Trusts & Estates

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.

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…