Estate Planning Bundle - North Carolina CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of CLE Lectures including 2 hours of Ethics, 1 hour of Substance Abuse and 1 hour of Technology

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12
Credit Hours
of CLE Lectures
Save $251
Only $299
Save $251
Courses priced individually at $550
  • 3.5 Ethics
  • 1 Substance Abuse
  • 1 Technology

Estate Planning Bundle Includes:

  • $50

    Staying Safe and Sound: Maintaining a Realistic Work/Life Balance in Uncertain Times

    Substance Abuse Credits: 1

    We know that you may still be getting bombarded with messages about Covid related issues, whether that be on television, social media, or in your work and community networks. In uncertain times like these, anxiety, stress, fear, and negative thoughts can easily take control. You may still be worr...

  • $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...

  • $50

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

    General Credits: 1.25

    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

    Ethics “Gotchas” That Every Estate Planners Must Know

    Ethics Credits: 1.25

    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...

  • $50

    Handling Current Legal Ethical Issues

    Ethics Credits: 1.25

    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...

  • $50

    Split-Dollar Life Insurance Planning After the Levine Case

    General Credits: 1.25

    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

    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...

  • $50

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

    Tech/Gen 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...

  • $50

    The Ethics and Art of Settlement at Mediation

    Ethics Credits: 1

    This course will focus on the best way for attorneys to benefit from mediation, including presentation, psychology, strategy and the moves that help to get the best results. The course will examine the mediation process and how ethical behavior can ultimately lead to success. The presenter will...

12
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
Online & iOS/Android App included at no extra charge!

Course Media Options
Only $299
Save $251
Courses priced individually at $550

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