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Estate Planning Mini Bundle - Oregon CLE

Total Credits:22.75 Ethics/Specialty Credits:7.25
Bundle Price:$299 (Save $901!)

We have selected our most popular lectures and bundled them together into our Estate Planning Mini Bundle. This Bundle contains 22.5 Credit Hours of CLE Lectures - Including 5 Credit Hours of Ethics and 1 credit of elder abuse reporting.

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

Solo practitioners and small firms face ethical perils unique to their practices. Medium and large firm practitioners who intend to start a new law firm will face many of the same ethical problems. However, most ethical dilemmas can be avoided by...

Ethics Credits:1.75

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 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

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

In this CLE course, ethics expert and legal malpractice attorney Daniel Abrams shares his views on how lawyers can protect themselves and minimize their chances of being sued for malpractice or being subject to other ethical headaches. Mr. Abrams co...

General:0.75 Ethics:0.5

Estate and financial planning are being transformed by a host of factors including the permanent higher exemptions, the aging population, evolving case law and new perspectives on practice. This CLE presentation explores a range of new planning idea...

General Credits:1

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

Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and draf...

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

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

As the population of elders in the US grows, so does the need to ensure they are cared for and protected by the law. To that end, this CLE course will explain Oregon’s new mandatory elder abuse reporting requirements, which came into effect on Janua...

Elder 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 CLE credits 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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