Pennsylvania CLE - On-Demand Courses
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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On-DemandCD/DVD/USB, Online, iOS/Android App
From Workflow to Automation: Expert AI Use in Legal Practice
This CLE course is designed as the third installment in the AI for Legal Practice series. The first course introduces attorneys to the fundamentals of AI, including effective prompting techniques. The second course explores advanced ChatGPT capabilities, including Projects, Memory, Tasks, Custom GPTs, file uploads, model selection, and AI-assisted drafting with appropriate quality control. Building on that foundation, this third course examines how attorneys and law firms can use AI to develop... More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
AI in Contract Management: Legal Risks, Ethical Duties, and Practical Guidance
Generative and agentic AI are being adopted in contract practice faster than many legal teams can govern them. AI tools now draft and redline provisions, summarize risk, and analyze contract data, creating new responsibilities for attorneys overseeing their use. As these technologies evolve, lawyers must address ethical obligations, confidentiality concerns, vendor oversight, and compliance requirements in an increasingly complex regulatory environment. This CLE program provides practic... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Legal Ethics in the Digital Age: Competence, AI, and Professional Responsibility
This CLE course will look at the evolution of legal ethics in the era of artificial intelligence, cybersecurity, and increasing public scrutiny. It will identify the challenges Lawyers must face in their practice in order to provide competent legal representation while maintain strict adherence to the rules regarding confidentiality, duties of supervision, candor with the court and communication with the client. This program will specifically look at continued reliance on the Model Rul... More Info
$751.5Ethics Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Business Succession is More than Trusts and Taxes
Successful business succession planning involves far more than legal documents, valuation issues, and tax strategies. For closely held and family-owned businesses, the greatest challenges often arise from the human dynamics that accompany the transfer of ownership and leadership from one generation to the next. Attorneys advising business owners must understand not only the legal framework of succession planning, but also the interpersonal and governance issues that can determine whether a tra... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA
Qualified Small Business Stock (QSBS) continues to be one of the most powerful tax planning opportunities available to founders, investors, and high-net-worth families. Recent legislative developments under the One Big Beautiful Bill Act (OBBBA) have created new considerations and planning opportunities that attorneys and advisors must understand when counseling clients on the acquisition, ownership, and transfer of QSBS. This CLE program will provide an overview of the requirements and... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Underwriting Compliance and Fraud Prevention in Real Estate Transactions
Fraud prevention and underwriting compliance are critical components of today's real estate transactions. As fraud schemes become more sophisticated and regulatory expectations continue to evolve, attorneys, title professionals, and other real estate practitioners must understand how to identify risks before they jeopardize a transaction. This CLE program will examine common fraud threats affecting real estate transactions, including identity theft, forged documents, wire transfer fraud... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
From Legacy Banks to Fintech: Understanding Modern Banking Structures
In this CLE course, we will explore the chartering and licensing options available to legacy banks, foreign banking organizations, and fintech companies seeking to establish, expand, or enhance the permissible activities conducted through a U.S. entity or a U.S.-based banking partner. Participants will examine the evolving landscape of banking and financial services, including traditional depository institutions, limited-purpose banks, special-purpose charter entities, and Banking-as-a-Service... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
1031 Exchanges for Attorneys: A Practical Guide to Deferral, Deadlines, and Deal Risk
A 1031 exchange can preserve investment equity, increase reinvestment flexibility, and help real estate clients defer recognition of capital gain, but the rules are unforgiving. This CLE program translates Section 1031 from technical tax language into practical deal guidance. Attendees will learn how to identify a potential exchange early, how to coordinate with a Qualified Intermediary, the rules, how to spot common problems before closing and how to evaluate common Qualified Intermed... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
Spousal Lifetime Access Trusts (SLATs) remain a powerful estate planning tool for clients seeking to utilize gift and generation-skipping transfer (GST) tax exemptions while preserving indirect access to transferred assets through a spouse. This CLE program will examine the key tax, estate planning, and drafting considerations involved in creating and administering SLATs, including the use of grantor trust rules to enhance wealth transfer opportunities and strategies for maximizing the benefit... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Use of Asset Protection Trusts for Tax Planning Purpose
As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal framework underlying these trusts, including key jurisdictional considerations, trust design features, and practical implementation issues. Attendees will gain an understanding of when a self-set... More Info
$501General Credit