Estate Planning Bundle - New Mexico CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 hours of on-demand courses including 2 hours of Ethics, 1 hour of EIJ. **The State Bar of New Mexico has amended Rule 18 to require at least 1 hour of Equity in Justice (EIJ). Additionally, all 12 credit hours may be live or self study courses.

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12.1
Credit Hours
of CLE Lectures
Save $305
Only $295
Save $305
Courses priced individually at $600
  • 3 Ethics
  • 1.1 Equity in Justice

Estate Planning Bundle Includes:

  • $50

    Navigating Ethical Challenges: AI Adoption in Legal Practice

    Ethics Credits: 1

    In light of the widespread emergence of GenAI tools throughout society, the panelists will focus on how GenAI can be used responsibly in the legal industry, consistently with the Model Rules of Professional Conduct. The panelists will discuss the ethical implication of GenAI usage and offer pr...

  • $50

    The Mathematics of Charitable Planning

    General Credits: 1

    Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charita...

  • $50

    The Mathematics of Estate Tax Planning

    General Credits: 1

    The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results an...

  • $50

    Understanding Diversity, Equity and Inclusion: How the Law Created Inequity

    Equity in Justice Credits: 1.1

    The phrase “Diversity, Equity & Inclusion” words often heard and even debated - encapsulates efforts to equalize opportunity. Understanding the need or purpose for DEI efforts requires an appreciation for how the law itself embedded inequity. This CLE course will cover the myriad of laws and jud...

  • $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...

  • $50

    The Nuts and Bolts of Guardianships

    General Credits: 1

    This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in...

  • $50

    Misconduct in the Representation of a Client

    Ethics Credits: 1

    In this CLE program two experienced practitioners will discuss the scope and application of Model Rules 1.16 and 8.4(d). They will discuss the recent amendment to Rule 1.16 that either imposes entirely new duties on lawyers to monitor how their clients use their services or simply codifies a duty...

  • $50

    Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

    General Credits: 1

    This CLE provides attorneys with essential insights into navigating the complex intersection of love, marriage, and estate maters. This CLE course delves into crucial topics such as prenuptial agreements, joint estate planning, tax implications, and legacy considerations. Attorneys will gain pr...

  • $50

    Offshore Versus Domestic Asset Protection, What You Need To Know

    General Credits: 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...

  • $100

    Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

    General Credits: 2

    An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in yo...

  • $50

    Ethical Duties When Representing Clients and Working on Client Files

    Ethics Credits: 1

    Many lawyers may not fully understand the Bar rules and ethical considerations regarding whether to take on a client representation, continue the representation, and/or terminate the representation (and everything in between). This CLE course will address some very important ethical considerati...

12.1
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 $305
Courses priced individually at $600

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