Estate Planning Bundle Includes:

• $50

  Split-Dollar Life Insurance Planning After the Levine Case

  Law & Legal Proc. Credits: 1.25

  A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning...

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• $75

  Ethics “Gotchas” That Every Estate Planners Must Know

  Ethics Credits: 1.5

  In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility....

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• $50

  How The New Proposed Tax Bill Can Impact Your Retirement Account

  Law & Legal Proc. Credits: 1.25

  This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a R...

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• $50

  Five Steps to Protect Your Firm from Catastrophic Cyber Attacks

  Law & Legal Proc. Credits: 1

  In this CLE program, you will learn the 5 critical steps needed to protect your law firm and client data from malicious cyber attacks. These crucial steps will dramatically increase your overall security stance and will lessen the chances of you becoming a victim to cybercriminals. Cyber attack...

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• $75

  Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

  Law & Legal Proc. Credits: 1.5

  The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property manage...

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• $75

  Privacy and Cyber Breaches: Are You Next?

  Law & Legal Proc. Credits: 1.5

  For businesses large and small, compliance with federal, state, and foreign privacy laws and regulations has become an essential business obligation. These laws govern a company’s collection, storage, use, sharing and disposal of personally identifiable information (“PII”), protected health informa...

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• $50

  Emerging Post Pandemic Cybersecurity Issues for Lawyers

  Law & Legal Proc. Credits: 1

  Implementing defensible cybersecurity is now top-down law firm goal, and integrates process (technology) and policy (e.g., cybersecurity, incident response, business continuity, disaster recovery, remote work, bring-your-own-device, and backup, to name a few). The post-Pandemic challenges for...

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• $50

  How to Handle Appraisals for Donations of Property

  Law & Legal Proc. Credits: 1

  Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary issues. For example, appraisers may give a high...

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• $50

  Estate Planning and Coronavirus: Planning Considerations in a Time of Crisis

  Law & Legal Proc. Credits: 1

  COVID-19 has made any type of long term planning seem even more complicated than it usual is, and given the inherent complexity of estate planning, the task can seem overwhelming. This CLE course will guide you through the various aspects of estate planning that may seem the most daunting including...

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• $50

  Best Technologies for Practice Development

  Law & Legal Proc. Credits: 1

  Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better client interactions, better management and more effici...

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• $75

  The Importance of Music and Media in the Health of Clients and Wards: A Primer for Probate Lawyers and Guardians

  Law & Legal Proc. Credits: 1.5

  This CLE presentation will be heavily weighted on theory and research supplemented by patient cases and anecdotal observations to advance the major proposition of this paper. The course is designed to challenge and expand your thinking. Where the probate attorney is doing advanced planning, involv...

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• $50

  The Basics of Asset Protection

  Law & Legal Proc. Credits: 1

  This CLE course will provide an overview of various asset protection strategies. First, we will discuss the benefits of insurance, gifting, and retirement planning in the asset protection context. Next, we will explain the benefits of single member LLCs and Charging Order Protection entities such a...

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• $50

  Legal Ethics in Tax Practice

  Ethics Credits: 1

  Lawyers generally understand that tax is a niche practice area with unique characteristics. The distinguishing factors include not only the technical aspects of the discipline, but also the way practitioners need to mind ethical standards. On top of the ABA Model Rules and the ethics codes of t...

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• $50

  Anticipated Tax Changes Affecting Estate Planning for This Year and Future Years

  Law & Legal Proc. Credits: 1

  The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared...not later this year, not later this month, but NOW. Although we cannot know what will be proposed by the Biden Administration, we have plenty to consider....

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• $75

  Basics of IRA Taxation & Investment Rules

  Law & Legal Proc. Credits: 1.5

  This CLE course will provide a detailed review of the basic taxation rules of all IRAs, including the Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA and will also cover the prohibited transaction and unrelated business taxable income rules as they apply to retirement accounts. The course wi...

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• $50

  The Ethics and Art of Settlement at Mediation

  Ethics Credits: 1

  This course will focus on the best way for attorneys to benefit from mediation, including presentation, psychology, strategy and the moves that help to get the best results. The course will examine the mediation process and how ethical behavior can ultimately lead to success. The presenter will...

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• $50

  Financial Planning for Lawyers

  Law & Legal Proc. Credits: 1

  While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes....

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• $50

  The Patent Process for the Curious: What Lawyers Need to Know

  Law & Legal Proc. Credits: 1

  As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Patent prosecution requires a special license which i...

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• $100

  Legal Ethics: Dos and Don’ts for Attorney Advertising

  Ethics Credits: 2

  This CLE program will discuss the ethics rules as they relate to the oft-confusing issues of lawyer marketing, advertising and solicitation. What’s the right balance of advertising, social media, video and client engagement to grow your practice. What’s the difference between and advertisement...

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• $75

  The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

  Ethics Credits: 1.5

  Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, th...

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• $50

  SECURE Act Update: Where Do We Go from Here?

  Law & Legal Proc. Credits: 1

  The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. This CLE course will offer a brief overview of the ne...

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• $50

  The Role of the Court Evaluator: How to Distinguish Yourself and Properly Protect an AIP

  Law & Legal Proc. Credits: 1.25

  The CLE lecture will provide pertinent information to anyone wishing to serve on the Part 36 list, as a Court Evaluator, on how to properly perform your duties serving in such a role. The lecture will describe how to protect the interests of the Alleged Incapacitated Individual and how to assist in...

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• $50

  The Associate’s Guide to Estate Planning

  Law & Legal Proc. Credits: 1.25

  This program is designed towards providing a solid understanding on the basics of estate planning to attorneys and legal professionals entering the trusts and estates field, attorneys seeking a review of estate planning concepts and those wishing to gain a detailed overview of the field. The cours...

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• $50

  Key Federal & State Estate Planning Considerations and Opportunities

  Law & Legal Proc. Credits: 1

  An overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Estate planning strategies vary, but there are some tried and true methods that are valuable to know. This CLE cours...

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• $50

  The Basics of Blockchain and Cryptocurrency in Estate Planning

  Law & Legal Proc. Credits: 1

  On January 3, 2009, the Bitcoin network came into existence. Since then Bitcoin, and other internet currencies have grown in popularity and credibility. Cryptocurrencies can provide a secure and universal form of payment. They can be stored digitally and can operate without the use of a middleman o...

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• $50

  Quid Pro Quo for Charitable Gifts

  Law & Legal Proc. Credits: 1

  A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a charity exceeds the cost of the meal). Special rules...

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• $50

  Investment Strategies for Trusts

  Law & Legal Proc. Credits: 1

  Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in the absence of specific guidance in the trust docu...

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• $50

  Fiduciary Responsibility Related to Art Assets

  Law & Legal Proc. Credits: 1

  Selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, what type of due diligence do people need to be doing and appraisals and what's changed with Covid-19 and trends fiduciaries should be aware of. The art world is often considered a good place to...

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• $50

  Unequal Inheritances: A Final Parental Communication

  Law & Legal Proc. Credits: 1

  A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Should they be equal or fair? This CLE course wil...

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• $50

  10 Clauses Fiduciaries Hate

  Law & Legal Proc. Credits: 1

  Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provi...

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• $50

  Planning for Tangibles

  Law & Legal Proc. Credits: 1

  What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know. Speakers will discuss a variety of topics such as...

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• $75

  Understanding Asset Protection

  Law & Legal Proc. Credits: 1.5

  Learn what tools are available to more effectively shield yourself from the effects of any lawsuit by protecting your personal wealth. The panel will discuss the following Topics: History of asset protection in the United States and abroad Understanding which assets are/are not exempt under s...

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• $75

  Estate Planning to Prevent Sudden Wealth Syndrome

  Law & Legal Proc. Credits: 1.5

  Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral afflictions. The result is usually mismanaging and...

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• $50

  Selling a Family Business

  Law & Legal Proc. Credits: 1

  More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are notoriously complicated, both from the personal and ec...

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• $50

  Asset Protection for Cryptocurrency

  Law & Legal Proc. Credits: 1

  Asset Protection is in high demand in our increasingly litigious world. Cryptocurrency is well regarded as the currency of the future. Cryptocurrency is increasingly becoming a targeted asset in many lawsuits. Blockchain technology can make it easy to see the amount of cryptocurrency an individual...

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• $50

  What Happens To Your Practice If You Die Or Become Disabled

  Ethics Credits: 1.25

  What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed...

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• $75

  Love and Legislation Makes a Family: The Child Parent Act 1 Year In

  Law & Legal Proc. Credits: 1.5

  Despite its reputation for legislative progressiveness, prior to the passage of the Child Parent Security Act (CPSA), New York had one of the nation’s most antiquated surrogacy laws featuring a ban on enforceable compensated surrogacy arrangements. That ban, which imposed harsh penalties on those...

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• $50

  GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

  Law & Legal Proc. Credits: 1.25

  CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions wi...

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