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Estate Planning Bundle - New York CLE

24.5 Total Credits
w/ 5 Ethics & 1 Diversity/Inclusion
Bundle Price:$495 (Save $730!)

We have selected our most popular lectures and bundled them together into our NY Estate Planning Bundle. This Bundle contains 24 Credit Hours of NY CLE Lectures - Including 4 Credit Hours of Ethics and 1 Credit Hour of Diversity.

The legal industry has dramatically changed as a result of the COVID-19 pandemic. More and more law firms across the country (and the world) are instructing attorneys and staff to work from home. For many, this is a significant change from what dail...

Ethics Credits:1

The COVID-19 pandemic has brought sweeping changes to the way industries function both in the US and across the globe. As industries adapt to this new reality and the workforce learns to function remotely, risk assessment has changed as well. In the...

Ethics Credits:1

COVID-19 has made any type of long term planning seem even more complicated than it usual is, and given the inherent complexity of estate planning, the task can seem overwhelming. This CLE course will guide you through the various aspects of estate...

General Credits:1

This CLE presentation will be heavily weighted on theory and research supplemented by patient cases and anecdotal observations to advance the major proposition of this paper. The course is designed to challenge and expand your thinking. Where the p...

General Credits:1.5

The past few years have been a whirlwind for ethics lawyers. From the national news to the changing landscape of the legal profession, lawyers have faced new and challenging issues in a variety of contexts. This riveting CLE program will cover the...

Ethics Credits:1

Applying ethics rules to real-world litigation can be daunting. Your clients want you to push the limits. Technology speeds everything up. And every time you open the Law Journal it's filled with malpractice cases, fee battles, pay equity claims, di...

Ethics Credits:2

Implicit bias is a phenomenon that is under increasing study. It is unconscious bias formed by associations in the brain that link two ideas together, and is formed by experiences, cultural affirmations, society, media and other influences. This C...

Div Credits:1

Sometimes unfortunate things happen without a warning. If we do not plan ahead and if we do not assist our clients to plan ahead, the consequences are dire. This CLE will help attorneys’ better assist clients in preparing for the unexpected, startin...

General Credits:2

Family Meetings: They are not what you might think they are! For a family to get started, your role may be critical! The key to a family's success is family education and trust-building through an organized and prioritized family meeting process. Fa...

General Credits:1

This CLE is 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 comprehensive program will review the laws, rules and procedures involved...

General Credits:1.5

The United States has become a haven for foreigners who wish to invest their assets in real estate. However, while many invest in US real estate, very few are aware of the draconian tax consequences that can result without advance planning. Eli Akha...

General Credits:1

This CLE program will provide the personal injury attorney with the basic understanding of the ins and outs about Estate Administration and its requirements for establishing an estate fiduciary to be able to continue with a personal injury and/or wr...

General Credits:2

This CLE program will discuss Medicaid and Elder Care planning in 2020 and how the various tax, legal and financial considerations should be incorporated into an effective elder care plan. Elizabeth Forspan will discuss the asset and income require...

General Credits:1

This CLE presentation will consist of a general overview of IRAs and required minimum distribution requirements. It will address what a qualified charitable distribution is and how it is affected. This course will outline the benefits of utilizin...

General Credits:1

Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other technologies are...

General Credits:1

Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding the client’s values and convictions, and in many cases, his or her religious belief...

General Credits:1

Elder law is the practice of several different but intersecting areas of law. This CLE course, presented by attorney Aaron Futterman, will offer a comprehensive overview of elder law and estate planning and the legal issues as they relate to matrimo...

General Credits:1

The Tax Cuts and Jobs Act made changes to the transfer tax regime that were few in number but great in importance. The foremost change was the increase of the lifetime coupled estate and gift tax exemption to approximately $11.4 million per person,...

General Credits:1

Jacob Stein, Esq. and Manya Deva Natan, Esq. discuss several key aspects of international tax planning. Using real-life scenarios from case studies. Manya covers estate tax planning, providing an overview in the dramatic differences between estate t...

General Credits:1

Guardianships are the result of lack of proper execution of the appropriate documentation required for estate planning. This CLE course will explain when guardianships are required, how they are used to implement Medicaid and special needs benefits...

General Credits:1.5
The National Academy of Continuing Legal Education is an Accredited NYS CLE Provider. To view our full accreditation details, please click here.


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