Estate Planning Bundle Includes:

• $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

  ACEs and Alcohol Use Disorder in Custody Cases: Practical Tools and Strategies for Family Law Practitioners

  General Credits: 1

  This CLE course is designed for family law attorneys handling custody disputes involving parental substance use. It provides an evidence-based overview of Adverse Childhood Experiences (ACEs) and Alcohol Use Disorder (AUD) and explains how these issues intersect with best-interest standards in cust...

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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

  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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• $75

  From Prompt to Practice: Using AI in The Legal Field

  General Credits: 1.5

  This practical CLE program is designed for attorneys looking to integrate generative AI—specifically ChatGPT—into their legal workflows safely and effectively. Participants will learn how to set up and interact with ChatGPT using high-value, legally focused prompts, and will explore how to apply AI...

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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

  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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• $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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