Estate Planning Bundle - Florida CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle satisfies the entire CLE requirement for all attorneys and paralegals.

CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!

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33
Credit Hours
of CLE Lectures
Save $1,155
Only $495
Save $1,155
Courses priced individually at $1,650
  • 6 Ethics
  • 6.5 Technology
  • 1.5 Professionalism

Estate Planning Bundle Includes:

  • $75

    Ethical Considerations for Counseling IRC Section 1031 Exchanges

    Ethics Credits: 1.5

    This CLE course will highlight the Rules of Professional Conduct as they may intersect with 1031 Exchanges. The presentation will include: competency, scope of representation, conflict of interest issues and selection considerations of the Qualified Intermediary. Throughout the presentation,...

  • $100

    Understanding Asset Protection

    General Credits: 2

    Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Understanding which assets are/are not exempt under s...

  • $100

    Introduction to Chapter 11, Subchapter V: An Accessible and Affordable Option for Small Businesses

    General Credits: 2

    Due to the significant federal and state response to Covid-19, including stimulus payments and eviction moratoriums, bankruptcy filings have reached record lows. However, as funds run out and government programs expire, small businesses looking for a new lifeline may consider Subchapter V of Chap...

  • $50

    Ethical Attorney's Fees, Referral Fees, and Billing Practices

    Ethics Credits: 1

    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 requirement...

  • $50

    Best Technologies for Practice Development

    Technology Credits: 1

    Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better client interactions, better management and more effici...

  • $75

    Split-Dollar Life Insurance Planning After the Levine Case

    General Credits: 1.5

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning...

  • $100

    The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Ethics Credits: 2

    Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, th...

  • $75

    Advanced 1031 Exchange Topics: Reverse and Improvement Transactions

    General Credits: 1.5

    The course will take a closer look at some advanced aspects of 1031 Exchanges, namely Rev. Proc. 2000-37 - Reverse Exchanges. Different forms of “parking” transactions will be discussed, including improvement exchanges. Additionally, 1031 Exchanges often give rise to Partnership issues – vari...

  • $100

    Oh Brave Commercial New World: The New Reality of Name, Image, and Likeness in Collegiate Athletics

    General Credits: 2

    Recently, multiple state laws went into effect permitting college athletes in those states to earn money from the use of their Name, Image, & Likeness (NIL), subject to certain restrictions, without risking their collegiate eligibility. In response, the National Collegiate Athletic Association (NCA...

  • $175

    Man Your Battle Stations: Construction Claims & Successful Resolution

    General Credits: 3.5

    You may have known this moment was coming. There were plenty of indications along the way as the work proceeded. You may have instructed your client to keep the right kind of records and compose the right kind of letters as the work proceeded, and hoped your instructions were followed. Or, you m...

  • $100

    Representing the Founders and Initial Investors in a Startup Technology Company

    Technology Credits: 2

    The startup phase of a technology company is a very volatile time, as the startup's management team is being assembled, its products and services are being developed and tested, intellectual property protection and marketing strategies are being researched, and (most importantly) the company's init...

  • $50

    SECURE Act Update: Where Do We Go from Here?

    General Credits: 1

    The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. This CLE course will offer a brief overview of the ne...

  • $75

    How to Ethically Introduce Yourself to Reporters and Speak About Your Practice, Cases and Other Matters

    Ethics Credits: 1.5

    Did you see your colleague quoted in the news? Why are reporters calling her and not you? The answer could be that reporters call the people they know; they don't call an attorney they have never heard of. Therefore, it is critical to learn how to introduce yourself to the media as a source to c...

  • $75

    I Want the Truth! How to Use Impeachment Effectively In Court

    General Credits: 1.5

    This CLE course will provide an overview of how to do effective impeachment of a witness under the Federal Rules of Evidence. This course will provide an analysis of the relevant rules of evidence, the major methods of impeachment, and how do conduct an effective impeachment of a witness. This...

  • $75

    Professionalism in Challenging Practice Areas

    Professionalism Credits: 1.5

    Maintaining high standards of professionalism is important throughout the practice of law but perhaps even more so in challenging practice areas such as high conflict litigation, criminal practice, and immigration. Having a written philosophy of lawyering and living not only adds value and meaning...

  • $75

    Key Considerations of Intellectual Property Litigation

    Technology Credits: 1.5

    This CLE course will cover the key aspects of Intellectual Property litigation, including the 3 primary areas of IP: Patents, Trademarks and Copyrights. The discussion will highlight pre-suit investigation and considerations, the filing of the lawsuit, unique aspects of IP litigation, damages, an...

  • $100

    Front Loading the Litigation: The Keys to Pretrial Advocacy

    General Credits: 2

    Today cases are won or lost in the pretrial process. In their book, Pretrial Advocacy, Authors Reuben Guttman and JC Lore refer to the pretrial process as “front-loaded.” Guttman and Lore explain that changes to the standards governing pleading, class certification, discovery, summary judgment, and...

  • $100

    A Hundred Little Things: Negotiating Commercial Real Estate Leases, Focusing on Technology, Ethics and COVID Amendments

    General Credits: 2

    This advanced CLE course is designed to benefit lawyers working in a variety of fields. While it is not meant to function as a primer on individual lease clauses, it does address the type of lawyer who needs to make sure all stakeholders are consulted and heard as well as technology buffs and those...

  • $100

    The Regulation of Private and Foreign Funds in the Age of Cryptocurrency

    Technology Credits: 2

    This CLE course is designed to provide an overview of the regulatory regime applicable to private and foreign (i.e., non-registered) investment funds and the issues raised by the explosive rise of cryptocurrencies in the past several years. The course begins with an overview of the Securities Ac...

33
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 $495
Save $1,155
Courses priced individually at $1,650

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