that some psychologist is in you, but sometimes, a referral to a PhD psychologist is the next step. When should we suggest it? Many psychologists accept Medicare and supplemental insurance for elders.\u003c\/p\u003e\n\u003cp\u003eJoin us to gain new, practical ideas to enhance your elder law practice. We will share insights and strategies to help you better serve your clients and navigate the complexities of elder law.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e H. Frances Reaves\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/14265445105779527699\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41351285538887,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/HowToObtainClientAdvisorBuyIn_124998241.jpg?v=1734550168"},{"product_id":"paying-for-a-grand-child-s-education-making-educated-choices","title":"Paying for a (Grand) Child’s Education: Making Educated Choices","description":"\u003cp\u003eBack-to-school time is full of excitement for students . . . and perhaps some trepidation for parents and other family members who have to foot the ever-increasing bill. Whether parents are paying for education expenses directly or whether an older generation of a family wants to make a positive difference in the lives of younger generations, providing funds for education is a way of leaving descendants with a lasting legacy. Because the cost of higher education has risen drastically, it is even more important to evaluate college funding alternatives, including income, gift, estate, and generation-skipping transfer tax consequences and the impact of different techniques on financial aid. In this webinar, Sharon Klein, EVP, President of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A., will present strategies for funding education for the younger generation. Attendees will gain insight into tax-free options such as direct or prepayment of tuition, annual exclusion gifts including state-level statutory accounts, Crummey trusts, 2503(c) trusts, and 529 plans, as well as strategies for taxable gifts, such as dynasty trusts and health and education exclusion trusts.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Sharon L. Klein, JD, LLM\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 general credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan style=\"color: rgb(0, 0, 0);\"\u003eWealthCounsel members: \u003c\/span\u003e\u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/13152583403866640877\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41431594958919,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/HelpingParentsandGrandparentsPlanForMinorChildren_138357084copy.jpg?v=1737477550"},{"product_id":"moving-beyond-biases-to-be-effective-for-your-elder-client","title":"Moving Beyond Biases to Be Effective for Your Elder Client","description":"\u003cp\u003eAttorneys who work with older clients may have preconceived notions or biases that can impact the services, advice, and counsel they provide them. 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MO eligible to claim general credit only.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca rel=\"noopener\" href=\"https:\/\/member.wealthcounsel.com\/content\/course\/11869419217744822733\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41431882203207,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/MovingBeyondBiasestobeEffectiveforYourElderClient.jpg?v=1737478305"},{"product_id":"single-member-llcs-limited-liability-lite","title":"Single Member LLCs: Limited Liability Lite?","description":"\u003cp\u003eThis webinar provides a foundational overview of critical liability concerns to understand and address when forming a single-member limited liability company (LLC). 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Attendees will gain insights into best practices that ensure estate plans are clear, enforceable, and less susceptible to disputes. The session provides case law analyses to illustrate how courts have handled various problematic estate planning issues, highlighting key takeaways and robust strategies. Of particular interest will be how the Uniform Trust Code and the probate courts handle spouses who have been disinherited through revocable trust planning. 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The RMD final regulations reflect changes made by the SECURE Act and the SECURE 2.0 Act, whereas the proposed regulations reflected only SECURE Act changes. 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Miller\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 general credit\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eApproved States: CA, CO, NJ, NV, NY, OK, PA, VT\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003e(AK, AZ, CT, FL, MO, ND, NH, TX eligible to claim credit.)\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca rel=\"noopener\" href=\"https:\/\/member.wealthcounsel.com\/content\/course\/11005781502066547090\" target=\"_blank\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":41451985764423,"sku":"","price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/IncomeTaxGiftTaxEstateTaxOhMy_428724498_12830988-2545-4ef2-be09-fc94431ad5ba.jpg?v=1737741851"},{"product_id":"postmortem-planning-to-fix-missed-opportunities","title":"Postmortem Planning to Fix Missed Opportunities","description":"\u003cp\u003eEstate \"planning\" usually involves proactively putting one's affairs in order during one's lifetime. 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This presentation will provide you with a conceptual framework and a thorough introduction to the basic rules governing GST tax. 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