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Estate Planning Bundle - Oklahoma CLE

12 Total Credits
w/ 3.5 Ethics
Bundle Price:$295 (Save $305!)

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of OK CLE Lectures - Including 2 Credit Hour of Ethics.

Applying ethics rules during litigation is hard in normal times. Applying ethics rules in times of upheaval and downward pressure on fees is even harder. How has work-from-home increased compliance risk? How should we handle aggressive opposing coun...

Ethics Credits:3.5

Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes...

General Credits:1

Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary...

General Credits:1

As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Pat...

General Credits:1

Experts need to work hand-in-hand with the client’s legal counsel to ensure that all parties are on the same page with regard to the scope of services given the nature of the particular case concerning the issues, quality and quantity of documentati...

General Credits:1

Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in...

General Credits:1

Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better clie...

General Credits:1

A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Sho...

General Credits:1

In light of recent tax proposal released by the House Ways & Means Committee on September 13, 2021, This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if you...

General Credits:1.5
The National Academy of Continuing Legal Education offers courses that have been directly approved for CLE credit by the Oklahoma MCLE Commission. To view our full accreditation details, please click here.


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