Tricks Traps Tax and Trends CLE
Tricks, Traps, Tax and Trends in Estate Planning: What Law School Didn’t Teach You



Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on January 7, 2021

This course is an Introduction to the nuances of the basic Estate Planning Documents for General Practitioners. Participants should have some familiarity with basic Estate Planning Documents. We will discuss Traps, including Tax issues, and how to avoid them.

Attorney Connie AllisonConnie Allison
Connie’s litigation experience has enhanced her advanced transactional practice in several ways that set her apart from other attorneys. Her family law background allows her to create unique trusts and estate plans to keep family assets in the family; if you are considering setting up trusts for your children and grandchildren, this sort of protection can be critical. Prenuptial, post-nuptial and other relationship contracts are important for modern couples and families. Connie’s experience in the courtroom allows her to predict how a Judge might interpret a specific provision in a contract or business document, and to make those provisions so clear that there is unlikely to ever be a dispute – preventing problems is the goal, but if disputes cannot be prevented, it is important to make sure that everything possible has been done to ensure the dispute will be resolved in your favor.

Contact Connie Allison

1.5 General Credits

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state's rules. Please visit our State Requirements page for information regarding your state's CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:


The following states are self apply. The attorney can apply for credit at no cost. We will provide documentation for them to apply:


OH Attorneys please note: OH Supreme Court will not approve any course that was aired more than 12 months prior.

SC Attorneys please note: Registration must occur no later than 5 business days from the event date or course accreditation is not guaranteed.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney's primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

Read our full Reciprocity Provision here

Each Topic will include a overview, Tricks and Traps, Ethics Implications, (and if applicable) Tax Implications and Future Trends

1- Introduction & General Principles

2- A review of Tennessee’s Advance Health Care Directive and How the Death With Dignity Act Changed Everything

3- Financial POA (Form Provided), registration of the POA and what to watch out for.

4- A brief overview and timeline of the Probate Process and Why a “Simple Will” is usually not enough

5- The difference between the Taxable Estate and the Probate Estate, What is Cost Basis? Form 1040X, Common Tax Mistakes

6- Ways to move assets out of the Probate Estate & (sometimes) the Taxable Estate

7- Family Law Considerations – What is Marital Property and Co-mingling? Review of Elective Share

8- How to be the Puppet Master; a review of types of Trusts, what they can do and Tax Considerations (NOT how to do them)

9- Ethical Considerations- Summary and Review.

10- Future Trends & proposed changes ahead in 2021