Estate Planning Bundle Includes:

• $50

  Understanding Financial Solutions While Planning for Possible Long-term Care

  Law & Legal Proc. Credits: 1

  This CLE course will provide attorneys with a comprehensive overview of methodology and techniques for preserving their client’s assets while planning for the possibility of incapacity and future institutional or home care services through Medicaid. The presentation will provide an overview of...

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• $50

  The Probate Process from Start to Finish

  Law & Legal Proc. Credits: 1

  This CLE course provides a comprehensive overview of the probate process and the legal handling of a decedent’s estate. Attendees will learn how to open an estate, navigate disputes, and close proceedings efficiently. The course also includes strategies for avoiding probate altogether, including us...

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• $50

  The Mediator's Toolkit: 15 Strategies Towards A Successful Mediation

  Law & Legal Proc. Credits: 1.25

  Mediation has been called an art and not a science. It is true that there is not one specific way to conduct a mediation. However, there are tried-and-true methods for facilitating a successful mediation. That success will be determined by the attainment of Win-Win by both parties. This CLE pro...

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• $100

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  Law & Legal Proc. Credits: 2

  This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insuranc...

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• $50

  Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

  Law & Legal Proc. Credits: 1

  If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorney...

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• $50

  Where Are We Now: DEI in Today’s Legal Landscape

  Equity Credits: 1

  The legal profession stands at a critical juncture as it grapples with the rapidly changing dynamics of Diversity, Equity, and Inclusion (DEI). This CLE course offers a comprehensive examination of how DEI initiatives are being reevaluated and reshaped in light of the U.S. Supreme Court’s recent de...

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• $50

  AI, Cybersecurity and Privacy: What Attorneys Need to Know About Emerging ISO Standards

  Law & Legal Proc. Credits: 1

  Artificial intelligence (AI) is increasingly embedded in enterprise and public-sector systems. The legal community must understand the emerging standards that govern AI cybersecurity and privacy. This CLE session introduces attorneys to ISO/IEC 27090 and ISO/IEC 27091—two draft international sta...

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• $100

  Identifying Winning Social Security Cases and Preparing for Hearings

  Law & Legal Proc. Credits: 2

  How do you identify potential Social Security disability clients who have the best chance of winning? And once these clients retain you, how do you increase their odds of winning at an ALJ hearing? Social Security disability claims can take two to three years from application to hearing so yo...

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• $50

  Beyond the Law: Creative Problem-Solving for Attorneys

  Law & Legal Proc. Credits: 1

  In the fast-paced, ever-evolving legal landscape, lawyers must go beyond traditional litigation and advisory roles to become strategic problem solvers. This CLE program will equip attorneys with the tools, techniques, and mindset necessary to tackle complex challenges in a creative and client-centr...

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• $50

  Nuts and Bolts of Social Security Disability Law

  Law & Legal Proc. Credits: 1

  This CLE course discusses the nuts and bolts of what is involved to start practicing Social Security Disability Law. The aim of this course is to provide the information needed so that you can hit the ground running and start practicing Social Security Disability Law immediately. The topics a...

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• $50

  Protecting Your Family Home Through Trusts

  Law & Legal Proc. Credits: 1

  All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there...

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• $50

  Clarity Above All Things: Writing Briefs That Can Actually Be Understood

  Law & Legal Proc. Credits: 1.25

  This CLE course focuses on the cornerstone of effective legal writing: clarity. Designed for attorneys who aim to craft briefs that are not only compelling but also easily understood, the course emphasizes practical strategies for clear and concise communication. Participants will learn techniq...

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• $75

  Artificial Intelligence as Evidence: Discoverability, Use, Admissibility of Algorithmic & Digital Evidence

  Law & Legal Proc. Credits: 1.5

  Recent interest in AI has been focused on how it can be used to improve productivity in your practice. This CLE looks at AI from a different perspective – as evidence that may be crucial to your trial. It will cover the legal definitions of artificial intelligence and what types of evidence fal...

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• $50

  Essential Estate Documents: Don't Delay Until It's Too Late

  Law & Legal Proc. Credits: 1

  This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when th...

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• $100

  Medical Issues and Damages in Personal Injury Claims

  Law & Legal Proc. Credits: 2.25

  In this CLE lecture, we will explore the essential medical aspects of accidental injuries and how to effectively navigate them in legal practice. Participants will learn how to: Analyze the medical phenomenology behind accidental injuries to better understand causation and severity. Collaborate...

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• $50

  Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

  Ethics Credits: 1

  This CLE course explores the current cybersecurity risk landscape in the context of the ABA Model Rules on maintaining competency. It examines how technology affects the security and privacy of client communications, information management, billing, and the supervision of law firm personnel. The co...

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• $50

  Ethical Use of Social Media in One's Legal Practice

  Ethics Credits: 1

  This CLE course will explore some of the major traps that Lawyers and Law Firms face when using the various social media platforms that permeate the world as we know it. The course will in addition to identifying those traps outline best practices one can utilized to avoid the traps before they are...

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• $50

  10 Mistakes to Avoid When Working with Asset Protection Trusts

  Law & Legal Proc. Credits: 1

  10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. The presenter covers essential aspects, such as selecti...

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• $50

  Distressed Lawyers: An Occupational Hazard?

  Ethics Credits: 1

  If there is one phrase we continue to hear more than any other term as we navigate through our “new normal” world, it is “stressed out.” But what is stress? What does it look like and feel like? More importantly, what can we do to prevent the normal stress and “lawyer anxiety” so common in our prof...

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• $50

  The Use of Trusts in Government Benefits Planning

  Law & Legal Proc. Credits: 1.25

  This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care plann...

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• $75

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  Law & Legal Proc. Credits: 1.5

  With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 70...

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• $50

  A Deep Dive into Trusts: What You Need to Be Aware Of

  Law & Legal Proc. Credits: 1

  Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family dispu...

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• $100

  Discovering the Lost Coin: Helping Clients Recover from Online Scams

  Law & Legal Proc. Credits: 2

  If you've ever had a client who was subjected to online fraud over more than $100,000, you need this course. In this CLE, we take a close look at the latest iteration of a Ponzi scheme to defraud innocent people - "Pig Slaughtering Scams". We consider how these cases come to light, the various...

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• $50

  Best Practices In The Use of Trusts

  Law & Legal Proc. Credits: 1.25

  This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the a...

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• $75

  An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

  Law & Legal Proc. Credits: 1.5

  This CLE course will provide attorneys with an advanced understanding of the role of appraisals in various legal contexts, primarily focusing on estate planning and estate litigation and the value of working with personal property appraisers. Participants will explore the ethical considerations...

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• $50

  Offshore Asset Protection Planning

  Law & Legal Proc. Credits: 1

  This CLE course offers a clear, practical introduction to offshore asset protection planning. Attendees will learn how to structure trusts and entities, select the right jurisdictions, and navigate U.S. compliance requirements. The material is broken down into straightforward, tangible guidance...

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• $50

  Trust Protectors: The Good, The Bad and The Ugly

  Law & Legal Proc. Credits: 1.25

  This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same. In this session, you will learn: Why should you use Trust Protectors? Why should you not use Trust Protectors? What powers are typica...

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• $50

  The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction

  Law & Legal Proc. Credits: 1

  This CLE course will introduce attorneys, across the board, to the transformative effects of Artificial Intelligence (AI) within the legal industry. It begins with a clear-cut breakdown of AI and Machine Learning (ML), and their practical applications in law. Then, with focus on how to harness the...

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• $50

  Estate Planning for the Cognitively Impaired

  Law & Legal Proc. Credits: 1

  This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to asse...

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• $50

  The Nuts and Bolts of Guardianships

  Law & Legal Proc. 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...

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• $50

  Lawyers and Generative Artificial Intelligence: What Could Go Wrong: Ethical and Other Concerns

  Ethics Credits: 1

  Artificial intelligence and, more specifically, generative artificial intelligence (GAI) is increasingly used by attorneys. GAI is touted as being revolutionary and "game-changing" for the legal profession for purposes of litigation and providing broader legal services to clients. However, GAI brin...

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• $100

  The Nuts and Bolts of Ethics: No Nonsense

  Ethics Credits: 2

  This course will explore the origins of ethics and focus on how that obligation to remain virtuous and honorable still impacts lawyers today. The course will focus on the 5 C’s of Virginia Ethics (i.e., Competence, Communication, Confidentiality, Conflict of Interest, and Candor). Each has a si...

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• $50

  Navigating Ethical Challenges: AI Adoption in Legal Practice

  Ethics Credits: 1

  In light of the widespread emergence of GenAI tools throughout society, the panelists will focus on how GenAI can be used responsibly in the legal industry, consistently with the Model Rules of Professional Conduct. The panelists will discuss the ethical implication of GenAI usage and offer pr...

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• $50

  The Mathematics of Estate Tax Planning

  Law & Legal Proc. Credits: 1

  The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results an...

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• $50

  The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares

  Ethics Credits: 1

  Many of us were attracted to the legal profession because we care about people and want to help them. Attorneys hopefully recognize that, unlike many other professionals, their lives are already filled to the brim with anxiety and stress. The consequences of shrugging it off can be catastrophic. O...

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• $50

  The Mathematics of Charitable Planning

  Law & Legal Proc. Credits: 1

  Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charita...

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• $50

  Offshore Versus Domestic Asset Protection, What You Need To Know

  Law & Legal Proc. Credits: 1

  Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and...

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