Estate Planning Bundle Includes:

• $100

  The Hidden Secrets of Constructive Trust Litigation

  General Credits: 2

  This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statut...

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• $50

  In the Beginning... and Before: Ethical Considerations at the Outset of Representation

  Ethics Credits: 1.34

  This is a two part lecture discussing the professional responsibilities of an attorney prior to representation. The first part of the lecture will discuss solicitation and barratry including ambulance chasing, rules of professional conduct, consequences, and enforcement. The second part wi...

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• $50

  The Ethics of Social Media and Attorney Competency

  Ethics Credits: 1.2

  Join us for a CLE program exploring the requirements for ethically using social media to build your referral network and the interplay of Rules of Professional Conduct on advertising, solicitation and attorney communications. This program will cover the Rules of Professional Conduct related to...

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• $50

  The Secure ACT: Five Key Considerations

  General Credits: 1.3

  This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibil...

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• $75

  Split-Dollar Life Insurance Planning After the Levine Case

  General Credits: 1.52

  A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning...

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• $50

  Legal Ethics in Tax Practice

  Ethics Credits: 1.24

  Lawyers generally understand that tax is a niche practice area with unique characteristics. The distinguishing factors include not only the technical aspects of the discipline, but also the way practitioners need to mind ethical standards. On top of the ABA Model Rules and the ethics codes of t...

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• $75

  GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

  General Credits: 1.58

  CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions wi...

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• $100

  Estate Planning for Attorneys Who Help Business Owners

  General Credits: 2.02

  The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases...

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