CLE on Estate and Disability Planning

Explore Top Tools Used to Plan for Clients’ Incapacity and Death

This fundamental course takes a bird’s eye view of the key tools and tasks of estate and disability planning to give you a clear understanding of how all the basic elements of the plan fit and function together. Get essential know-how you’ll need to plan for long-term care, disability, medical care decisions, death, taxes, and more. Register today!

Understand the basic mechanics of trusts.

Clarify how key provisions of wills function.

Choose the right form of a special needs trust and ensure it functions properly.

Predict tax consequences of long-term care planning and estate planning.

Protect your professional reputation with a legal ethics guide tailored to your practice.

This legal guide is designed for attorneys. It will also benefit accountants, tax professionals, geriatric care managers, estate planners, trust officers, and paralegals.

Wills Basics

Medical, Incapacity, End-of-Life Decisions

Trusts 101

Long-Term Care and Disability Planning

Special Needs Trusts

Taxes and Estate and Disability Planning

Legal Ethics

Continuing Legal Education

Credit Hrs State
CLE 6.00 –  AK*
CLE 6.00 –  AL*
CLE 6.00 –  AR*
CLE 6.00 –  AZ*
CLE 6.00 –  CA*
CLE 7.00 –  CO*
CLE 6.00 –  CT*
CLE 6.00 –  DE*
CLE 7.00 –  FL*
CLE 6.00 –  GA*
CLE 6.00 –  HI*
CLE 6.00 –  IA*
CLE 6.00 –  ID*
CLE 6.00 –  IL*
CLE 6.00 –  IN*
CLE 7.00 –  KS*
CLE 6.00 –  KY*
CLE 6.00 –  LA*
CLE 6.00 –  ME*
CLE 6.00 –  MN*
CLE 7.20 –  MO*
CLE 6.00 –  MP
CLE 6.00 –  MS*
CLE 6.00 –  MT*
CLE 6.00 –  NC*
CLE 6.00 –  ND*
CLE 6.00 –  NE*
CLE 6.00 –  NH*
CLE 7.20 –  NJ*
CLE 6.00 –  NM*
CLE 6.00 –  NV*
CLE 7.00 –  NY*
CLE 6.00 –  OH*
CLE 7.00 –  OK*
CLE 6.00 –  OR*
CLE 6.00 –  PA*
CLE 7.00 –  RI*
CLE 6.00 –  SC*
CLE 6.00 –  TN*
CLE 6.00 –  TX*
CLE 6.00 –  UT*
CLE 6.00 –  VA*
CLE 6.00 –  VT*
CLE 6.00 –  WA*
CLE 7.00 –  WI*
CLE 7.20 –  WV*
CLE 6.00 –  WY*

Continuing Professional Education for Accountants

Credit Hrs State
CPE for Accountants 7.00 –  AZ
CPE for Accountants 7.00 –  NY*
CPE for Accountants 7.00 –  WA
CPE for Accountants 7.00 –  WI