Advanced Trust, Estate and Probate Planning

Estate Planning in a world of limited relationship recognition poses serious and complicated legal questions. Sometimes having a will is not enough, particularly when your client's asset portfolio is substantial. Couples with disparate wealth may be protected by marriage at the state level, but the lack of relationship recognition and attendant tax benefits at the Federal level make it necessary for many LGBT couples to avail themselves of certain trust and gifting strategies that many practitioners are not familiar with.

This seminar focuses on both lifetime wealth transfer strategies, as well as the probate planning techniques that ensure smooth and successful wealth transfer after death. Becoming familiar with these trust instruments, as well as local probate rules, deadlines and strategies is a must for any estate planner who wishes to assist their clients throughout the entire estate planning process.

Continuing Legal Education (CLE) Materials:

Elder Law and the LGBT Person (DOC)
Life and Estate Planning Issues for Same Sex Couples (DOC

Continuing Legal Education (CLE) Credit:

The above online course has been accredited in the following jurisdictions:

AK (1.5 credits)	GA (1.5 credits)	KY (1.5 credits)	OK (1.8 credits)	UT (1.5 credits)
AZ (1.5 credits)	ID (1.5 credits)	MN (1.5 credits)	OR (1.5 credits)	VT (1.5 credits)
AR (1.5 credits)	IL (1.5 credits)	MT (1.5 credits)	RI (1.8 credits)	WA (1.5 credits)
CA (1.5 credits)	IN (1.5 credits)	NV (1.5 credits)	SC (1.5 credits)	WV (1.8 credits)
CO (1.8 credits)	IA (1.5 credits)	NY (1.8 credits)	TN (1.5 credits)	WY (1.5 credits)
FL (1.8 credits)	KS (1.8 credits)	NC (1.5 credits)	TX (1.5 credits)

After viewing the video and jotting down the unique verification codes that appear sporadically throughout the video, you may apply for continuing legal education (CLE) credit by clicking on the appropriate state. The cost to receive a certificate of completion is $175 per course.

You will receive an email receipt of your purchase. Once the codes have been verified, LGBT Bar staff will email you a separate certificate of completion for the course you selected. Please allow 2-3 business days for the certificate to arrive.

If you have any questions, please do not hesitate to contact us.