Estate Planning Bundle - New York CLE

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.

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

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24
Credit Hours
of CLE Lectures
Save $705
Only $495
Save $705
Courses priced individually at $1,200
  • 8.5 Ethics
  • 1 Cybersecurity
  • 1.5 Diversity/Inclusion

Estate Planning Bundle Includes:

  • $75

    GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    General Credits: 1.5

    CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions wi...

  • $50

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

    General Credits: 1

    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...

  • $50

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

    Cybersecurity Credits: 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...

  • $75

    Mediation Ethics for Mediators and Mediation Advocates

    Ethics Credits: 1.5

    This CLE course is designed for mediation advocates and third-party neutrals to fully inform and assist in understanding and working with the ethical rules that apply in mediation. A review of the Model Standards promulgated jointly and recommended by the ABA (American Bar Association), the AAA...

  • $50

    Ethical Issues Concerning Retainer Agreements, Website Management, and Termination Letters

    Ethics Credits: 1

    This CLE program will present and discuss issues concerning the engagement of clients through effective Engagement Letters, creating and maintaining firm websites to minimize any potential representation risks as well as determining when termination of the Attorney/Client relationship is proper (or...

  • $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...

  • $50

    The Secure ACT: Five Key Considerations

    General Credits: 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...

  • $75

    Estate Planning for Attorneys Who Help Business Owners

    General Credits: 1.5

    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...

  • $75

    The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Ethics Credits: 1.5

    Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, th...

  • $75

    Handling Current Legal Ethical Issues

    Ethics Credits: 1.5

    This CLE course will address practical ethical issues that lawyers face as they work remotely during a pandemic, as well as when discussing personal legal matters with work colleagues. We will also examine recent examples of attorneys acting as “over”-zealous advocates for their clients, and some r...

  • $75

    Reverse Mortgages: Stay In Your House For The Rest Of Your Life? Not So Fast!

    General Credits: 1.5

    This CLE Course will discuss in detail, how Reverse Mortgage holders often times file foreclosure actions without any basis to support the actions. The course will examine the problematic determinations by the Reverse Mortgage servicers of non-occupancy by Borrowers and provide guidance for att...

  • $75

    Love and Legislation Makes a Family: The Child Parent Act 1 Year In

    General Credits: 1.5

    Despite its reputation for legislative progressiveness, prior to the passage of the Child Parent Security Act (CPSA), New York had one of the nation’s most antiquated surrogacy laws featuring a ban on enforceable compensated surrogacy arrangements. That ban, which imposed harsh penalties on those...

  • $50

    Asset Protection for Cryptocurrency

    General Credits: 1

    Asset Protection is in high demand in our increasingly litigious world. Cryptocurrency is well regarded as the currency of the future. Cryptocurrency is increasingly becoming a targeted asset in many lawsuits. Blockchain technology can make it easy to see the amount of cryptocurrency an individual...

  • $50

    Advanced 1031 Exchange Topics: Reverse and Improvement Transactions

    General Credits: 1

    The course will take a closer look at some advanced aspects of 1031 Exchanges, namely Rev. Proc. 2000-37 - Reverse Exchanges. Different forms of “parking” transactions will be discussed, including improvement exchanges. Additionally, 1031 Exchanges often give rise to Partnership issues – vari...

  • $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...

  • $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...

  • $75

    Ethics “Gotchas” That Every Estate Planners Must Know

    Ethics Credits: 1.5

    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

    Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    General Credits: 1.5

    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...

24
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 $705
Courses priced individually at $1,200

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