Estate Planning Bundle - Georgia CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of CLE Lectures including 1 hour of Ethics and 1 hour of Professionalism. *The Commission on Continuing Lawyer Competency (CCLC) has permanently suspended the rule limiting the number of distance learning courses GA attorneys are allowed to take. Going forward, GA lawyers can complete all or any portion of their CLE requirement through approved distance learning CLE programs.

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12
Credit Hours
of CLE Lectures
Save $301
Only $299
Save $301
Courses priced individually at $600
  • 2 Ethics
  • 1 Professionalism

Estate Planning Bundle Includes:

  • $50

    Legal Ethics: Reasonableness of Fees

    Ethics Credits: 1

    Someone at your firm is in charge of making sure that both legal professionals and other employees comply with the ethics rules. Some firms have ethics committees that do this work. Solos, of course, wear every hat under the sun, including the "ethics guru" hat. In small firms, too, many of you...

  • $75

    Estate Planning for Attorneys Who Help Business Owners

    General Credits: 1.5

    The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases...

  • $50

    The Secure ACT: Five Key Considerations

    General Credits: 1

    This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibil...

  • $50

    Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners

    General Credits: 1

    This CLE course will focus on the division of real estate among divorcing couples. We will discuss how prenuptial and midmarriage agreements can protect the spouse's interest in the property and especially if a down-payment was provided by a family member. The course will also describe the pitf...

  • $50

    Split-Dollar Life Insurance Planning After the Levine Case

    General Credits: 1

    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...

  • $50

    GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    General Credits: 1

    CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions wi...

  • $50

    Legal Ethics and the Mediation Process

    Ethics Credits: 1

    The use of Alternative Dispute Resolution (ADR), particularly in the area of mediation, has grown dramatically in the past ten years. However, it is a process that many counsel lack familiarity with. Judge Scheinkman will discuss the importance of ethical considerations that relate to settleme...

  • $50

    Effective Mediation: What the Mediator Needs to Know to Resolve Your Case

    General Credits: 1

    The latest statistics indicate that well over 95% of all civil cases settle before trial. Mediation is an effective tool that contributes to this high pretrial resolution. This CLE course is designed for beginners and seasoned attorneys to assist in streamlining written and oral presentation...

  • $50

    Discovery in Surrogates Court: The Good, The Bad, and The Ugly

    General Credits: 1

    Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both...

  • $75

    The Hidden Secrets of Constructive Trust Litigation

    General Credits: 1.5

    This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statut...

  • $50

    Attorney Professionalism: Staying Calm, Cool, and Collected

    Professionalism Credits: 1

    How do I develop my professional persona? This CLE course will discuss practical tips for maintaining your cool, including effective communication verbal, and non-verbal during in-person interactions, Zoom hearings, other camera-ready events, and social media. Professionalism and respectful beha...

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 $299
Save $301
Courses priced individually at $600

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