Joint Trusts (from Annual Advanced Estate Planning 2014) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $70.00 (Includes a downloadable audio version.)
Viewable Through: 5/31/2017


A pre-recorded streaming VIDEO replay of one session from the May 2014 live seminar, The Douglas W. Conner 35th Annual Advanced Estate Planning and Administration Seminar.

With the increase in the applicable exclusion amount, the “permanency” of portability, and the desire of clients for asset protection, basis step up and ease of administration, the use of joint revocable trusts in common law states has become more appealing. This presentation will explore the circumstances where use of a joint revocable trust may be beneficial and discuss some of the issues surrounding concerns with and potential benefits of using a joint trust from both the practical and tax perspectives.


Save up to 40% on online seminars and webcasts with the purchase an 8- or 12-credit Online Bundle. Take up to 365 days to choose the programs you want.

Government Attorney? Receive a 50% discount on this and most seminars, and a 30% discount on publications.
New Virginia Lawyer? (less than three years) Receive a 25% discount on this and most seminars and publications.



J. Lee E. Osborne, Woods Rogers PLC / Roanoke
J. Lee E. Osborne focuses his practice on estate planning and administration, which often involves taxation and business planning and transactions. He is a Fellow of the American College of Trust and Estate Counsel, which recognizes individual attorneys for distinguished contributions to the practice of estate planning, probate, and trust law. He currently serves as the Virginia State Chair for ACTEC.

Mr. Osborne served for six years as an adjunct professor at the Washington and Lee School of Law, where he taught Wealth Transfer Planning. He has presented continuing legal education programs on numerous subjects, including ethics, trust planning, and recent developments in trusts and estates law.

Mr. Osborne is regularly cited for excellence in trusts and estate planning in leading lists such as Best Lawyers in America (since 1995), Super Lawyers, and Virginia Living. He has been recognized as a Lawyer of the Year in the area of Trust and Estates in America’s Best Lawyers (2013). Mr. Osborne was selected as a Fellow of the Virginia Law Foundation in 2013.

Mr. Osborne earned his bachelor’s degree in history from Yale University and received his law degree and Master of Law and Taxation degree from the Marshall-Wythe School of Law at the College of William & Mary.



Locations, Dates and Fees

Registration Options
  • Add to Cart
Related Products
  • Technology: A Boon or a Bane (Ethics) (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • Ethical Issues in Multigenerational Representation (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • Planning Precedent to a Liquidity Event (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • Virginia's Uniform Trust Code and the Seven-Year Itch (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • Fending Off the Forced Sale (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • The Beneficiary Flexible Trust (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
    Nats Baseball CLE   Florence International CLE   Clear the docket


Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901


  • Virginia CLE® is the non-profit educational division of the Virginia Law Foundation.