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Estate Planning Bundle - Oregon CLE

Total Credits:45.5 Ethics/Specialty Credits:11.75
Bundle Price:$545 (Save $1,730!)

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 45 Credit Hours of CLE Lectures - Including 5 Credit Hours of Ethics 1 Credit Hour of Abuse Reporting and 3 Credit Hours of Access to Justice.

Learn from a panel of experts what you need to know to draft basic wills, basic trusts as well as advance directives. Topics to be covered include: Will Drafting 101 Due Execution from a Litigator’s Perspective Advance Directives: Living Wills,...

General Credits:3.25

This CLE course presents a series of speakers on various topics of estate planning law. Topics include: Crowdfunding: Meeting Humanitarian Needs, Charitable Planning: Evolving Perspectives, Non-Tax Considerations of Estate Planning

General Credits:3

Special education law is a fascinating area of civil rights law. This CLE course will allow you to develop your knowledge in this area via an easy-to-understand format which walks you through the process of obtaining a free appropriate public educat...

Justice Credits:2.5

President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deduc...

General Credits:2.5

As all attorneys know or should know, every attorney is, ipso facto, an agent of each client, with concomitant fiduciary duties to the client. This CLE program provides a unique opportunity to understand the principles of agency law, giving attorney...

Ethics Credits:2.25

This CLE course is designed to explain bankruptcy, the process and issues for the Family Law Practitioner. It is an essential beginner course for anyone who wants to learn about bankruptcy law and in particular how it relates to Family cases. The co...

General Credits:2

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:2

Fiduciary relationships are not limited to trustees and executors. Fiduciary relationships – and fiduciary duties –can be found in the corporate setting, in employment and in many varied business relationships. Sometimes the fiduciary relationship i...

General Credits:2

Courses in Mediation Training tend to run between 32 and 40 hours. It would be an impossible task to try to summarize these courses in just a few hours. This CLE lecture will give the listener an overview in mediation theory through some of the term...

General Credits:2

Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This CLE course will explain how to structure asset protection to best safeguard your client by proactively establishing protective...

General Credits:1.75

This informative CLE course will provide a complete overview of professional responsibility issues that may arise for in-house counsel on a day-to-day basis. The course will explain the rules that govern privileged information, e-discovery, contact...

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:1.75

This CLE course will introduce attorneys to the preparation of the Federal Estate Tax Return, Form 706. Because of portability, filing this return on the death of the first spouse has become very important. In fact, it might be malpractice not to fi...

General Credits:1.5

As social media has become entwined with our personal and professional lives, attorneys must be aware of their ethical obligations with respect to the many social media platforms that are being used. It is not uncommon for attorneys to share informa...

General:1.25 Ethics:0.25

The estate planning world is focused on the uncertainty of repeal (or not) which has profound impact on what planning might be appropriate. But practitioners should not overlook the stream of new developments that might impact clients now. This CLE...

General Credits:1.25

Pre-mortem planning must address a range of issues that in many cases differ from those traditionally focused on by practitioners. Monitoring and properly exercising swap powers is critical for clients with irrevocable grantor trusts. Making gifts t...

General Credits:1

It is an honor to be selected as an executor or trustee, but that service comes with significant legal obligations. This CLE program will examine many important legal and practical issues that executors or trustees confront, and it will present caut...

General Credits:1

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

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

Did you know there are thirty counties in Nebraska that have three or fewer attorneys? Did you know that eleven of those counties have zero attorneys? This is a huge problem in rural areas across the country. This lack of “access to justice” prevent...

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

Have you been hearing about implicit bias and wondering what that means and if it affects you? Do you question whether the legal profession truly upholds justice and fairness for all? Maybe you’re just wondering what all the hullabaloo is about. In a...

Justice Credits:1

Art is unlike many other occupations. It combines the creative passions of inspiration and personal vision with the business acumen of marketing and salesmanship. For this reason, it is an incredibly difficult asset to incorporate into a financial a...

General Credits:1

This CLE presentation, intended for newer practitioners, covers some of the basics of using trust accounts for legal fees. Lawyers, especially those with high volume practices who accept smaller flat fees for cases, often want to avoid depositing u...

Ethics Credits:1

Legal writing is at the core of any legal action and effective, persuasive writing is a critical skill. This CLE course will help to improve your legal writing skills by reviewing the principles of persuasive legal writing, and how to build and stru...

General Credits:1

Tax considerations often drive decisions in the real estate world. Whether it’s optimization of income tax, gift tax, or estate tax treatment, real estate owners are particularly sensitive to the impact taxes may have on their activities. This CLE...

General Credits:1

This CLE presentation will cover creative, cutting-edge tax planning techniques currently used by leading tax professionals. The discussion will include a number of sophisticated and contemporary planning strategies drawing on various partnership, r...

General Credits:1.5

Child abuse is one of the most troubling problems plaguing our society today. A significant number of children are physically, sexually and mentally abused every year. Many times, these children tell no one of their abuse. Elder abuse is a significa...

Abuse Credits:1

The National Academy of Continuing Legal Education offers courses that have been fully approved for MCLE credit by the Oregon State Bar. You can find our approved programs on Oregon State Bar website here http://www.osbar.org/members/mclesearch.asp.

Oregon attorneys may complete all 45 OR CLE credit hours from National Academy of Continuing Legal Education including all 5 Legal Ethics Credits, 3 Access to Justice Credits and 1 Abuse Reporting credit through either Audio CDs, DVDs or our Instant Online Formats. Attorneys may carry over a total of 15 OR CLE credit hours to a subsequent compliance period.



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