Estate Planning Bundle w/Webinars Includes:

• $50

  Balancing Zeal and Professionalism

  Ethics Credits: 1

  This CLE course examines the evolving concept of “zealous advocacy” and its proper role in modern legal practice. Once embedded in the black-letter rules, zeal has largely been relocated to the Preamble and comments of the ABA Model Rules—reflecting a shift toward balance, judgment, and professiona...

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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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• $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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• $50

  Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act

  General Credits: 1

  This CLE program explores the intersection of estate planning and real estate law, focusing on the implications of the due-on-sale clause in the context of transferring real property to revocable trusts, irrevocable trusts, and limited liability companies (LLCs). The due-on-sale clause—commonly fou...

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• $50

  When Enough Isn’t Enough: Eating, Sex, and Exercise Addictions in the Legal Profession

  Well-Being Credits: 1

  Food, sex, and exercise are often part of healthy, enjoyable lives. But when any of these behaviors becomes a dominant focus, difficult to control, or harmful to oneself or others, they may signal compulsive, disordered, or addictive patterns. When does healthy engagement cross the line into harmfu...

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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

  Your AI Use Might Be an Ethics Violation: Evaluating Today’s AI Providers Using the Ethics Zone Framework

  Ethics Credits: 1

  Are you using AI to draft briefs, analyze case law, or communicate with clients? Depending on which plan you're on, you may already be in violation of your ethical obligations, and most lawyers have no idea. AI tools have enormous potential to transform legal practice, but they carry drastically di...

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