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Estate Planning Bundle - Ohio CLE

Total Credits:12.25 Ethics/Specialty Credits:2.75
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.

Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding the client’s values and convictions, and in many cases, his or her religious belief...

General Credits:1

Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other technologies are...

General Credits:1

Applying ethics rules to real-world litigation can be daunting. Your clients want you to push the limits. Technology speeds everything up. And every time you open the Law Journal it's filled with malpractice cases, fee battles, pay equity claims, di...

Conduct Credits:1.75

Succession planning options for attorneys may be more complex than people realize. With internal succession, external succession and contingency plans in case of sudden disability or death, the process for developing these different plans can be bot...

General Credits:1.5

Implicit bias is a phenomenon that is under increasing study. It is unconscious bias formed by associations in the brain that link two ideas together, and is formed by experiences, cultural affirmations, society, media and other influences. This C...

Conduct Credits:1

This CLE program will discuss best practices for managing and valuing tangible personal property in trusts and estates. The program will cover a variety of different kinds of property including motor cars, jewelry, rare books and fine art and give a...

General Credits:1

Guardianships are the result of lack of proper execution of the appropriate documentation required for estate planning. This CLE course will explain when guardianships are required, how they are used to implement Medicaid and special needs benefits...

General Credits:1.25

The Jobs Cut Tax Act of 2017, worries of future tax changes, and other developments (e.g. the Wacker case concerning self-settled trusts) have all served to dramatically change trust planning for clients of all wealth levels. This CLE course will re...

General Credits:1.75

Jacob Stein, Esq. and Manya Deva Natan, Esq. discuss several key aspects of international tax planning. Using real-life scenarios from case studies. Manya covers estate tax planning, providing an overview in the dramatic differences between estate t...

General Credits:1

Jacob Stein and Michelle Lerman discuss the changes brought on by the 2017 tax act. The discussion will cover the three critical steps in light of the new tax act, temporary planning opportunities in transfer tax law, pitfalls to avoid in estate pla...

General Credits:1
National Academy of Continuing Legal Education has been recognized as a self-study established sponsor (sponsor number 14232) by the Ohio Commission on Continuing Legal Education. To view our full accreditation details, please click here.


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