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...

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• $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...

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• $50

  Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

  General Credits: 1

  This CLE program provides a practical, practice-oriented examination of foreign (offshore) corporate trustees, focusing on governance structures, regulatory oversight, and the fiduciary duties imposed under leading offshore trust regimes. The course addresses how professional trustees are licensed...

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• $50

  Kwong and Abdo: IRS Penalty and Interest Relief Under Section 7508A

  General Credits: 1

  This CLE course examines recent developments in IRS penalty and interest enforcement arising from the COVID-19 emergency period, with particular attention to the implications of the Kwong and Abdo cases, which challenge whether the IRS may assess late payment penalties and interest during a federal...

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• $50

  The Promise and Perils of AI in the Legal Industry: Opportunities and Risks

  General Credits: 1

  This CLE program provides a practical, attorney-focused introduction to artificial intelligence and its rapidly expanding role in the legal industry. Designed for lawyers at all levels of technical familiarity, the course demystifies core AI concepts—including generative AI and large language model...

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• $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...

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• $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...

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• $75

  High Stakes, High Standards: Tax Ethics for Every Attorney

  Ethics Credits: 1.5

  Lawyers understand that tax is a niche practice area with unique characteristics. Its distinguishing factors include not only the technical complexity of the discipline, but also the heightened ethical standards to which practitioners must adhere. In addition to the ABA Model Rules and the ethi...

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• $50

  The Evolution and Devolution of Civility

  Ethics Credits: 1

  This CLE program examines the evolving role of civility in the legal profession and the increasing attention courts and regulators are paying to attorney conduct. As concerns about incivility in litigation, motion practice, discovery, and courtroom advocacy have grown, courts have turned to discipl...

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• $50

  Navigating Trauma with Clients: Safeguarding Lawyer Wellness

  General Credits: 1

  In representing clients facing crisis, loss, and adversity, attorneys are routinely exposed to secondary trauma—often without recognizing its effects. This CLE explores how such exposure arises in legal practice, the risk factors unique to attorneys across practice areas, and the ways secondary tra...

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• $75

  Avoiding Conflicts of Interest in Transactional Practice

  Ethics Credits: 1.5

  Conflicts of interest are not a problem faced only by litigators. Transactional lawyers have to address conflicts as well, and in many ways the problems they face are more subtle and difficult to resolve. This CLE will focus on the sorts of conflicts issues that transactional lawyers face, and wi...

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• $50

  A Deep Dive into Trusts: What You Need to Be Aware Of

  General Credits: 1

  Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family dispu...

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• $50

  Brains, Bias, and the Bar: How Cognitive Errors Compromise Justice

  Ethics Credits: 1.25

  This CLE explores how cognitive biases distort legal judgment, relationships, and institutional outcomes. Attorneys will examine common cognitive errors—such as the availability heuristic, fundamental attribution error, and anchoring bias—and how they influence everything from charging decisions an...

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• $50

  Trust Protectors: The Good, The Bad and The Ugly

  General Credits: 1.25

  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...

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• $50

  The Probate Process from Start to Finish

  General Credits: 1

  This CLE course provides a comprehensive overview of the probate process and the legal handling of a decedent’s estate. Attendees will learn how to open an estate, navigate disputes, and close proceedings efficiently. The course also includes strategies for avoiding probate altogether, including us...

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• $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...

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• $75

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1

  Ethics Credits: 0.5

  Billing, retainers, and collections are central to law practice management but can also be a source of conflict and ethical risk. This CLE program will provide attorneys with practical guidance on drafting engagement agreements, setting billing practices, and handling late payments while maintainin...

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• $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...

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• $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...

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• $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...

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• $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...

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• $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...

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