Estate Planning Bundle Includes:

• $50

  The Nuts and Bolts of Guardianships

  General Credits: 1.02

  This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in...

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• $50

  Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

  General Credits: 1

  This CLE provides attorneys with essential insights into navigating the complex intersection of love, marriage, and estate maters. This CLE course delves into crucial topics such as prenuptial agreements, joint estate planning, tax implications, and legacy considerations. Attorneys will gain pr...

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• $50

  The Mathematics of Estate Tax Planning

  General Credits: 1.02

  The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results an...

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• $50

  The Mathematics of Charitable Planning

  General Credits: 1

  Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charita...

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• $100

  Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

  General Credits: 2.02

  An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in yo...

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• $50

  How to Prepare for Long-Term Care Costs

  General Credits: 1.05

  This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Add...

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• $50

  Ethical Duties When Representing Clients and Working on Client Files

  Ethics Credits: 1.03

  Many lawyers may not fully understand the Bar rules and ethical considerations regarding whether to take on a client representation, continue the representation, and/or terminate the representation (and everything in between). This CLE course will address some very important ethical considerati...

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• $50

  Corporate Transparency Act: Critical Terms and Concepts

  General Credits: 1.05

  The Corporate Transparency Act went into effect January 1, 2024, under which the beneficial owners of almost every entity will need to be reported to FinCEN unless a specific statutory exception applies. Existing entities will have one year to comply, while newly formed entities will have only 90...

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• $50

  The Ethics of Witness Preparation: Does ABA Ethics Rules Change the Dynamics for Preparing Witnesses?

  Ethics Credits: 1.25

  Our panelists, highly experienced trial and litigation specialists, will discuss the impact of new ABA Formal Opinion 508, dealing with “The Ethics of Witness Preparation”. They will discuss the impact of the opinion on counsel’s approach to working with witnesses, including a client, to testify at...

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• $75

  The Ten Worst Ethics Nightmares You Can Have

  Ethics Credits: 1.52

  This program will be a rapid analysis of the 10 disastrous errors you can make in the world of Legal Ethics that will give you nightmares or even derail your career. These groups of errors are not totally inclusive of the challenges that face a modern practitioner but anyone who is actively eng...

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• $50

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1.03

  Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and...

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• $50

  The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares

  Ethics Credits: 1.02

  Many of us were attracted to the legal profession because we care about people and want to help them. Attorneys hopefully recognize that, unlike many other professionals, their lives are already filled to the brim with anxiety and stress. The consequences of shrugging it off can be catastrophic. O...

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• $50

  Corporate Transparency Act: Lessons from Round One of Implementation

  General Credits: 1.05

  Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency A...

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