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, 1 Credit Hour of Diversity and 1 Credit Hour of Cyber.

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
  • 4 Ethics
  • 1 Cybersecurity
  • 1.5 Diversity/Inclusion

Estate Planning Bundle Includes:

  • $50

    How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

    General Credits: 1

    As the U.S. population continues to age, attorneys are increasingly confronting disputes involving diminished capacity, undue influence, and contested transfers of wealth. The growing senior population—and the significant intergenerational transfer of assets now underway—has fueled a sharp rise in...

  • $50

    Legal Ethics Update: Trends and Challenges for Today’s Lawyers

    Ethics Credits: 1

    This CLE program provides an in-depth review of the most significant ethics opinions issued over the past year by the ABA and various state bar authorities. The session will not only outline the governing rules but also explore their practical impact on day-to-day legal practice. The program wil...

  • $50

    Mastering Offshore Asset Protection Planning

    General Credits: 1

    This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, re...

  • $50

    The Attorney’s Guide to Strategic Trust Planning

    General Credits: 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...

  • $50

    AI and the Attorney-Client Privilege: Protecting Confidentiality in the Age of Large Language Models

    Ethics Credits: 1

    This CLE course delves into the complex and evolving intersection of Artificial intelligence (AI) and the foundational legal principle of attorney-client privilege. As AI tools become increasingly integrated into legal practice, from legal research and document review to predictive analytics and cl...

  • $50

    Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

    General Credits: 1

    This CLE course will introduce the use of trusts in the context of estate planning, special needs, and tax considerations. Each section of the course will introduce and explain the issues that need to be addressed in maximizing the benefits of trust planning for your clients. Significant attenti...

  • $50

    Cybersecurity & Generative AI: Legal Risks and Risk Mitigation

    Cybersecurity Credits: 1

    Cybersecurity and artificial intelligence are now among the most significant risk considerations facing modern organizations, and Generative Artificial Intelligence (GenAI) is rapidly transforming legal practice. While these technologies offer substantial efficiencies and strategic advantages, thei...

  • $50

    From Payroll to Pleadings: The Ethics Zone Framework for Deploying AI Across Every Layer of Law Firm Practice

    Ethics Credits: 1

    Every law firm is using AI. Very few can explain why the way they're using it is ethically defensible. The problem isn't recklessness. It's that existing guidance treats AI as a single category of risk, offering the same vague caution whether you're automating payroll or drafting a motion for summa...

  • $50

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

    General Credits: 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...

  • $75

    Injustice on Trial: The Scottsboro Boys and the Struggle Against Jim Crow

    Diversity/Inclusion Credits: 1.5

    In 1931, in the depths of the Great Depression, when thousands of Americans “hopped boxcars,” and rode the freight rails around the county in search of work, camping in “hobo jungles” that grew up around railroad yards, nine black teenagers, mostly in their late teens, one only thirteen years old,...

  • $50

    Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled

    General Credits: 1

    This CLE presentation provides practical strategies to help attorneys protect clients who are vulnerable or disabled and who are receiving a settlement or judgment. It focuses on when to use a pooled special needs trust for clients with disabilities, how to use settlement preservation pooled trusts...

  • $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...

  • $50

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

    General Credits: 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...

  • $100

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

    General Credits: 2

    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...

  • $50

    Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance

    General Credits: 1

    As artificial intelligence tools become more deeply embedded in legal practice, law firms must develop practical systems to manage both the opportunities and the risks they present. This CLE program offers a structured framework for building and implementing internal AI governance policies. Par...

  • $50

    AI Governance: Privacy, Bias, and Emerging Regulation

    General Credits: 1

    This CLE program offers a clear, current overview of the rapidly developing landscape of AI governance in the United States. Attendees will examine how existing privacy laws apply to emerging AI technologies, how states are confronting bias and discrimination risks, and what legal responses are tak...

  • $50

    Offshore Asset Protection Planning

    General Credits: 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...

  • $50

    Best Practices In The Use of Trusts

    General Credits: 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...

  • $50

    Planning With Purpose: Legal Insights into Charitable Giving

    General Credits: 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...

  • $50

    Estate Planning for the Cognitively Impaired

    General Credits: 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...

  • $50

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

    General Credits: 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...

  • $50

    Ethical Armor: Leveraging the Rules of Professional Conduct Against Problem Clients

    Ethics Credits: 1

    Even the most skilled attorney can find themselves in ethical quicksand when dealing with disorganized, demanding, or disappearing clients. This practical CLE program examines how the Rules of Professional Conduct—particularly those governing competence, scope of representation, and diligence—can b...

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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