Estate Planning Bundle - Connecticut CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of CT CLE Lectures - Including 10 General Credits and 2 Ethics Credits.

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12
Credit Hours
of CLE Lectures
Save $305
Only $295
Save $305
Courses priced individually at $600
  • Includes 3 Ethics

Estate Planning Bundle Includes:

  • $50

    Mastering Offshore Asset Protection Planning

    General Credits: 1

    This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, re...

  • $50

    The Attorney’s Guide to Strategic Trust Planning

    General Credits: 1

    This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives...

  • $50

    Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts

    General Credits: 1

    Charitable giving through trusts has become an increasingly important planning strategy, offering opportunities to achieve philanthropic objectives while addressing complex income tax and estate planning considerations. However, evolving IRS guidance, heightened scrutiny of the Internal Revenue Cod...

  • $50

    Skipping Ahead Without Tripping: Hot Issues in GST Planning

    General Credits: 1

    Generation-skipping transfer (GST) tax planning remains one of the most technically demanding areas of estate planning, where seemingly minor drafting or allocation errors can produce significant and unintended tax consequences. This CLE course examines current issues and common pitfalls in GST pla...

  • $50

    Use of Asset Protection Trusts for Tax Planning Purpose

    General Credits: 1

    As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal fra...

  • $50

    Your AI Use Might Be an Ethics Violation: Evaluating Today’s AI Providers Using the Ethics Zone Framework

    Ethics Credits: 1

    Are you using AI to draft briefs, analyze case law, or communicate with clients? Depending on which plan you're on, you may already be in violation of your ethical obligations, and most lawyers have no idea. AI tools have enormous potential to transform legal practice, but they carry drastically di...

  • $50

    QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA

    General Credits: 1

    Qualified Small Business Stock (QSBS) continues to be one of the most powerful tax planning opportunities available to founders, investors, and high-net-worth families. Recent legislative developments under the One Big Beautiful Bill Act (OBBBA) have created new considerations and planning opportun...

  • $50

    How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

    General Credits: 1

    As the U.S. population continues to age, attorneys are increasingly confronting disputes involving diminished capacity, undue influence, and contested transfers of wealth. The growing senior population—and the significant intergenerational transfer of assets now underway—has fueled a sharp rise in...

  • $50

    Ethical Issues in Ending Client Representation and Collecting Fees

    Ethics Credits: 1

    A lawyer’s representation of a client and termination or withdrawal from representation generates multiple potential ethics issues, including providing adequate notice to the client, ensuring that the client’s interests are not prejudiced, and collecting earned fees and costs. This CLE course will...

  • $50

    Navigating FinCEN’s New Rule on Residential Real Estate Transactions

    General Credits: 1

    This CLE program provides a practical and timely analysis of FinCEN’s new residential real estate reporting rule and its implications for attorneys involved in real estate transactions. The rule represents a significant expansion of federal anti-money laundering oversight into the residential real...

  • $50

    Long-Term Disability Insurance Claims: From Application to Federal Court

    General Credits: 1

    Long-term disability (LTD) insurance claims sit at the intersection of contract law, insurance law, and—frequently—federal ERISA law. Nearly half of all LTD claims arise under employer-sponsored group policies governed by the Employee Retirement Income Security Act of 1974 (ERISA), which imposes a...

  • $50

    Ethics in Mediation Practice: What ABA 518 Means for Attorneys

    Ethics Credits: 1

    As mediation continues to expand across legal practice, so do the ethical responsibilities placed on attorney-mediators and advocates who participate in the process. With the recent release of ABA Formal Opinion 518, attorneys are now faced with new guidance—and new questions—regarding neutrality,...

12
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 $295
Save $305
Courses priced individually at $600

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