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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• $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

  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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• $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

  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

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

  Attorney Conduct 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...

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• $50

  Ethics in the Age of AI: Navigating Professional Responsibilities in Legal Practice

  Attorney Conduct Credits: 1

  As artificial intelligence transforms the legal profession, lawyers face a critical challenge: how to harness AI's powerful capabilities while navigating complex ethical obligations that can make or break your practice. This essential CLE course provides practical guidance for attorneys seeking to...

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• $50

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

  Attorney Conduct 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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• $100

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  General Credits: 2

  This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insuranc...

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• $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...

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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

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1

  Attorney Conduct 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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• $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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• $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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