Tax Law Bundle Includes:

• $50

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1

  Charitable giving is an increasingly important element of modern estate planning, and attorneys must be prepared to guide clients through the full range of available options. This CLE program will examine how to incorporate philanthropic goals into estate plans using a variety of strategies, from s...

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• $50

  AI and the Attorney-Client Privilege: Protecting Confidentiality in the Age of Large Language Models

  Ethics Credits: 1

  This CLE course delves into the complex and evolving intersection of Artificial intelligence (AI) and the foundational legal principle of attorney-client privilege. As AI tools become increasingly integrated into legal practice, from legal research and document review to predictive analytics and cl...

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• $75

  From Prompt to Practice: Using AI in The Legal Field

  General Credits: 1.5

  This practical CLE program is designed for attorneys looking to integrate generative AI—specifically ChatGPT—into their legal workflows safely and effectively. Participants will learn how to set up and interact with ChatGPT using high-value, legally focused prompts, and will explore how to apply AI...

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• $50

  Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

  General Credits: 1

  When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and...

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• $50

  Ethical Armor: Leveraging the Rules of Professional Conduct Against Problem Clients

  Ethics Credits: 1

  Even the most skilled attorney can find themselves in ethical quicksand when dealing with disorganized, demanding, or disappearing clients. This practical CLE program examines how the Rules of Professional Conduct—particularly those governing competence, scope of representation, and diligence—can b...

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• $50

  Practicing Law with AI: Preserving Quality and Professional Responsibility

  General Credits: 1

  This CLE course offers a deeper exploration of the evolving landscape of AI in legal practice. Attendees will learn about the growing array of AI tools available to lawyers, including a comparison between general-use chatbots and large language models (LLMs) versus legal-specific platforms. The...

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• $50

  Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

  General Credits: 1

  This CLE program provides a practical, practice-oriented examination of foreign (offshore) corporate trustees, focusing on governance structures, regulatory oversight, and the fiduciary duties imposed under leading offshore trust regimes. The course addresses how professional trustees are licensed...

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• $50

  Mastering Offshore Asset Protection Planning

  General Credits: 1

  This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, re...

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• $100

  Ethically Promoting Your Legal Practice: Rules, Risks, and Best Practices

  Ethics Credits: 2

  Attorneys today face increasing pressure to market their practices effectively while staying within the bounds of professional responsibility. This CLE program provides a comprehensive review of the ethical framework governing attorney advertising and client communications, with practical guidance...

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• $50

  The Attorney’s Guide to Strategic Trust Planning

  General Credits: 1

  This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives...

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• $75

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1.5

  Billing, retainers, and collections are central to law practice management but can also be a source of conflict and ethical risk. This CLE program will provide attorneys with practical guidance on drafting engagement agreements, setting billing practices, and handling late payments while maintainin...

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• $50

  Tax Aspects of Civil Litigation

  General Credits: 1

  This CLE presentation will explain the fundamental federal income tax concepts governing the outcomes of civil litigation. This will include the tax consequences of receiving payments of monetary damages, and limitations on the deductibility of damage payments. It will also cover some specific...

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• $50

  Ethics in the Age of AI: Navigating Professional Responsibilities in Legal Practice

  Ethics Credits: 1

  As artificial intelligence transforms the legal profession, lawyers face a critical challenge: how to harness AI's powerful capabilities while navigating complex ethical obligations that can make or break your practice. This essential CLE course provides practical guidance for attorneys seeking to...

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