Estate Planning Bundle - Arizona CLE

We have selected our most popular lectures and bundled them together into our Arizona Estate Planning Bundle. This Bundle contains 15 Credit Hours of AZ CLE Lectures which includes the 3 Ethics requirements.

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15
Credit Hours
of CLE Lectures
Save $456
Only $289
Save $456
Courses priced individually at $745
  • Includes 4.5 Ethics

Estate Planning Bundle Includes:

  • $50

    Skipping Ahead Without Tripping: Hot Issues in GST Planning

    General Credits: 1

    Generation-skipping transfer (GST) tax planning remains one of the most technically demanding areas of estate planning, where seemingly minor drafting or allocation errors can produce significant and unintended tax consequences. This CLE course examines current issues and common pitfalls in GST pla...

  • $35

    Business Succession is More than Trusts and Taxes

    General Credits: 0.75

    Successful business succession planning involves far more than legal documents, valuation issues, and tax strategies. For closely held and family-owned businesses, the greatest challenges often arise from the human dynamics that accompany the transfer of ownership and leadership from one generation...

  • $50

    QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA

    General Credits: 1

    Qualified Small Business Stock (QSBS) continues to be one of the most powerful tax planning opportunities available to founders, investors, and high-net-worth families. Recent legislative developments under the One Big Beautiful Bill Act (OBBBA) have created new considerations and planning opportun...

  • $50

    Your AI Use Might Be an Ethics Violation: Evaluating Today’s AI Providers Using the Ethics Zone Framework

    Ethics Credits: 1

    Are you using AI to draft briefs, analyze case law, or communicate with clients? Depending on which plan you're on, you may already be in violation of your ethical obligations, and most lawyers have no idea. AI tools have enormous potential to transform legal practice, but they carry drastically di...

  • $35

    SLATitudes of Love: Planning with Spousal Lifetime Access Trusts

    General Credits: 0.75

    Spousal Lifetime Access Trusts (SLATs) remain a powerful estate planning tool for clients seeking to utilize gift and generation-skipping transfer (GST) tax exemptions while preserving indirect access to transferred assets through a spouse. This CLE program will examine the key tax, estate planning...

  • $75

    Legal Ethics in the Digital Age: Competence, AI, and Professional Responsibility

    Ethics Credits: 1.5

    This CLE course will look at the evolution of legal ethics in the era of artificial intelligence, cybersecurity, and increasing public scrutiny. It will identify the challenges Lawyers must face in their practice in order to provide competent legal representation while maintain strict adherence to...

  • $50

    From Payroll to Pleadings: The Ethics Zone Framework for Deploying AI Across Every Layer of Law Firm Practice

    Ethics Credits: 1

    Every law firm is using AI. Very few can explain why the way they're using it is ethically defensible. The problem isn't recklessness. It's that existing guidance treats AI as a single category of risk, offering the same vague caution whether you're automating payroll or drafting a motion for summa...

  • $50

    Ethical Responsibilities in Law Office Management and the Supervision of Non-Lawyers

    Ethics Credits: 1

    Many lawyers may not fully understand the Bar rules and ethical considerations regarding managing a law office and supervising lawyers and non-lawyer. This CLE course will address important ethical considerations and provide critical information and guidance regarding law office management and supe...

  • $50

    Use of Asset Protection Trusts for Tax Planning Purpose

    General Credits: 1

    As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal fra...

  • $50

    Using AI in Legal Practice Without Crossing Ethical Lines

    General Credits: 1

    This CLE program equips practitioners with the ethical framework and practical skills to use AI confidently and responsibly. Through real-world examples of AI-assisted legal research gone wrong, attendees will gain actionable guidance for protecting themselves and their clients. Topics include:...

  • $50

    Beyond Prompting: Advanced ChatGPT Tools for Lawyers

    General Credits: 1

    This advanced CLE is designed for attorneys who already understand the basics of ChatGPT and want to use it more effectively in daily legal practice. Instead of focusing on introductory prompting, this course explores the more advanced features and workflows within ChatGPT that can improve organiza...

  • $50

    How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

    General Credits: 1

    As the U.S. population continues to age, attorneys are increasingly confronting disputes involving diminished capacity, undue influence, and contested transfers of wealth. The growing senior population—and the significant intergenerational transfer of assets now underway—has fueled a sharp rise in...

  • $50

    The Attorney’s Guide to Strategic Trust Planning

    General Credits: 1

    This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives...

  • $50

    Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

    General Credits: 1

    This CLE course will introduce the use of trusts in the context of estate planning, special needs, and tax considerations. Each section of the course will introduce and explain the issues that need to be addressed in maximizing the benefits of trust planning for your clients. Significant attenti...

  • $50

    Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts

    General Credits: 1

    Charitable giving through trusts has become an increasingly important planning strategy, offering opportunities to achieve philanthropic objectives while addressing complex income tax and estate planning considerations. However, evolving IRS guidance, heightened scrutiny of the Internal Revenue Cod...

15
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
DVDs, Audio CDs, USB Stick, Online & iOS/Android App included at no extra charge!

Course Media Options
Only $289
Save $456
Courses priced individually at $745
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