Many lawyers are unfamiliar with the nuances of computer technology and data security essential to comply with 21st century ethics rules and our digital world. There are many hidden dangers in frequently used tools and platforms, including e-mail, s...

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 p...

Practicing lawyers must be aware of their ethical obligations and comply with their jurisdiction’s disciplinary rules. This CLE presentation will provide keys to ethics and the ethical management of the lawyer’s practice and law office and will dis...

Sometimes unfortunate things happen without a warning. If we do not plan ahead and if we do not assist our clients to plan ahead, the consequences are dire. This CLE will help attorneys’ better assist clients in preparing for the unexpected, startin...

The United States has become a haven for foreigners who wish to invest their assets in real estate. However, while many invest in US real estate, very few are aware of the draconian tax consequences that can result without advance planning. Eli Akha...

This CLE presentation will consist of a general overview of IRAs and required minimum distribution requirements. It will address what a qualified charitable distribution is and how it is affected. This course will outline the benefits of utilizin...

The Tax Cuts and Jobs Act made changes to the transfer tax regime that were few in number but great in importance. The foremost change was the increase of the lifetime coupled estate and gift tax exemption to approximately $11.4 million per person,...

This CLE is 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 comprehensive program will review the laws, rules and procedures involved...

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...

Tax debts can be burdensome to some individuals. For various reasons the delinquent taxpayer cannot utilize IRS collection options and needs to file for bankruptcy relief. This CLE program will review the possibility of bankruptcy as a means for res...

This CLE program will provide the personal injury attorney with the basic understanding of the ins and outs about Estate Administration and its requirements for establishing an estate fiduciary to be able to continue with a personal injury and/or wr...

With more and more seniors filing for divorce, family law attorneys should familiarize themselves with some unique issues that seniors face when going through a divorce and how a potential settlement may affect those issues. In this CLE course, attor...

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...

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...