Estate Planning Bundle w/Live Webinars - Pennsylvania CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle w/Live Webinars. This Bundle contains 6 hours of PA approved on-demand courses including 2 hours of ethics and an additional 6 credits of Live Interactive Webinar classes that can be used for any of the upcoming events on our webinar calendar. *In response to COVID-19 the PACLE Board is allowing attorneys in 2023 Compliance Periods to satisfy their live requirement via synchronous (live webinar/teleconference).

CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!

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12
Credit Hours
of CLE Lectures
Save $251
Only $349
Save $251
Courses priced individually at $600

Estate Planning Bundle w/Live Webinars Includes:

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  • $50

    Discovery in Surrogates Court: The Good, The Bad, and The Ugly

    General Credits: 1

    Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both...

  • $50

    GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    General Credits: 1

    CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions wi...

  • $50

    Legal Ethics: Reasonableness of Fees

    Ethics Credits: 1

    Someone at your firm is in charge of making sure that both legal professionals and other employees comply with the ethics rules. Some firms have ethics committees that do this work. Solos, of course, wear every hat under the sun, including the "ethics guru" hat. In small firms, too, many of you...

  • $50

    Legal Ethics: Lawyer and Client Relationship

    Ethics Credits: 1

    This CLE presentation addresses the contours of what constitutes the unauthorized practice of law (UPL) starting with an introduction based on an article I had written that chronicled LegalZoom’s travails as it encountered and overcame a series of UPL challenges from various jurisdictions into whic...

  • $50

    The Secure ACT: Five Key Considerations

    General Credits: 1

    This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibil...

  • $50

    Ethics “Gotchas” That Every Estate Planners Must Know

    Ethics Credits: 1

    In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility....

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12
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
DVDs, Audio CDs, USB Stick, Online & iOS/Android App included at no extra charge!

Course Media Options
Only $349
Save $251
Courses priced individually at $600

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For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

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