Estate Planning Bundle - Tennessee CLE

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 amended the Rule for Mandatory Continuing Legal Education to permanently remove limitations on distance-learning continuing legal education (“CLE”) credits. The Order was filed and effective on November 1, 2022.

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15.24
Credit Hours
of CLE Lectures
Save $401
Only $299
Save $401
Courses priced individually at $700
  • Includes 5.92 Ethics

Estate Planning Bundle Includes:

  • $50

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

    General Credits: 1.07

    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...

  • $75

    The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Ethics Credits: 1.5

    Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, th...

  • $50

    The Secure ACT: Five Key Considerations

    General Credits: 1.08

    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...

  • $75

    Estate Planning for Attorneys Who Help Business Owners

    General Credits: 1.68

    The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases...

  • $50

    Staying Safe and Sound: Maintaining a Realistic Work/Life Balance in Uncertain Times

    Ethics Credits: 1.05

    We know that you may still be getting bombarded with messages about Covid related issues, whether that be on television, social media, or in your work and community networks. In uncertain times like these, anxiety, stress, fear, and negative thoughts can easily take control. You may still be worr...

  • $50

    Preventing Your Worst Tech Nightmare: Protecting Your Firm and Clients from Cybercriminals

    General Credits: 1.12

    No one likes to think about the worst happening, but when it comes to your firm's technology, it's always better to be safe than sorry. That's why we're here to present Preventing Your Worst Tech Nightmare: Protecting Your Firm & Clients from Cybercriminals, a course that will help you protect your...

  • $75

    The Hidden Secrets of Constructive Trust Litigation

    General Credits: 1.67

    This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statut...

  • $50

    How The New Proposed Tax Bill Can Impact Your Retirement Account

    General Credits: 1.15

    This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a R...

  • $75

    Understanding Asset Protection

    General Credits: 1.55

    Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Understanding which assets are/are not exempt under s...

  • $50

    Ethical Considerations in Matrimonial and Family Law

    Ethics Credits: 1.07

    This fun interactive course will cover various ethical scenarios matrimonial and family court practitioners face with clients, other attorneys and within their own firm, and how to best navigate such issues. Real life examples will be presented, along with solutions and considerations, along with p...

  • $50

    Handling Current Legal Ethical Issues

    Ethics Credits: 1.27

    This CLE course will address practical ethical issues that lawyers face as they work remotely during a pandemic, as well as when discussing personal legal matters with work colleagues. We will also examine recent examples of attorneys acting as “over”-zealous advocates for their clients, and some r...

  • $50

    Legal Ethics in Tax Practice

    Ethics Credits: 1.03

    Lawyers generally understand that tax is a niche practice area with unique characteristics. The distinguishing factors include not only the technical aspects of the discipline, but also the way practitioners need to mind ethical standards. On top of the ABA Model Rules and the ethics codes of t...

15.24
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
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Course Media Options
Only $299
Save $401
Courses priced individually at $700

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