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Offshore Solutions - Foreign Situs Trusts

P2403-24R-05
Despite a growing number of onshore alternatives, offshore planning remains at the pinnacle of creditor protection. Learn why this is so. Learn how offshore asset protection trusts are integrated into a structure and the mechanics of triggering the protections afforded. We will explore how various assets may fit into the planning structure and how an integrated connection to domestic estate planning can significantly add to overall flexibility and achievement of domestic planning goals. Learn what offshore banks now require for KYC due diligence. We will also reveal tips learned to identify nefarious actors now becoming more prevalent than ever and what a legal advisor should consider as part of their due diligence when assessing potential clients. Originally presented as part of Advanced Asset Protection Planning.
$60.00

Grantor Retained Annuity Trusts (GRATs)

P2403-24R-04
Explore the strategic use of GRATs to efficiently transfer wealth and minimize taxes for clients. This session will delve into the mechanics of GRATs, their tax implications, and advanced strategies to enhance their effectiveness. Key risks, recent regulatory developments, and best practices for advising clients on GRATs will also be covered. Originally presented as part of Advanced Asset Protection Planning.
$60.00

When a Beneficiary Income Accumulation Trust (BIAT) ® is Superior to a Discretionary or Ascertainable Standard Trust for Asset Protection

P2403-24R-03
Third party created irrevocable trusts are not all created equal in protecting from creditors of a beneficiary.  Distribution standards matter.  Taxation matters.  Most consider a completely discretionary trust to be the gold standard, superior to those with ascertainable standards or other forced distributions.  But after a grantor dies, these designs either trap income in trust and force the trust to pay tax at highly compressed rates, or force distributions out of the trust.  A beneficiary income accumulation trust (BIAT®), sometimes referred to generically as a beneficiary deemed owner trust (BDOT), allows the trust to grow tax-free by shifting the income tax burden to the beneficiary without having to take funds out of the protective wrapper of the trust, which greatly enhances the “tax burn” for GST exempt trusts and the overall asset protection for the beneficiary in the long-term, especially when designed with appropriately crafted trust protector, cessor and forfeiture clauses. Originally presented as part of Advanced Asset Protection Planning.
$60.00

The Top Ten Drafting Considerations for Trusts

P2403-24R-02
The do’s and don’ts of trust drafting . . . including uses of powers of appointment, spendthrift clauses, and jurisdictional provisions . . . with forms. Originally presented as part of Advanced Asset Protection Planning.
$60.00

Introduction to Asset Protection and Domestic Asset Protection Trusts

P2403-24R-01
Asset protection planning can benefit a wide range of clients, particularly those with significant assets. High-risk professions such as physicians, surgeons, lawyers, accountants, real estate developers, business owners, and corporate executives often require robust asset protection strategies. With increasing accumulation of wealth comes increasing concern about losing that wealth. As a result, the emphasis on asset protection has increased over the past twenty years. Originally presented as part of Advanced Asset Protection Planning.
$60.00

2025 Amendments to the IMDMA - Online On-Demand

P2404-24R-05
Stay ahead of the curve with this comprehensive overview of the latest amendments to the Illinois Marriage and Dissolution of Marriage Act (IMDMA).
$60.00

Creative Financing / Deals & Underwriting, Part 1

IRELA2413-R
With higher interest rates, parties have become more creative in how they finance their real estate transactions. Join Candi Slobodnik and Eric Worster as they dive into some of these creative financing options and the hurdles involved when looking to insure them.
$60.00

Health and Wellness Tips for Attorneys and Clients

NAELA2413-R
In this presentation Paige Fox discusses the wellness crisis in the legal profession, the broader health crisis, physical fitness / exercise, mindfulness / meditation, frequencies / sound science, and nutrition / diet.
$50.00

Divorce Law for Non-Divorce Attorneys

P2418-24R
This course provides an introduction to, and overview of, divorce law in Illinois.
$60.00

Fundamentals of Will Drafting

P2121-25U
Ideal for attorneys looking to refine their will drafting skills, this workshop provides practical tools for confidently managing client meetings and creating effective wills.
From $150.00

Using ChatGPT in Your Legal Practice: A Step-by-Step Primer

LBS2006-24R
Follow along with step-by-step use cases for integrating ChatGPT into your daily law practice while at the same time exercising mindful and ethical approaches to these cutting-edge generative technologies.
$100.00

Civil Discovery Practice 2025 Edition

25CIVDISPRAC-U
This handbook is an indispensable guide to civil discovery in Illinois, offering in-depth coverage of the practical application of Illinois discovery rules, quasi-discovery, limitations on discovery, interrogatories, production of documents and tangible things, depositions, motions for physical and mental examinations, and remedies for noncompliance.
From $150.00

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