Estate Planning Bundle Includes:

• $75

  Understanding Asset Protection

  General Credits: 1.5

  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...

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• $75

  The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

  Ethics Credits: 1.5

  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...

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• $50

  How The New Proposed Tax Bill Can Impact Your Retirement Account

  General Credits: 1

  This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a R...

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• $50

  Planning for Tangibles

  General Credits: 1

  What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know. Speakers will discuss a variety of topics such as...

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• $50

  How to Handle Appraisals for Donations of Property

  General Credits: 1

  Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary issues. For example, appraisers may give a high...

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• $50

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

  General Credits: 1.25

  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...

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• $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...

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• $50

  What Happens To Your Practice If You Die Or Become Disabled

  Ethics Credits: 1.25

  What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed...

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• $75

  Mediation Ethics for Mediators and Mediation Advocates

  Ethics Credits: 1.5

  This CLE course is designed for mediation advocates and third-party neutrals to fully inform and assist in understanding and working with the ethical rules that apply in mediation. A review of the Model Standards promulgated jointly and recommended by the ABA (American Bar Association), the AAA...

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• $50

  Diversity and Race in Jury Selection

  Diversity/Inclusion Credits: 1.25

  This course will take a historical look at diversity and race in jury selection and how “all-white juries” have led to infamous miscarriages of justice throughout the years. We will also examine how the Supreme Court has addressed racial discrimination in jury selection from the 1880s to presen...

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• $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...

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• $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...

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• $50

  Ethics “Gotchas” That Every Estate Planners Must Know

  Ethics Credits: 1.25

  In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility....

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• $75

  Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

  General Credits: 1.5

  The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property manage...

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• $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...

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• $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...

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• $50

  Staying Safe and Sound: Maintaining a Realistic Work/Life Balance in Uncertain Times

  Mental Health/Abuse Credits: 1

  We know that you may still be getting bombarded with messages about Covid related issues, whether that be on television, social media, or in your work and community networks. In uncertain times like these, anxiety, stress, fear, and negative thoughts can easily take control. You may still be worr...

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• $50

  Split-Dollar Life Insurance Planning After the Levine Case

  General Credits: 1.25

  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...

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• $75

  Basics of IRA Taxation & Investment Rules

  General Credits: 1.5

  This CLE course will provide a detailed review of the basic taxation rules of all IRAs, including the Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA and will also cover the prohibited transaction and unrelated business taxable income rules as they apply to retirement accounts. The course wi...

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• $50

  Key Federal & State Estate Planning Considerations and Opportunities

  General Credits: 1

  An overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Estate planning strategies vary, but there are some tried and true methods that are valuable to know. This CLE cours...

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• $50

  Best Technologies for Practice Development

  General 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...

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• $50

  The Patent Process for the Curious: What Lawyers Need to Know

  General Credits: 1

  As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Patent prosecution requires a special license which i...

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• $50

  Estate Planning to Prevent Sudden Wealth Syndrome

  General Credits: 1.25

  Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral afflictions. The result is usually mismanaging and...

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• $50

  Unequal Inheritances: A Final Parental Communication

  General Credits: 1

  A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Should they be equal or fair? This CLE course wil...

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• $50

  10 Clauses Fiduciaries Hate

  General Credits: 1

  Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provi...

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