Advanced Estate Planning

Step 1: Select Desired Format

Step 2:

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 22nd, 2018

Take your knowledge of Estate Planning a step further as we dive right into the meat and bones of it. From covering the entire lifecycle of an Estate Plan, discussing Trusts options, tax considerations and how to advise your client...you will not want to miss this one.



  • Toby Mathis
    Toby Mathis is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office.  He has helped Anderson grow its practice from one of business and estate planning to a thriving tax practice and national registered agent service with more than 18,000 clients. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. In addition, Toby was the past director and host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief“. He sits on the board of directors for several companies and was recently appointed to the local board of Entrepreneurs’ Organization, a worldwide association of owners of successful businesses. He has authored more than 100 articles on small business topics and has written several books on good business practices, including first, second and third editions of Tax-Wise Business Ownership and 12 Steps to Running a Successful Business.

    Contact Toby Mathis

      • 2 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:

        AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

        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.
    1. The Anatomy of an Estate Plan
      1. During the Lifetime of a Client
      2. End of Life Considerations
      3. Post Death Considerations
    2. The Use of Irrevocable Trusts in Estate Planning
      1. Charitable Uses
      2. Asset Protection
      3. Used with Financial Instruments
    3. Using Revocable Trusts
      1. Distribution Trusts
      2. Dynasty Trusts
      3. How Clients can Control from the Grave
    4. Using Foundations in Estate Planning
      1. Tax Considerations
      2. The Hersey Effect
      3. Advising Clients

Related Items