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Estate Planning Bundle - Arizona CLE

15 Total Credits
w/ 4 Ethics
Bundle Price:$289 (Save $461!)

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.

In light of recent tax proposal released by the House Ways & Means Committee on September 13, 2021, This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if you...

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

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

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

As we know, lawyers are required to comply with the ethics rules; however, many lawyers may not fully understand the ethics rules and ethical considerations regarding the types of permitted lawyer fees, requirements for referral fees and fee sharing...

Ethics Credits:1

A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Sho...

General Credits:1

This CLE course will provide a detailed review of the basic taxation rules of all IRAs, including the Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA and will also cover the prohibited transaction and unrelated business taxable income rules as th...

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

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

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

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

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
Attorneys may earn all 15 Arizona CLE credits from the National Academy of Continuing Legal Education. Our online courses satisfy the STATE BAR OF ARIZONA REGULATIONS “Interactive CLE” definition. To view our full accreditation details, please click here.


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