$50
Matrimonial Law: Four Topics Attorneys Need to Know
Law & Legal Proc. Credits: 1.25
This CLE program will provide an introduction to the most important elements of matrimonial law: divorce, support, custody and special relief. The course will outline the important considerations in any case and some areas that may be complicated. The presenter will also emphasize the need to consi...
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$50
Understanding Financial Solutions While Planning for Possible Long-term Care
Law & Legal Proc. Credits: 1
This CLE course will provide attorneys with a comprehensive overview of methodology and techniques for preserving their client’s assets while planning for the possibility of incapacity and future institutional or home care services through Medicaid. The presentation will provide an overview of...
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$50
How to Prepare for Long-Term Care Costs
Law & Legal Proc. Credits: 1
This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Add...
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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
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
The Mathematics of Estate Tax Planning
Law & Legal Proc. Credits: 1
The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results an...
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$50
The Mathematics of Charitable Planning
Law & Legal Proc. Credits: 1
Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charita...
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$50
Family Based Immigration and Naturalization
Law & Legal Proc. Credits: 1
This program will provide an overview of Family-Based Green Card and Non-Immigrant Dependent visas. This CLE course will review the qualifying relationships, eligibility issues, time-frames, filing processes, and work and travel issues while waiting for the green card for certain applicants. Th...
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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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$50
Protecting Your Family Home Through Trusts
Law & Legal Proc. Credits: 1
All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there...
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$50
Essential Estate Documents: Don't Delay Until It's Too Late
Law & Legal Proc. Credits: 1
This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when th...
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$75
ABA Model Rules Of Professional Conduct and AI Ethics: Key Highlights of the New Challenges Facing Attorney Compliance
Ethics Credits: 1.5
Every rule of the ABA’s Model Rules of Professional Conduct has been impacted by the presence of artificial intelligence. During this CLE, we will examine key concerns arising under the ABA Model Rules when juxtaposed against the realities and challenges imposed when practicing law alongside the le...
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$50
Lawyers and Generative Artificial Intelligence: What Could Go Wrong: Ethical and Other Concerns
Ethics Credits: 1
Artificial intelligence and, more specifically, generative artificial intelligence (GAI) is increasingly used by attorneys. GAI is touted as being revolutionary and "game-changing" for the legal profession for purposes of litigation and providing broader legal services to clients. However, GAI brin...
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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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$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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$75
Selective Ethics in Litigation from the Plaintiff's Perspective
Ethics Credits: 1.5
This CLE course will focus on the ethical obligations that govern counsel in litigated matters and the boundaries that must be respected to ensure compliance with professional standards. Panelists will explore the ethical rules that shape an attorney’s responsibilities when representing a client an...
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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
Legal Ethics: Avoiding the Common Mistakes of Bad Lawyering
Ethics Credits: 1
This CLE course covers the pitfalls, mistakes, and trappings made by lawyers which warrant the Bar’s attention and do reputational harm. Topics addressed will include: the duty to communicate material events in a matter; managing a client's expectations of the scope of representation; preserving...
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$50
Telling Them What They Don’t Want to Hear: Maintaining Your Ethics and Your Client Relationships
Ethics Credits: 1.25
This CLE course covers the interplay of (1) ethical issues and (2) relationship issues in talking with clients about things they don’t necessarily want to hear. These things include talking with them about (a) when things don’t go the way you’ve planned; (b) when you’ve made a mistake; (c) when the...
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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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$50
Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples
Law & Legal Proc. Credits: 1
This CLE provides attorneys with essential insights into navigating the complex intersection of love, marriage, and estate maters. This CLE course delves into crucial topics such as prenuptial agreements, joint estate planning, tax implications, and legacy considerations. Attorneys will gain pr...
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$50
The Nuts and Bolts of Guardianships
Law & Legal Proc. Credits: 1
This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in...
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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
Business Valuation for Attorneys
Law & Legal Proc. Credits: 1
Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and par...
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$75
Are You Up To It? Handling High Conflict Custody and Divorce Matters
Law & Legal Proc. Credits: 1.5
This CLE course is designed to help the practitioner who handles divorce and custody matters be prepared for, accept and successfully represent clients in cases that fall toward the extreme end of the spectrum from corroborative to adversarial. When cases are the most adversarial, they require...
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