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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
The Trust Accountant’s Handbook: A complete guide (Including 1 hour of Ethics)
Deborah J. Schaefer · Tracy L. Kepler Deborah J. Schaefer, CPA
Tue, November 5, 2024
2.5h CLE
On-Demand
Final Accounting: Estate administration essentials
Jenny McInerney McInerney Law Firm
Tue, October 29, 2024
2h CLE
On-Demand
Elder Law: Dementia, Capacity, and Long-Term Care Planning for Attorneys
Eraka L. Childs · Stuart H. Schoenfeld Childs Legacy Law Firm, P.C.
Tue, October 29, 2024
3h CLE
On-Demand
Estate Planning 101: Creating an estate plan for your client from scratch
Michael Sneeringer Brennan Manna & Diamond
Tue, October 22, 2024
2h CLE
On-Demand
Safeguarding Assets while Meeting Medicaid Eligibility Requirements (2024 Edition)
Rhonda D. Steller Medicaid Planning & Resource Center, Law Firm, PLLC
Fri, October 18, 2024
2h CLE
On-Demand
Asset Protection Planning for Medicaid and Veterans Benefits
Evan H. Farr Farr Law Firm
Wed, October 16, 2024
3h CLE
On-Demand
Estate Planning for Intellectual Property: Key strategies for managing and transferring IP assets
Brendan Bybee · Chaz Hales Stone Bybee & Associates, PLLC
Fri, October 11, 2024
2h CLE
On-Demand
Trust Establishment Intensive: From drafting to funding – common errors and how to avoid them (2024 Edition)
Leah A. Morrison English, Lucas, Priest & Owsley, LLP
Fri, September 27, 2024
2h CLE
On-Demand
Clients with Diminished Capacity: Assessing capacity, legal planning, advocacy, and ethical and professional duties
Shana Siegel · Ronald Fatoullah Norris McLaughlin, P.A.
Mon, September 23, 2024
2h CLE
On-Demand
Medicaid Planning: Strategies for preserving the home, protecting the spouse, aging, healthcare, and financial planning
Terry L. Garrett · Kyla G. Kelim The Garrett Law Firm, PLLC
Fri, September 20, 2024
3h CLE
On-Demand
Avoiding Probate Fails: Opening the estate, legal services involved, requirements in settling, and interstate administration issues
Tatia D. Barnes · Phillip D. Azachi · Monica Goel The Law Office of Tatia D. Barnes
Thu, September 19, 2024
3h CLE
On-Demand
ABLE Accounts and Special Needs Trusts: Ensuring eligibility for supplemental security income (SSI) and Medicaid
Jenny McInerney McInerney Law Firm
Tue, September 10, 2024
2h CLE
On-Demand
Medicaid Mastery: Empowering attorneys with comprehensive planning tools
Ethan A. Welch · Thomas J. McKinnon Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Tue, August 27, 2024
4h CLE
On-Demand
The Probate Process from A-Z
Tereina Stidd American Academy of Estate Planning Attorneys
Mon, August 26, 2024
2h CLE
On-Demand
Leveraging LLCs in Estate Planning: Entity selection, IRC 1202 exclusion, valuation discounts, and Section 754 elections and accounting rules
Micah J. Stewart · Cherish Van Mullem · Robert Barnett LaPorte, CPAs & Business Advisors
Fri, August 23, 2024
3h CLE
On-Demand
Qualified Domestic Relations Orders (QDRO): Common issues that arise in marriage dissolutions or legal separations
David Ruegg The Law Offices of David T. Ruegg
Thu, August 22, 2024
2h CLE
On-Demand
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