Estate Planning Bundle - Rhode Island CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 6 Credit Hours of CLE Lectures including 2 hours of Ethics.

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6.5
Credit Hours
of CLE Lectures
Save $136
Only $189
Save $136
Courses priced individually at $325
  • Includes 2.5 Ethics

Estate Planning Bundle Includes:

  • $75

    Split-Dollar Life Insurance Planning After the Levine Case

    General Credits: 1.5

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning...

  • $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

    Legal Ethics: Confidentiality and Taking Remedial Measures

    Ethics Credits: 1

    Confidentiality is one of the three main fiduciary duties a lawyer owes to their client. Without strict confidentiality, clients may not feel free to discuss sensitive matters with their lawyer. This can sometimes clash with the lawyer’s obligations of candor to the tribunal when evidence that ha...

  • $75

    Ethics “Gotchas” That Every Estate Planners Must Know

    Ethics Credits: 1.5

    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....

  • $75

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

    General Credits: 1.5

    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...

6.5
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
Online & iOS/Android App included at no extra charge!

Course Media Options
Only $189
Save $136
Courses priced individually at $325

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