Trusts & Estates

New CLE: Preventing Trusts and Estates Malpractice

  If you are in business… you will probably get sued. It’s just a fact in our litigious society. And although the law is a profession, lawyers run business and can also expect to be sued. Legal Malpractice Like most attorneys, you probably feel like there is no way you could ever be sued – until that process server shows up at…

New CLE on Document Fraud in Elder Abuse Cases

One of your favorite clients is Pearl, who you’ve helped with some real estate and estate planning matters when her husband of 55 years passed away. Even though she’s in her eighties, she’s still sharp as a tack. One day she calls you frantically because her checking account is suddenly overdrawn and she thinks that her housekeeper might be to blame. Document…

New CLE on Wyoming Private Trust Companies

What is a Private Trust Company? How does it work? What are the advantages of setting up the PTC in Wyoming? Private trust companies have become an increasingly popular estate planning tool for managing dynastic wealth – but is a Private Trust Company a good fit for your clients? What Is a Private Trust Company? A PTC is a state-chartered entity designed…

TX CLE: New Texas CLE Courses Added

Our goal at Attorney Credits is to bring you the most current and relevant CLE programming that will make you a better attorney. We try to create about 4-8 new CLE course each month to constantly expand and diversity our CLE library. These are the latest CLE courses that we have added for Texas attorneys: Bankruptcy, Money Laundering and Terrorist Financing Digital…

CLE: Ethical Issues for Trustees & Fiduciaries

A fiduciary is a person who assumes responsibility for a position of trust. Fiduciaries serve by court appointment as guardians, conservators and personal representatives of estates. They also serve by agreement as trustees, representative payees or as agents under powers of attorney. Many seniors choose to appoint a professional fiduciary in order to avoid burdening family members and to avoid creating conflict…

CLE Course: Administering an Estate With Firearms

No one knows exactly how many firearms are owned by U.S. citizens – a reasonable estimate would put the number around 300 million. Yes, firearms ownership in our country is at an all-time high and is only trending higher due to increased participation in gun collecting and firearms purchases for self-defense and hunting – and don’t forget about all those “doomsday preppers”…

CLE Course: Advanced Asset Protection Planning

For the past several years, asset protection has been one of the fastest growing areas of law. Asset protection is also one of the most controversial areas of law because the goal is to shield assets from the reach of creditors. Properly implemented asset protection planning should be both legal and ethical and it should not be based on hiding assets or…

CLE Course: Use of Trusts in Asset Protection

The main goal of asset protection planning is simple: insulate assets from claims of creditors without concealing the assets or committing tax evasion. While it is generally impossible to completely and absolutely shield assets, the focus of asset protection should be on making assets more difficult and more expensive for creditor’s to reach. Trusts are often effective vehicles to protect assets because…

CLE Course: Advanced Planning with Trusts

The primary goal of all asset protection planning is to insulate assets from claims of creditors – without concealing assets or committing tax evasion. Generally, it is impossible to completely and absolutely protect assets. The focus of asset protection is on making assets more difficult and more expensive to reach. All asset protection planning is based on two principle premises: creditors can…

CLE Course: Asset Protection Planning

Protecting your client’s assets is not always a guarantee … but it is a better option than not taking any action and watching your client lose their home and everything they own. To maximize its effectiveness, asset protection should be engaged proactively in order to insulate your client’s assets and to protect them against future creditors or judgments. If you need more…