Estate Planning Bundle - Colorado CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 45 credits including 7 Professional Responsibility of which, 5 are in Ethics or Professionalism, and 2 are in Equity, Diversity, and Inclusivity (EDI).

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45
Credit Hours
of CLE Lectures
Save $1,705
Only $545
Save $1,705
Courses priced individually at $2,250
  • 11 Ethics
  • 2 Equity/Diversity

Estate Planning Bundle Includes:

  • $100

    Split-Dollar Life Insurance Planning After the Levine Case

    General Credits: 2

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning...

  • $100

    Ethics “Gotchas” That Every Estate Planners Must Know

    Ethics Credits: 2

    In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility....

  • $50

    Ethical Issues Concerning Retainer Agreements, Website Management, and Termination Letters

    Ethics Credits: 1

    This CLE program will present and discuss issues concerning the engagement of clients through effective Engagement Letters, creating and maintaining firm websites to minimize any potential representation risks as well as determining when termination of the Attorney/Client relationship is proper (or...

  • $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...

  • $100

    A Quarter of a Century Later, HIPAA is More Relevant than Ever

    General Credits: 2

    For the past 25 years, HIPAA has been synonymous with a patient's privacy and security of his/her medical records. One area that has been on OCR's enforcement radar for the past few years is the failure of covered entities to provide patients with a copy of their medical records within a prescribed...

  • $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

    Understanding Diversity, Equity and Inclusion: How the Law Created Inequity

    Equity/Diversity Credits: 1

    The phrase “Diversity, Equity & Inclusion” words often heard and even debated - encapsulates efforts to equalize opportunity. Understanding the need or purpose for DEI efforts requires an appreciation for how the law itself embedded inequity. This CLE course will cover the myriad of laws and jud...

  • $100

    What Attorneys Need to Know About Reading and Understanding Financial Statements

    General Credits: 2

    Lawyers regularly interact with business people. Business people have their own language. Phrases like EBITDA, NOPAT, Gross Profit, Operating Profit, Net Income, on a fully diluted basis, retained earnings, current versus long term assets and liabilities, Free Cash Flow. If these terms are a fore...

  • $100

    Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset

    General Credits: 2

    It has been several months since the release of ChatGPT and its passage of the Uniform Bar Exam with flying colors. Experts everywhere are projecting how generative AI is going to replace many lawyers in the next few years. Is generative AI going to change the way lawyers do business? “Yes.” Wil...

  • $100

    Love and Legislation Makes a Family: The Child Parent Act 1 Year In

    General Credits: 2

    Despite its reputation for legislative progressiveness, prior to the passage of the Child Parent Security Act (CPSA), New York had one of the nation’s most antiquated surrogacy laws featuring a ban on enforceable compensated surrogacy arrangements. That ban, which imposed harsh penalties on those...

  • $50

    Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners

    General Credits: 1

    This CLE course will focus on the division of real estate among divorcing couples. We will discuss how prenuptial and midmarriage agreements can protect the spouse's interest in the property and especially if a down-payment was provided by a family member. The course will also describe the pitf...

  • $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...

  • $100

    Skip Tracing for Lawyers

    General Credits: 2

    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

    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...

  • $100

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

    General Credits: 2

    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:...

  • $50

    What Every Practitioner Needs to Know about Property and Business Interruption Appraisals: A Unique ADR Forum

    General Credits: 1

    Recent catastrophic events such as hurricanes, wildfires, and the global pandemic have spotlighted important insurance coverage protecting property and business interruption. Previous courses I presented have provided insight into the coverage terms and conditions that apply, and the process by whi...

  • $50

    Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

    General Credits: 1

    Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to unde...

  • $100

    Legal Ethics: Dos and Don’ts for Attorney Advertising

    Ethics Credits: 2

    This CLE program will discuss the ethics rules as they relate to the oft-confusing issues of lawyer marketing, advertising and solicitation. What’s the right balance of advertising, social media, video and client engagement to grow your practice. What’s the difference between and advertisement...

  • $100

    Legal Issues in Divorce Cases: Equitable Distribution, Spousal Maintenance and Child Support

    General Credits: 2

    The CLE course will detail how New York, somewhat patterned on New Jersey equitable distribution law, instituted and applied equitable distribution to all divorces. The course will include the current applicable statutory and recent case law. The course will also include tips on how to argue...

  • $50

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

    Equity/Diversity 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...

  • $100

    Handling Current Legal Ethical Issues

    Ethics Credits: 2

    This CLE course will address practical ethical issues that lawyers face as they work remotely during a pandemic, as well as when discussing personal legal matters with work colleagues. We will also examine recent examples of attorneys acting as “over”-zealous advocates for their clients, and some r...

  • $100

    Understanding Asset Protection

    General Credits: 2

    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 Understanding which assets are/are not exempt under s...

  • $50

    Asset Protection for Cryptocurrency

    General Credits: 1

    Asset Protection is in high demand in our increasingly litigious world. Cryptocurrency is well regarded as the currency of the future. Cryptocurrency is increasingly becoming a targeted asset in many lawsuits. Blockchain technology can make it easy to see the amount of cryptocurrency an individual...

  • $100

    What Happens To Your Practice If You Die Or Become Disabled

    Ethics Credits: 2

    What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed...

  • $100

    The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Ethics Credits: 2

    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 power of attorney, trustee, or guardian ad litem, th...

  • $100

    Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    General Credits: 2

    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...

  • $100

    Understanding Nursing Home Abuse and Neglect Cases

    General Credits: 2

    This CLE course will explain how to identify and evaluate nursing home cases, including the rules that should be applied to these cases, both federal and state related, as well as how to differentiate standard personal injury cases. The course will also present methods, tips and strategies to p...

  • $100

    Citizenship and Residence: Prerequisites to Extra Territorial Taxation

    General Credits: 2

    An examination of the various (jurisdictional) bases for imposing tax on the extra-territorial income of persons with an emphasis on natural persons; the meanings ascribed to the various different bases under the Code, some State statutes, some countries; residence status for tax treaty purposes; d...

45
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 $545
Save $1,705
Courses priced individually at $2,250

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