About the Event
Join us for Trusts & Estates: Virtual Summit, hosted by the Professional Advisor Network! This complimentary continuing legal education event offers CLE credit in all 50 states and Canada. Gain valuable insights into the latest estate and tax planning topics and discover innovative strategies for charitable giving. Don’t miss this opportunity to advance your expertise and network with colleagues across the country.
Featuring
AI and the Future of Estate Planning
Join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning. This session will delve into the latest developments and policy shifts shaping AI’s role in estate and financial planning. Ross will provide a comparative analysis of popular AI services, explore key ethical and compliance challenges, and guide you in formulating strategic AI queries to elevate your planning approach. Don’t miss this opportunity to stay ahead in the evolving landscape of estate planning.
Earn 1.0 CLE credit upon completion
Charitable Giving with Retirement Benefits
This session explores the advantages and pitfalls of using retirement benefits to fulfill client's charitable goals, both as part of the estate plan and during life: How to name a charity as beneficiary, which types of charitable entities are suitable (or not), required minimum distribution issues, IRA-to-charity lifetime gifts, and using a charitable remainder trust to solve estate planning problems. Includes recent planning options opened by “SECURE 2.0.” recipients of this type of gift.
Earn 1.0 CLE credit upon completion
Registration Information
CLE Information
Pending Approval
CO, GA, IL, KS, MN, MS, NM, NC, OH, PA, SC, TN, TX, UT, and VA.
Please Note:
AHA will report credits on behalf of the attorney for the following states:
GA, IL, KS, MS, NM, NC, OH, PA, SC, TN, TX, and UT.
Credits must be self reported in the following states:
CO, MN, and VA
Reciprocal Credit
The following jurisdictions may accept reciprocal credit with our accredited states, and attendees can use the certificate they receive to gain CLE credit therein:
AK, AR, CA, CT, FL, IN, HI, NJ, NY, ND, and ON.
Non MCLE
The following jurisdictions do not require CLE, but attendees will receive general certificates of attendance:
DC, MA, MD, MI, SD.
Self-Apply
For all other jurisdictions, a general certificate of attendance and the necessary materials will be issued that can be used for self-application.
Please ensure to click on the link to certification following each session. You will need to confirm your email, select your desired jurisdiction(s) and enter your license number(s).
CLE decisions are made by each local board and can take up to 12 weeks to process.
Thank you to our sponsors!
Gold Sponsor
Bronze Sponsor
