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 $280
Only $295
Save $280
Courses priced individually at $575
  • Includes 2.75 Ethics

Estate Planning Bundle Includes:

  • $50

    Understanding Financial Solutions While Planning for Possible Long-term Care

    General Credits: 1

    This CLE course will provide attorneys with a comprehensive overview of methodology and techniques for preserving their client’s assets while planning for the possibility of incapacity and future institutional or home care services through Medicaid. The presentation will provide an overview of...

  • $50

    The Mathematics of Charitable Planning

    General Credits: 1

    Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charita...

  • $50

    The Nuts and Bolts of Guardianships

    General Credits: 1

    This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in...

  • $50

    Corporate Transparency Act: Lessons from Round One of Implementation

    General Credits: 1

    Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency A...

  • $75

    The Ten Worst Ethics Nightmares You Can Have

    Ethics Credits: 1.5

    This program will be a rapid analysis of the 10 disastrous errors you can make in the world of Legal Ethics that will give you nightmares or even derail your career. These groups of errors are not totally inclusive of the challenges that face a modern practitioner but anyone who is actively eng...

  • $50

    Telling Them What They Don’t Want to Hear: Maintaining Your Ethics and Your Client Relationships

    Ethics Credits: 1.25

    This CLE course covers the interplay of (1) ethical issues and (2) relationship issues in talking with clients about things they don’t necessarily want to hear. These things include talking with them about (a) when things don’t go the way you’ve planned; (b) when you’ve made a mistake; (c) when the...

  • $50

    The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction

    General Credits: 1

    This CLE course will introduce attorneys, across the board, to the transformative effects of Artificial Intelligence (AI) within the legal industry. It begins with a clear-cut breakdown of AI and Machine Learning (ML), and their practical applications in law. Then, with focus on how to harness the...

  • $50

    The Mediator's Toolkit: 15 Strategies Towards A Successful Mediation

    General Credits: 1.25

    Mediation has been called an art and not a science. It is true that there is not one specific way to conduct a mediation. However, there are tried-and-true methods for facilitating a successful mediation. That success will be determined by the attainment of Win-Win by both parties. This CLE pro...

  • $50

    Emerging Developments in Artificial Intelligence for Lawyers

    General Credits: 1

    Artificial Intelligence is becoming ubiquitous in legal practice. New tools and new providers emerge constantly. Lawyers need to understand artificial intelligence in order to represent their clients competently and effectively. Lawyers also need to understand the use of AI in order to compete....

  • $50

    The Mathematics of Estate Tax Planning

    General Credits: 1

    The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results an...

  • $50

    Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

    General Credits: 1

    This CLE provides attorneys with essential insights into navigating the complex intersection of love, marriage, and estate maters. This CLE course delves into crucial topics such as prenuptial agreements, joint estate planning, tax implications, and legacy considerations. Attorneys will gain pr...

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 $280
Courses priced individually at $575

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