Pennsylvania CLE - Trusts and Estates 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
Estate Planning for the Cognitively Impaired
This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to assess capacity ethically, document client intent thoroughly, and structure estate plans that withstand future legal challenges. The course also reviews how courts evaluate undue influence, and provi... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Probate Process from Start to Finish
This CLE course provides a comprehensive overview of the probate process and the legal handling of a decedent’s estate. Attendees will learn how to open an estate, navigate disputes, and close proceedings efficiently. The course also includes strategies for avoiding probate altogether, including use of small estate affidavits and trust administration. Participants will learn how to: Open a probate estate and understand the required documents Navigate the administration process, includ... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers
Estate planning and elder law attorneys may unexpectedly become the first point of contact when a client’s loved one suffers nursing home neglect or abuse. While you may not litigate personal injury cases, you play a critical role in identifying viable claims, guiding families, and partnering with specialized nursing home injury lawyers. This CLE presentation offers a practical roadmap with four key sections: Vetting Nursing Home Cases – How to tell a legal case from a non-legal compl... More Info
$1002General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Planning With Purpose: Legal Insights into Charitable Giving
Charitable giving is an increasingly important element of modern estate planning, and attorneys must be prepared to guide clients through the full range of available options. This CLE program will examine how to incorporate philanthropic goals into estate plans using a variety of strategies, from simple bequests in wills and trusts to more sophisticated vehicles such as charitable trusts, donor-advised funds, and private foundations. The program will also address the tax dimensions of c... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Best Practices on Retainers and Collections with Clients and Ethics Rules
Billing, retainers, and collections are central to law practice management but can also be a source of conflict and ethical risk. This CLE program will provide attorneys with practical guidance on drafting engagement agreements, setting billing practices, and handling late payments while maintaining strong client relationships. Presenters will also address strategies to improve collections, avoid fee disputes, and enhance communication with clients. The program further explores professi... More Info
$751.5Total Credits0.5 Ethics -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act
This CLE program explores the intersection of estate planning and real estate law, focusing on the implications of the due-on-sale clause in the context of transferring real property to revocable trusts, irrevocable trusts, and limited liability companies (LLCs). The due-on-sale clause—commonly found in mortgage contracts—can trigger loan acceleration when ownership of the secured property is transferred. However, federal law (notably the Garn-St. Germain Depository Institutions Act of 1982) p... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning
When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and strategies available to support these individuals. We will explore the key differences between Pooled First-Party Special Needs Trusts and Settlement Preservation Trusts, including how they c... More Info
$501General Credit