Select Topics in Estate Planning - California CLE

We have selected our most popular lectures and bundled them together into our Select Topics in Estate Planning. This Bundle contains 25 Credit Hours of CA CLE Lectures. All your mandated specialty hours including Elimination of Bias, Implicit Bias, Competence Issues, Civility, Technology and Ethics are included.

MCLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!

Course Media Options

Instantly Print Your MCLE Certificates

25
Credit Hours
of CLE Lectures
Save $730
Only $495
Save $730
Courses priced individually at $1,225
  • 5.5 Ethics
  • 2 Prevention Competence
  • 2 Elimination Bias
  • 1 Implicit Bias
  • 1 Technology
  • 1 Civility

Select Topics in Estate Planning Includes:

  • $50

    From Ethics to Enterprise: What AI and ABS Mean for the Modern Lawyer

    Ethics Credits: 1

    As technology and capital reshape the legal profession, attorneys face complex ethical questions that demand thoughtful navigation. This CLE program will examine the ethical challenges—and opportunities—presented by two key forces driving change in the practice of law: artificial intelligence and n...

  • $50

    Recent Trends in Lawyer Discipline and Ethical Takeaways

    Ethics Credits: 1

    It seems to be harder and harder to define something that use to seem so obvious – Attorney Misconduct. This CLE presentation will attempt to shine a clear focus on growing concerns about behavior within the profession. These are concerns shared not only by the profession and but also by the genera...

  • $50

    Where Are We Now: DEI in Today’s Legal Landscape

    Elimination Bias Credits: 1

    The legal profession stands at a critical juncture as it grapples with the rapidly changing dynamics of Diversity, Equity, and Inclusion (DEI). This CLE course offers a comprehensive examination of how DEI initiatives are being reevaluated and reshaped in light of the U.S. Supreme Court’s recent de...

  • $100

    Discovering the Lost Coin: Helping Clients Recover from Online Scams

    General Credits: 2

    If you've ever had a client who was subjected to online fraud over more than $100,000, you need this course. In this CLE, we take a close look at the latest iteration of a Ponzi scheme to defraud innocent people - "Pig Slaughtering Scams". We consider how these cases come to light, the various...

  • $50

    Estate Planning for the Cognitively Impaired

    General Credits: 1

    This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to asse...

  • $50

    10 Mistakes to Avoid When Working with Asset Protection Trusts

    General Credits: 1

    10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. The presenter covers essential aspects, such as selecti...

  • $50

    Offshore Asset Protection Planning

    General Credits: 1

    This CLE course offers a clear, practical introduction to offshore asset protection planning. Attendees will learn how to structure trusts and entities, select the right jurisdictions, and navigate U.S. compliance requirements. The material is broken down into straightforward, tangible guidance...

  • $50

    Essential Estate Documents: Don't Delay Until It's Too Late

    General Credits: 1

    This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when th...

  • $50

    Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

    Ethics Credits: 1

    This CLE course explores the current cybersecurity risk landscape in the context of the ABA Model Rules on maintaining competency. It examines how technology affects the security and privacy of client communications, information management, billing, and the supervision of law firm personnel. The co...

  • $50

    The Use of Trusts in Government Benefits Planning

    General Credits: 1.25

    This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care plann...

  • $50

    Best Practices In The Use of Trusts

    General Credits: 1

    This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the a...

  • $50

    A Deep Dive into Trusts: What You Need to Be Aware Of

    General Credits: 1

    Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family dispu...

  • $50

    Implicit Bias and DEI Today: Challenges & Opportunities

    Implicit Bias Credits: 1

    All human beings including lawyers have implicit biases. Indeed, such biases result from natural biochemical processes and reactions in the human brain. Knowing the science of implicit bias enhances our understanding of reactive human behavior while also providing key indicators to avoid significan...

  • $50

    Trust Protectors: The Good, The Bad and The Ugly

    General Credits: 1.25

    This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same. In this session, you will learn: Why should you use Trust Protectors? Why should you not use Trust Protectors? What powers are typica...

  • $50

    AI, Cybersecurity and Privacy: What Attorneys Need to Know About Emerging ISO Standards

    Technology Credits: 1

    Artificial intelligence (AI) is increasingly embedded in enterprise and public-sector systems. The legal community must understand the emerging standards that govern AI cybersecurity and privacy. This CLE session introduces attorneys to ISO/IEC 27090 and ISO/IEC 27091—two draft international sta...

  • $50

    Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

    General Credits: 1

    If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorney...

  • $50

    Ethical Use of Social Media in One's Legal Practice

    Ethics Credits: 1

    This CLE course will explore some of the major traps that Lawyers and Law Firms face when using the various social media platforms that permeate the world as we know it. The course will in addition to identifying those traps outline best practices one can utilized to avoid the traps before they are...

  • $100

    Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers

    General Credits: 2

    Estate planning and elder law attorneys may unexpectedly become the first point of contact when a client’s loved one suffers nursing home neglect or abuse. While you may not litigate personal injury cases, you play a critical role in identifying viable claims, guiding families, and partnering with...

  • $50

    Professionalism and Civility for Attorneys: Mastering First Impressions and Effective Communication

    Civility Credits: 1

    In today's interconnected world, how you present yourself professionally can make or break your career. This CLE course offers practical strategies for crafting a strong, lasting professional brand. From the courtroom to Zoom meetings, and across all forms of social media, your verbal and non-verba...

  • $75

    Ethical Conflict of Interest Issues

    Ethics Credits: 1.5

    This practical CLE program explores common ethical pitfalls attorneys encounter in everyday practice and offers clear, actionable guidance for avoiding them. Participants will examine issues such as forming unintended attorney-client relationships, drafting effective engagement letters, managing co...

  • $50

    Internet and Sports Gambling: A “Secret” Addiction No More

    Prevention Competence Credits: 1

    The statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need for substance use or mental health services at some point in their careers. What about that “other” addiction – Gambling? In 2018, the United States Supreme Court, in Murphy Vs. NCAA, held that sp...

  • $50

    A Lawyer's Guide To Mental Fitness

    Wellness Competence Credits: 1

    This CLE course provides attorneys with a targeted framework to address mental health challenges unique to the legal profession, fostering resilience and emotional well-being in high-pressure environments. Designed specifically for lawyers, this practical session focuses on building mental health s...

25
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 $495
Save $730
Courses priced individually at $1,225

Want Different Options?

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

Customize OptionsRight ArrowCustomize Options