Estate Planning Bundle Includes:

• $50

  Lawyers and Generative Artificial Intelligence: What Could Go Wrong: Ethical and Other Concerns

  Tech/Ethics Credits: 1

  Artificial intelligence and, more specifically, generative artificial intelligence (GAI) is increasingly used by attorneys. GAI is touted as being revolutionary and "game-changing" for the legal profession for purposes of litigation and providing broader legal services to clients. However, GAI brin...

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• $100

  ABA Model Rules Of Professional Conduct and AI Ethics: Key Highlights of the New Challenges Facing Attorney Compliance

  Tech/Ethics Credits: 2

  Every rule of the ABA’s Model Rules of Professional Conduct has been impacted by the presence of artificial intelligence. During this CLE, we will examine key concerns arising under the ABA Model Rules when juxtaposed against the realities and challenges imposed when practicing law alongside the le...

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• $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...

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• $50

  Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

  Tech/Ethics Credits: 1

  This CLE course explores the current cybersecurity risk landscape in the context of the ABA Model Rules on maintaining competency. It examines how technology affects the security and privacy of client communications, information management, billing, and the supervision of law firm personnel. The co...

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• $50

  Navigating Florida's Legal Tools for Mental Illness: Marchman Act, Guardianship, and Baker Act

  General Credits: 1

  Florida has three statutes that enable counsel representing an individual seeking to protect a loved one who is suffering from substance use and mental health disorders. In this CLE presentation we will analyze how the Marchman Act, Guardianship, and Baker Act can work separately and together to ac...

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• $50

  Ethical Mediation: Principles and Practices in Dispute Resolution

  Ethics Credits: 1

  The use of Alternative Dispute Resolution, particularly in the area of mediation, has grown dramatically in the past ten years. However, it is a process in which many counsel are unfamiliar. Judge Scheinkman will discuss the importance of ethical considerations that relate to settlement negotiation...

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• $125

  Legal Aspects of Artificial Intelligence: Navigating the Digital Frontier

  Technology Credits: 2.5

  Artificial Intelligence (AI) is rapidly transforming the landscape of legal practice, bringing both opportunities and challenges. This CLE course will delve into the essential aspects of AI and its implications for the legal profession while adhering to legal and ethical standards. Whether you'...

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• $50

  Understanding Religious Accommodations After The Groff Supreme Court Decision

  General Credits: 1

  Employers are required to accommodate the religious beliefs of their employees pursuant to Title VII of the Civil Rights Act of 1964. However, understanding what this means and how to ensure compliance is not easy. How has the Groff Supreme Court decision changed the meaning of “undue burden” u...

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• $50

  Pregnancy in the Workplace: Understanding the New Laws on Accommodations for Pregnancy and Lactation

  General Credits: 1

  If you thought you understood your obligations from a legal perspective of handling a pregnant employee in your workplace, think again. The rules are changing so quickly it is often hard to keep up. This CLE will answer your most important questions on this topic such as whether you even have...

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• $75

  The Use of Trusts in Government Benefits Planning

  General Credits: 1.5

  This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care plann...

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• $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...

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• $75

  Pause, Breathe, Lead: Mindfulness for the Modern Lawyer

  Mental Illness Credits: 1.5

  During this CLE, attorneys will learn what mindfulness is and what are known as the “attitudinal foundations” of mindfulness. We will explore evidence-based research which demonstrates the ways in which mindfulness can help attorneys reduce stress, and anxiety and connect more fully with the presen...

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• $75

  How to Prepare for Long-Term Care Costs

  General Credits: 1.5

  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...

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• $75

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

  General Credits: 1.5

  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...

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• $50

  Understanding Medicaid: Guidelines, Applications, and Recovery Processes

  General Credits: 1

  This CLE program will discuss not only the history of Medicaid, but also the features of Medicaid as to appeals and Medicaid utilization for Long term Nursing Care and state recovery and how to avoid the state from recovering all assets from an estate, This presentation will attempt to place Me...

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• $50

  Protecting Your Family Home Through Trusts

  General Credits: 1

  All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there...

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• $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...

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• $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...

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• $50

  Navigating Ethical Challenges: AI Adoption in Legal Practice

  Tech/Ethics Credits: 1

  In light of the widespread emergence of GenAI tools throughout society, the panelists will focus on how GenAI can be used responsibly in the legal industry, consistently with the Model Rules of Professional Conduct. The panelists will discuss the ethical implication of GenAI usage and offer pr...

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• $50

  Essential Estate Documents: Don't Delay Until It's Too Late

  General Credits: 1

  This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when th...

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• $125

  The Nuts and Bolts of Ethics: No Nonsense

  Ethics Credits: 2.5

  This course will explore the origins of ethics and focus on how that obligation to remain virtuous and honorable still impacts lawyers today. The course will focus on the 5 C’s of Virginia Ethics (i.e., Competence, Communication, Confidentiality, Conflict of Interest, and Candor). Each has a si...

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• $100

  Ethical Issues in Pro Bono Representation

  Ethics Credits: 2

  This CLE examines the ethical issues that arise when attorneys are performing legal services on a pro bono basis. Using the ABA Model Rules of Professional Conduct, it identifies particular rules that would apply in common pro bono scenarios, and discusses how attorneys can spot potential issues a...

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