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Estate Planning Bundle - Florida CLE

Total Credits:30 Ethics Credits:5
Bundle Price:$495 (Save $980!)

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 30 Credit Hours of CLE Lectures - Including 5 Credit Hours of Ethics.

This CLE course presents a series of speakers on various topics of estate planning law. Topics include: Crowdfunding: Meeting Humanitarian Needs, Charitable Planning: Evolving Perspectives, Non-Tax Considerations of Estate Planning

General Credits:4

President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deduc...

General Credits:3

As lawyers, the most profound ethical issues we face generally arise not so much where the choice is between “good” and “bad,” or “right” and “wrong,” but, instead, where the issue compels us to choose between two (or sometimes more) competing “goo...

Ethics Credits:2.5

An Estate Planning and Elder Law Primer for practitioners who do not practice in the areas of Estate Planning and Elder Law. Learn the ins and outs of Asset Protection, Estate Tax Planning, the importance of Advance Directives, Probate, Special Need...

General Credits:2.5

Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This CLE course will explain how to structure asset protection to best safeguard your client by proactively establishing protective...

General Credits:2

This CLE course will introduce the key parts of Intellectual Property (patents, trademarks, copyrights, trade secrets) to the audience. Attorney Greg Popowitz will go through what Intellectual Property Protection will provide, the process, internat...

General Credits:2

The Heckerling Institute of Estate Planning is the largest and most respected estate planning conference of the year. This one hour CLE presentation will provide an overview of many of the recent developments and planning ideas discussed at this maj...

General Credits:2

The realm of estate administration is often accompanied by a variety of important and complex considerations. Designed to provide an overview of the estate administration, Attorney Jill Miller will guide attendees through an estate's life cycle while...

General Credits:2

Asset protection planning is appropriate for every client, not only the wealthy surgeon or wealthy business owner creating an asset protection trust (APT). With the declining relevance of estate tax planning, and the possible repeal of the federal e...

General Credits:1.5

This CLE program will discuss how estate planners can use technology, sometimes in creative ways, to enhance their practice, add efficiencies and cost savings, and provide better protection from problems. How can document generation software enable...

Ethics Credits:1.5

SLAT planning can provide tremendous planning benefits for many married clients. With proper tailoring for the current environment, a useful default estate and financial planning strategy is to employ non-reciprocal spousal lifetime access trusts (“S...

General Credits:1.5

Join Alan Gassman and Brandon Ketron for this whirlwind tour of planning information, structuring, and tax and legal issues and opportunities. This CLE presentation reviews current developments regarding estate planning and federal and state tran...

General Credits:1

Trusts are one of the most powerful tools for planning to minimize the risk to assets in a future divorce. However, in order to achieve optimal results for clients, trusts must be drafted and administered in a manner that provides protection. Tradit...

General Credits:1

This CLE presentation, intended for newer practitioners, covers some of the basics of using trust accounts for legal fees. Lawyers, especially those with high volume practices who accept smaller flat fees for cases, often want to avoid depositing u...

Ethics Credits:1

The tax code could never be described as simple, but that doesn’t mean it’s unmanageable. This CLE course will present creative tax planning techniques for partnership, real estate, corporate, international, individual and estate tax rules utilized...

General Credits:2.5
Preapproved courses offered by the National Academy of Continuing Legal Education have been directly approved by The Florida Bar. Attorneys & FRP's can earn all 30 hours including the 5 ethic hour requirement through the National Academy of Continuing Legal Education. You may also contact The Florida Bar at (850) 561-5842 x 6799 and reference our Sponsor # 0185716. All courses come with unique Florida Bar course codes which enables easy and quick reporting to the Florida Bar.


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