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Estate Planning Bundle - Ohio CLE

Total Credits:12 Ethics Credits:3
Bundle Price:$199 (Save $426!)

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of CLE Lectures - Including 2.75 Credit Hours of "Professional Conduct” topics.

The Heckerling Institute of Estate Planning is the largest and most respected estate planning conference of the year. This one hour CLE presentation will provide an overview of many of the recent developments and planning ideas discussed at this maj...

General Credits:1.75

As lawyers, the most profound ethical issues we face generally arise not so much where the choice is between “good” and “bad,” or “right” and “wrong,” but, instead, where the issue compels us to choose between two (or sometimes more) competing “goo...

Ethics Credits:1.75

The realm of estate administration is often accompanied by a variety of important and complex considerations. Designed to provide an overview of the estate administration, Attorney Jill Miller will guide attendees through an estate's life cycle while...

General Credits:1.25

This CLE program will discuss how estate planners can use technology, sometimes in creative ways, to enhance their practice, add efficiencies and cost savings, and provide better protection from problems. How can document generation software enable...

Ethics Credits:1.25

The United States is reported to be the world’s greatest financial and tax havens. Investors from around the world are purchasing real property and assets in the United States. Additionally, U.S. citizens and residents deploy their capital around th...

General Credits:1

The future of the gift, estate and GST tax system is uncertain. The Trump administration might repeal the estate and GST tax (although it is not clear that there is an intent to repeal the gift tax), provide for a capital gains tax on death (and per...

General Credits:1

Asset protection planning is appropriate for every client, not only the wealthy surgeon or wealthy business owner creating an asset protection trust (APT). With the declining relevance of estate tax planning, and the possible repeal of the federal e...

General Credits:1

Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial practice. In order to achieve optimum results for clients, it is beneficial for agreements to be drafted using an interdisciplinary approach. A key area where it is...

General Credits:1

Trusts are one of the most powerful tools for planning to minimize the risk to assets in a future divorce. However, in order to achieve optimal results for clients, trusts must be drafted and administered in a manner that provides protection. Tradit...

General Credits:1

SLAT planning can provide tremendous planning benefits for many married clients. With proper tailoring for the current environment, a useful default estate and financial planning strategy is to employ non-reciprocal spousal lifetime access trusts (“S...

General Credits:1
Accepted CLE Formats: Audio, Video and Online programs count as self-study unless a qualified speaker must be present to answer questions and provide supplemental commentary. Multiple Formats Available Including DVDs, Audio CDs, Online & iOS/Android App!


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