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.

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25
Credit Hours
of CLE Lectures
Save $730
Only $495
Save $730
Courses priced individually at $1,225
  • 4 Ethics
  • 1 Technology
  • 1 Implicit Bias
  • 1 Wellness
  • 1 Civility
  • 1 Competence Issues
  • 1.25 Elimination Bias

Select Topics in Estate Planning Includes:

  • $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...

  • $50

    Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence

    General Credits: 1

    Artificial intelligence, in terms of developments like ChatGPT, is new to a lot of people, but the idea of using computers to "outsource" certain work -- such as repetitive work -- away from lawyers has been around for a while. Because computers don't get tired, bored, hungry, or distracted, they'...

  • $50

    Navigating SaaS Contracts: Top Tips for Reducing Risk

    Technology Credits: 1

    As data leaks and hacks become increasingly prevalent, the importance of privacy laws becomes even more critical. This is particularly true when dealing with SaaS. This CLE course will explain the newest trends in privacy laws as well as their impact on SaaS contracts. The course will provide a...

  • $50

    The Cuban Missile Crisis and The Art of Negotiation

    General Credits: 1

    The Cuban Missile Crisis has just passed its 60th anniversary. It has been said that this crisis is the most examined crisis of American history. Was the positive ending a result of wise decision-making, careful mediation, or just simply luck? The crisis had many actors and held the attention of th...

  • $50

    Implicit Bias: “I’m Not Like You…Except That I Am”

    Implicit Bias Credits: 1

    This CLE program, presented by a Trial Lawyer, Mediator, and Life Coach, is designed for lawyers and will discuss the following topics: (1) Explore case studies to improve your understanding of bias in law; (2) Dovetail the elimination of bias and prejudice into that perceived need; and (3) Fac...

  • $50

    Will, Trusts, and Advanced Directives: Know What is Right for Your Client

    General Credits: 1

    This CLE course will focus on estate planning tools and discuss Last Will and Testament and Trusts. The course will explain succession planning, estate planning and how to plan using wills and trusts, as well as advanced directives such as health care proxies, power of attorney and living wills....

  • $50

    No One Makes It Out Unscathed: The Effects of Trauma, Stress and Burnout On Our Lives

    Wellness Credits: 1

    Attorneys hopefully recognize that like many other professionals, their lives are filled to the brim with stress. It’s important to be proactive in dealing with it. The consequences of shrugging it off can be catastrophic - not only for them but for their family, staff and friends. And then the...

  • $50

    Skip Tracing for Lawyers

    General Credits: 1.25

    Attorneys in most areas of practice, especially trust and estates, personal injury, malpractice, debt collection and real estate law occasionally encounter situations requiring the location of missing people. This includes heirs, beneficiaries, witnesses, shareholders and debtors. In many insta...

  • $50

    Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now

    General Credits: 1

    This CLE program will discuss cyber security, the consequences of a cyber breach, including ethical considerations, and cyber insurance. In the U.S., we are faced with 50 state laws on data privacy and security. If your business holds personal information from a resident of a particular state, what...

  • $50

    How to Prepare for Long-Term Care Costs

    General Credits: 1

    This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Add...

  • $75

    Estate Planning for Attorneys Who Help Business Owners

    General Credits: 1.5

    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

    Attorney Ethics, Civility and Professionalism

    Civility Credits: 1

    Modern rules of professional conduct and professional ideals create a number of professionalism and civility obligations on attorneys. The rules though do little to help attorneys manage their day to day interactions with colleagues to achieve these goals. This presentation will discuss emoti...

  • $100

    Weaponizing Rule 1.7 Against Insurance Defense Counsel

    Ethics Credits: 2

    Hundreds of thousands of times per year in all American jurisdictions, liability insurers agree to defend their policyholders against liability disputes and hires pre-approved panel of defense counsel to do two things: protect the insurer’s interests as potential indemnitor and represent the policy...

  • $50

    Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?

    Competence Issues Credits: 1

    If we stop to think about what we look at most during the day, the answer would probably not be our family or friends, nor our clients or colleagues. The most feasible option would be our mobile phone. Smartphones are now our companions for work, social, leisure and even family life. However, exces...

  • $50

    Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

    General Credits: 1

    By many standards, the U.S. is the world’s most litigious society. Learn how to put your clients in a better position to survive a lawsuit. Offshore Asset Protection is often the best way to protect assets from frivolous claims and lawsuits. This course will cover how to use a multitude of juri...

  • $50

    Estate Planning: Common Issues; Practical Answers

    General Credits: 1

    Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income ta...

  • $75

    Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

    General Credits: 1.5

    If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered. This CLE presentation will explore a wide range of Florida legal and planning considerations, including:...

  • $75

    Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    General Credits: 1.5

    The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property manage...

  • $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

    The Ethics of Social Media and Attorney Competency

    Ethics Credits: 1

    Join us for a CLE program exploring the requirements for ethically using social media to build your referral network and the interplay of Rules of Professional Conduct on advertising, solicitation and attorney communications. This program will cover the Rules of Professional Conduct related to...

  • $50

    Diversity and Race in Jury Selection

    Elimination Bias Credits: 1.25

    This course will take a historical look at diversity and race in jury selection and how “all-white juries” have led to infamous miscarriages of justice throughout the years. We will also examine how the Supreme Court has addressed racial discrimination in jury selection from the 1880s to presen...

  • $50

    The Ethics and Art of Settlement at Mediation

    Ethics Credits: 1

    This course will focus on the best way for attorneys to benefit from mediation, including presentation, psychology, strategy and the moves that help to get the best results. The course will examine the mediation process and how ethical behavior can ultimately lead to success. The presenter will...

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

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