Estate Planning Bundle Includes:

• $50

  Regulate, Respond, and Resilience: Trauma-Informed Strategies for Attorneys

  Mental Health/Abuse Credits: 1

  The legal profession is inherently high-stress, often exposing attorneys and staff to significant personal and vicarious trauma, which can compromise well-being, team dynamics, and overall firm competence. This CLE course moves beyond individual coping to focus on organizational and leadership stra...

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• $50

  AI and the Attorney-Client Privilege: Protecting Confidentiality in the Age of Large Language Models

  Ethics Credits: 1

  This CLE course delves into the complex and evolving intersection of Artificial intelligence (AI) and the foundational legal principle of attorney-client privilege. As AI tools become increasingly integrated into legal practice, from legal research and document review to predictive analytics and cl...

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• $50

  Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

  General Credits: 1

  If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorney...

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• $100

  Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers

  General Credits: 2

  Estate planning and elder law attorneys may unexpectedly become the first point of contact when a client’s loved one suffers nursing home neglect or abuse. While you may not litigate personal injury cases, you play a critical role in identifying viable claims, guiding families, and partnering with...

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• $50

  So You Want to Open Your Own Practice and Achieve Your Dreams: Let’s Talk About it First

  General Credits: 1

  Opening your own law practice can feel like the ultimate expression of freedom and control—but without the right mindset, systems, and financial strategy, it can quickly turn into a stressful grind. This CLE program provides a candid, practical roadmap for lawyers thinking about going solo or sca...

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• $50

  Trust Protectors: The Good, The Bad and The Ugly

  General Credits: 1.25

  This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same. In this session, you will learn: Why should you use Trust Protectors? Why should you not use Trust Protectors? What powers are typica...

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• $50

  Leading Lawyers Through Change: Breaking the Resistance Cycle

  General Credits: 1

  Designed for attorneys, firm leaders, and in-house counsel, this CLE course provides neuroscience-informed tools to lead through resistance and drive change in legal environments. Instead of abstract theory, participants will gain practical strategies tailored to the dynamics of law firms and legal...

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• $50

  Privacy, Data Security and Cyberattacks: Overview, Prevention and Proactive Responses

  General Credits: 1

  Your law firm holds a significant amount of data, including personally identifiable information of your clients and sensitive, confidential information. How are you protecting it? Attorneys have an ethical obligation to prevent unauthorized access and disclosure -- is your network secure? Many law...

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• $50

  Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance

  General Credits: 1

  As artificial intelligence tools become more deeply embedded in legal practice, law firms must develop practical systems to manage both the opportunities and the risks they present. This CLE program offers a structured framework for building and implementing internal AI governance policies. Par...

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• $75

  Mediation as Advocacy: Expanding Your Dispute Resolution Toolkit

  General Credits: 1.5

  More contracts. More court orders. More cases settling at the mediation table. Like it or not, mediation is here to stay—and knowing how to use it can give your clients a critical edge. Mediation is a rapidly growing tool reshaping how disputes are resolved across the legal landscape. If you repres...

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• $100

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  General Credits: 2

  This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insuranc...

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• $75

  From Prompt to Practice: Using AI in The Legal Field

  General Credits: 1.5

  This practical CLE program is designed for attorneys looking to integrate generative AI—specifically ChatGPT—into their legal workflows safely and effectively. Participants will learn how to set up and interact with ChatGPT using high-value, legally focused prompts, and will explore how to apply AI...

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• $50

  Practicing Law with AI: Preserving Quality and Professional Responsibility

  General Credits: 1

  This CLE course offers a deeper exploration of the evolving landscape of AI in legal practice. Attendees will learn about the growing array of AI tools available to lawyers, including a comparison between general-use chatbots and large language models (LLMs) versus legal-specific platforms. The...

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• $50

  Estate Planning for the Cognitively Impaired

  General Credits: 1

  This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to asse...

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• $50

  Offshore Asset Protection Planning

  General Credits: 1

  This CLE course offers a clear, practical introduction to offshore asset protection planning. Attendees will learn how to structure trusts and entities, select the right jurisdictions, and navigate U.S. compliance requirements. The material is broken down into straightforward, tangible guidance...

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• $50

  Best Practices In The Use of Trusts

  General Credits: 1

  This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the a...

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• $50

  Brains, Bias, and the Bar: How Cognitive Errors Compromise Justice

  Diversity/Inclusion Credits: 1.25

  This CLE explores how cognitive biases distort legal judgment, relationships, and institutional outcomes. Attorneys will examine common cognitive errors—such as the availability heuristic, fundamental attribution error, and anchoring bias—and how they influence everything from charging decisions an...

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• $50

  A Deep Dive into Trusts: What You Need to Be Aware Of

  General Credits: 1

  Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family dispu...

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• $50

  Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act

  General Credits: 1

  This CLE program explores the intersection of estate planning and real estate law, focusing on the implications of the due-on-sale clause in the context of transferring real property to revocable trusts, irrevocable trusts, and limited liability companies (LLCs). The due-on-sale clause—commonly fou...

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• $50

  The Probate Process from Start to Finish

  General Credits: 1

  This CLE course provides a comprehensive overview of the probate process and the legal handling of a decedent’s estate. Attendees will learn how to open an estate, navigate disputes, and close proceedings efficiently. The course also includes strategies for avoiding probate altogether, including us...

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• $50

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1

  Charitable giving is an increasingly important element of modern estate planning, and attorneys must be prepared to guide clients through the full range of available options. This CLE program will examine how to incorporate philanthropic goals into estate plans using a variety of strategies, from s...

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• $50

  Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

  General Credits: 1

  When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and...

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• $75

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1

  Ethics Credits: 0.5

  Billing, retainers, and collections are central to law practice management but can also be a source of conflict and ethical risk. This CLE program will provide attorneys with practical guidance on drafting engagement agreements, setting billing practices, and handling late payments while maintainin...

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• $100

  Ethically Promoting Your Legal Practice: Rules, Risks, and Best Practices

  Ethics Credits: 2

  Attorneys today face increasing pressure to market their practices effectively while staying within the bounds of professional responsibility. This CLE program provides a comprehensive review of the ethical framework governing attorney advertising and client communications, with practical guidance...

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• $50

  Ethical Armor: Leveraging the Rules of Professional Conduct Against Problem Clients

  Ethics Credits: 1

  Even the most skilled attorney can find themselves in ethical quicksand when dealing with disorganized, demanding, or disappearing clients. This practical CLE program examines how the Rules of Professional Conduct—particularly those governing competence, scope of representation, and diligence—can b...

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