Estate Planning Bundle - Texas CLE

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.

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15
Credit Hours
of CLE Lectures
Save $426
Only $299
Save $426
Courses priced individually at $725
  • Includes 3.75 Ethics

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...

  • $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....

  • $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...

  • $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...

  • $75

    The Ten Worst Ethics Nightmares You Can Have

    Ethics Credits: 1.5

    This program will be a rapid analysis of the 10 disastrous errors you can make in the world of Legal Ethics that will give you nightmares or even derail your career. These groups of errors are not totally inclusive of the challenges that face a modern practitioner but anyone who is actively eng...

  • $50

    The Nuts and Bolts of Guardianships

    General Credits: 1

    This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in...

  • $100

    Unusually Important Federal Tax Cases: What Attorneys Need to Know

    General Credits: 2

    This CLE program covers six federal taxation cases of recent vintage that are important for tax attorneys to commit to memory. Business law attorneys, who often find themselves in federal taxation deep water, can benefit from this Program because they will gain appreciation of the way federal tax l...

  • $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...

  • $50

    Anti-Money Laundering Compliance: It's Growing, So Make Sure Your Clients are Covered

    General Credits: 1.25

    The passage of the Anti-Money Laundering Act (“AMLA”) brought sweeping changes to the Anti-Money Laundering (AML) and Counter-Terrorist Financing (CTF) legislative regime in the United States. Parts of the AMLA are still being put into force, including coverage of entities not traditionally include...

  • $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...

  • $50

    Corporate Transparency Act: Lessons from Round One of Implementation

    General Credits: 1

    Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency A...

  • $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...

  • $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...

15
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
DVDs, Audio CDs, USB Stick, Online & iOS/Android App included at no extra charge!

Course Media Options
Only $299
Save $426
Courses priced individually at $725

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