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Estate Planning Bundle - Texas CLE

15.25 Total Credits
w/ 4.25 Ethics
Bundle Price:$299 (Save $426!)

We have selected our most popular lectures and bundled them together into our Texas Estate Planning Bundle This Bundle contains 15 Credit Hours of CLE Lectures - Including 3 Credit Hours of Ethics.

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

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

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-mention...

General Credits:1.25

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 po...

Ethics Credits:1.5

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 happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the valu...

Ethics Credits:1.25

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 Und...

General Credits:1.5

Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in...

General Credits:1

Selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, what type of due diligence do people need to be doing and appraisals and what's changed with Covid-19 and trends fiduciaries should be aware of....

General Credits:1

Many lawyers are unfamiliar with the nuances of computer technology and data security essential to comply with 21st century ethics rules in our digital world. There are many hidden dangers in frequently used tools and platforms, including e-mail, so...

Ethics Credits:1.5

This CLE program focuses on the False Claims Act and its application to cybersecurity violations. Recently, the Department of Justice Assistant Attorney General John C. Demers announced that “[t]he Department will continue to confront malicious nati...

General Credits:2

This CLE course will provide an overview of how to do effective impeachment of a witness under the Federal Rules of Evidence. This course will provide an analysis of the relevant rules of evidence, the major methods of impeachment, and how do co...

General Credits:1.25
The National Academy of CLE is designated as an "Accredited Sponsor" by the State Bar of Texas, Sponsor #12539. To view our full accreditation details, please click here.


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