Florida CLE - All Courses
This is a listing of CLE Courses for Florida. Please make your selection below of Florida CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
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Estate Planning Retainer Agreements and Engagement Letters
Retainer agreements (engagement letters) are critical to establish and document the understanding the practitioner has with the client. They are an important step that practitioners can take to identify expected actions and protect practitioners from a myriad of potential issues, or worse, ethical problems or suits. What should practitioners consider including in a retainer agreement? How has technology changed the issues that might be addressed? Are text messages an issue? Why is it important... More Info
$501Ethics CreditSelf-Report -
Estate Planning: Common Issues; Practical Answers
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 tax on income earned inside the trust. That is a great way to accelerate the growth of trust assets, and continue to reduce the creator’s estate. But, as with so many things, too much of a “goo... More Info
$501General Credit✓ Pre-Approved -
Estate Tax Repeal Is Not a Temporary or Permanent Certainty: How to Plan Now
The future of the gift, estate and GST tax system is uncertain. The Trump administration might repeal the estate and GST tax (although it is not clear that there is an intent to repeal the gift tax), provide for a capital gains tax on death (and perhaps a capital gains tax on gift), provide for a carryover basis at death, or some other variation of these. Many estate planners have suggested that clients put most planning on hold pending the outcome. Other advisers have suggested completing low... More Info
$501General CreditSelf-Report -
Estates and Trusts for the Non-Specialist
This CLE program will provide an overview of the steps necessary to conduct an estate administration in Pennsylvania. The program will include topics such as whether an estate should be probated or not, the various deadlines and filing requirements if the estate is probated and possible complications that may arise in concluding the estate and distributing the assets to the beneficiaries. Also discussed will be an overview of the requirements for drafting an estate plan, which include... More Info
$501General CreditSelf-Report -
Ethical Attorney's Fees, Referral Fees, and Billing Practices
As we know, lawyers are required to comply with the ethics rules; however, many lawyers may not fully understand the ethics rules and ethical considerations regarding the types of permitted lawyer fees, requirements for referral fees and fee sharing, non-refundable fees, and the ethical requirements related to fees, costs, settlement funds pursuant to the lawyer Trust Account Rules. This presentation will address those topics and provide valuable tips and information to ensure that la... More Info
$501Ethics CreditSelf-Report -
Ethical Client Management: Tips and Tricks On What Can Save You Problems
This CLE is a look at starting the client relationship and ethically managing initial client expectations. Sprinkled with examples and ethical rule applications, review how to start a client relationship off on the right foot in terms of client goals and attitudes. Learn tips and tricks to avoid problems and stay in compliance with attorney regulation at the start of taking on a client. More Info
$501Ethics CreditSelf-Report -
Ethical Concerns for Vehicle and Traffic Law Matters
How do you respond when a Judge asks you to provide potentially damaging information about your client? This CLE course attempts to address strategies to navigate potentially perilous ethical concerns with regard to Vehicle and Traffic Law matters. I will discuss ways you can be an effective advocate for your client while remaining compliant with your ethical responsibilities. This includes plea negotiations with the prosecutor on DWIs and moving violations, dealing with plea restri... More Info
$501Ethics Credit✓ Pre-Approved -
Ethical Considerations During a Pandemic
This session will examine a number of ethical issues concerning client representation during the pandemic. The course is designed for both attorneys and investigators and will focus on the particular issues that have arisen as a result of COVID-19 such as virtual meetings, and digital storage of material and information. More Info
$501Ethics CreditSelf-Report -
Ethical Considerations for Multistate Referral Rules and Fees
In this CLE seminar taught by a former Morris County Assistant Prosecutor, you will learn best practices and Rules for Attorney Referral Rules in New Jersey and throughout the United States, State by State. Topics include: The Policy Behind Fee Sharing Prohibition Model Rules of Professional Conduct Rule 7.3 Profit Sharing Agreements or Employee Profit Sharing Plans More Info
$501Ethics CreditSelf-Report -
Ethical Considerations in Matrimonial and Family Law
This fun interactive course will cover various ethical scenarios matrimonial and family court practitioners face with clients, other attorneys and within their own firm, and how to best navigate such issues. Real life examples will be presented, along with solutions and considerations, along with possible outcomes. A mock format will be utilized, with the focus being on the New York Rules of Professional Conduct. This course is designed to provide you with the skills to evaluate and ha... More Info
$501Ethics CreditSelf-Report