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  • Credits: 10.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2 Other PR
  • Product ID: P9007-19U
  • Original Program Date: 11/21/2019
  • Formats:
    • Live Event
    • DVD
    • Webcast

15th Annual Elder Law Short Course Category: Elder Law, Trusts

Celebrate the 15th Anniversary of the Elder Law Short Course by learning about important topics including dealing with difficult POAs/guardians, litigating nursing home cases, and maximizing Medicare benefits. Hear about the newest cases and statutes and hear from a panel of Guardianship Judges about what you can do better in their courtrooms. Get practice tips about effective law office management, law firm succession strategies, keeping seniors and adults with disabilities in the community and removing a bad POA or guardian. Other topics to be covered include: planning with retirement benefits, the new VA pension rules, special needs trusts, Medicaid appeals, mental health commitments and much, much more!

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  • Credits: 10.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2 Other PR
  • Product ID: P9004-18U
  • Formats:
    • DVD
    • e-learn
    • Audio Download

61st Annual Estate Planning Short Course Category: Estate Planning & Probate, Trusts

This premier program for Illinois estate planners features two days of advanced estate and trust planning education from the top legal minds in the state.

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  • Credits: 14.25 General, 1 Diversity/Inclusion PR, 1 MH/SA PR, 2 Other PR
  • Product ID: P9004-19U
  • Formats:
    • DVD
    • e-learn
    • Audio Download

62nd Annual Estate Planning Short Course Category: Estate Planning & Probate, Trusts, Programs

This popular annual program for Illinois estate planners combines two full days of advanced estate and trust planning education from the top legal minds in the state with an unprecedented opportunity for professional networking. Topics covered this year include the new Section 199A qualified business interests deduction, the new Illinois Uniform Power of Appointment Act, estate planning with the increased federal exemption under the Tax Cuts & Jobs Act, the generation-skipping transfer exemption, trustee compensation, family business succession planning, and much more!

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  • Credits: 5.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1041-17U
  • Original Program Date: 10/20/17
  • Formats:
    • DVD

Advanced Asset Protection Planning Category: Bankruptcy, Collection, & Consumer, Estate Planning & Probate, Trusts

Take your asset protection planning practice to the next level by learning more about sophisticated topics such as self-settled spendthrift trusts, solvency, valuation, DAPTs, fraudulent conveyances, offshore planning, and the impact of the Bankruptcy Abuse Prevention & Consumer Protection Act.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-19E-18
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Alexa: Prepare My Will! Understanding a Potpourri of Technological Frontiers Affecting the Estate Planning Practice: Unusual Assets (Cryptocurrency & Bitcoin), Electronic Wills and Other Advancements Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

Learn about the latest developments involving unusual assets such as cryptocurrency: how clients can own, titling issues, transfer issues for gifting and at death, and cybersecurity concerns. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 4.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: BundleEP2018-2019
  • Formats:
    • e-learn

Attendees' Choice: Estate Planning 2018 Bundle Category: Estate Planning & Probate, Trusts, Online Content

This Attendees’ Choice bundle is specially curated for all estate planning practitioners. We've taken the most highly rated sessions from the 2018 Estate Planning Short Course and Estate Planning Boot Camp and combined them into one bundle for one affordable price. Don't miss out on our attendees' favorite topics and speakers.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-04
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic First Person Special Needs Trusts Drafting Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Understand when should you use a (d)(4)(A) first party special needs trust versus using a third party SNT or a pooled first party SNT or an ABLE Account. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.5 Other PR
  • Product ID: P1901-19E-01
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Overview of Special Needs Planning and Best Practices for Connecting with Special Needs Clients Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn about topics such as spenddown and the ABLE Act, also learn about the unique challenges of representing special needs clients and their families. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-03
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Third Person Special Needs Trusts Drafting Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn everything you need to know about drafting third party special needs trusts. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-09
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Can You Keep a Secret? Should You? – Drafting and Administering Silent Trusts Category: Estate Planning & Probate, Trusts, Online Content

This session covers the common law duty to inform beneficiaries about their trust interests and how to draft and administer trusts when the settlor wants to keep the beneficiaries’ interests secret. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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