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Featured Estate Planning Law Online CLEs

Transferring Qualified Small Business Stock to Trusts: Income, Gift, and Estate Tax Risks and Planning Strategies

Rebecca Pugliesi · John Bunge

Session I - Qualified Small Business Stock Under Section 1202: Eligibility Framework and Post-OBBBA Planning - Rebecca Pugliesi This session builds a clear, practical roadmap of Qualified Small Business Stock (QSBS) under IRC §1202, explaining how the exclusion works and what must be true for stock to qualify. It then walks through the issuer-level rules…

Live Video-Broadcast: February 27, 2026

All Estate Planning Law Online CLE Video-Webinars

Browse all Estate Planning Law CLEs
LLCs in Estate Planning: Tax Law Implications, Structuring Agreements, and Corporate Transparency Act Compliance
Barry E. Haimo Haimo Law
Thu, March 26, 2026
2h CLE
On-Demand
Live Replay
Identifying, Classifying & Valuing Complex Assets for Distribution in Divorce
Charles Wilhoite · Jad Greifer · Shannon Rogers Simpson Citizens Financial Group, Inc
Thu, March 19, 2026
2h CLE
Live Webcast
The Ultimate Guide to ABLE Accounts and Special Needs Trusts: Eligibility and Requirements, Application, Funding, and Tax Planning (2026 Edition)
Thomas V. Sannicandro · Michael C. Ringel · Jennifer McInerney SanLaw Legal
Wed, March 18, 2026
2h CLE
On-Demand
Live Replay
A, B, C’s of Revocable and Irrevocable Trusts
Joseph M. Donohue · Georgia Bender Donohue, Beasley & Ferber PLLC
Fri, February 27, 2026
2h CLE
On-Demand
Live Replay
Transferring Qualified Small Business Stock to Trusts: Income, Gift, and Estate Tax Risks and Planning Strategies
Rebecca Pugliesi · John Bunge Plante & Moran, PLLC
Fri, February 27, 2026
2h CLE
Live Webcast
Defining the Client in Trusts and Estates: Ethical Duties, Conflicts, and Fiduciary Risk
Timothy L. Fort · David F. Johnson Kelley School of Business, Indiana University
Fri, February 27, 2026
2h CLE
Live Webcast
Safely Transferring Real Estate Between LLCs and Trusts—Advanced Legal Strategies
Jennifer Scharre · Peter Kogan Coblentz Patch Duffy & Bass LLP
Mon, February 23, 2026
2h CLE
On-Demand
Screening Probate Cases Before You File: Fiduciary Breaches, Validity Challenges, Cost-Benefit Strategy
Shana DeMooy · Michael Brody Reminger
Fri, February 20, 2026
2h CLE
On-Demand
Trust Structuring, Drafting and Design: From Foundational Trust Concepts to Advanced Planning Techniques
Maria Bourdeau · Thomas Norelli Kirkland & Ellis LLP
Thu, January 29, 2026
2h CLE
On-Demand
Estate Planning for Art Collectors: Strategies for Managing and Transferring Art and Collectible Assets
Rebecca Lockwood · Anita Heriot · Brad Cohen Sotheby’s
Thu, January 22, 2026
2h CLE
On-Demand
Protecting Public Benefits in Estate Plans, Trusts, and Settlements: A Practical Guide for Attorneys
Ben Tiefenback · Joanne Marcus Commonwealth Community Trust
Wed, January 21, 2026
2h CLE
On-Demand
Comprehensive Estate Planning & Probate Essentials: What Lawyers Must Know
Jennifer Norton · James T. McNary Norton Estate Planning & Elder Law
Fri, January 9, 2026
2h CLE
On-Demand
Protecting Seniors and Their Assets Legal Strategies for Preventing and Remedying Financial Exploitation
Charles P. Golbert · Tom Tuohy Cook County Public Guardian
Fri, December 19, 2025
2h CLE
On-Demand
Gun Trust 101 (2025 Edition)
Mary Akkerman Partner, Davenport Evans Lawyers
Thu, December 11, 2025
2h CLE
On-Demand
Integrating Estate Planning and Elder Law Documentation: From Wills and Trusts to Capacity and Medicaid
Debby Rosenfeld · Ronald Fatoullah Meltzer, Lippe, Goldstein & Breitstone, LLP
Fri, November 21, 2025
2h CLE
On-Demand
Trusts and Taxes: Hidden Liabilities Every Attorney Should Anticipate
David A. Warren · William Lipkind Bridgeford Trust Company
Tue, November 18, 2025
2h CLE
On-Demand
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