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Estate Planning Bundle - Tennessee CLE

15.01 Total Credits
w/ 4.1 Ethics
Bundle Price:$299 (Save $376!)

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 15 Credit Hours of CLE Lectures - including 3 ethics credits. *The Tennessee Supreme Court has issued an order waiving the 8-hour distance learning CLE limitation for the 2020 and 2021 requirement. Attorneys can now complete any portion of their 2020 and 2021 CLE requirement via On Demand programming until December 31, 2021.

Many lawyers may not fully understand the Bar rules and ethical considerations regarding client representation and make ethical mistakes regarding whether to take on a client representation, continue the representation, and terminating the represent...

Ethics Credits:1.6

What is the attorney client privilege? When does it apply? Can it be waived? Does it apply during an investigation? Does it apply to former employees? What about confidentiality? What is covered by the work product privilege? This CLE Lectur...

Ethics Credits:1.08

This program is designed towards providing a solid understanding on the basics of estate planning to attorneys and legal professionals entering the trusts and estates field, attorneys seeking a review of estate planning concepts and those wishing to...

General Credits:1.25

Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral a...

General Credits:1.4

A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Sho...

General Credits:1

What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know....

General Credits:1

A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a ch...

General Credits:1

More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are noto...

General Credits:1

Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes...

General Credits:1

On January 3, 2009, the Bitcoin network came into existence. Since then Bitcoin, and other internet currencies have grown in popularity and credibility. Cryptocurrencies can provide a secure and universal form of payment. They can be stored digitall...

General Credits:1.08

The Tax Cuts and Jobs Act made changes to the transfer tax regime that were few in number but great in importance. The foremost change was the increase of the lifetime coupled estate and gift tax exemption to approximately $11.4 million per person,...

General Credits:1.05

The CLE lecture will provide pertinent information to anyone wishing to serve on the Part 36 list, as a Court Evaluator, on how to properly perform your duties serving in such a role. The lecture will describe how to protect the interests of the All...

General Credits:1.13

This CLE program will help practitioners identify and implement various risk management tools that can help them avoid common ethical missteps and client complaints to the state bar. The presenters will discuss the types of conduct and practices th...

Ethics Credits:1.42
National Academy of Continuing Legal Education is approved by the Tennessee Commission on CLE and Specialization to provide distance learning CLE courses in the state of Tennessee. To view our full accreditation details, please click here.


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