Estate Planning Bundle Includes:

• $50

  Ethical Issues in Representing Clients with Diminished Capacity

  Ethics Credits: 1

  This CLE course will cover some of the legal rules applicable to attorneys working with clients who experience diminished capacity and the consequent potential for fraud and abuse against a client with diminished capacity. In this course, attendees will learn how to identify a client who has dimini...

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• $50

  Will, Trusts, and Advanced Directives: Know What is Right for Your Client

  General Credits: 1

  This CLE course will focus on estate planning tools and discuss Last Will and Testament and Trusts. The course will explain succession planning, estate planning and how to plan using wills and trusts, as well as advanced directives such as health care proxies, power of attorney and living wills....

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• $50

  "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

  General Credits: 1

  This CLE course will discuss the mechanics of mediation/dispute resolution and the myths associated with dispute resolution. During the course, we will discuss the and attempt to eliminate the reluctance to participate fully and transparently in mediation to allow parties to identify on their o...

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• $50

  Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset

  General Credits: 1.25

  It has been several months since the release of ChatGPT and its passage of the Uniform Bar Exam with flying colors. Experts everywhere are projecting how generative AI is going to replace many lawyers in the next few years. Is generative AI going to change the way lawyers do business? “Yes.” Wil...

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• $50

  Business Valuation for Attorneys

  General Credits: 1

  Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and par...

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• $50

  ChatGPT and Related Products: The Legal Ramifications

  General Credits: 1

  This CLE presentation is intended to help practicing attorneys better understand the legal consequences of current-day (ex. ChatGPT) artificial intelligence (AI) products. This begins with a discussion of current AI products, their operation, and fundamentally what they are and are not. This fa...

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• $50

  The Interplay Between Working and SSA Disability

  General Credits: 1

  Can you work and still be eligible to be found disabled and receive benefits under SSA’s Disability program? Can you work after you have been found disabled and still keep your benefits? What is the “Ticket to Work” program and how does that affect those who receive disability but want to test th...

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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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• $50

  How to Prepare for Long-Term Care Costs

  General Credits: 1

  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

  The Five Rules: How to Prepare Your Client for Deposition

  General Credits: 1

  Your client's deposition is a critical day in any case. The Instructors "Five Rule" system can make any client a strong witness. He has used it for 25 years to prepare clients ranging from executives to professional athletes to children. Nervous clients will relax. "Clever" clients will stick to...

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• $75

  Overhaul of Regulatory Capital Requirements Proposed By US Banking Regulators

  General Credits: 1.5

  The US federal banking regulators have jointly proposed extensive revisions to the regulatory capital requirements for [midsize and] larger US banking organizations. The revisions are lengthy and would change the requirements for credit, market, and operational risk. Some of the revisions are l...

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• $50

  Ethical Referral Fees: A 50 State Survey

  Ethics Credits: 1

  When done correctly, fee sharing is not only ethical–it leads to better outcomes for clients. This CLE program will survey the various regulatory frameworks utilized by states concerning referral fees with the goal of providing lawyers with working understanding of how to employ this tool to benefi...

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• $100

  Was the Pandemic a Short or Long Term Bankruptcy Sickness

  General Credits: 2

  This course will consist of a short, general description of bankruptcy law history and a description of the different types (Chapters) available and their basic respective functions and differences. There will be a discussion of the last significant Bankruptcy Code amendments effective in 2005. The...

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