Trusts & Estates

CLE on Special Needs Trusts for Trustees

A Special Needs Trust (SNT) allows for a disabled person to maintain his or her eligibility for public assistance benefits, despite having assets that would otherwise make the person ineligible for those benefits. These types of trusts are a vital component of estate plans when clients have beneficiaries with disabilities.

New CLE on The Investment Policy Statement (IPS) for Attorneys & Fiduciaries

The Investment Policy Statement (IPS) An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. The IPS provides the general investment goals & objectives of a client and describes the strategies that the manager should employ to meet these objectives The IPS: An Important Part of the Estate Planning…

From Crypto to Inflation: Lessons for Independent Trustees from the ITA Conference

In this CLE you will learn new tips & techniques for working with fiduciaries and gain numerous insights into important estate planning topics in these times of global unpredictability. This course will benefit independent trustees, attorneys and fiduciaries when working with wealth managers, CPAs, family advisors and insurance professionals.

New CLE – From COVID to Crypto: Protecting Assets in Uncertain Times

While you cannot “hide” assets or make them completely unreachable, Jacob Stein will show you how to make it more difficult and expensive for creditors to get to. Jacob will mainly discuss asset protection in our new age of global transparency, utilizing irrevocable trusts & LLCs and protecting specific assets like homes, apartment buildings, cash & crypto.

New CLE for Trustees to Help Avoid Trust Tax Problems

Attorney Tony De Angelo will teach you about issues and omissions in tax and trust practice that he has seen over the past four decades. These are some of the main issues discussed: errors in dealing with various asset types in trusts, timing of liquidation, frequent errors with U.S. Savings Bonds and problems with tax-exempt assets in Irrevocable Trusts.