Estate Planning Bundle w/Live Webinars - Wisconsin CLE

NACLE makes CLE easy! Choose this bundle to satisfy your CLE requirements hassle-free by combining our most popular courses together with deep discounted prices in one convenient package. This Bundle contains 15 live webinar credits to satisfy the live component and EPR requirement with our upcoming live webinars.

CLE Courses Available Online & iOS/Android App and with Live Webinars!

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30
Credit Hours
of CLE Lectures
Save $1,101
Only $399
Save $1,101
Courses priced individually at $1,500

Estate Planning Bundle w/Live Webinars Includes:

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  • $50

    Skipping Ahead Without Tripping: Hot Issues in GST Planning

    General Credits: 1

    Generation-skipping transfer (GST) tax planning remains one of the most technically demanding areas of estate planning, where seemingly minor drafting or allocation errors can produce significant and unintended tax consequences. This CLE course examines current issues and common pitfalls in GST pla...

  • $50

    Business Succession is More than Trusts and Taxes

    General Credits: 1

    Successful business succession planning involves far more than legal documents, valuation issues, and tax strategies. For closely held and family-owned businesses, the greatest challenges often arise from the human dynamics that accompany the transfer of ownership and leadership from one generation...

  • $50

    Use of Asset Protection Trusts for Tax Planning Purpose

    General Credits: 1

    As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal fra...

  • $50

    Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

    General 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...

  • $50

    Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

    General Credits: 1

    This CLE course will introduce the use of trusts in the context of estate planning, special needs, and tax considerations. Each section of the course will introduce and explain the issues that need to be addressed in maximizing the benefits of trust planning for your clients. Significant attenti...

  • $50

    Beyond Hallucinations: AI in the Legal Process — The Good, the Bad, and the Ugly

    General Credits: 1

    Artificial intelligence has moved beyond legal curiosity and into the ordinary machinery of law practice. Lawyers increasingly use AI for legal research, drafting, discovery, contract review, litigation analysis, client intake, billing, marketing, and other tasks. Used carefully, AI can reduce cost...

  • $50

    The Attorney’s Guide to Strategic Trust Planning

    General 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...

  • $50

    Law in the Age of Large World Models: Navigating Liability, Autonomy, and Synthetic Reality

    General Credits: 1

    Artificial intelligence is expanding beyond language generation into systems capable of modeling and influencing the physical world. This CLE course examines the rise of Large World Models (LWMs) and physical AI systems that generate synthetic environments, simulate real-world outcomes, and increas...

  • $50

    Mastering Offshore Asset Protection Planning

    General 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...

  • $50

    AI and You: Creating, Protecting, and Monetizing Your Work Product—and Your Clients'

    General Credits: 1

    This CLE course explores how artificial intelligence is transforming the practice of law and creating new opportunities—and challenges—for attorneys. This program will examine how lawyers can effectively leverage AI as a professional resource while understanding the legal, practical, and business c...

  • $50

    SLATitudes of Love: Planning with Spousal Lifetime Access Trusts

    General Credits: 1

    Spousal Lifetime Access Trusts (SLATs) remain a powerful estate planning tool for clients seeking to utilize gift and generation-skipping transfer (GST) tax exemptions while preserving indirect access to transferred assets through a spouse. This CLE program will examine the key tax, estate planning...

  • $50

    How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

    General Credits: 1

    As the U.S. population continues to age, attorneys are increasingly confronting disputes involving diminished capacity, undue influence, and contested transfers of wealth. The growing senior population—and the significant intergenerational transfer of assets now underway—has fueled a sharp rise in...

  • $50

    Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled

    General Credits: 1

    This CLE presentation provides practical strategies to help attorneys protect clients who are vulnerable or disabled and who are receiving a settlement or judgment. It focuses on when to use a pooled special needs trust for clients with disabilities, how to use settlement preservation pooled trusts...

  • $50

    QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA

    General Credits: 1

    Qualified Small Business Stock (QSBS) continues to be one of the most powerful tax planning opportunities available to founders, investors, and high-net-worth families. Recent legislative developments under the One Big Beautiful Bill Act (OBBBA) have created new considerations and planning opportun...

  • $50

    Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts

    General Credits: 1

    Charitable giving through trusts has become an increasingly important planning strategy, offering opportunities to achieve philanthropic objectives while addressing complex income tax and estate planning considerations. However, evolving IRS guidance, heightened scrutiny of the Internal Revenue Cod...

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30
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
Online & iOS/Android App included at no extra charge!

Course Media Options
Only $399
Save $1,101
Courses priced individually at $1,500
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