Estate Planning Bundle Includes:

• $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...

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• $75

  The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

  Attorney Conduct 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...

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• $50

  The Ethics and Art of Settlement at Mediation

  Attorney Conduct 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...

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• $100

  Legal Ethics: Dos and Don’ts for Attorney Advertising

  Attorney Conduct Credits: 2

  This CLE program will discuss the ethics rules as they relate to the oft-confusing issues of lawyer marketing, advertising and solicitation. What’s the right balance of advertising, social media, video and client engagement to grow your practice. What’s the difference between and advertisement...

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• $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...

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• $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...

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• $75

  A Quarter of a Century Later, HIPAA is More Relevant than Ever

  General Credits: 1.5

  For the past 25 years, HIPAA has been synonymous with a patient's privacy and security of his/her medical records. One area that has been on OCR's enforcement radar for the past few years is the failure of covered entities to provide patients with a copy of their medical records within a prescribed...

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• $50

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

  General 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...

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• $50

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

  General Credits: 1.25

  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...

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• $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...

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• $50

  The Ethics of Social Media and Attorney Competency

  Attorney Conduct Credits: 1

  Join us for a CLE program exploring the requirements for ethically using social media to build your referral network and the interplay of Rules of Professional Conduct on advertising, solicitation and attorney communications. This program will cover the Rules of Professional Conduct related to...

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• $50

  Legal Ethics in Tax Practice

  Attorney Conduct Credits: 1

  Lawyers generally understand that tax is a niche practice area with unique characteristics. The distinguishing factors include not only the technical aspects of the discipline, but also the way practitioners need to mind ethical standards. On top of the ABA Model Rules and the ethics codes of t...

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• $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...

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• $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...

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• $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...

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• $50

  Ethics “Gotchas” That Every Estate Planners Must Know

  Attorney Conduct Credits: 1

  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....

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• $75

  Understanding Asset Protection

  General Credits: 1.5

  Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Understanding which assets are/are not exempt under s...

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• $50

  What Happens To Your Practice If You Die Or Become Disabled

  Attorney Conduct Credits: 1.25

  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...

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• $50

  How The New Proposed Tax Bill Can Impact Your Retirement Account

  General Credits: 1

  This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a R...

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