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Estate Planning Bundle - Alabama CLE

12 Total Credits
w/ 1.5 Ethics
Bundle Price:$295 (Save $305!)

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of CLE Lectures including 1 hour of Ethics. *The MCLE Commission has temporarily suspended the 6-hour limit for online courses. For the CLE year ending December 31, 2022, attorneys may satisfy their annual CLE requirement from approved online courses.

Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes...

General Credits:1

Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Und...

General Credits:1.5

Selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, what type of due diligence do people need to be doing and appraisals and what's changed with Covid-19 and trends fiduciaries should be aware of....

General Credits:1

Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a po...

Ethics Credits:1.5

Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary...

General Credits:1

What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know....

General Credits:1

A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a ch...

General Credits:1

Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in...

General Credits:1

Asset Protection is in high demand in our increasingly litigious world. Cryptocurrency is well regarded as the currency of the future. Cryptocurrency is increasingly becoming a targeted asset in many lawsuits. Blockchain technology can make it easy...

General Credits:1

An overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Estate planning strategies vary, but there are some tried and true...

General Credits:1

More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are noto...

General Credits:1
The National Academy of Continuing Legal Education is an Alabama State Bar Accredited CLE Sponsor (CLE Sponsor #5893). All courses offered by the National Academy of Continuing Legal Education have been directly approved by the Alabama State Bar. To view our full accreditation details, please click here.


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