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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
Foreign Trust Taxation: A translation and guide for attorneys
Ahmed Shaikh Bohm Wildish & Matsen, LLP
Fri, April 26, 2024
2h CLE
On-Demand
Planning and Drafting Techniques for Updating Irrevocable Trust Structures (2024 Edition)
Leslie A. Share · Eric A. Feldhake Packman, Neuwahl & Rosenberg, P.A.
Wed, April 17, 2024
2h CLE
On-Demand
Estate Planning Strategies: Federal estate tax update, portability, liquidity, charitable deductions, what to do with real property, and key tax elections
Michael G. Zapson Certilman Balin Adler & Hyman, LLP
Tue, March 26, 2024
2h CLE
On-Demand
Utilizing Qualified Income Trusts in a Medicaid Crisis Case (Including 1hr of Ethics)
Jim Wolverton · Tracy L. Kepler Krause Brokerage Services, LLC
Tue, March 26, 2024
2h CLE
On-Demand
Advanced Special Needs Trusts (2024 Edition)
Kyla Groff Kelim Aging
Fri, March 15, 2024
3h CLE
On-Demand
Alzheimer’s and Other Neurological Conditions- Legal Documents and Other End of Life Issues to Consider
Rachel V. Rose · Joseph Shimon Kass Rachel V. Rose – Attorney at Law, P.L.L.C. (Houston, TX)
Wed, March 6, 2024
1h CLE
On-Demand
The Attorney’s Guide to Successful Probate
Jenna Schneider Keystone Law Group, P.C.
Thu, February 29, 2024
1.5h CLE
On-Demand
The Basics of Probate and Trust Procedures for Litigators (2024 Edition)
Erin M. Strohbehn Husch Blackwell LLP
Wed, February 28, 2024
2h CLE
On-Demand
Advanced Estate Planning (2024 Edition)
Mary Akkerman Davenport Evans Lawyers
Wed, February 7, 2024
4h CLE
On-Demand
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