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Estate Planning Bundle - Alaska CLE

12.25 Total Credits
w/ 3 Ethics
Bundle Price:$199 (Save $401!)

We have selected our most popular lectures and bundled them together into our Alaska Estate Planning Bundle. This Bundle contains 12 Credit Hours of CLE Lectures which includes the 3 Ethics requirements.

Many lawyers may not fully understand the Bar rules and ethical considerations regarding client representation and make ethical mistakes regarding whether to take on a client representation, continue the representation, and terminating the represent...

Ethics Credits:1.5

Many lawyers are unfamiliar with the nuances of computer technology and data security essential to comply with 21st century ethics rules in our digital world. There are many hidden dangers in frequently used tools and platforms, including e-mail, so...

Ethics Credits:1.5

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

The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. Thi...

General Credits:1

Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better clie...

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

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

The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared...not later this year, not later this month, but NOW. Although we cannot know what will be proposed by the...

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

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

Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral a...

General Credits:1.25
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