Estate Planning Bundle - Massachusetts CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of MA CLE Lectures - Including 10 General Credits and 2 Ethics Credits.

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

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12
Credit Hours
of CLE Lectures
Save $280
Only $295
Save $280
Courses priced individually at $575
  • Includes 3.25 Ethics

Estate Planning Bundle Includes:

  • $50

    Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

    General Credits: 1

    By many standards, the U.S. is the world’s most litigious society. Learn how to put your clients in a better position to survive a lawsuit. Offshore Asset Protection is often the best way to protect assets from frivolous claims and lawsuits. This course will cover how to use a multitude of juri...

  • $50

    Estate Planning: Common Issues; Practical Answers

    General Credits: 1

    Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income ta...

  • $50

    Will, Trusts, and Advanced Directives: Know What is Right for Your Client

    General Credits: 1

    This CLE course will focus on estate planning tools and discuss Last Will and Testament and Trusts. The course will explain succession planning, estate planning and how to plan using wills and trusts, as well as advanced directives such as health care proxies, power of attorney and living wills....

  • $50

    Business Valuation for Attorneys

    General Credits: 1

    Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and par...

  • $50

    Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

    General Credits: 1

    Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to unde...

  • $50

    Ethical Issues in Representing Clients with Diminished Capacity

    Ethics Credits: 1

    This CLE course will cover some of the legal rules applicable to attorneys working with clients who experience diminished capacity and the consequent potential for fraud and abuse against a client with diminished capacity. In this course, attendees will learn how to identify a client who has dimini...

  • $50

    Navigating the Uncharted Legal Terrain of Artificial Intelligence

    General Credits: 1.25

    Artificial Intelligence (AI) is a branch of computer science that studies the development and implementation of algorithms and software that allow machines to think and act like humans. AI has many different forms, the most popular of which are machine learning like ChatGPT, natural language proces...

  • $50

    Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements

    Ethics Credits: 1

    A number of states are proposing mandating CLE hours with a focus on cybersecurity, privacy, and data protection. This obligation to possess technology competency is not a new concept, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The purpose o...

  • $50

    All's Fair In The Rules of Professional Conduct: Threats and Fees

    Ethics Credits: 1.25

    This CLE course will address the rules of professional conduct as it relates to fairness with a focus on two components: threats and fees. Part one will address threatening to present, participate in presenting, or presenting criminal or professional disciplinary charges to obtain an advantage in...

  • $50

    How to Prepare for Long-Term Care Costs

    General Credits: 1

    This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Add...

  • $75

    Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

    General Credits: 1.5

    If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered. This CLE presentation will explore a wide range of Florida legal and planning considerations, including:...

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 $295
Save $280
Courses priced individually at $575

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