Estate Planning Bundle - New Jersey CLE

We have selected our most popular lectures and bundled them together into our NJ Estate Planning Bundle. This Bundle contains 24 Credit Hours of NJ CLE Lectures including 3 Credit Hours of Ethics and 2 Credit Hours of Diversity.

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

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24.2
Credit Hours
of CLE Lectures
Save $605
Only $495
Save $605
Courses priced individually at $1,100
  • 5.3 Ethics
  • 2.6 Diversity/Inclusion

Estate Planning Bundle Includes:

  • $75

    Split-Dollar Life Insurance Planning After the Levine Case

    General Credits: 1.5

    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...

  • $50

    Discovery in Surrogates Court: The Good, The Bad, and The Ugly

    General Credits: 1.2

    Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both...

  • $75

    Privacy and Cyber Breaches: Are You Next?

    General Credits: 1.8

    For businesses large and small, compliance with federal, state, and foreign privacy laws and regulations has become an essential business obligation. These laws govern a company’s collection, storage, use, sharing and disposal of personally identifiable information (“PII”), protected health informa...

  • $75

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

    General Credits: 1.8

    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:...

  • $50

    Preventing Your Worst Tech Nightmare: Protecting Your Firm and Clients from Cybercriminals

    General Credits: 1.1

    No one likes to think about the worst happening, but when it comes to your firm's technology, it's always better to be safe than sorry. That's why we're here to present Preventing Your Worst Tech Nightmare: Protecting Your Firm & Clients from Cybercriminals, a course that will help you protect your...

  • $50

    Estate Planning: Common Issues; Practical Answers

    General Credits: 1.1

    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

    Legal Ethics: Reasonableness of Fees

    Ethics Credits: 1.1

    Someone at your firm is in charge of making sure that both legal professionals and other employees comply with the ethics rules. Some firms have ethics committees that do this work. Solos, of course, wear every hat under the sun, including the "ethics guru" hat. In small firms, too, many of you...

  • $50

    Ethical Considerations in Matrimonial and Family Law

    Ethics Credits: 1.1

    This fun interactive course will cover various ethical scenarios matrimonial and family court practitioners face with clients, other attorneys and within their own firm, and how to best navigate such issues. Real life examples will be presented, along with solutions and considerations, along with p...

  • $50

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

    General Credits: 1.1

    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...

  • $75

    Diversity and Race in Jury Selection

    Diversity/Inclusion Credits: 1.5

    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...

  • $100

    The Hidden Secrets of Constructive Trust Litigation

    General Credits: 2

    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...

  • $75

    Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    General Credits: 1.8

    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...

  • $75

    What Happens To Your Practice If You Die Or Become Disabled

    Ethics Credits: 1.5

    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...

  • $50

    The Secure ACT: Five Key Considerations

    General Credits: 1.1

    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...

  • $50

    Implicit Bias: “I’m Not Like You…Except That I Am”

    Diversity/Inclusion Credits: 1.1

    This CLE program, presented by a Trial Lawyer, Mediator, and Life Coach, is designed for lawyers and will discuss the following topics: (1) Explore case studies to improve your understanding of bias in law; (2) Dovetail the elimination of bias and prejudice into that perceived need; and (3) Fac...

  • $75

    Ethics “Gotchas” That Every Estate Planners Must Know

    Ethics Credits: 1.6

    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....

  • $75

    Estate Planning for Attorneys Who Help Business Owners

    General Credits: 1.8

    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...

24.2
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 $495
Save $605
Courses priced individually at $1,100

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