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Estate Planning Bundle - Washington CLE

Total Credits:45 Ethics Credits:10.75
Bundle Price:$599 (Save $1,701!)

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 45 Credit Hours of CLE Lectures - Including 15 Law & Legal Procedure Credits and 6 Ethics Credits.

The importance of Jury Selection is frequently overlooked by experienced attorneys when commencing a trial. For the novice attorney, the prospect of selecting a jury can be a daunting undertaking. This CLE program will discuss the rudiments of jury...

General:3.5 Ethics:1

The many advantages of revocable trusts have made them a go-to as a vehicle for estate planning. But as with all legal remedies, the decision whether to implement them should be determined on a case by case basis. This CLE course will offer a comple...

General:1.5 Ethics:1

A large number of cases start out "Somebody died, and then..." At that point there are usually three sets of variables in play. There is a Will or there is not. The situation is friendly or it's not. The lawyer is being asked to represent the fi...

General Credits:2.25

As all attorneys know or should know, every attorney is, ipso facto, an agent of each client, with concomitant fiduciary duties to the client. This CLE program provides a unique opportunity to understand the principles of agency law, giving attorney...

Ethics Credits:2.25

This informative CLE program, presented by Ronald A. Fatoullah, will discuss some of the latest developments in Elder Law and Medicaid planning including eligibility rules and common techniques used to protect assets against the enormous cost of lon...

General Credits:2

Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This CLE course will explain how to structure asset protection to best safeguard your client by proactively establishing protective...

General Credits:1.75

Intended to allow attendees to actually experience a series of cyber security incidents, this CLE program will re-enact a data breach with direct interaction with the perpetrator. The course will explain how to perform a comprehensive risk assessmen...

General Credits:1.75

The Heckerling Institute of Estate Planning is the largest and most respected estate planning conference of the year. This one hour CLE presentation will provide an overview of many of the recent developments and planning ideas discussed at this maj...

General Credits:1.75

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

An Estate Planning and Elder Law Primer for practitioners who do not practice in the areas of Estate Planning and Elder Law. Learn the ins and outs of Asset Protection, Estate Tax Planning, the importance of Advance Directives, Probate, Special Need...

General:1 Ethics:0.75

This CLE course will introduce attorneys to the preparation of the Federal Estate Tax Return, Form 706. Because of portability, filing this return on the death of the first spouse has become very important. In fact, it might be malpractice not to fi...

General Credits:1.5

This informative CLE course will provide a complete overview of professional responsibility issues that may arise for in-house counsel on a day-to-day basis. The course will explain the rules that govern privileged information, e-discovery, contact...

Ethics Credits:1.5

Cybersecurity is a leading concern – if not the number one concern – for general counsel and compliance officers. This CLE program is presented by Tannenbaum Helpern’s Andre R. Jaglom and David R. Lallouz and Baker Tilly’s Russell J. Sommers. They w...

General Credits:1.5

The realm of estate administration is often accompanied by a variety of important and complex considerations. Designed to provide an overview of the estate administration, Attorney Jill Miller will guide attendees through an estate's life cycle while...

General Credits:1.5

In this CLE course, ethics expert and legal malpractice attorney Daniel Abrams shares his views on how lawyers can protect themselves and minimize their chances of being sued for malpractice or being subject to other ethical headaches. Mr. Abrams co...

Ethics Credits:1.25

This CLE program will discuss how estate planners can use technology, sometimes in creative ways, to enhance their practice, add efficiencies and cost savings, and provide better protection from problems. How can document generation software enable...

Ethics Credits:1.25

130 million Americans are living with a chronic illness or disability and that number will only increase as the population ages. It may seem incredibly high but it’s important to remember that chronic illness is often invisible to the eye. This...

General Credits:1

Estate and financial planning are being transformed by a host of factors including the permanent higher exemptions, the aging population, evolving case law and new perspectives on practice. This CLE presentation explores a range of new planning idea...

General Credits:1

Pre-mortem planning must address a range of issues that in many cases differ from those traditionally focused on by practitioners. Monitoring and properly exercising swap powers is critical for clients with irrevocable grantor trusts. Making gifts t...

General Credits:1

Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and draf...

General Credits:1

It is an honor to be selected as an executor or trustee, but that service comes with significant legal obligations. This CLE program will examine many important legal and practical issues that executors or trustees confront, and it will present caut...

General Credits:1

The United States is reported to be the world’s greatest financial and tax havens. Investors from around the world are purchasing real property and assets in the United States. Additionally, U.S. citizens and residents deploy their capital around th...

General Credits:1

The future of the gift, estate and GST tax system is uncertain. The Trump administration might repeal the estate and GST tax (although it is not clear that there is an intent to repeal the gift tax), provide for a capital gains tax on death (and per...

General Credits:1

Asset protection planning is appropriate for every client, not only the wealthy surgeon or wealthy business owner creating an asset protection trust (APT). With the declining relevance of estate tax planning, and the possible repeal of the federal e...

General Credits:1

Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial practice. In order to achieve optimum results for clients, it is beneficial for agreements to be drafted using an interdisciplinary approach. A key area where it is...

General Credits:1

Join Alan Gassman and Brandon Ketron for this whirlwind tour of planning information, structuring, and tax and legal issues and opportunities. This CLE presentation reviews current developments regarding estate planning and federal and state tran...

General Credits:1

This CLE program provides guidance on identifying and responding to issues and concerns of clients who are or will soon be seniors. Statistics show that the population of persons aged 65 and older is growing at a dramatic pace. This population also...

General Credits:1

Did you know there are thirty counties in Nebraska that have three or fewer attorneys? Did you know that eleven of those counties have zero attorneys? This is a huge problem in rural areas across the country. This lack of “access to justice” prevent...

General Credits:1

Trusts are one of the most powerful tools for planning to minimize the risk to assets in a future divorce. However, in order to achieve optimal results for clients, trusts must be drafted and administered in a manner that provides protection. Tradit...

General Credits:1

This CLE presentation will cover creative, cutting-edge tax planning techniques currently used by leading tax professionals. The discussion will include a number of sophisticated and contemporary planning strategies drawing on various partnership, r...

General Credits:1.25

National Academy of Continuing Legal Education has been approved for accredited sponsor status by the Washington State Board of Mandatory Continuing Legal Education. All courses offered by the National Academy of Continuing Legal Education have been directly approved by the WSBA. You can see our official approval letter here: WASponsor_Approval.pdf.

As of 2016, all 45 self-study credits may be earned with National Academy of Continuing Legal Education using our Online, CD-ROM and Audio CD media formats. All courses come with unique WA COURSE CODES which can be used for easy and quick reporting to the Washington State Bar.



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