Estate Planning Bundle Includes:

• $50

  Legal Ethics Update: Trends and Challenges for Today’s Lawyers

  Ethics Credits: 1.2

  This CLE program provides an in-depth review of the most significant ethics opinions issued over the past year by the ABA and various state bar authorities. The session will not only outline the governing rules but also explore their practical impact on day-to-day legal practice. The program wil...

  Preview
• $50

  AI and the Attorney-Client Privilege: Protecting Confidentiality in the Age of Large Language Models

  Ethics Credits: 1.2

  This CLE course delves into the complex and evolving intersection of Artificial intelligence (AI) and the foundational legal principle of attorney-client privilege. As AI tools become increasingly integrated into legal practice, from legal research and document review to predictive analytics and cl...

  Preview
• $50

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

  General Credits: 1.2

  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...

  Preview
• $50

  Estate Planning for the Cognitively Impaired

  General Credits: 1.26

  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...

  Preview
• $50

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1.2

  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...

  Preview
• $125

  Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers

  General Credits: 2.52

  Estate planning and elder law attorneys may unexpectedly become the first point of contact when a client’s loved one suffers nursing home neglect or abuse. While you may not litigate personal injury cases, you play a critical role in identifying viable claims, guiding families, and partnering with...

  Preview
• $50

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

  General Credits: 1.22

  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...

  Preview
• $50

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

  General Credits: 1.2

  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...

  Preview
• $50

  Ethical Armor: Leveraging the Rules of Professional Conduct Against Problem Clients

  Ethics Credits: 1.2

  Even the most skilled attorney can find themselves in ethical quicksand when dealing with disorganized, demanding, or disappearing clients. This practical CLE program examines how the Rules of Professional Conduct—particularly those governing competence, scope of representation, and diligence—can b...

  Preview