Estate Planning Non-Resident Bundle Includes:

• $75

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  General Credits: 1.8

  With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 70...

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• $50

  Offshore Asset Protection Planning

  General Credits: 1.1

  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

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

  General Credits: 1.1

  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: 1.1

  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

  Best Practices In The Use of Trusts

  General Credits: 1.1

  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

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1.1

  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

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

  General Credits: 1.1

  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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• $50

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1.1

  Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and...

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• $50

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

  General Credits: 1.1

  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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• $75

  Trust Protectors: The Good, The Bad and The Ugly

  General Credits: 1.5

  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

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

  General Credits: 1.1

  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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• $100

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

  General Credits: 2.3

  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

  The Attorney’s Guide to Strategic Trust Planning

  General Credits: 1.1

  This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives...

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• $50

  Attorney Conflicts of Interest: What’s New in Ethics Opinions and Case Law

  Ethics Credits: 1.1

  Conflicts of interest remain one of the most complex and critical challenges in the ethical practice of law. This CLE course provides an update on identifying, addressing, and managing conflicts in today’s legal landscape. Attendees will explore key issues including: (a) recognizing and handling fo...

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• $50

  The Evolution and Devolution of Civility

  Ethics Credits: 1.1

  This CLE program examines the evolving role of civility in the legal profession and the increasing attention courts and regulators are paying to attorney conduct. As concerns about incivility in litigation, motion practice, discovery, and courtroom advocacy have grown, courts have turned to discipl...

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• $50

  Where Are We Now: DEI in Today’s Legal Landscape

  Diversity/Inclusion Credits: 1.2

  The legal profession stands at a critical juncture as it grapples with the rapidly changing dynamics of Diversity, Equity, and Inclusion (DEI). This CLE course offers a comprehensive examination of how DEI initiatives are being reevaluated and reshaped in light of the U.S. Supreme Court’s recent de...

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• $50

  Uncovering Implicit Bias in the Legal Profession: How to Identify and Combat It

  Diversity/Inclusion Credits: 1.1

  Implicit bias exists in every profession, and the legal field is no exception. This practical and thought-provoking CLE program is designed to help attorneys recognize how unconscious associations can influence workplace dynamics, professional interactions, and outcomes in the practice of law. P...

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• $75

  Ethical Conflict of Interest Issues

  Ethics Credits: 1.8

  This practical CLE program explores common ethical pitfalls attorneys encounter in everyday practice and offers clear, actionable guidance for avoiding them. Participants will examine issues such as forming unintended attorney-client relationships, drafting effective engagement letters, managing co...

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• $50

  Estate Planning for the Cognitively Impaired

  General Credits: 1.1

  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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