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Online Courses

Practice Area: Estate Planning


We currently have 126 courses in this practice area. Next Next


Using Trusts To Structure Divorce Settlements

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

Speakers: Carlyn S. McCaffrey and Nicole M. Pearl

More Information: Using Trusts To Structure Divorce SettlementsCourse Brochure   More Information: Using Trusts To Structure Divorce SettlementsMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Decanting Trusts: If It's "Broke," Can You Fix It?

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

Speakers: Steven J. Oshins and Robert S. Keebler

More Information: Decanting Trusts: If It's "Broke," Can You Fix It?Course Brochure   More Information: Decanting Trusts: If It's "Broke," Can You Fix It?More Info Preview Preview Add to Cart Add to Cart  $199.00

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Planning Techniques for Large Estates 2017
Asset Protection Trust Planning | How To Advise Wealthy U.S. Families Who Own Foreign Property | A Potpourri of Charitable Planning Issues (and Traps) You Need to Know About

This online video program was originally presented on April 19, 2017, as part of the ALI CLE program, "Planning Techniques for Large Estates 2017".

Speakers: Mr. Osborne, Ms. Basha, Mr. Katzenstein

More Information: Asset Protection Trust Planning | How To Advise Wealthy U.S. Families Who Own Foreign Property | A Potpourri of Charitable Planning Issues (and Traps) You Need to Know AboutCourse Brochure   More Information: Asset Protection Trust Planning | How To Advise Wealthy U.S. Families Who Own Foreign Property | A Potpourri of Charitable Planning Issues (and Traps) You Need to Know AboutMore Info Preview Preview Add to Cart Add to Cart  $299.00

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Planning Techniques for Large Estates 2017
Current Developments | Putting It All Together: Some of the Best Estate Planning Strategies We See in the New Frontier to Reduce Both Income and Estate Taxes

This online video program was originally presented on April 19, 2017, as part of the ALI CLE program, "Planning Techniques for Large Estates 2017".

Speakers: Panel: Messrs. Akers, Aucutt, Eastland, Moore, and Viehman, Mr. Eastland

More Information: Current Developments | Putting It All Together: Some of the Best Estate Planning Strategies We See in the New Frontier to Reduce Both Income and Estate TaxesCourse Brochure   More Information: Current Developments | Putting It All Together: Some of the Best Estate Planning Strategies We See in the New Frontier to Reduce Both Income and Estate TaxesMore Info Preview Preview Add to Cart Add to Cart  $299.00

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Planning Techniques for Large Estates 2017
Life Insurance Policy Selection, Design, and Management: OK, Now What Do We Do? | Installment Sales, GRATs, and Statute of Limitations | Current Developments: What's New and What's Next

This online video program was originally presented on April 19, 2017, as part of the ALI CLE program, "Planning Techniques for Large Estates 2017".

Speakers: Mr. Ratner, Mr. Aucutt, Panel: Messrs. Akers, Aucutt, Eastland, Moore, and Viehman

More Information: Life Insurance Policy Selection, Design, and Management: OK, Now What Do We Do? | Installment Sales, GRATs, and Statute of Limitations | Current Developments: What's New and What's NextCourse Brochure   More Information: Life Insurance Policy Selection, Design, and Management: OK, Now What Do We Do? | Installment Sales, GRATs, and Statute of Limitations | Current Developments: What's New and What's NextMore Info Preview Preview Add to Cart Add to Cart  $299.00

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Planning Techniques for Large Estates

  Course Has Ethics Credit

This online video program was originally presented on April 19, 2017.

Speakers: Mr. Akers, Ms. Loomis-Price, Mr. Davis and Ms. Willms, Mr. Viehman, Mr. Ratner, Mr. Aucutt, Panel: Messrs. Akers, Aucutt, Eastland, Moore, and Viehman, Mr. Eastland, Mr. Osborne, Ms. Basha, Mr. Katzenstein, Mr. Trytten, Ms. Bart

More Information: Planning Techniques for Large EstatesCourse Brochure   More Information: Planning Techniques for Large EstatesMore Info Preview Preview Add to Cart Add to Cart  $999.00

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Planning Techniques for Large Estates 2017
Postmortem Planning: Income, Gift, and Estate Tax Issues and Strategies and Disclaimer Planning Issues | Ethics and Privileges in the Estate Planning Context

  Course Has Ethics Credit

This online video program was originally presented on April 19, 2017, as part of the ALI CLE program, "Planning Techniques for Large Estates 2017".

Speakers: Mr. Akers, Ms. Loomis-Price

More Information: Postmortem Planning: Income, Gift, and Estate Tax Issues and Strategies and Disclaimer Planning Issues | Ethics and Privileges in the Estate Planning ContextCourse Brochure   More Information: Postmortem Planning: Income, Gift, and Estate Tax Issues and Strategies and Disclaimer Planning Issues | Ethics and Privileges in the Estate Planning ContextMore Info Preview Preview Add to Cart Add to Cart  $299.00

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Powers of Attorney: Latest Legal Developments

This online audio program was originally presented on April 4, 2017.

Speakers: Bernard A. Krooks, Beth Chapman and Deborah J. Tedford

More Information: Powers of Attorney: Latest Legal DevelopmentsCourse Brochure   More Information: Powers of Attorney: Latest Legal DevelopmentsMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Choosing the Right Trust Location for Your Client's Needs

This online audio program was originally presented on March 14, 2017.

Speakers: Daniel F. Hayward and David A. Diamond

More Information: Choosing the Right Trust Location for Your Client's NeedsCourse Brochure   More Information: Choosing the Right Trust Location for Your Client's NeedsMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Estate Planning for the Family Business Owner: Family Rivalries/Divisive Reorganization Planning

This online video program was originally presented on February 27, 2017.

Speakers: Steven B. Gorin and John W. Porter

More Information: Estate Planning for the Family Business Owner: Family Rivalries/Divisive Reorganization PlanningCourse Brochure   More Information: Estate Planning for the Family Business Owner: Family Rivalries/Divisive Reorganization PlanningMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Advanced Estate Planning Practice Update: Winter 2017

This online audio program was originally presented on February 16, 2017.

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

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

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Cross-Border Estate Planning: Traps, Challenges, and Opportunities

This online audio program was originally presented on February 9, 2017.

Speakers: Ellen K. Harrison and Carlyn S. McCaffrey

More Information: Cross-Border Estate Planning: Traps, Challenges, and OpportunitiesCourse Brochure   More Information: Cross-Border Estate Planning: Traps, Challenges, and OpportunitiesMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Obtaining IRS Private Letter Rulings: Remove the Uncertainty of Tax Consequences

This online audio program was originally presented on January 30, 2017.

Speakers: Ronald D. Aucutt and Stephanie Loomis-Price

More Information: Obtaining IRS Private Letter Rulings: Remove the Uncertainty of Tax ConsequencesCourse Brochure   More Information: Obtaining IRS Private Letter Rulings: Remove the Uncertainty of Tax ConsequencesMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Using Formula Clauses in Estate Planning: Drafting Tips to Withstand IRS Scrutiny

This online audio program was originally presented on January 18, 2017.

Speakers: Paige K. Ben-Yaacov

More Information: Using Formula Clauses in Estate Planning: Drafting Tips to Withstand IRS ScrutinyCourse Brochure   More Information: Using Formula Clauses in Estate Planning: Drafting Tips to Withstand IRS ScrutinyMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Current Developments in Estate and Tax Planning

This online audio program was originally presented on December 13, 2016.

Speakers: Turney P. Berry, Amy E. Heller and Jeffrey N. Pennell

More Information: Current Developments in Estate and Tax PlanningCourse Brochure   More Information: Current Developments in Estate and Tax PlanningMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Preventing Will Challenges

This online audio program was originally presented on November 30, 2016.

Speakers: The Hon. C. Jean Stewart and David A. Baker

More Information: Preventing Will ChallengesCourse Brochure   More Information: Preventing Will ChallengesMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Protecting Client Data: Ethics, Security, and Practicality for Estate Planners

  Course Has Ethics Credit

This online audio program was originally presented on November 10, 2016.

Speakers: James D. Lamm, J. Michael Deege and Margaret Van Houten

More Information: Protecting Client Data: Ethics, Security, and Practicality for Estate PlannersCourse Brochure   More Information: Protecting Client Data: Ethics, Security, and Practicality for Estate PlannersMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Estate Planning for the Family Business Owner: Ethical Issues in Representing Owners of Family Businesses and Their Families

  Course Has Ethics Credit

This online video program was originally presented on November 4, 2016.

Speakers: Michael V. Bourland and Eric A. Manterfield

More Information: Estate Planning for the Family Business Owner: Ethical Issues in Representing Owners of Family Businesses and Their FamiliesCourse Brochure   More Information: Estate Planning for the Family Business Owner: Ethical Issues in Representing Owners of Family Businesses and Their FamiliesMore Info Preview Preview Add to Cart Add to Cart  $199.00

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Estate Planning for the Family Business Owner

  Course Has Ethics Credit

This online video program was originally presented on November 3, 2016.

Speakers: Messrs. Gorin and Robinson, Ms. Wilkins, Mr. Bourland and Ms. King, Mr. Ratner, Mr. Gorin, moderator; Messrs. Ratner and Robinson and Ms. Wilkins, Mr. Akers, moderator; Messrs. Angkatavanich and Porter, Messrs. Bourland and Manterfield, Messrs. Gorin and Porter, Mr. Angkatavanich, Mr. Frazier

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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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.