There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
TOPICS Wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your client’s assets to have. This seminar helps attorneys understand why family wealth transfers can fail, how to avoid mistakes and how open communication between family members may lead to successful transfers of wealth.
Programs in the Financial Planning and Wealth Management Series
The Role of Fixed Income Investments
Successfully Transferring Wealth to the Next Generation Family
Things I Learned: A Caregiver’s Journey
To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars. You will have 30 days from the date-of-purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org
1 CLE
Customers Who Bought This Item Also Bought
(OnDemand) The Evolution of Speech Recognition Software – You Won’t Believe How Good It Has Become (1 CLE (NLS)) / AUGUST 2023
(OnDemand) Ethics: Centralizing & Securing Your Documents (1.0 CLE / 1.0 Ethics) / AUGUST 2023
(OnDemand) Ethics: Working from Home Safely – Cybersecurity & Ethical Considerations in a COVID / Post-COVID World (1.0 CLE / 1.0 Ethics) / AUGUST 2023
(OnDemand) Decanting To Modify Irrevocable Indiana Trusts AFTER The 2022 Statute (1.0 CLE) / AUGUST 2023
(OnDemand) Recent Developments of Interest to Estate Planners (2.0 CLE) / JUNE 2023
(OnDemand) Ethical Considerations for Estate Planners (1.0 CLE / 1.0 Ethics) / JUN 2023
(OnDemand) Medicaid and Elder Law for Estate Planners (1.0 CLE) / JUNE 2023
(OnDemand) Hot Topics in Estate & Probate Litigation (1.0 CLE) / JUNE 2023
(OnDemand) The SECURE Act and Other Recent Developments in Estate Planning for Retirement Assets (1.5 CLE) / JUNE 2023
(OnDemand) Indiana’s New Pass-Through Entity Tax (PTET) Election and Other Hot Topics in Federal & State Income Taxes (1.0 CLE) / JUNE 2023
(OnDemand) The Life-Changing Magic of Grantor Trusts (2.0 CLE) / JUNE 2023
(OnDemand) The Role of Fixed Income Investments (1.0 CLE) / AUGUST 2023