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Estate Planning Bundle - Washington DC CLE

Total Credits:12 Ethics Credits:3.25
Bundle Price:$295 (Save $305!)

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of DC CLE Lectures - Including 10 General Credits and 2 Ethics Credits.

As lawyers, the most profound ethical issues we face generally arise not so much where the choice is between “good” and “bad,” or “right” and “wrong,” but, instead, where the issue compels us to choose between two (or sometimes more) competing “goo...

Ethics Credits:1.75

As social media has become entwined with our personal and professional lives, attorneys must be aware of their ethical obligations with respect to the many social media platforms that are being used. It is not uncommon for attorneys to share informa...

Ethics Credits:1.5

President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized dedu...

General Credits:1.5

The estate planning world is focused on the uncertainty of repeal (or not) which has profound impact on what planning might be appropriate. But practitioners should not overlook the stream of new developments that might impact clients now. This CLE...

General Credits:1.25

SLAT planning can provide tremendous planning benefits for many married clients. With proper tailoring for the current environment, a useful default estate and financial planning strategy is to employ non-reciprocal spousal lifetime access trusts (&l...

General Credits:1

Art is unlike many other occupations. It combines the creative passions of inspiration and personal vision with the business acumen of marketing and salesmanship. For this reason, it is an incredibly difficult asset to incorporate into a financial a...

General Credits:1

Life insurance policies, especially those owned by trusts (TOLI) are facing a crisis. 45% of life policies purchased between 1982 and 2003 were non-guaranteed universal life policies. Of those polices 23%-25% are projected to lapse prematurely. Prem...

General Credits:1

Substantial sums of money have been raised by crowdfunding websites. Yet, there seems to be little law, and even less guidance, for those using this fundraising approach. This CLE program will identify some of the legal and tax issues and give advis...

General Credits:1

Whatever happens with Tax Reform charitable giving is evolving in dramatic ways. This CLE program will help guide counsel on how to advise clients in light of the many social, legal, and other changes affecting charitable giving.

General Credits:1

Estate planning has been transformed in large part by the dramatic increase in the estate tax exemption. Regardless of whether Tax Reform is enacted or whether it doubles the gift and estate tax exemption as proposed, very few decedents pay an estat...

General Credits:1
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