General, Solo, Small Firms, Estate Planning & Probate

General Practice CLE: Asset Protection within Estate Planning

Description:

Basic Estate Planning is critical for most anyone who cares how things are left behind for their loved ones or other beneficiaries. In this session, we will discover some simple ways to add protection for beneficiaries (and even for our clients during their own lives) through some more advanced estate planning strategies.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member? Join now to start saving.

Great class, will apply many of the things that I learned from this instructor.

Speaker did a good job addressing a complex topic in a brief general way.

The presentation was very worthwhile in focusing not just on protection from creditors generally, but also in dealing with the protection of the line of inheritance of children. In addition, the discussion of using discretionary trust distributions, rather than mandatory distributions, was particularly helpful.

I'm new to solo practice and this was a great refresher of things I've dealt with previously as well as a great introduction to items I need to delve into more deeply for my own practice. Easy to follow and understand also.

Speakers/Producers

This course is no longer available for purchase.

Course InformationHighlights
  • Flexible to your schedule
  • Viewable on desktop or mobile devices
  • Discount for General, Solo Section Members
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.