Estate Planning Bundle - Georgia CLE


We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains all 18 Credit Hours of GA CLE, including 3 hours of Ethics and 2 hours of Professionalism.

*Effective January 1, 2026, the State Bar of Georgia requires active members to complete 18 hours of continuing legal education (CLE) every two years, an increase from the current 12 hours annually. Within these 18 hours, Georgia attorneys must complete at least 3 hours in legal ethics and 2 hours in professionalism.

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

Course Media Options

Instantly Print Your CLE Certificates

18
Credit Hours
of CLE Lectures
Save $501
Only $399
Save $501
Courses priced individually at $900
  • 4 Ethics
  • 2 Professionalism

Estate Planning Bundle Includes:

  • $50

    Balancing Zeal and Professionalism

    Professionalism Credits: 1

    This CLE course examines the evolving concept of “zealous advocacy” and its proper role in modern legal practice. Once embedded in the black-letter rules, zeal has largely been relocated to the Preamble and comments of the ABA Model Rules—reflecting a shift toward balance, judgment, and professiona...

  • $50

    Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts

    General Credits: 1

    Charitable giving through trusts has become an increasingly important planning strategy, offering opportunities to achieve philanthropic objectives while addressing complex income tax and estate planning considerations. However, evolving IRS guidance, heightened scrutiny of the Internal Revenue Cod...

  • $50

    QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA

    General Credits: 1

    Qualified Small Business Stock (QSBS) continues to be one of the most powerful tax planning opportunities available to founders, investors, and high-net-worth families. Recent legislative developments under the One Big Beautiful Bill Act (OBBBA) have created new considerations and planning opportun...

  • $50

    Business Succession is More than Trusts and Taxes

    General Credits: 1

    Successful business succession planning involves far more than legal documents, valuation issues, and tax strategies. For closely held and family-owned businesses, the greatest challenges often arise from the human dynamics that accompany the transfer of ownership and leadership from one generation...

  • $50

    Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

    General Credits: 1

    This CLE program provides a practical, practice-oriented examination of foreign (offshore) corporate trustees, focusing on governance structures, regulatory oversight, and the fiduciary duties imposed under leading offshore trust regimes. The course addresses how professional trustees are licensed...

  • $75

    Legal Ethics in the Digital Age: Competence, AI, and Professional Responsibility

    Ethics Credits: 1.5

    This CLE course will look at the evolution of legal ethics in the era of artificial intelligence, cybersecurity, and increasing public scrutiny. It will identify the challenges Lawyers must face in their practice in order to provide competent legal representation while maintain strict adherence to...

  • $75

    High Stakes, High Standards: Tax Ethics for Every Attorney

    Ethics Credits: 1.5

    Lawyers understand that tax is a niche practice area with unique characteristics. Its distinguishing factors include not only the technical complexity of the discipline, but also the heightened ethical standards to which practitioners must adhere. In addition to the ABA Model Rules and the ethi...

  • $50

    Mastering Offshore Asset Protection Planning

    General Credits: 1

    This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, re...

  • $50

    Skipping Ahead Without Tripping: Hot Issues in GST Planning

    General Credits: 1

    Generation-skipping transfer (GST) tax planning remains one of the most technically demanding areas of estate planning, where seemingly minor drafting or allocation errors can produce significant and unintended tax consequences. This CLE course examines current issues and common pitfalls in GST pla...

  • $50

    Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

    General Credits: 1

    This CLE course will introduce the use of trusts in the context of estate planning, special needs, and tax considerations. Each section of the course will introduce and explain the issues that need to be addressed in maximizing the benefits of trust planning for your clients. Significant attenti...

  • $50

    Navigating Trauma with Clients: Safeguarding Lawyer Wellness

    General Credits: 1

    In representing clients facing crisis, loss, and adversity, attorneys are routinely exposed to secondary trauma—often without recognizing its effects. This CLE explores how such exposure arises in legal practice, the risk factors unique to attorneys across practice areas, and the ways secondary tra...

  • $50

    From Payroll to Pleadings: The Ethics Zone Framework for Deploying AI Across Every Layer of Law Firm Practice

    Ethics Credits: 1

    Every law firm is using AI. Very few can explain why the way they're using it is ethically defensible. The problem isn't recklessness. It's that existing guidance treats AI as a single category of risk, offering the same vague caution whether you're automating payroll or drafting a motion for summa...

  • $50

    Use of Asset Protection Trusts for Tax Planning Purpose

    General Credits: 1

    As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal fra...

  • $50

    The Attorney’s Guide to Strategic Trust Planning

    General Credits: 1

    This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives...

  • $50

    How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

    General Credits: 1

    As the U.S. population continues to age, attorneys are increasingly confronting disputes involving diminished capacity, undue influence, and contested transfers of wealth. The growing senior population—and the significant intergenerational transfer of assets now underway—has fueled a sharp rise in...

  • $50

    SLATitudes of Love: Planning with Spousal Lifetime Access Trusts

    General Credits: 1

    Spousal Lifetime Access Trusts (SLATs) remain a powerful estate planning tool for clients seeking to utilize gift and generation-skipping transfer (GST) tax exemptions while preserving indirect access to transferred assets through a spouse. This CLE program will examine the key tax, estate planning...

  • $50

    Professionalism for Attorneys

    Professionalism Credits: 1

    Explore the core principles that guide ethical and professional practice in the legal field. This CLE course delves into the Lawyer’s Creed and the Aspirational Statement on Professionalism, inviting attorneys to reflect on how these ideals influence everyday decision-making. Participants will e...

18
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 $399
Save $501
Courses priced individually at $900

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize OptionsRight ArrowCustomize Options