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Estate Planning Bundle - New York CLE

Total Credits:24 Ethics/Specialty Credits:6.5
Bundle Price:$495 (Save $704!)

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.

Many, if not most lawyers, engage in multijurisdictional (MJP) practice from time to time. For example, a criminal defense lawyer might be asked to represent a client in a state where she is not licensed. Or perhaps a lawyer is asked to travel to...

Ethics Credits:1

Whatever happens with Tax Reform charitable giving is evolving in dramatic ways. This CLE program will help guide counsel on how to advise clients in light of the many social, legal, and other changes affecting charitable giving.

General Credits:1

Estate planning has been transformed in large part by the dramatic increase in the estate tax exemption. Regardless of whether Tax Reform is enacted or whether it doubles the gift and estate tax exemption as proposed, very few decedents pay an estat...

General Credits:1

Social Media has changed the way the people interact and share information in ways that seemed unthinkable a few years ago. This CLE course will explain the types of social media that exist and how they can be ethically used in your practice or as m...

Ethics Credits:1.5

Charitable giving will be hit hard by the new tax law. Estimates are that donations might drop by $14 Billion because of the Tax Cut Jobs Act of 2017. How did the new law change charitable giving? What planning strategies should average donors, weal...

General Credits:1

This informative CLE program presented by Ronald A. Fatoullah and Elizabeth Forspan will discuss the latest developments in Elder Law and Medicaid planning including eligibility rules and common techniques used to protect assets against the prohibit...

General Credits:2.5

This CLE program presented by Andrew Katzenberg, will compare private foundations to donor advised funds. The discussion will include an explanation of what each entity is, how they can be used and the pros and cons of each. Andrew will also discu...

General Credits:1

The Supreme Court of Alaska just held that Alaska could not require that proceedings relating to the transfer of assets to an Alaska self-settled trust be before an Alaska court. The Court did not invalidate self-settled trusts created in that stat...

General Credits:1.5

Starting with a general overview of trusts and fundamental concepts and issues common to all trusts, this CLE presentation will quickly advance to topics like revoking irrevocable trusts, keeping trusts flexible and retaining control through the use...

General Credits:1

Retainer agreements (engagement letters) are critical to establish and document the understanding the practitioner has with the client. They are an important step that practitioners can take to identify expected actions and protect practitioners fro...

Ethics Credits:1

This CLE program will discuss best practices for managing and valuing tangible personal property in trusts and estates. The program will cover a variety of different kinds of property including motor cars, jewelry, rare books and fine art and give a...

General Credits:1

Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This program will teach you everything you need to know about protecting your client’s assets from frivolous plaintiffs and credito...

General 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

In the era of #MeToo and #TimesUp, all individuals, organizations and professions need to evaluate their understanding of and policies towards issues of gender discrimination and gender diversity. The legal profession is no exception. This timely CL...

Div Credits:1

The Jobs Cut Tax Act of 2017, worries of future tax changes, and other developments (e.g. the Wacker case concerning self-settled trusts) have all served to dramatically change trust planning for clients of all wealth levels. This CLE course will re...

General Credits:2

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

Succession planning options for attorneys may be more complex than people realize. With internal succession, external succession and contingency plans in case of sudden disability or death, the process for developing these different plans can be bot...

General Credits:2
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