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Clayton QTIP Election (2015)

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While the “Clayton QTIP Election” is a marital deduction concept for estate tax purposes, its utility has far greater reach and impact. This session will explore the election, how to make it, its benefits and advantages when compared to disclaimer and non-estate tax planning, and how to incorporate it into your elder law practice. Presented by Steve Silverberg
$0.00
$199.00
$199.00

Client Maintenance Programs (2014)

Product Details:
Learn why and how implementing a CMP is yet another way we Elder Law attorneys can distinguish ourselves from traditional estate planners. Presented by Robert C. Anderson, CELA, CAP. Robert C. Anderson, CELA, CAP
$0.00
$79.00
$79.00

Cultural Competency for the Elder Law Attorney (2013)

Product Details:
tips for counseling the LGBTQ community about estate, special needs and retirement planning, patient visitation rights, and long-term care considerations while watching movie clips. You will leave this session empowered to counsel LGBTQ individuals to maximize their new rights. Presented by Cynthia Barrett, CAP, and Stephanie Schneider, Esq.
$0.00
$129.00
$129.00

Does Every Trust for a Married Client Need Portabililty?

Product Details:
Is portability always desirable? How do you determine whether all A/B trusts should be restated and replaced with these provisions? Are there non-tax reasons to consider in drafting a married trust? Presented by Dennis M. Sandoval, CELA, Fellow
$0.00
$199.00
$199.00

Domestic Asset Protection (2014)

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Almost always, trusts should provide asset protection whether they are created for other people, or for the grantor. This presentation will cover the most efficient ways to achieve that asset protection, including avoiding the adverse effects of the recent Huber decision. It also will include a detailed discussion about how estate tax inclusion can be avoided for a self-settled trust. Presented as part of the 2014 Annual National Conference by Jonathan Blattmachr, Esq.
$0.00
$129.00
$129.00

Effective Drafting of Wills, Trusts and More

Product Details:
This session will focus on the key provisions you need to include in effectively drafting estate planning documents (specifically, wills, trusts, powers of attorney and beneficiary designations) to prevent challenges to your client's wishes/documents. Examples of provisions will be provided.
$0.00
$199.00
$199.00

Employment and Retirement (2011)

Product Details:
Focuses on the income and estate tax complexities of IRA and retirement plans. Learn how to designate a trust as a beneficiary of a retirement account and the distribution options available on the death of the account owner. Approx. 1 hour. Presented by Bradley J. Frigon, CELA, CAP.
$99.00
$129.00
$129.00

Estate and Gift Tax "Tax Primer" (2012)

Product Details:
Presentation describes estate and gift tax and other related tax issues covered in the NAELA Tax Sections "Tax Primer". Presented by Bradley J. Frigon, CELA. Bradley J. Frigon, CELA
$0.00
$79.00
$79.00

Estate Plan Portability in a Mobile Society (ANNUAL 2016)

Product Details:
Learn how to identify important issues regarding state law differences from both a tax and public benefits perspective and how differences in state law regarding health care decision making can affect client wishes if they move. Understand the appropriate timing and benefit to involve local co-counsel. Presented by Howard S. Krooks, CELA, CAP, Fellow and Ruth A. Phelps, CELA, CAP, Fellow
$0.00
$199.00
$199.00

Estate Planning - Asset Reallocation, Permissible Gifts and Use of Trusts (2014)

Product Details:
This session will provide an overview of the various planning tools that attorneys have at their disposal when assisting elder and special needs clients with planning for long-term care. Discussion will cover both crisis mode and preemptive planning, with a focus on asset reallocation, permissible gifts, and use of trusts in both the Medicaid and VA context. Presented as part of the 2014 Basics Workshop by Mark Munson, CELA and Samantha Shepherd, CELA
$49.50
$79.50
$79.50