Estate Planning Bundle w/Live Webinars - Alabama CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 6 hours of AL approved on-demand courses including 1 hour of ethics and an additional 6 credits of Live Interactive Webinar classes that can be used for any of the upcoming events on our webinar calendar.

CLE Courses Available Online & iOS/Android App and with Live Webinars!

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12.1
Credit Hours
of CLE Lectures
Save $280
Only $295
Save $280
Courses priced individually at $575

Estate Planning Bundle w/Live Webinars Includes:

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  • $75

    Estate Planning for Attorneys Who Help Business Owners

    General Credits: 1.6

    The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases...

  • $50

    Discovery in Surrogates Court: The Good, The Bad, and The Ugly

    General Credits: 1

    Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both...

  • $50

    Split-Dollar Life Insurance Planning After the Levine Case

    General Credits: 1.2

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning...

  • $50

    Ethics “Gotchas” That Every Estate Planners Must Know

    Ethics Credits: 1.3

    In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility....

  • $50

    The Secure ACT: Five Key Considerations

    General Credits: 1

    This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibil...

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12.1
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
Online & iOS/Android App included at no extra charge!

Course Media Options
Only $295
Save $280
Courses priced individually at $575

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

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