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Trust Decanting: So Easy, So Good (except when it isn't)

Trust Decanting: So Easy, So Good (except when it isn't)

During the past several years, planners have frequently been told that they are able to modify irrevocable trusts through decanting or other means. Tom's discussion will explore how that can be done and also some of the practical state law and federal law implications of decanting.Speaker: T...

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Wills, Trusts, and Estates CLE: Best of Heckerling 2019
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Wills, Trusts, and Estates CLE: Best of Heckerling 2019

The Laws, They Are A-Changin' This Seminar will cover:  Tax Law Update New Developments in Special Needs Planning Planning to Withstand Challenges  Speakers: Kaley N. Barbera, J.D. LL.M.1 General CLE Credit; 1 Elder Law, 1 Tax Law, 1 Wills, Trust and Estate Certification Credit

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2018 Roger H. Staley Real Property Seminar

2018 Roger H. Staley Real Property Seminar

Legislative UpdateSpeaker: Representative George R. Moraitis, Jr., Esq. Lady Bird Deeds UpdatesSpeaker: Robert S. Kleinman, P.A. Property Appraiser PerspectiveSpeaker: Property Appraiser Martin David "Marty" Kiar  The Intersection of Real Property and Probate LawSpeaker: Alan Paoli, Esq. Est...

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Lady Bird Deeds Updates - 2018 Roger H. Staley
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Lady Bird Deeds Updates - 2018 Roger H. Staley

Ladybird Deeds are useful tools in order to avoid probate, provide for Medicaid planning, and avoid the common problems associated with a traditional Life Estate Deed.Speaker: Robert S. Kleinman, Esq. 0.5 CLE credits; 0.5 Real Estate and Wills, Trusts & Estates Certificate Credit

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