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Select Topics in Estate Planning - California CLE

Total Credits:25.25 Ethics/Specialty Credits:9
Bundle Price:$495 (Save $780!)

We have selected our most popular lectures and bundled them together into our California Estate Planning Bundle. This Bundle contains 25 Credit Hours of CA CLE Lectures. All your mandated specialty hours including Elimination of Bias, Substance Abuse Prevention and Ethics are included. And don't worry, our CDs count as "Participatory" when accompanied by our witness affirmation forms, included FREE in your order! That means you can take all 25 credits with us!

The many advantages of revocable trusts have made them a go-to as a vehicle for estate planning. But as with all legal remedies, the decision whether to implement them should be determined on a case by case basis. This CLE course will offer a comple...

General:1.5 Ethics:1

As all attorneys know or should know, every attorney is, ipso facto, an agent of each client, with concomitant fiduciary duties to the client. This CLE program provides a unique opportunity to understand the principles of agency law, giving attorney...

Ethics Credits:2.25

The Heckerling Institute of Estate Planning is the largest and most respected estate planning conference of the year. This one hour CLE presentation will provide an overview of many of the recent developments and planning ideas discussed at this maj...

General Credits:1.75

As lawyers, the most profound ethical issues we face generally arise not so much where the choice is between “good” and “bad,” or “right” and “wrong,” but, instead, where the issue compels us to choose between two (or sometimes more) competing “goo...

Ethics Credits:1.75

An Estate Planning and Elder Law Primer for practitioners who do not practice in the areas of Estate Planning and Elder Law. Learn the ins and outs of Asset Protection, Estate Tax Planning, the importance of Advance Directives, Probate, Special Need...

General:1 Ethics:0.75

This CLE course will introduce attorneys to the preparation of the Federal Estate Tax Return, Form 706. Because of portability, filing this return on the death of the first spouse has become very important. In fact, it might be malpractice not to fi...

General Credits:1.5

The realm of estate administration is often accompanied by a variety of important and complex considerations. Designed to provide an overview of the estate administration, Attorney Jill Miller will guide attendees through an estate's life cycle while...

General Credits:1.5

This CLE program will discuss how estate planners can use technology, sometimes in creative ways, to enhance their practice, add efficiencies and cost savings, and provide better protection from problems. How can document generation software enable...

Ethics Credits:1.25

Estate and financial planning are being transformed by a host of factors including the permanent higher exemptions, the aging population, evolving case law and new perspectives on practice. This CLE presentation explores a range of new planning idea...

General Credits:1

Pre-mortem planning must address a range of issues that in many cases differ from those traditionally focused on by practitioners. Monitoring and properly exercising swap powers is critical for clients with irrevocable grantor trusts. Making gifts t...

General Credits:1

It is an honor to be selected as an executor or trustee, but that service comes with significant legal obligations. This CLE program will examine many important legal and practical issues that executors or trustees confront, and it will present caut...

General Credits:1

The United States is reported to be the world’s greatest financial and tax havens. Investors from around the world are purchasing real property and assets in the United States. Additionally, U.S. citizens and residents deploy their capital around th...

General Credits:1

Asset protection planning is appropriate for every client, not only the wealthy surgeon or wealthy business owner creating an asset protection trust (APT). With the declining relevance of estate tax planning, and the possible repeal of the federal e...

General Credits:1

Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial practice. In order to achieve optimum results for clients, it is beneficial for agreements to be drafted using an interdisciplinary approach. A key area where it is...

General Credits:1

Trusts are one of the most powerful tools for planning to minimize the risk to assets in a future divorce. However, in order to achieve optimal results for clients, trusts must be drafted and administered in a manner that provides protection. Tradit...

General Credits:1

SLAT planning can provide tremendous planning benefits for many married clients. With proper tailoring for the current environment, a useful default estate and financial planning strategy is to employ non-reciprocal spousal lifetime access trusts (“S...

General Credits:1

Have you been hearing about implicit bias and wondering what that means and if it affects you? Do you question whether the legal profession truly upholds justice and fairness for all? Maybe you’re just wondering what all the hullabaloo is about. In a...

Elim. Bias Credits:1

This one hour CLE, conducted by nationally renowned QDRO attorney Matthew Lundy and expert tax attorney Adam Lusthaus, discusses the fine point of the often maze-like world of defined benefit pension plans in family law cases. It discusses both pra...

General Credits:1

Presented by seasoned attorney and acclaimed author on intervention Mick Meagher, Esq., this CLE course offers insight into identifying the signs of addiction within the accepted guidelines and how to define addiction and addictive behaviors. The co...

Sub. Abuse Credits:1
All courses offered by the National Academy of Continuing Legal Education are approved for CLE credit in California. National Academy of Continuing Legal Education is an accredited provider in California, Provider #11481. You can find our CLE provider listing on the California Bar website at: http://members.calbar.ca.gov/search/cert_detail.aspx?PID=11481&SpecCode=. California attorneys must take 25 CLE credits per cycle, at least 12.5 of which must be deemed “Participatory.” Attorneys can earn all 25 hours with the National Academy of Continuing Legal Education. Our online platform satisfies the participatory requirement. Additionally, courses that are taken on Audio CD, DVD, or MP3 download can also be considered participatory if accompanied by a witness affirmation form.


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