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Online Courses

Practice Area: Estate Planning


We currently have 97 courses in this practice area. Next Next


Advanced Estate Planning Practice Update: Fall 2017

This online audio program was originally presented on November 2, 2017.

Speakers: Jeffrey N. Pennell, Kimberly E. Cohen, Lawrence P. Katzenstein, and Kathleen R. Sherby

More Information: Advanced Estate Planning Practice Update: Fall 2017Course Brochure   More Information: Advanced Estate Planning Practice Update: Fall 2017More Info Preview Preview Add to Cart Add to Cart  $249.00

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Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations

  Course Has Ethics Credit

This online audio program was originally presented on October 11, 2017.

Speakers: Peter T. Mott, J. Lee E. Osborne and Linda J. Retz

More Information: Engagement Letters for Estate Planners: Managing Client Expectations and Ethical ObligationsCourse Brochure   More Information: Engagement Letters for Estate Planners: Managing Client Expectations and Ethical ObligationsMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Retirement Assets and Charitable Giving: Strategies, Traps, and Solutions

This online audio program was originally presented on September 13, 2017.

Speakers: Stephanie (Stevie) Casteel, Christopher R. Hoyt, and Robert K. Kirkland

More Information: Retirement Assets and Charitable Giving: Strategies, Traps, and SolutionsCourse Brochure   More Information: Retirement Assets and Charitable Giving: Strategies, Traps, and SolutionsMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Using IRAs in Estate Planning

This online audio program was originally presented on July 25, 2017.

Speakers: Michelle Ward

More Information: Using IRAs in Estate PlanningCourse Brochure   More Information: Using IRAs in Estate PlanningMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Representing Estate and Trust Beneficiaries and Fiduciaries 2017
New Causes of (and for) Action: The Litigation Round-Up, Part I | Non-Tax Developments Coming (or in) Your Way | No-Contest Contests

This online video program was originally presented on July 13, 2017, as part of the ALI CLE program, "Representing Estate and Trust Beneficiaries and Fiduciaries 2017".

Speakers: Mr. Campisi, Ms. Cohen and Professor Pennell, Mss. Forbes, Pan, and Weinewuth

More Information: New Causes of (and for) Action: The Litigation Round-Up, Part I | Non-Tax Developments Coming (or in) Your Way | No-Contest ContestsCourse Brochure   More Information: New Causes of (and for) Action: The Litigation Round-Up, Part I | Non-Tax Developments Coming (or in) Your Way | No-Contest ContestsMore Info Preview Preview Add to Cart Add to Cart  $299.00

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To review MCLE information please click here.


Representing Estate and Trust Beneficiaries and Fiduciaries

  Course Has Ethics Credit

This online video program was originally presented on July 13, 2017.

Speakers: Mr. Campisi, Ms. Cohen and Professor Pennell, Mss. Forbes, Pan, and Weinewuth, Mr. Dowd and Mss. Forbes, Ms. Curley and Mr. Roberts, Mr. Castleman and Ms. Levitan, Ms. Kanyuk, Mr. Nenno, Mr. Comstock and Mss. Gianopulos, and Targonski, Ms. Abram, Messrs. Boyle, DiCarlo, and Pauloski and Ms. Halpern

More Information: Representing Estate and Trust Beneficiaries and FiduciariesCourse Brochure   More Information: Representing Estate and Trust Beneficiaries and FiduciariesMore Info Preview Preview Add to Cart Add to Cart  $999.00

To review MCLE information please click here.


Representing Estate and Trust Beneficiaries and Fiduciaries 2017
The Litigation Round-Up, Part II | Death is No Excuse: Postmortem Planning to Minimize Taxes | The State Taxation of Trust Income

This online video program was originally presented on July 13, 2017, as part of the ALI CLE program, "Representing Estate and Trust Beneficiaries and Fiduciaries 2017".

Speakers: Mr. Campisi, Ms. Kanyuk, Mr. Nenno

More Information: The Litigation Round-Up, Part II | Death is No Excuse: Postmortem Planning to Minimize Taxes | The State Taxation of Trust IncomeCourse Brochure   More Information: The Litigation Round-Up, Part II | Death is No Excuse: Postmortem Planning to Minimize Taxes | The State Taxation of Trust IncomeMore Info Preview Preview Add to Cart Add to Cart  $299.00

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To review MCLE information please click here.


Representing Estate and Trust Beneficiaries and Fiduciaries 2017
When the Gloves Come Off: Litigators’ Practical Tactics for Dealing with the Delinquent and Defending the Diligent | Considerations in Estate Planning—The Ethics of the Usual and the Questionable | The Ethics of Releases and Other Self-Serving Stuff

  Course Has Ethics Credit

This online video program was originally presented on July 13, 2017, as part of the ALI CLE program, "Representing Estate and Trust Beneficiaries and Fiduciaries 2017".

Speakers: Mr. Dowd and Mss. Forbes, Pan, and Weinewuth, Ms. Curley and Mr. Roberts, Mr. Castleman and Ms. Levitan

More Information: When the Gloves Come Off: Litigators’ Practical Tactics for Dealing with the Delinquent and Defending the Diligent | Considerations in Estate Planning—The Ethics of the Usual and the Questionable | The Ethics of Releases and Other Self-Serving StuffCourse Brochure   More Information: When the Gloves Come Off: Litigators’ Practical Tactics for Dealing with the Delinquent and Defending the Diligent | Considerations in Estate Planning—The Ethics of the Usual and the Questionable | The Ethics of Releases and Other Self-Serving StuffMore Info Preview Preview Add to Cart Add to Cart  $299.00

Purchase this course in a custom CLE bundle

To review MCLE information please click here.


When A Tax Goes Unpaid: Understanding Fiduciary and Transferee Liability

This online video program was originally presented on July 11, 2017.

Speakers: Jerald David August

More Information: When A Tax Goes Unpaid: Understanding Fiduciary and Transferee LiabilityCourse Brochure   More Information: When A Tax Goes Unpaid: Understanding Fiduciary and Transferee LiabilityMore Info Preview Preview Add to Cart Add to Cart  $299.00

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To review MCLE information please click here.


Advanced Estate Planning Practice Update: Summer 2017

This online audio program was originally presented on June 28, 2017.

Speakers: Jeffrey N. Pennell, Kimberly E. Cohen, Lawrence P. Katzenstein, and Kathleen R. Sherby

More Information: Advanced Estate Planning Practice Update: Summer 2017Course Brochure   More Information: Advanced Estate Planning Practice Update: Summer 2017More Info Preview Preview Add to Cart Add to Cart  $249.00

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To review MCLE information please click here.


Estate Planning in Depth 2017
Charitable Split Interest Transfers-In Depth Planning | Special Needs Planning--Securing the Future of Persons Challenged by Disabilities

This online video program was originally presented on June 25, 2017, as part of the ALI CLE program, "Estate Planning in Depth 2017".

Speakers: Mr. Katzenstein, Ms. Lewis

More Information: Charitable Split Interest Transfers-In Depth Planning | Special Needs Planning--Securing the Future of Persons Challenged by DisabilitiesCourse Brochure   More Information: Charitable Split Interest Transfers-In Depth Planning | Special Needs Planning--Securing the Future of Persons Challenged by DisabilitiesMore Info Preview Preview Add to Cart Add to Cart  $299.00

Purchase this course in a custom CLE bundle

To review MCLE information please click here.


Estate Planning in Depth 2017

  Course Has Ethics Credit

This online video program was originally presented on June 25, 2017.

Speakers: Mr. Halleron and Ms. Ose, Mr. Katzenstein, Ms. Lewis, Mr. Sneeringer, Mr. Bear, Messrs. Gordon and Nenno, Ms. Singer, Mr. Banchy, Mssrs. Bear and Rondoni and Prof. Radford, Mr. Gorin, Mr. Manterfield, Ms. Garlovsky, Mr. Sherman, Ms. Goffe, Ms. Casteel, Ms. Bierhals and Ms. Wolven, Ms. Jenson, Mr. Brody

More Information: Estate Planning in Depth 2017Course Brochure   More Information: Estate Planning in Depth 2017More Info Preview Preview Add to Cart Add to Cart  $999.00

To review MCLE information please click here.


Estate Planning in Depth 2017
Hotter Topics in Trust and Estate Planning | Estate Planning for Elderly and Disabled Clients

This online video program was originally presented on June 25, 2017, as part of the ALI CLE program, "Estate Planning in Depth 2017".

Speakers: Mr. Sneeringer, Mr. Bear

More Information: Hotter Topics in Trust and Estate Planning | Estate Planning for Elderly and Disabled ClientsCourse Brochure   More Information: Hotter Topics in Trust and Estate Planning | Estate Planning for Elderly and Disabled ClientsMore Info Preview Preview Add to Cart Add to Cart  $299.00

Purchase this course in a custom CLE bundle

To review MCLE information please click here.


Estate Planning in Depth 2017
Minimizing or Eliminating State Income Taxes on Trusts | Problem Irrevocable Trusts--If It Is Broken, Then Do Fix It

This online video program was originally presented on June 25, 2017, as part of the ALI CLE program, "Estate Planning in Depth 2017".

Speakers: Messrs. Gordon and Nenno

More Information: Minimizing or Eliminating State Income Taxes on Trusts | Problem Irrevocable Trusts--If It Is Broken, Then Do Fix ItCourse Brochure   More Information: Minimizing or Eliminating State Income Taxes on Trusts | Problem Irrevocable Trusts--If It Is Broken, Then Do Fix ItMore Info Preview Preview Add to Cart Add to Cart  $299.00

Purchase this course in a custom CLE bundle

To review MCLE information please click here.


Estate Planning in Depth 2017
Nuptial Agreements | Modern Family Drafting and Planning

This online video program was originally presented on June 25, 2017, as part of the ALI CLE program, "Estate Planning in Depth 2017".

Speakers: Ms. Casteel, Ms. Bierhals and Ms. Wolven

More Information: Nuptial Agreements | Modern Family Drafting and PlanningCourse Brochure   More Information: Nuptial Agreements | Modern Family Drafting and PlanningMore Info Preview Preview Add to Cart Add to Cart  $299.00

Purchase this course in a custom CLE bundle

To review MCLE information please click here.


Estate Planning in Depth 2017
Overview of Wealth Transfer Taxation Part 1 | Overview of Wealth Transfer Taxation Part 2

This online video program was originally presented on June 25, 2017, as part of the ALI CLE program, "Estate Planning in Depth 2017".

Speakers: Mr. Halleron and Ms. Ose

More Information: Overview of Wealth Transfer Taxation Part 1 | Overview of Wealth Transfer Taxation Part 2Course Brochure   More Information: Overview of Wealth Transfer Taxation Part 1 | Overview of Wealth Transfer Taxation Part 2More Info Preview Preview Add to Cart Add to Cart  $299.00

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To review MCLE information please click here.


Estate Planning in Depth 2017
Possession is Nine-Tenths of the Law, Isn’t It--The Ethical, Legal, and Practical Considerations Involving the Financial Exploitation of Seniors | Income Tax Exit Strategies from Businesses

  Course Has Ethics Credit

This online video program was originally presented on June 25, 2017, as part of the ALI CLE program, "Estate Planning in Depth 2017".

Speakers: Mssrs. Bear and Rondoni and Prof. Radford, Mr. Gorin

More Information: Possession is Nine-Tenths of the Law, Isn’t It--The Ethical, Legal, and Practical Considerations Involving the Financial Exploitation of Seniors | Income Tax Exit Strategies from BusinessesCourse Brochure   More Information: Possession is Nine-Tenths of the Law, Isn’t It--The Ethical, Legal, and Practical Considerations Involving the Financial Exploitation of Seniors | Income Tax Exit Strategies from BusinessesMore Info Preview Preview Add to Cart Add to Cart  $299.00

Purchase this course in a custom CLE bundle

To review MCLE information please click here.


Estate Planning in Depth 2017
The Intersection between Fiduciary Accounting and Tax Accounting | Planning for Unmarried Couples

This online video program was originally presented on June 25, 2017, as part of the ALI CLE program, "Estate Planning in Depth 2017".

Speakers: Mr. Sherman, Ms. Goffe

More Information: The Intersection between Fiduciary Accounting and Tax Accounting | Planning for Unmarried CouplesCourse Brochure   More Information: The Intersection between Fiduciary Accounting and Tax Accounting | Planning for Unmarried CouplesMore Info Preview Preview Add to Cart Add to Cart  $299.00

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To review MCLE information please click here.


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Course credit will vary; specific information about MCLE credit is included in each course description. For general information about credit for online CLE in your state, go to ALI CLE's MCLE Information web page.