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Cosponsored by
The American College of Trust and Estate Counsel (ACTEC)


ASSET PROTECTION UNDER THE CORPORATE TRANSPARENCY ACT:
WHAT ESTATE PLANNERS NEED TO KNOW

WEBCAST | ON-DEMAND CLE


ORIGINAL DATE

Thursday, January 26, 2023


ON-DEMAND


CLE

Total 60-minute hours: 1.5
Total 50-minute hours: 1.8


To see credits available in your state(s), scroll down to the CLE/CPE Credit tab
below.

SAVE THE DATE

Details of this presentation are not yet available; please check back two weeks
before the program date for more details. If you wish to register now, click
Register Now or call 800-CLE-NEWS and ask to be registered for program
VCEB0126P.



Sign up to be notified:
Sign Up
Thanks! A reminder has been set.

To view details of last year's presentation, or to purchase course materials
and/or audio recordings (if available) from that presentation, please click
here.

About ACTEC The American College of Trust and Estate Counsel (ACTEC) is a
nonprofit association of lawyers established in 1949. Its members are elected to
the College by demonstrating the highest level of integrity, commitment to the
profession, competence and experience as trust and estate counselors.






WHY YOU SHOULD ATTEND

The Corporate Transparency Act (CTA) represents the most significant reformation
of the Bank Secrecy Act and related anti-money laundering rules since the US
PATRIOT Act. Although the CTA is mainly focused on requiring corporations,
limited liability companies, and partnerships, trusts may also find themselves
with having to comply with disclosures related to beneficial ownership. With the
final regulations under the CTA going into effect on January 1, 2024, now is the
time for wealth planning and tax practitioners to better understand these
compliance obligations.



 




WHAT YOU WILL LEARN

The CTA reporting requirements cast a broad net, can be onerous, and are riddled
with exceptions. This panel, all Fellows of The American College of Trust and
Estate Counsel and highly-experienced estate and tax planning practitioners,
will:



 



- cover the history behind the enactment of the CTA

- address key provisions under the CTA and recently issued final regulations

- explore practical considerations on how practitioners can comply with this new
reporting system

- discuss possible drafting considerations for operating agreements

- examine the asset protection features, including privacy considerations

- consider what likely issues estate planners might see in their practice and
how to best handle it

 



All registrants will receive a set of downloadable course materials to accompany
the program.



 




WHO SHOULD ATTEND

Estate planners and tax professionals will benefit from this CLE from ACTEC and
ALI CLE on how to comply with the new CTA requirements in estate planning.



 



Register two or more and SAVE! Register as a group for this program and save up
to 35% (click here for more details). Click "Register as a Group" to register at
these savings. (Offer valid on new registrations in the same delivery format
only; discounts may not be combined.)

Purchase Register as a Group Download Brochure Add to Calendar

For sponsorship inquiries, please contact Dara Lovitz.
Kudos to the presenters for pulling together this information and identifying
principal things we need to know.
Well done. Clear and concise.
It was a great CLE -- but the information provided is scary!
Timely and thorough.
One of the best CLEs I've ever attended.
Great presentation and the materials are informative. At least I have something
that I can refer to because my clients are already asking for information.
Appreciate the excellent work of the speakers in gathering the information,
providing useful materials, and in updating us on this difficult subject.
Outstanding presentation on a timely and important topic.
Very helpfully summarized information and practical advice on a frightening
topic.
Great presentation that was delivered in a clear and concise manner.
This was one of the best courses I have attended. Thanks to the faculty for
sharing their knowledge.
I appreciate the efforts of the presenters to think through and present their
views on our compliance issues.
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 * Schedule
 * Faculty
 * Format/Venue
 * CLE/CPE Credit
 * Sponsors

Schedule
 * All times Eastern
   
   
   
   12:00 p.m.   Asset Protection Under the Corporate Transparency Act: What
   Estate Planners Need to Know
   
   
   
     1:30 p.m.   Adjournment
   
   
   
    
   
   

 * Total 60-minute hours of instruction: 1.5
   Total 50-minute hours: 1.8
   
   
 * Suggested Prerequisite:
 * Educational Objective:
 * Level of Instruction: Advanced
   
   
 * Time Zone:
   Eastern 12:00 pm – 1:30 pm
   Central 11:00 am – 12:30 pm
   Mountain 10:00 am – 11:30 am
   Pacific 9:00 am – 10:30 am
   Alaska 8:00 am – 9:30 am
   Hawaii 7:00 am – 8:30 am
   
 * Program:

Faculty

PLANNING CHAIRS



PROGRAM FACULTY

 

 

 

 

 

Gary L. Fletcher, Nystedt & Fletcher PLLC, Tucson, AZ

 



 

 

 

 

 

Raj A. Malviya, Miller, Johnson, Snell & Cummiskey, P.L.C., Grand Rapids, MI

Details will be available closer to the scheduled date of this course. Please
check back later.
Format/Venue
Via Live Webcast

ALI CLE webcasts can be viewed on a desktop, laptop, or iPad/notebook, and are
supported on Safari, Firefox, Chrome, and Edge browsers. To ensure a smooth
webcast experience, do not view on a smartphone or use Internet Explorer. For
more detailed system requirements, click here.

This is an online program.
Sponsors

CLE/CPE Credit

MANDATORY CLE CREDIT

ALI CLE programs are generally accredited in all MCLE jurisdictions. Credit in
ID, LA, RI, and UT is available upon request. Click here for more information
about CLE state requirements or CPE for accountants/NASBA, or email
TeamMCLE@ali-cle.org.

New York credit: ALI CLE Elimination of Bias/Diversity/Inclusivity programs and
Skills programs are for experienced attorneys only. Newly admitted attorneys may
earn Ethics and Professionalism credit only in the live classroom setting or by
participation in a live webcast that offers synchronous interactivity; Ethics
and Professionalism webcast replays and on-demand programs are therefore not
eligible for New York transitional credit. All other ALI CLE programs are deemed
appropriate for both newly admitted and experienced New York attorneys. While
overall educational content may be noted as intermediate or advanced, it is
extensive in scope and provides learning opportunities for all experience
levels.
   
 * On-demand Course
   
 * Webcast
   

ON-DEMAND COURSE

EOB/D: Elimination of Bias/Diversity SA/MH: Substance Abuse/Mental Health

Approved

Pending

Self-Submit

Credit Not Offered State General Ethics EOB/D SA/MH Expiration Date Alabama AL
Expires: 12/31/23 1.5 0 0 0 12/31/23 N/A Alaska AK
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A Arizona AZ
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A Arkansas AR
Expires: 06/30/23 1.5 0 0 0 06/30/23 N/A California CA
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A Colorado CO
Expires: 01/26/25 2 0 0 0 01/26/25 N/A Connecticut CT
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A CPE Credit CPE
Expires: 0 0 0 0 N/A Delaware DE
Expires: 01/26/24 1.5 0 0 0 01/26/24 N/A Florida FL
Expires: 07/26/24 2 0 0 0 07/26/24 N/A Georgia GA
Expires: 12/31/23 1.5 0 0 0 12/31/23 N/A Hawaii HI
Expires: 01/26/25 1.5 0 0 0 01/26/25 N/A Idaho ID
Expires: 01/26/24 1.5 0 0 0 01/26/24 N/A Illinois IL
Expires: 01/25/25 1.5 0 0 0 01/25/25 N/A Indiana IN
Expires: 01/26/24 1.5 0 0 0 01/26/24 N/A Iowa IA
Expires: 01/25/24 1.5 0 0 0 01/25/24 N/A Kansas KS
Expires: 0 0 0 0 N/A Kentucky KY
Expires: 06/30/23 1.5 0 0 0 06/30/23 N/A Louisiana LA
Expires: 01/26/24 1.5 0 0 0 01/26/24 N/A Maine ME
Expires: 0 0 0 0 N/A Minnesota MN
Expires: 01/26/25 1.5 0 0 0 01/26/25 N/A Mississippi MS
Expires: 01/26/24 1.5 0 0 0 01/26/24 N/A Missouri MO
Expires: 01/26/26 1.8 0 0 0 01/26/26 N/A Montana MT
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A Nebraska NE
Expires: 01/25/25 1.5 0 0 0 01/25/25 N/A Nevada NV
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A New Hampshire NH
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A New Jersey NJ
Expires: 12/12/23 1.8 0 0 0 12/12/23 N/A New Mexico NM
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A New York NY
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A North Carolina NC
Expires: 12/31/23 1.5 0 0 0 12/31/23 N/A North Dakota ND
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A Ohio OH
Expires: 12/31/23 1.5 0 0 0 12/31/23 N/A Oklahoma OK
Expires: 01/26/24 2 0 0 0 01/26/24 N/A Oregon OR
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A Pennsylvania PA
Expires: 01/26/25 1.5 0 0 0 01/26/25 N/A Puerto Rico PR
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A Rhode Island RI
Expires: 06/30/23 1.5 0 0 0 06/30/23 N/A South Carolina SC
Expires: 12/31/23 1.5 0 0 0 12/31/23 N/A Tennessee TN
Expires: 01/25/24 1.5 0 0 0 01/25/24 N/A Texas TX
Expires: 12/31/23 1.5 0 0 0 12/31/23 N/A Utah UT
Expires: 12/31/23 1.5 0 0 0 12/31/23 N/A Vermont VT
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A Virgin Islands VI
Expires: 01/26/26 1.8 0 0 0 01/26/26 N/A Virginia VA
Expires: 10/31/23 1.5 0 0 0 10/31/23 N/A Washington WA
Expires: 01/26/28 1.5 0 0 0 01/26/28 N/A West Virginia WV
Expires: 01/26/26 1.8 0 0 0 01/26/26 N/A Wisconsin WI
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A Wyoming WY
Expires: 01/26/26 1.5 0 0 0 01/26/26 N/A

WEBCAST

EOB/D: Elimination of Bias/Diversity SA/MH: Substance Abuse/Mental Health

Approved

Pending

Self-Submit

Credit Not Offered State General Ethics EOB/D SA/MH Alabama AL
Expires: 1.5 0 0 0 Alaska AK
Expires: 1.5 0 0 0 Arizona AZ
Expires: 1.5 0 0 0 Arkansas AR
Expires: 1.5 0 0 0 California CA
Expires: 1.5 0 0 0 Colorado CO
Expires: 2 0 0 0 Connecticut CT
Expires: 1.5 0 0 0 CPE Credit CPE
Expires: 1.5 0 0 0 Delaware DE
Expires: 1.5 0 0 0 Florida FL
Expires: 2 0 0 0 Georgia GA
Expires: 1.5 0 0 0 Hawaii HI
Expires: 1.5 0 0 0 Idaho ID
Expires: 1.5 0 0 0 Illinois IL
Expires: 1.5 0 0 0 Indiana IN
Expires: 1.5 0 0 0 Iowa IA
Expires: 1.5 0 0 0 Kansas KS
Expires: 1.5 0 0 0 Kentucky KY
Expires: 1.5 0 0 0 Louisiana LA
Expires: 1.5 0 0 0 Maine ME
Expires: 1.5 0 0 0 Minnesota MN
Expires: 1.5 0 0 0 Mississippi MS
Expires: 1.5 0 0 0 Missouri MO
Expires: 1.8 0 0 0 Montana MT
Expires: 1.5 0 0 0 Nebraska NE
Expires: 1.5 0 0 0 Nevada NV
Expires: 1.5 0 0 0 New Hampshire NH
Expires: 1.5 0 0 0 New Jersey NJ
Expires: 1.8 0 0 0 New Mexico NM
Expires: 1.5 0 0 0 New York NY
Expires: 1.5 0 0 0 North Carolina NC
Expires: 1.5 0 0 0 North Dakota ND
Expires: 1.5 0 0 0 Ohio OH
Expires: 1.5 0 0 0 Oklahoma OK
Expires: 2 0 0 0 Oregon OR
Expires: 1.5 0 0 0 Pennsylvania PA
Expires: 1.5 0 0 0 Puerto Rico PR
Expires: 1.5 0 0 0 Rhode Island RI
Expires: 1.5 0 0 0 South Carolina SC
Expires: 1.5 0 0 0 Tennessee TN
Expires: 1.5 0 0 0 Texas TX
Expires: 1.5 0 0 0 Utah UT
Expires: 1.5 0 0 0 Vermont VT
Expires: 1.5 0 0 0 Virgin Islands VI
Expires: 1.8 0 0 0 Virginia VA
Expires: 1.5 0 0 0 Washington WA
Expires: 1.5 0 0 0 West Virginia WV
Expires: 1.8 0 0 0 Wisconsin WI
Expires: 1.5 0 0 0 Wyoming WY
Expires: 1.5 0 0 0


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