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Estate Planning Bundle - Illinois CLE

Total Credits:30.5 Ethics Credits:9.25
Bundle Price:$495 (Save $905!)

We have selected our most popular lectures and bundled them together into our Estate Planning Mini Bundle. This Bundle contains 30 Credit Hours of CLE Lectures - Including 6 Credit Hours of Ethics.

In this CLE course, legal malpractice attorney Jefferey O. Katz, along with colleague Eric J. Chisholm, explore some of the potential pitfalls every practicing attorney should be aware of. Mr. Katz and Mr. Chisholm will address several impacts of ra...

Ethics Credits:6.5

A large number of cases start out "Somebody died, and then..." At that point there are usually three sets of variables in play. There is a Will or there is not. The situation is friendly or it's not. The lawyer is being asked to represent the fi...

General Credits:2.25

As all attorneys know or should know, every attorney is, ipso facto, an agent of each client, with concomitant fiduciary duties to the client. This CLE program provides a unique opportunity to understand the principles of agency law, giving attorney...

Ethics Credits:2.25

Family offices and ultra high-net-worth families have many complex legal issues that need to be met by competent and knowledgeable attorneys. In addition to the legal needs of multigenerational families of wealth, the creation of fast-growing compan...

General Credits:1.75

All too often, traditional negotiation strategies result in blown up deals, protracted litigation, and destroyed relationships. Since we all negotiate every day, the stakes are far too high to rely on tired tactics that don’t work. Some people belie...

General:1.25 Ethics:0.5

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:1.75

This CLE course will introduce attorneys to the preparation of the Federal Estate Tax Return, Form 706. Because of portability, filing this return on the death of the first spouse has become very important. In fact, it might be malpractice not to fi...

General Credits:1.5

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:1.5

Are there strategies to select jurors favorable to your case? How can you recognize "dangerous" jurors? Are you selecting or de-selecting a jury? These issues and more will be explored in this CLE program, designed for both the young attorney as wel...

General Credits:1.25

Estate and financial planning are being transformed by a host of factors including the permanent higher exemptions, the aging population, evolving case law and new perspectives on practice. This CLE presentation explores a range of new planning idea...

General Credits:1

Pre-mortem planning must address a range of issues that in many cases differ from those traditionally focused on by practitioners. Monitoring and properly exercising swap powers is critical for clients with irrevocable grantor trusts. Making gifts t...

General Credits:1

Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and draf...

General Credits:1

It is an honor to be selected as an executor or trustee, but that service comes with significant legal obligations. This CLE program will examine many important legal and practical issues that executors or trustees confront, and it will present caut...

General Credits:1

Long-anticipated Section 2704 Proposed Regulations could have a dramatic impact on estate planning by significantly restricting or eliminating valuation discounts. Within the broader context of the current political backdrop and possible election ou...

General Credits:1

The United States is reported to be the world’s greatest financial and tax havens. Investors from around the world are purchasing real property and assets in the United States. Additionally, U.S. citizens and residents deploy their capital around th...

General Credits:1

The future of the gift, estate and GST tax system is uncertain. The Trump administration might repeal the estate and GST tax (although it is not clear that there is an intent to repeal the gift tax), provide for a capital gains tax on death (and per...

General Credits:1

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

Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial practice. In order to achieve optimum results for clients, it is beneficial for agreements to be drafted using an interdisciplinary approach. A key area where it is...

General Credits:1

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
National Academy of Continuing Legal Education is an Accredited CLE Provider in Illinois. The MCLE Board of the Supreme Court of Illinois maintains an Accredited Provider directory on their website. You can find us on the MCLE Board website MCLE Board website. Illinois attorneys can satisfy all CLE requirements through Online, CD-ROM, DVD and Audio CD formats.


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