Estate Planning Bundle Includes:

• $50

  Mastering Offshore Asset Protection Planning

  Law & Legal Proc. Credits: 1

  This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, re...

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• $50

  The Probate Process from Start to Finish

  Law & Legal Proc. Credits: 1

  This CLE course provides a comprehensive overview of the probate process and the legal handling of a decedent’s estate. Attendees will learn how to open an estate, navigate disputes, and close proceedings efficiently. The course also includes strategies for avoiding probate altogether, including us...

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• $75

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  Law & Legal Proc. Credits: 1.5

  Billing, retainers, and collections are central to law practice management but can also be a source of conflict and ethical risk. This CLE program will provide attorneys with practical guidance on drafting engagement agreements, setting billing practices, and handling late payments while maintainin...

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• $50

  Planning With Purpose: Legal Insights into Charitable Giving

  Law & Legal Proc. Credits: 1

  Charitable giving is an increasingly important element of modern estate planning, and attorneys must be prepared to guide clients through the full range of available options. This CLE program will examine how to incorporate philanthropic goals into estate plans using a variety of strategies, from s...

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• $75

  High Stakes, High Standards: Tax Ethics for Every Attorney

  Ethics Credits: 1.5

  Lawyers understand that tax is a niche practice area with unique characteristics. Its distinguishing factors include not only the technical complexity of the discipline, but also the heightened ethical standards to which practitioners must adhere. In addition to the ABA Model Rules and the ethi...

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• $50

  ACEs and Alcohol Use Disorder in Custody Cases: Practical Tools and Strategies for Family Law Practitioners

  Law & Legal Proc. Credits: 1

  This CLE course is designed for family law attorneys handling custody disputes involving parental substance use. It provides an evidence-based overview of Adverse Childhood Experiences (ACEs) and Alcohol Use Disorder (AUD) and explains how these issues intersect with best-interest standards in cust...

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• $50

  Ethical Use of Artificial Intelligence in Legal Practice

  Ethics Credits: 1

  The rapid adoption of artificial intelligence tools across the legal profession presents significant ethical, professional, and risk-management considerations for attorneys. This CLE program examines the duties imposed on lawyers by rules of professional conduct, court orders, and emerging judicial...

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• $50

  Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance

  Law & Legal Proc. Credits: 1

  As artificial intelligence tools become more deeply embedded in legal practice, law firms must develop practical systems to manage both the opportunities and the risks they present. This CLE program offers a structured framework for building and implementing internal AI governance policies. Par...

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• $50

  AI Governance: Privacy, Bias, and Emerging Regulation

  Law & Legal Proc. Credits: 1

  This CLE program offers a clear, current overview of the rapidly developing landscape of AI governance in the United States. Attendees will examine how existing privacy laws apply to emerging AI technologies, how states are confronting bias and discrimination risks, and what legal responses are tak...

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• $50

  Cybersecurity & Generative AI: Legal Risks and Risk Mitigation

  Law & Legal Proc. Credits: 1

  Cybersecurity and artificial intelligence are now among the most significant risk considerations facing modern organizations, and Generative Artificial Intelligence (GenAI) is rapidly transforming legal practice. While these technologies offer substantial efficiencies and strategic advantages, thei...

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• $50

  Lawyer, Tool, or Machine: Evolving Ethical Responsibility in the AI Age

  Ethics Credits: 1

  This CLE program explores how artificial intelligence, both generative and agentic, is reshaping legal practice and triggering new ethical challenges. This session offers practical guidance on using AI in a manner consistent with professional and ethical obligations. Participants will examine ethic...

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• $50

  Preparing Vulnerable Witnesses for Testimony

  Law & Legal Proc. Credits: 1

  This client-focused CLE course equips attorneys with the essential skills to confidently prepare survivors of domestic violence—and other vulnerable or anxious witnesses—for high-stakes testimony. You’ll learn how to build trust, shape persuasive narratives, and ready clients for the intensity of c...

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• $75

  Four + Ethics Challenges for Civil Litigators

  Ethics Credits: 1.5

  This CLE course examines four of the most pressing and evolving ethical challenges confronting civil litigators today. Drawing on decades of trial experience, the faculty will analyze core ethical principles and apply them to high-risk situations that routinely arise in civil practice. The progr...

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• $50

  The Attorney’s Guide to Strategic Trust Planning

  Law & Legal Proc. Credits: 1

  This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives...

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• $100

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  Law & Legal Proc. Credits: 2

  This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insuranc...

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• $50

  Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

  Law & Legal Proc. Credits: 1

  This CLE program provides a practical, practice-oriented examination of foreign (offshore) corporate trustees, focusing on governance structures, regulatory oversight, and the fiduciary duties imposed under leading offshore trust regimes. The course addresses how professional trustees are licensed...

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• $50

  Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

  Law & Legal Proc. Credits: 1

  When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and...

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• $50

  Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act

  Law & Legal Proc. Credits: 1

  This CLE program explores the intersection of estate planning and real estate law, focusing on the implications of the due-on-sale clause in the context of transferring real property to revocable trusts, irrevocable trusts, and limited liability companies (LLCs). The due-on-sale clause—commonly fou...

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• $50

  Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

  Law & Legal Proc. Credits: 1

  If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorney...

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• $50

  Where Are We Now: DEI in Today’s Legal Landscape

  Equity Credits: 1

  The legal profession stands at a critical juncture as it grapples with the rapidly changing dynamics of Diversity, Equity, and Inclusion (DEI). This CLE course offers a comprehensive examination of how DEI initiatives are being reevaluated and reshaped in light of the U.S. Supreme Court’s recent de...

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• $50

  AI, Cybersecurity and Privacy: What Attorneys Need to Know About Emerging ISO Standards

  Law & Legal Proc. Credits: 1

  Artificial intelligence (AI) is increasingly embedded in enterprise and public-sector systems. The legal community must understand the emerging standards that govern AI cybersecurity and privacy. This CLE session introduces attorneys to ISO/IEC 27090 and ISO/IEC 27091—two draft international sta...

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• $100

  Identifying Winning Social Security Cases and Preparing for Hearings

  Law & Legal Proc. Credits: 2

  How do you identify potential Social Security disability clients who have the best chance of winning? And once these clients retain you, how do you increase their odds of winning at an ALJ hearing? Social Security disability claims can take two to three years from application to hearing so yo...

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• $75

  Artificial Intelligence as Evidence: Discoverability, Use, Admissibility of Algorithmic & Digital Evidence

  Law & Legal Proc. Credits: 1.5

  Recent interest in AI has been focused on how it can be used to improve productivity in your practice. This CLE looks at AI from a different perspective – as evidence that may be crucial to your trial. It will cover the legal definitions of artificial intelligence and what types of evidence fal...

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• $100

  Medical Issues and Damages in Personal Injury Claims

  Law & Legal Proc. Credits: 2.25

  In this CLE lecture, we will explore the essential medical aspects of accidental injuries and how to effectively navigate them in legal practice. Participants will learn how to: Analyze the medical phenomenology behind accidental injuries to better understand causation and severity. Collaborate...

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• $50

  Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

  Ethics Credits: 1

  This CLE course explores the current cybersecurity risk landscape in the context of the ABA Model Rules on maintaining competency. It examines how technology affects the security and privacy of client communications, information management, billing, and the supervision of law firm personnel. The co...

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• $50

  Ethical Use of Social Media in One's Legal Practice

  Ethics Credits: 1

  This CLE course will explore some of the major traps that Lawyers and Law Firms face when using the various social media platforms that permeate the world as we know it. The course will in addition to identifying those traps outline best practices one can utilized to avoid the traps before they are...

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• $50

  10 Mistakes to Avoid When Working with Asset Protection Trusts

  Law & Legal Proc. Credits: 1

  10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. The presenter covers essential aspects, such as selecti...

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• $50

  Distressed Lawyers: An Occupational Hazard?

  Ethics Credits: 1

  If there is one phrase we continue to hear more than any other term as we navigate through our “new normal” world, it is “stressed out.” But what is stress? What does it look like and feel like? More importantly, what can we do to prevent the normal stress and “lawyer anxiety” so common in our prof...

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• $50

  The Use of Trusts in Government Benefits Planning

  Law & Legal Proc. Credits: 1.25

  This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care plann...

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• $75

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  Law & Legal Proc. Credits: 1.5

  With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 70...

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• $50

  A Deep Dive into Trusts: What You Need to Be Aware Of

  Law & Legal Proc. Credits: 1

  Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family dispu...

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• $100

  Discovering the Lost Coin: Helping Clients Recover from Online Scams

  Law & Legal Proc. Credits: 2

  If you've ever had a client who was subjected to online fraud over more than $100,000, you need this course. In this CLE, we take a close look at the latest iteration of a Ponzi scheme to defraud innocent people - "Pig Slaughtering Scams". We consider how these cases come to light, the various...

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• $50

  Best Practices In The Use of Trusts

  Law & Legal Proc. Credits: 1.25

  This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the a...

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• $75

  An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

  Law & Legal Proc. Credits: 1.5

  This CLE course will provide attorneys with an advanced understanding of the role of appraisals in various legal contexts, primarily focusing on estate planning and estate litigation and the value of working with personal property appraisers. Participants will explore the ethical considerations...

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• $50

  Offshore Asset Protection Planning

  Law & Legal Proc. Credits: 1

  This CLE course offers a clear, practical introduction to offshore asset protection planning. Attendees will learn how to structure trusts and entities, select the right jurisdictions, and navigate U.S. compliance requirements. The material is broken down into straightforward, tangible guidance...

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• $50

  Trust Protectors: The Good, The Bad and The Ugly

  Law & Legal Proc. Credits: 1.25

  This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same. In this session, you will learn: Why should you use Trust Protectors? Why should you not use Trust Protectors? What powers are typica...

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• $50

  Estate Planning for the Cognitively Impaired

  Law & Legal Proc. Credits: 1

  This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to asse...

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