Estate Planning Bundle Includes:

• $50

  Essential Estate Documents: Don't Delay Until It's Too Late

  General Credits: 1

  This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when th...

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• $50

  Understanding Financial Solutions While Planning for Possible Long-term Care

  General Credits: 1

  This CLE course will provide attorneys with a comprehensive overview of methodology and techniques for preserving their client’s assets while planning for the possibility of incapacity and future institutional or home care services through Medicaid. The presentation will provide an overview of...

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• $50

  Telling Them What They Don’t Want to Hear: Maintaining Your Ethics and Your Client Relationships

  Attorney Conduct Credits: 1.25

  This CLE course covers the interplay of (1) ethical issues and (2) relationship issues in talking with clients about things they don’t necessarily want to hear. These things include talking with them about (a) when things don’t go the way you’ve planned; (b) when you’ve made a mistake; (c) when the...

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• $50

  The Nuts and Bolts of Guardianships

  General Credits: 1

  This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in...

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• $50

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1

  Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and...

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• $50

  The Mathematics of Charitable Planning

  General Credits: 1

  Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charita...

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• $75

  Ethical Conflict of Interest Issues

  Attorney Conduct Credits: 1.5

  This practical CLE program explores common ethical pitfalls attorneys encounter in everyday practice and offers clear, actionable guidance for avoiding them. Participants will examine issues such as forming unintended attorney-client relationships, drafting effective engagement letters, managing co...

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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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• $50

  Tax Law Logic for Non Tax Lawyers

  General Credits: 1

  Taxation is an issue that is pervasive in the practice of law. For those who pay taxes, file tax returns, or may be subject to those duties it’s useful, if not critical, to understand the principles underlying the processes on which IRS and other tax authorities will judge whether any or more is o...

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• $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...

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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

  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

  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...

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• $75

  Ethical Issues in Pro Bono Representation

  Attorney Conduct Credits: 1.5

  This CLE examines the ethical issues that arise when attorneys are performing legal services on a pro bono basis. Using the ABA Model Rules of Professional Conduct, it identifies particular rules that would apply in common pro bono scenarios, and discusses how attorneys can spot potential issues a...

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• $50

  Lawyers and Generative Artificial Intelligence: What Could Go Wrong: Ethical and Other Concerns

  Attorney Conduct Credits: 1

  Artificial intelligence and, more specifically, generative artificial intelligence (GAI) is increasingly used by attorneys. GAI is touted as being revolutionary and "game-changing" for the legal profession for purposes of litigation and providing broader legal services to clients. However, GAI brin...

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• $50

  The Mathematics of Estate Tax Planning

  General Credits: 1

  The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results an...

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• $100

  Discovering the Lost Coin: Helping Clients Recover from Online Scams

  General Credits: 2

  If you've ever had a client who was subjected to online fraud over more than $100,000, you need this course. In this CLE, we take a close look at the latest iteration of a Ponzi scheme to defraud innocent people - "Pig Slaughtering Scams". We consider how these cases come to light, the various...

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• $50

  Protecting Your Family Home Through Trusts

  General Credits: 1

  All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there...

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• $75

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  General Credits: 1.5

  With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 70...

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