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

  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

  Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements

  Law & Legal Proc. Credits: 1

  A number of states are proposing mandating CLE hours with a focus on cybersecurity, privacy, and data protection. This obligation to possess technology competency is not a new concept, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The purpose o...

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• $50

  The Cuban Missile Crisis and The Art of Negotiation

  Law & Legal Proc. Credits: 1

  The Cuban Missile Crisis has just passed its 60th anniversary. It has been said that this crisis is the most examined crisis of American history. Was the positive ending a result of wise decision-making, careful mediation, or just simply luck? The crisis had many actors and held the attention of th...

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• $50

  Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence

  Law & Legal Proc. Credits: 1

  Artificial intelligence, in terms of developments like ChatGPT, is new to a lot of people, but the idea of using computers to "outsource" certain work -- such as repetitive work -- away from lawyers has been around for a while. Because computers don't get tired, bored, hungry, or distracted, they'...

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• $75

  Mediation Ethics for Mediators and Mediation Advocates

  Ethics Credits: 1.5

  This CLE course is designed for mediation advocates and third-party neutrals to fully inform and assist in understanding and working with the ethical rules that apply in mediation. A review of the Model Standards promulgated jointly and recommended by the ABA (American Bar Association), the AAA...

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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

  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

  Navigating the Uncharted Legal Terrain of Artificial Intelligence

  Law & Legal Proc. Credits: 1.25

  Artificial Intelligence (AI) is a branch of computer science that studies the development and implementation of algorithms and software that allow machines to think and act like humans. AI has many different forms, the most popular of which are machine learning like ChatGPT, natural language proces...

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• $50

  Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?

  Ethics Credits: 1

  If we stop to think about what we look at most during the day, the answer would probably not be our family or friends, nor our clients or colleagues. The most feasible option would be our mobile phone. Smartphones are now our companions for work, social, leisure and even family life. However, exces...

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• $50

  Handling Nonprofit Board Disputes

  Law & Legal Proc. Credits: 1

  Most nonprofit Board members have never served on a nonprofit Board before and do not understand their legal responsibilities. This CLE program will discuss Board responsibilities and fiduciary duty, common disputes between Board Members, Founder Syndrome, and what to do if everyone quits. This...

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• $50

  What Every Practitioner Needs to Know about Property and Business Interruption Appraisals: A Unique ADR Forum

  Law & Legal Proc. Credits: 1

  Recent catastrophic events such as hurricanes, wildfires, and the global pandemic have spotlighted important insurance coverage protecting property and business interruption. Previous courses I presented have provided insight into the coverage terms and conditions that apply, and the process by whi...

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• $50

  Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now

  Law & Legal Proc. Credits: 1

  This CLE program will discuss cyber security, the consequences of a cyber breach, including ethical considerations, and cyber insurance. In the U.S., we are faced with 50 state laws on data privacy and security. If your business holds personal information from a resident of a particular state, what...

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• $50

  Estate Planning: Common Issues; Practical Answers

  Law & Legal Proc. Credits: 1

  Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income ta...

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• $50

  Workplace Conflict Resolution Through Mediation and Arbitration

  Law & Legal Proc. Credits: 1

  Conflict in the workplace is natural and can be constructive when communicating different points of view and perspectives in a healthy manner. Frequently, that conflict may trigger reactions and become an unhealthy conflict that cannot be resolved without the intervention of a neutral party. Th...

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• $75

  Estate Planning for Attorneys Who Help Business Owners

  Law & Legal Proc. Credits: 1.75

  The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases...

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• $50

  Discovery in Surrogates Court: The Good, The Bad, and The Ugly

  Law & Legal Proc. Credits: 1

  Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both...

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• $50

  The Secure ACT: Five Key Considerations

  Law & Legal Proc. Credits: 1

  This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibil...

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• $50

  Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

  Law & Legal Proc. Credits: 1

  By many standards, the U.S. is the world’s most litigious society. Learn how to put your clients in a better position to survive a lawsuit. Offshore Asset Protection is often the best way to protect assets from frivolous claims and lawsuits. This course will cover how to use a multitude of juri...

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• $75

  The Hidden Secrets of Constructive Trust Litigation

  Law & Legal Proc. Credits: 1.75

  This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statut...

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• $50

  Skip Tracing for Lawyers

  Law & Legal Proc. Credits: 1.25

  Attorneys in most areas of practice, especially trust and estates, personal injury, malpractice, debt collection and real estate law occasionally encounter situations requiring the location of missing people. This includes heirs, beneficiaries, witnesses, shareholders and debtors. In many insta...

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• $50

  Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners

  Law & Legal Proc. Credits: 1

  This CLE course will focus on the division of real estate among divorcing couples. We will discuss how prenuptial and midmarriage agreements can protect the spouse's interest in the property and especially if a down-payment was provided by a family member. The course will also describe the pitf...

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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

  Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

  Law & Legal Proc. Credits: 1

  Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to unde...

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• $75

  Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

  Law & Legal Proc. Credits: 1.5

  If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered. This CLE presentation will explore a wide range of Florida legal and planning considerations, including:...

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• $50

  Ethical Referral Fees: A 50 State Survey

  Ethics Credits: 1

  When done correctly, fee sharing is not only ethical–it leads to better outcomes for clients. This CLE program will survey the various regulatory frameworks utilized by states concerning referral fees with the goal of providing lawyers with working understanding of how to employ this tool to benefi...

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• $50

  All's Fair In The Rules of Professional Conduct: Threats and Fees

  Ethics Credits: 1.25

  This CLE course will address the rules of professional conduct as it relates to fairness with a focus on two components: threats and fees. Part one will address threatening to present, participate in presenting, or presenting criminal or professional disciplinary charges to obtain an advantage in...

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• $50

  Understanding Diversity, Equity and Inclusion: How the Law Created Inequity

  Equity Credits: 1

  The phrase “Diversity, Equity & Inclusion” words often heard and even debated - encapsulates efforts to equalize opportunity. Understanding the need or purpose for DEI efforts requires an appreciation for how the law itself embedded inequity. This CLE course will cover the myriad of laws and jud...

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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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• $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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• $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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