Course1

LIVE REPLAY: Arbitration Clauses in Business Agreements

$59.00

Arbitration can be fast and final—if the clause is drafted well. Learn how scope, delegation, forum, fees, and remedies shape outcomes before the dispute begins. We’ll show you what survives scrutiny and what invites collateral litigation.   Draft delegation clauses, class waivers, and carve-outs with precision. Mitigate mass-arbitration risk and unexpected fee exposure. Select rules, seat, and confidentiality to match party priorities. Preserve injunctive relief and emergency procedures without losing efficiency.   Speaker: Shannon M. Bell is a member with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues. Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen. She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions. She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/10/2026
    Presented
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Course1

LIVE REPLAY: Arbitration Clauses in Business Agreements

$59.00

Arbitration can be fast and final—if the clause is drafted well. Learn how scope, delegation, forum, fees, and remedies shape outcomes before the dispute begins. We’ll show you what survives scrutiny and what invites collateral litigation.   Draft delegation clauses, class waivers, and carve-outs with precision. Mitigate mass-arbitration risk and unexpected fee exposure. Select rules, seat, and confidentiality to match party priorities. Preserve injunctive relief and emergency procedures without losing efficiency.   Speaker: Shannon M. Bell is a member with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues. Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen. She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions. She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/10/2026
    Presented
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Course1

Advanced Asset Protection Strategies, Part 1

$59.00

Enter the sophisticated world of advanced asset protection where traditional wealth preservation meets cutting-edge legal structures designed to shield assets from creditor claims and litigation exposure. This comprehensive program provides essential guidance on domestic and international asset protection techniques that serve high-net-worth clients facing complex liability challenges. Master the foundational strategies that preserve family wealth while maintaining access and control.   Understand domestic asset protection trust structures and their effectiveness against different types of creditor claims Navigate limited liability company and family limited partnership strategies for asset protection and estate planning Address homestead exemptions and retirement plan protection in comprehensive asset protection planning Design multi-entity structures that provide layered protection while maintaining operational flexibility   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/11/2026
    Presented
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Course1

Advanced Asset Protection Strategies, Part 1

$59.00

Enter the sophisticated world of advanced asset protection where traditional wealth preservation meets cutting-edge legal structures designed to shield assets from creditor claims and litigation exposure. This comprehensive program provides essential guidance on domestic and international asset protection techniques that serve high-net-worth clients facing complex liability challenges. Master the foundational strategies that preserve family wealth while maintaining access and control.   Understand domestic asset protection trust structures and their effectiveness against different types of creditor claims Navigate limited liability company and family limited partnership strategies for asset protection and estate planning Address homestead exemptions and retirement plan protection in comprehensive asset protection planning Design multi-entity structures that provide layered protection while maintaining operational flexibility   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/11/2026
    Presented
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Course1

Advanced Asset Protection Strategies, Part 2

$59.00

Advance your asset protection expertise with sophisticated international structures and specialized planning techniques for ultra-high-net-worth clients facing complex liability and tax considerations. This program builds on foundational concepts to address challenging scenarios including international trust structures, captive insurance companies, and offshore planning arrangements. Develop the specialized knowledge required for cutting-edge asset protection in a global economy.   Master international trust and foundation structures including Cook Islands and Nevis asset protection vehicles Navigate captive insurance company strategies for liability protection and tax planning benefits Address foreign trust reporting and tax compliance requirements affecting international asset protection planning Understand the intersection of asset protection with estate planning, tax minimization, and family governance strategies     Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/14/2026
    Presented
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Course1

Advanced Asset Protection Strategies, Part 2

$59.00

Advance your asset protection expertise with sophisticated international structures and specialized planning techniques for ultra-high-net-worth clients facing complex liability and tax considerations. This program builds on foundational concepts to address challenging scenarios including international trust structures, captive insurance companies, and offshore planning arrangements. Develop the specialized knowledge required for cutting-edge asset protection in a global economy.   Master international trust and foundation structures including Cook Islands and Nevis asset protection vehicles Navigate captive insurance company strategies for liability protection and tax planning benefits Address foreign trust reporting and tax compliance requirements affecting international asset protection planning Understand the intersection of asset protection with estate planning, tax minimization, and family governance strategies   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/14/2026
    Presented
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Course1

LIVE REPLAY: Trust Administration Issues in Trust & Estate Planning, Part 1

$59.00

Master the fundamental principles of trust administration that transform well-drafted estate planning documents into effective wealth management and family protection tools. This comprehensive program addresses the essential administrative duties and practical challenges facing trustees in today's complex legal and financial environment. Build the foundational knowledge necessary for competent trust administration and fiduciary service.   Understand core fiduciary duties including loyalty, impartiality, and prudent administration standards Navigate investment management responsibilities and modern portfolio theory applications in trust administration Address beneficiary communication requirements and family dynamics in trust relationships Implement effective record-keeping and accounting systems that satisfy legal and practical requirements   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/17/2026
    Presented
SEE MORE
Course1

LIVE REPLAY: Trust Administration Issues in Trust & Estate Planning, Part 1

$59.00

Master the fundamental principles of trust administration that transform well-drafted estate planning documents into effective wealth management and family protection tools. This comprehensive program addresses the essential administrative duties and practical challenges facing trustees in today's complex legal and financial environment. Build the foundational knowledge necessary for competent trust administration and fiduciary service.   Understand core fiduciary duties including loyalty, impartiality, and prudent administration standards Navigate investment management responsibilities and modern portfolio theory applications in trust administration Address beneficiary communication requirements and family dynamics in trust relationships Implement effective record-keeping and accounting systems that satisfy legal and practical requirements   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/17/2026
    Presented
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Course1

LIVE REPLAY: Trust Administration Issues in Trust & Estate Planning, Part 2

$59.00

Advance your trust administration expertise with sophisticated strategies for complex administrative challenges and specialized trust structures. This program builds on foundational concepts to address discretionary distribution decisions, trust modifications, and advanced planning techniques. Develop the specialized knowledge required to handle the most challenging aspects of modern trust administration practice.   Master discretionary distribution standards and beneficiary advocacy in complex family situations Navigate trust modification and termination procedures including judicial and non-judicial options Address tax considerations affecting trust administration including income tax planning and reporting Handle specialized trust types including charitable trusts, special needs trusts, and dynasty planning structures   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 9/18/2026
    Presented
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Course1

LIVE REPLAY: Trust Administration Issues in Trust & Estate Planning, Part 2

$59.00

Advance your trust administration expertise with sophisticated strategies for complex administrative challenges and specialized trust structures. This program builds on foundational concepts to address discretionary distribution decisions, trust modifications, and advanced planning techniques. Develop the specialized knowledge required to handle the most challenging aspects of modern trust administration practice.   Master discretionary distribution standards and beneficiary advocacy in complex family situations Navigate trust modification and termination procedures including judicial and non-judicial options Address tax considerations affecting trust administration including income tax planning and reporting Handle specialized trust types including charitable trusts, special needs trusts, and dynasty planning structures   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 9/18/2026
    Presented
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Course1

LIVE REPLAY: Family Disputes & Trusts: Practical Strategies to Preserve Family Wealth

$59.00

When family relationships fracture, trust administration becomes a delicate balance between legal obligations and family dynamics that can determine the survival of multigenerational wealth. This program provides essential strategies for managing trust disputes while preserving family relationships and protecting beneficiary interests. Learn to navigate the emotional and legal complexities that arise when family conflicts intersect with fiduciary duties.   Develop early intervention strategies to prevent minor family disagreements from escalating into litigation Master communication techniques that address family dynamics while maintaining fiduciary neutrality Understand when and how to involve family mediators, counselors, and other neutral professionals Structure trust provisions and administrative procedures that minimize future family conflict potential   Speaker: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation. He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/7/2026
    Presented
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Course1

LIVE REPLAY: Family Disputes & Trusts: Practical Strategies to Preserve Family Wealth

$59.00

When family relationships fracture, trust administration becomes a delicate balance between legal obligations and family dynamics that can determine the survival of multigenerational wealth. This program provides essential strategies for managing trust disputes while preserving family relationships and protecting beneficiary interests. Learn to navigate the emotional and legal complexities that arise when family conflicts intersect with fiduciary duties.   Develop early intervention strategies to prevent minor family disagreements from escalating into litigation Master communication techniques that address family dynamics while maintaining fiduciary neutrality Understand when and how to involve family mediators, counselors, and other neutral professionals Structure trust provisions and administrative procedures that minimize future family conflict potential   Speaker: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation. He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes.

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/7/2026
    Presented
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

$59.00

Navigate the complex intersection of income tax and fiduciary obligations where trust and estate administration meets sophisticated tax planning and compliance requirements. This foundational program provides essential guidance on the tax considerations that drive effective trust and estate administration. Master the fundamental concepts that determine tax efficiency while satisfying fiduciary duties to beneficiaries and regulatory authorities.   Understand trust and estate income tax calculation and distribution rules affecting beneficiary taxation Navigate the distinction between simple and complex trusts and their different tax treatment Address grantor trust rules and their impact on trust taxation and beneficiary income recognition Design distribution strategies that optimize tax outcomes for trusts, estates, and beneficiaries     Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/13/2026
    Presented
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

$59.00

Navigate the complex intersection of income tax and fiduciary obligations where trust and estate administration meets sophisticated tax planning and compliance requirements. This foundational program provides essential guidance on the tax considerations that drive effective trust and estate administration. Master the fundamental concepts that determine tax efficiency while satisfying fiduciary duties to beneficiaries and regulatory authorities.   Understand trust and estate income tax calculation and distribution rules affecting beneficiary taxation Navigate the distinction between simple and complex trusts and their different tax treatment Address grantor trust rules and their impact on trust taxation and beneficiary income recognition Design distribution strategies that optimize tax outcomes for trusts, estates, and beneficiaries     Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/13/2026
    Presented
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

$59.00

  Advance your fiduciary taxation expertise with sophisticated strategies for complex trust structures and specialized tax planning scenarios. This program builds on foundational concepts to address challenging situations including charitable trusts, generation-skipping tax planning, and international trust taxation. Develop the specialized knowledge required for the most complex trust and estate tax planning and administration.   Master generation-skipping transfer tax planning and compliance for dynasty trust structures Navigate charitable trust taxation including charitable remainder trusts and charitable lead trusts Address international trust taxation and reporting requirements for foreign trusts and beneficiaries Understand state income tax considerations affecting trust situs selection and beneficiary distributions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.    

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/14/2026
    Presented
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Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

$59.00

  Advance your fiduciary taxation expertise with sophisticated strategies for complex trust structures and specialized tax planning scenarios. This program builds on foundational concepts to address challenging situations including charitable trusts, generation-skipping tax planning, and international trust taxation. Develop the specialized knowledge required for the most complex trust and estate tax planning and administration.   Master generation-skipping transfer tax planning and compliance for dynasty trust structures Navigate charitable trust taxation including charitable remainder trusts and charitable lead trusts Address international trust taxation and reporting requirements for foreign trusts and beneficiaries Understand state income tax considerations affecting trust situs selection and beneficiary distributions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.    

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/14/2026
    Presented
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Course1

Trust and Estate Planning for Pets

$59.00

Discover the emerging area of pet trust planning where animal welfare meets estate planning in arrangements designed to ensure beloved companions receive appropriate care after their owners' death or incapacity. This specialized program addresses the unique legal and practical considerations that govern pet protection planning. Master the techniques that provide meaningful animal care while complying with trust law requirements and family dynamics.   Understand pet trust legal requirements and their enforceability across different state jurisdictions Structure funding and care provision arrangements that ensure adequate pet support throughout their lives Address caregiver selection and succession planning for pet care responsibilities Navigate family dynamics and remainder beneficiary considerations in pet trust planning     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/4/2026
    Presented
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Course1

Trust and Estate Planning for Pets

$59.00

Discover the emerging area of pet trust planning where animal welfare meets estate planning in arrangements designed to ensure beloved companions receive appropriate care after their owners' death or incapacity. This specialized program addresses the unique legal and practical considerations that govern pet protection planning. Master the techniques that provide meaningful animal care while complying with trust law requirements and family dynamics.   Understand pet trust legal requirements and their enforceability across different state jurisdictions Structure funding and care provision arrangements that ensure adequate pet support throughout their lives Address caregiver selection and succession planning for pet care responsibilities Navigate family dynamics and remainder beneficiary considerations in pet trust planning     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/4/2026
    Presented
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Course1

The Art and Science of Conditional Gifts in Estate Planning

$59.00

Master the sophisticated estate planning technique of conditional gifts where client objectives meet tax efficiency through carefully structured transfer arrangements that respond to changing family and economic circumstances. This specialized program addresses the complex legal and tax considerations that govern conditional gift strategies. Learn to balance client control with tax benefits while creating flexible wealth transfer arrangements that adapt to uncertain futures.   Structure conditional gift arrangements that achieve estate tax reduction while preserving donor flexibility Navigate gift tax valuation discounts and restrictions affecting conditional transfer arrangements Address generation-skipping tax implications of conditional gifts to younger family members Design trigger events and modification provisions that allow conditional gifts to adapt to changing circumstances     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/21/2026
    Presented
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Course1

The Art and Science of Conditional Gifts in Estate Planning

$59.00

Master the sophisticated estate planning technique of conditional gifts where client objectives meet tax efficiency through carefully structured transfer arrangements that respond to changing family and economic circumstances. This specialized program addresses the complex legal and tax considerations that govern conditional gift strategies. Learn to balance client control with tax benefits while creating flexible wealth transfer arrangements that adapt to uncertain futures.   Structure conditional gift arrangements that achieve estate tax reduction while preserving donor flexibility Navigate gift tax valuation discounts and restrictions affecting conditional transfer arrangements Address generation-skipping tax implications of conditional gifts to younger family members Design trigger events and modification provisions that allow conditional gifts to adapt to changing circumstances     Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/21/2026
    Presented
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Course1

LIVE REPLAY: 2026 Trademark Update

$59.00

Stay current with the rapidly evolving trademark landscape as new precedents, USPTO policy changes, and international developments reshape brand protection strategies. This comprehensive program examines recent court decisions, regulatory updates, and emerging enforcement challenges that define modern trademark practice. Position your intellectual property practice at the forefront of trademark law's continuing evolution.   Analyze landmark Supreme Court and Federal Circuit decisions affecting trademark scope and enforcement Understand recent USPTO policy changes impacting application procedures and examination standards Navigate emerging challenges in digital trademark enforcement and online brand protection Address international trademark developments affecting global brand protection strategies   Speaker: Marc Bernstein is a partner in the Employment Law Department at Paul Hastings. Marc has a broad-based employment litigation practice, with a focus on litigation of trade secrets, covenants not to compete, unfair competition and related business tort claims. Marc litigates a wide range of employment matters, including wage and hour class actions, employment discrimination, wrongful discharge, breach of contract and ERISA litigation. Marc also has extensive experience counseling multinational financial services corporations. His experience includes over 14 years as associate general counsel at American International Group, Inc., where he headed the company’s Labor and Employment legal group and was the senior employment lawyer advising management regarding employment issues.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/28/2026
    Presented
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Course1

LIVE REPLAY: 2026 Trademark Update

$59.00

Stay current with the rapidly evolving trademark landscape as new precedents, USPTO policy changes, and international developments reshape brand protection strategies. This comprehensive program examines recent court decisions, regulatory updates, and emerging enforcement challenges that define modern trademark practice. Position your intellectual property practice at the forefront of trademark law's continuing evolution.   Analyze landmark Supreme Court and Federal Circuit decisions affecting trademark scope and enforcement Understand recent USPTO policy changes impacting application procedures and examination standards Navigate emerging challenges in digital trademark enforcement and online brand protection Address international trademark developments affecting global brand protection strategies   Speaker: Marc Bernstein is a partner in the Employment Law Department at Paul Hastings. Marc has a broad-based employment litigation practice, with a focus on litigation of trade secrets, covenants not to compete, unfair competition and related business tort claims. Marc litigates a wide range of employment matters, including wage and hour class actions, employment discrimination, wrongful discharge, breach of contract and ERISA litigation. Marc also has extensive experience counseling multinational financial services corporations. His experience includes over 14 years as associate general counsel at American International Group, Inc., where he headed the company’s Labor and Employment legal group and was the senior employment lawyer advising management regarding employment issues.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/28/2026
    Presented
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Course1

Trust and Estate Planning in 2025: Embracing Change and Overcoming Challenges

$59.00

Trust and estate planning in 2025 will require navigating many rocky patches. There are new assets classes. Inflation is rising. We are still dealing with the ongoing effects of the pandemic. There is legislation pending to substantially alter the taxability of estates. Familiar planning platforms and techniques may no longer be efficacious as change unfolds.  Planning requires not only looking at the law as it is today but as it may change – perhaps dramatically – during the year. This program will provide you with a practical guide to planning in the uncertainty.   Tax legislation that will or has changed the taxability of estates Planning with rising inflation – and higher interest rates? Trends in valuation of estates with higher rates Considering how to handle new asset classes Planning for the ongoing effects of the pandemic   Speakers: Michael Sneeringer a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 1/31/2027
    Avail. Until
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Course1

Generational Wealth: Trust and Estate Planning to Preserve Family Businesses, Part 1

$59.00

Most successful businesses are owned by one or more families.  Because they are family owned, these companies create many special planning challenges.  Ownership and control do not shift among non-owner managers. Rather, succession in ownership and management is a momentous and often highly emotional process for members of the family.  Frequently, these transitions are caused by the retirement or death of members of a family member.  And these transitions, if not carefully planned and delicately handled, can be ruinous, damaging the family and their company.  This program will provide you a practical framework of trust and estate planning and succession planning for family businesses.    Day 1: Succession planning in family businesses Counseling clients on how to avoid family drama on succession Valuation issues for financial and tax purposes Buy-sell planning with family members or key employees Selling to third parties where intra-family succession is not possible Planning for the incapacity of the founding generation   Day 2: Life insurance trust planning – or as a compensating asset to certain heirs Structuring private annuities to transfer a business and provide income to founders Self-cancelling installments notes and intentionally defective irrevocable trusts Use of GRATS and “redemptive freezes”   Speaker: Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.   Michael Clear is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals. As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning.  Michael’s estate planning practice includes assisting individuals and families in tax-efficient and practical estate and gift planning, including the preparation of wills, revocable living trusts, insurance trusts, and entities to own special family assets such as vacation homes and collections.

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  • 2/4/2027
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Generational Wealth: Trust and Estate Planning to Preserve Family Businesses, Part 2

$59.00

Most successful businesses are owned by one or more families.  Because they are family owned, these companies create many special planning challenges.  Ownership and control do not shift among non-owner managers. Rather, succession in ownership and management is a momentous and often highly emotional process for members of the family.  Frequently, these transitions are caused by the retirement or death of members of a family member.  And these transitions, if not carefully planned and delicately handled, can be ruinous, damaging the family and their company.  This program will provide you a practical framework of trust and estate planning and succession planning for family businesses.    Day 1: Succession planning in family businesses Counseling clients on how to avoid family drama on succession Valuation issues for financial and tax purposes Buy-sell planning with family members or key employees Selling to third parties where intra-family succession is not possible Planning for the incapacity of the founding generation   Day 2: Life insurance trust planning – or as a compensating asset to certain heirs Structuring private annuities to transfer a business and provide income to founders Self-cancelling installments notes and intentionally defective irrevocable trusts Use of GRATS and “redemptive freezes”   Speaker: Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School. Michael Clear is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals. As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning.  Michael’s estate planning practice includes assisting individuals and families in tax-efficient and practical estate and gift planning, including the preparation of wills, revocable living trusts, insurance trusts, and entities to own special family assets such as vacation homes and collections.

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  • 60
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  • 2/5/2027
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ABCs of Choosing & Drafting the Right Trust for Client Goals

$59.00

Counseling clients about choosing the right trust for their goals is a formidable task of helping them identify what’s truly important to them and then guiding them through an alphabet soup of alternatives, each of which poses tradeoffs.  Some trusts are flexible and offer no tax benefits; others offer substantial tax savings at the cost of control and flexibility.  These and a multitude of other tradeoffs are also complicated by the new tax law which alters the estate and gift tax regime.  But getting the choice right is essential because altering a trust, particularly post-mortem, can be extremely difficult, costly, and produce unforeseen consequences. This program will provide you with a framework for assessing the different trust alternatives and decision-tree for determining which is best for your client’s specific circumstances.   Choosing the right trust for client goals – tax savings, protecting assets from claimants, providing for family, charitable giving Counseling clients about decision points in choosing the right trust Important non-estate tax considerations in trust selection Revocable v. irrevocable trusts – flexibility v. tax benefits Use of self-settled trusts to shield assets from claims of creditors and others Role of special purpose trusts – Special Needs Trusts, credit shelter trusts, and insurance trusts Charitable giving alternatives – charitable remainder trusts and charitable lead trusts Issues related to the Generation Skipping Transfer Tax and portability Integration of trust plans with larger estate plans   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

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  • 3/7/2027
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Generation Skipping Transfer Tax: Planning Opportunities and Mistakes

$59.00

This session provides a deep dive into the intricacies of the generation skipping transfer tax (GSTT), focusing on strategies to maximize tax efficiency while avoiding common planning mistakes. From understanding the core principles of GSTT to leveraging exemptions and trusts, this program offers tools to navigate the complexities of wealth transfer planning. Whether you're advising high-net-worth clients or managing family trusts, this session will provide actionable guidance.   Highlights:   An overview of GSTT rules, exemptions, and exclusions. Strategic use of trusts to minimize GSTT liability. Common drafting mistakes and how to avoid them. Recent regulatory developments and their implications. Practical examples of GSTT planning in action.   Speaker: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

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  • 4/8/2027
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Healthcare Issues in Trust and Estate Planning, Part 1

$59.00

Health care considerations are increasingly critical in trust and estate planning, as clients navigate complex medical decisions, long-term care needs, and end-of-life planning. This two-part CLE program provides attorneys with essential tools to address health care issues in their clients' estate plans, from drafting key documents to understanding the intersection of health care laws and fiduciary duties. Gain practical insights to ensure your clients' medical and financial goals are met while staying compliant with the latest legal developments. Part 1:  Explore the role of advanced health care directives in estate planning. Learn strategies for drafting durable powers of attorney for health care. Understand the legal responsibilities of health care agents and fiduciaries. Address the challenges of communicating end-of-life wishes with families and providers  Part 2: Navigate the legal and financial aspects of long-term care planning. Examine the impact of Medicaid and Medicare on estate planning strategies. Learn how to incorporate health care-related assets, such as HSAs, into estate plans. Address complex scenarios involving special needs trusts and elder care.   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

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  • 60
    Minutes
  • 6/24/2027
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Healthcare Issues in Trust and Estate Planning, Part 2

$59.00

Health care considerations are increasingly critical in trust and estate planning, as clients navigate complex medical decisions, long-term care needs, and end-of-life planning. This two-part CLE program provides attorneys with essential tools to address health care issues in their clients' estate plans, from drafting key documents to understanding the intersection of health care laws and fiduciary duties. Gain practical insights to ensure your clients' medical and financial goals are met while staying compliant with the latest legal developments. Part 1:  Explore the role of advanced health care directives in estate planning. Learn strategies for drafting durable powers of attorney for health care. Understand the legal responsibilities of health care agents and fiduciaries. Address the challenges of communicating end-of-life wishes with families and providers  Part 2: Navigate the legal and financial aspects of long-term care planning. Examine the impact of Medicaid and Medicare on estate planning strategies. Learn how to incorporate health care-related assets, such as HSAs, into estate plans. Address complex scenarios involving special needs trusts and elder care.   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

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  • 60
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  • 6/25/2027
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2025 Fiduciary Litigation Update

$59.00

This program will provide you with a wide-ranging discussion of developments in fiduciary litigation. Challenges to the validity of an estate, claims involving non-probate transfers, and trustee liability cases litigation will be covered. The program will also cover claims based on a fiduciary’s management of assets in a time of extreme volatility and crisis. This program will provide you with a practical guide to recent developments in fiduciary litigation.    Review of significant case law developments and trends in fiduciary litigation Challenges to validity of an estate Claims involving non-probate transfers Trustee liability cases Failure to diversify trust assets in a time of volatility and crisis Claims based on distribution polices or abuse of discretionary distributions   Speaker: Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.  He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars.  Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation.  He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes.  Matthew Smith is a partner in the Westport, Connecticut office of Wiggin and Dana, where he advises clients on estate planning, estate and trust administration, and probate litigation. His estate planning practice focuses on assisting individuals and families with practical estate, gift, and tax planning, including the preparation of wills and trusts. Before joining the firm, Matt was a litigation associate for Cravath, Swaine & Moore LLP.  

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  • 60
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  • 7/15/2027
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