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Online Courses

Practice Area: Estate Planning


We currently have 79 courses in this practice area. Next Next


Advising Family Business Owners After Tax Reform: Strategic Opportunities Estate Planners Need to know

This online audio program was originally presented on April 17, 2018.

Speakers: Michael V. Bourland, Andrea C. Chomakos, and Steven B. Gorin

More Information: Advising Family Business Owners After Tax Reform: Strategic Opportunities Estate Planners Need to knowCourse Brochure   More Information: Advising Family Business Owners After Tax Reform: Strategic Opportunities Estate Planners Need to knowMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Drafting Strategies for Estate Planners: Creating Documents To Withstand the Challenge

This online audio program was originally presented on April 4, 2018.

Speakers: Michael V. Bourland and Levi M. Dillon

More Information: Drafting Strategies for Estate Planners: Creating Documents To Withstand the ChallengeCourse Brochure   More Information: Drafting Strategies for Estate Planners: Creating Documents To Withstand the ChallengeMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Proving Undue Influence: What Every Estate Planner and Litigator Needs to Know

This online audio program was originally presented on March 21, 2018.

Speakers: Robert D. Borteck, Robert D. Brower, Jeffrey T. Knebel, James C. Milton, and Jon Scuderi

More Information: Proving Undue Influence: What Every Estate Planner and Litigator Needs to KnowCourse Brochure   More Information: Proving Undue Influence: What Every Estate Planner and Litigator Needs to KnowMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Estate Planning With Family Entities in the Powell Aftermath: Risks and Practical Guideline

This online audio program was originally presented on February 27, 2018.

Speakers: Steve R. Akers, John H. Draneas and T. Randall Grove

More Information: Estate Planning With Family Entities in the Powell Aftermath: Risks and Practical GuidelineCourse Brochure   More Information: Estate Planning With Family Entities in the Powell Aftermath: Risks and Practical GuidelineMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Software and Technology Tools for Estate Planners

This online audio program was originally presented on February 15, 2018.

Speakers: John Mabley, Amy Morrissey and James Worthington

More Information: Software and Technology Tools for Estate PlannersCourse Brochure   More Information: Software and Technology Tools for Estate PlannersMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Advanced Estate Planning Practice Update: Winter 2018

This online audio program was originally presented on February 6, 2018.

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

More Information: Advanced Estate Planning Practice Update: Winter 2018Course Brochure   More Information: Advanced Estate Planning Practice Update: Winter 2018More Info Preview Preview Add to Cart Add to Cart  $249.00

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Confronting the Challenges of Tax Reform: What Happened to the Certainty of Death and Taxes?

This online audio program was originally presented on January 11, 2018.

Speakers: Charles D. "Skip" Fox IV, Miriam W. Henry, and Beth S. Kaufman

More Information: Confronting the Challenges of Tax Reform: What Happened to the Certainty of Death and Taxes?Course Brochure   More Information: Confronting the Challenges of Tax Reform: What Happened to the Certainty of Death and Taxes?More Info Preview Preview Add to Cart Add to Cart  $199.00

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Current Developments in Estate and Tax Planning 2017

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

Speakers: Mickey R. Davis, Howard M. Zaritsky and Diana S.C. Zeydel

More Information: Current Developments in Estate and Tax Planning 2017Course Brochure   More Information: Current Developments in Estate and Tax Planning 2017More Info Preview Preview Add to Cart Add to Cart  $199.00

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Planning for Incapacity: Financial Powers of Attorney, Health Care Directives, and Ethical Challenges

  Course Has Ethics Credit

This online audio program was originally presented on December 6, 2017.

Speakers: Stuart C. Bear and David A. Rephan

More Information: Planning for Incapacity: Financial Powers of Attorney, Health Care Directives, and Ethical ChallengesCourse Brochure   More Information: Planning for Incapacity: Financial Powers of Attorney, Health Care Directives, and Ethical ChallengesMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Charitable Planning With Closely-Held Business Interests

This online audio program was originally presented on November 15, 2017.

Speakers: Turney P. Berry, Paul S. Lee, Jeffrey C. Thede

More Information: Charitable Planning With Closely-Held Business InterestsCourse Brochure   More Information: Charitable Planning With Closely-Held Business InterestsMore Info Preview Preview Add to Cart Add to Cart  $199.00

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International Trust and Estate Planning 2017
Estate Planning for US Clients with Foreign Property, Ties to Mexico, and Immigration/Expatriation Issues

This online video program was originally presented on November 9, 2017, as part of the ALI CLE program, "International Trust and Estate Planning 2017".

Speakers: Ms. Graham, Ms. Graham and Mr. Mejia, Ms. Duckham, Mr. Pfeifer

More Information: Estate Planning for US Clients with Foreign Property, Ties to Mexico, and Immigration/Expatriation IssuesCourse Brochure   More Information: Estate Planning for US Clients with Foreign Property, Ties to Mexico, and Immigration/Expatriation IssuesMore Info Preview Preview Add to Cart Add to Cart  $299.00

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International Trust and Estate Planning 2017
FATCA, CRS, Beneficial Ownership, Anti-Money Laundering Rules and Ethics

  Course Has Ethics Credit

This online video program was originally presented on November 9, 2017, as part of the ALI CLE program, "International Trust and Estate Planning 2017".

Speakers: Messrs. Moore, Barmes, and Jackel, Mr. Terrill, All faculty

More Information: FATCA, CRS, Beneficial Ownership, Anti-Money Laundering Rules and EthicsCourse Brochure   More Information: FATCA, CRS, Beneficial Ownership, Anti-Money Laundering Rules and EthicsMore Info Preview Preview Add to Cart Add to Cart  $299.00

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International Trust and Estate Planning 2017
Foreign Trusts: Income Issues, U.S. Owners, and European Developments

This online video program was originally presented on November 9, 2017, as part of the ALI CLE program, "International Trust and Estate Planning 2017".

Speakers: Mss. Harrison and McCaffrey, Messrs. Moore and Barmes, Mr. Barmes

More Information: Foreign Trusts: Income Issues, U.S. Owners, and European DevelopmentsCourse Brochure   More Information: Foreign Trusts: Income Issues, U.S. Owners, and European DevelopmentsMore Info Preview Preview Add to Cart Add to Cart  $299.00

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To review MCLE information please click here.


International Trust and Estate Planning 2017
Income/Estate Taxation of Nonresident Aliens and Offshore Compliance and Voluntary Disclosure

This online video program was originally presented on November 9, 2017, as part of the ALI CLE program, "International Trust and Estate Planning 2017".

Speakers: Ms. Lee, Mr. Tsu, Ms. Schenck and Mr. Matthews

More Information: Income/Estate Taxation of Nonresident Aliens and Offshore Compliance and Voluntary DisclosureCourse Brochure   More Information: Income/Estate Taxation of Nonresident Aliens and Offshore Compliance and Voluntary DisclosureMore Info Preview Preview Add to Cart Add to Cart  $299.00

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To review MCLE information please click here.


International Trust and Estate Planning 2017

  Course Has Ethics Credit

This online video program was originally presented on November 9, 2017.

Speakers: Mss. Harrison and McCaffrey, Messrs. Moore and Barmes, Mr. Barmes, Messrs. Moore, Barmes, and Jackel, Mr. Terrill, All faculty, Ms. Graham, Ms. Graham and Mr. Mejia, Ms. Duckham, Mr. Pfeifer, Ms. Lee, Mr. Tsu, Ms. Schenck and Mr. Matthews

More Information: International Trust and Estate Planning 2017Course Brochure   More Information: International Trust and Estate Planning 2017More Info Preview Preview Add to Cart Add to Cart  $999.00

To review MCLE information please click here.


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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Estate Planning for the Family Business Owner 2017
Business Succession Planning And Resolving Family Rivalries—Peacefully or Through Litigation

This online video program was originally presented on November 2, 2017, as part of the ALI CLE program, "Estate Planning for the Family Business Owner 2017".

Speakers: Mr. Manterfield, Dr. Pendergast and Messrs. Bourland and Wolf, Mr. Bourland and Ms. Brown

More Information: Business Succession Planning And Resolving Family Rivalries—Peacefully or Through LitigationCourse Brochure   More Information: Business Succession Planning And Resolving Family Rivalries—Peacefully or Through LitigationMore Info Preview Preview Add to Cart Add to Cart  $299.00

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To review MCLE information please click here.


Estate Planning for the Family Business Owner

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

Speakers: Messrs. Akers, Angkatavanich, and Gorin, Mr. Angkatavanich, Ms. Brown and Mr. Kimball, Mr. Manterfield, Dr. Pendergast and Messrs. Bourland and Wolf, Mr. Bourland and Ms. Brown, Messrs. Gorin and Robinson, Ms. Odom, Mr. Ratner, Mr. Gorin, moderator; Ms. Odom and Messrs. Ratner and Robinson

More Information: Estate Planning for the Family Business OwnerCourse Brochure   More Information: Estate Planning for the Family Business OwnerMore Info Preview Preview Add to Cart Add to Cart  $999.00

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Estate Planning for the Family Business Owner 2017
Hot Topics, Chapter 14, and Valuing a Family Business Interest

This online video program was originally presented on November 2, 2017, as part of the ALI CLE program, "Estate Planning for the Family Business Owner 2017".

Speakers: Messrs. Akers, Angkatavanich, and Gorin, Mr. Angkatavanich, Ms. Brown and Mr. Kimball

More Information: Hot Topics, Chapter 14, and Valuing a Family Business InterestCourse Brochure   More Information: Hot Topics, Chapter 14, and Valuing a Family Business InterestMore Info Preview Preview Add to Cart Add to Cart  $299.00

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To review MCLE information please click here.


Estate Planning for the Family Business Owner 2017
Income Tax Issues and Planning Strategies for Business Entities

This online video program was originally presented on November 2, 2017, as part of the ALI CLE program, "Estate Planning for the Family Business Owner 2017".

Speakers: Messrs. Gorin and Robinson

More Information: Income Tax Issues and Planning Strategies for Business EntitiesCourse Brochure   More Information: Income Tax Issues and Planning Strategies for Business EntitiesMore 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.