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...

Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other technologies are...

Jacob Stein, Esq. and Manya Deva Natan, Esq. discuss several key aspects of international tax planning. Using real-life scenarios from case studies. Manya covers estate tax planning, providing an overview in the dramatic differences between estate t...

Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding the client’s values and convictions, and in many cases, his or her religious belief...

Applying ethics rules to real-world litigation can be daunting. Your clients want you to push the limits. Technology speeds everything up. And every time you open the Law Journal it's filled with malpractice cases, fee battles, pay equity claims, di...

Social Media has changed the way the people interact and share information in ways that seemed unthinkable a few years ago. This CLE course will explain the types of social media that exist and how they can be ethically used in your practice or as m...

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...

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...

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...

This CLE presentation, intended for newer practitioners, covers some of the basics of using trust accounts for legal fees. Lawyers, especially those with high volume practices who accept smaller flat fees for cases, often want to avoid depositing u...

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...

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...

The Supreme Court of Alaska just held that Alaska could not require that proceedings relating to the transfer of assets to an Alaska self-settled trust be before an Alaska court. The Court did not invalidate self-settled trusts created in that stat...

Starting with a general overview of trusts and fundamental concepts and issues common to all trusts, this CLE presentation will quickly advance to topics like revoking irrevocable trusts, keeping trusts flexible and retaining control through the use...

Guardianships are the result of lack of proper execution of the appropriate documentation required for estate planning. This CLE course will explain when guardianships are required, how they are used to implement Medicaid and special needs benefits...

Charitable giving will be hit hard by the new tax law. Estimates are that donations might drop by $14 Billion because of the Tax Cut Jobs Act of 2017. How did the new law change charitable giving? What planning strategies should average donors, weal...

This CLE program presented by Andrew Katzenberg, will compare private foundations to donor advised funds. The discussion will include an explanation of what each entity is, how they can be used and the pros and cons of each. Andrew will also discu...

Much of an attorney’s job is about getting the legal system to work for them, but there are still some lines that can’t be crossed. This CLE course will explain those lines and provide a comprehensive understanding of the Rules of Professional Condu...

It is important for all lawyers to stay abreast of ethical rules and considerations, but it can be especially tricky for small firm and solo practitioners who are in the trenches with client contact while also juggling firm management, business deve...