Estate Planning Bundle Includes:

• $50

  Your AI Use Might Be an Ethics Violation: Evaluating Today’s AI Providers Using the Ethics Zone Framework

  Ethics Credits: 1

  Are you using AI to draft briefs, analyze case law, or communicate with clients? Depending on which plan you're on, you may already be in violation of your ethical obligations, and most lawyers have no idea. AI tools have enormous potential to transform legal practice, but they carry drastically di...

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• $50

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

  General 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

  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...

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• $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...

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• $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...

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• $50

  Ethical Responsibilities in Law Office Management and the Supervision of Non-Lawyers

  Ethics Credits: 1

  Many lawyers may not fully understand the Bar rules and ethical considerations regarding managing a law office and supervising lawyers and non-lawyer. This CLE course will address important ethical considerations and provide critical information and guidance regarding law office management and supe...

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• $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...

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• $50

  From Payroll to Pleadings: The Ethics Zone Framework for Deploying AI Across Every Layer of Law Firm Practice

  Ethics Credits: 1

  Every law firm is using AI. Very few can explain why the way they're using it is ethically defensible. The problem isn't recklessness. It's that existing guidance treats AI as a single category of risk, offering the same vague caution whether you're automating payroll or drafting a motion for summa...

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