Estate Planning Bundle Includes:

• $29

  How to Prepare for Long-Term Care Costs

  General Credits: 1

  The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportun...

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• $34

  Understanding Diversity, Equity and Inclusion: How the Law Created Inequity

  Equity/Diversity Credits: 1

  Efforts to equalize opportunity are often encapsulated by the words “diversity, equity and inclusion”. The need and purpose for DEI requires an understanding of how inequality is embedded into the law. This CLE course will explain the many laws and judicial pronouncements that have made inequal...

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• $29

  Protecting Your Family Home Through Trusts

  General Credits: 1

  As seniors age, they may face urgent needs for long-term nursing home care without having sufficient private funds or long-term care insurance to cover the costs. Often, their primary asset is their home, leading to the misconception that selling it and using the proceeds for care is the only solut...

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• $29

  The Nuts and Bolts of Guardianships

  General Credits: 1

  Guardianship proceedings differ from advanced directives such as health care proxies and powers of attorney. This CLE course will address the basics of guardianship proceedings, also known as conservatorships in some states, when such proceedings should be commenced and what courts look for in thes...

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• $29

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1

  Presented by a seasoned Asset Protection Attorney, this CLE course will offer an extensive examination of the most prevalent domestic and international tools designed to protect your clients' assets from legal disputes. The course will cover: An Explanation of Asset Protection The Role of Asse...

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• $29

  Understanding Financial Solutions While Planning for Possible Long-term Care

  General Credits: 1

  This CLE course offers a detailed examination of strategies for safeguarding a client's assets while preparing for the potential need for long-term care, whether in a facility or at home, through Medicaid. Participants will gain insights into the Medicaid Asset Protection Trust, a legal structur...

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• $29

  How to Use AI to Grow Your Practice

  General Credits: 1

  AI has exploded across all fields and is increasing productivity, performance, and profit. This CLE course will offer practical AI applications to help your law firm understand the potential of AI to optimize client communication, streamline tasks, and foster team development. The course will p...

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• $29

  Business Valuation for Attorneys

  General Credits: 1

  There is a valuation process that takes place with every client, and determining the value of a client’s business or business interest is often critical to meeting their needs and can impact the outcome of their case. Valuation is therefore crucial to a variety of legal issues such as divorce, esta...

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• $29

  How to Find the “Smoking Gun” to Win Your Case

  General Credits: 1

  Even the most complex cases have that one detail, the “smoking gun” that will tip the case to a win. This CLE course will explain how to find that detail and use it to your client’s advantage. Using tried and true tips and strategies to discover what will make the difference between a resoundin...

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• $29

  Jury Selection: Mastering the Challenges and Pitfalls

  General Credits: 1

  Jury selection is an art and picking the right jury can mean the difference between success and failure. How do you find the right juror for your case? What information is important to get from potential jurors? The course will address these issues as well as juror eligibility, tips for bonding...

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• $58

  Unusually Important Federal Tax Cases: What Attorneys Need to Know

  General Credits: 2

  This CLE program delves into six recent federal taxation cases that hold significant importance for tax attorneys. It offers valuable insights for business law attorneys navigating the complexities of federal taxation. By examining court opinions, participants will gain an understanding of how fede...

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• $29

  Federal Civil Procedure: Practicing Tips for Federal Litigation

  General Credits: 1

  The Federal Rules of Civil Procedure seem overwhelming. This CLE course will arm you with the knowledge you need to navigate federal civil litigation and walk into a federal courtroom with confidence. Whether your experience is limited, or you just need to brush up, this CLE course will offer a com...

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• $29

  Mastering the Client Interview

  General Credits: 1

  First impressions are important. In an attorney/client relationship, the initial interview is when that first impression is made. This CLE course will present how client trust is achieved during that first meeting. The course will discuss the factors that make for a successful initial interview beg...

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• $29

  The Five Rules: How to Prepare Your Client for Deposition

  General Credits: 1

  Depositions are a critical component of any case. This CLE course will present a Five Rule System, devised by the presenter and in use for over 25 years to prepare everyone from executives to professional athletes to children, which will transform your client into a solid, strong, successful witnes...

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• $29

  Some Lessons From The Gwyneth Paltrow Ski Collision Case

  General Credits: 1

  A trial about a ski accident would not normally make the news, but when one party is Gwyneth Paltrow, every minute of the trial is cause for a media frenzy. At the end of March, 2023, the case of Gwyneth Paltrow v Terry Sanderson went to trial to determine who was at fault in a ski crash at Deer Va...

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• $29

  The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction

  General Credits: 1

  Designed for both novice and seasoned attorneys alike, this CLE course will offer a basic overview to the ways in which Artificial Intelligence (AI) can transform legal tasks. Participants will be given the knowledge and perspective needed to successfully integrate AI into their work successfully,...

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• $29

  "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

  General Credits: 1

  Mediation/dispute resolution is a complex, challenging area of law. This CLE course will explain the mechanics of mediation and dispute resolution as well as address the various myths about the process. The course will attempt to advise participants on how to minimize reluctance to participatio...

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• $29

  The Secure ACT: Five Key Considerations

  General Credits: 1

  This CLE course will explain the SECURE Act (Setting Every Community Up For Retirement Enhancement) and its impact on the nation’s retirement system. The course will address the five main focus areas of the SECURE Act and how, as an attorney, the law may affect your financial plan. The cour...

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• $29

  Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

  General Credits: 1

  Matrimonial law requires attorneys to possess a wide breadth of knowledge since it intersects with many other areas of laws including immigration, contracts, criminal law, property, insurance, trusts, estates and taxes. The place where matrimonial and real estate law overlap is particularly complex...

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• $68

  The Ethics of Witness Preparation: Does ABA Ethics Rules Change the Dynamics for Preparing Witnesses?

  Ethics Credits: 2

  Led by a team of highly experienced trial and litigation specialists, this informative CLE course will address the impact of new ABA Formal Opinion 508, “The Ethics of Witness Preparation,”. The course will present the impact of the opinion on counsel’s approach to working with witnesses, including...

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• $68

  The Nuts and Bolts of Ethics: No Nonsense

  Ethics Credits: 2

  Ethical values may change with the times, but the concept of ethics in business has been around for a long time. This CLE course will explore the origins of ethics and how ethical obligations continue to impact what is considered honorable behavior amongst attorneys today. The course will address t...

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• $34

  1031 Exchanges: Ethical Considerations

  Ethics Credits: 1

  Navigating 1031 Exchanges can be intricate, and this in-depth CLE course is designed to unravel the complexities. This course will elucidate optimal strategies and a diverse range of ethical considerations associated with 1031 Exchanges. The agenda encompasses key aspects such as Qualifying Propert...

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• $68

  The Ten Worst Ethics Nightmares You Can Have

  Ethics Credits: 2

  Legal ethics are a dangerous area – one mistake can derail your career. This CLE course will present a rapid analysis of the 10 disastrous legal ethics errors you can. The ABA Model Rules of Professional Responsibility are often a solid guide for clarity in the ethical expectations of the legal pro...

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• $34

  Being a DEIA Agent of Change in The Legal Workplace and Beyond

  Equity/Diversity Credits: 1

  This introductory CLE course on Diversity, Equity, Inclusion and Accessibility (DEIA) offers a comprehensive legal overview of various related concepts and initiatives. The course will open with the definition and legal history of DEIA as well as some relevant background. Going as far back in h...

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• $58

  Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

  General Credits: 2

  The goal of Asset Protection & Estate Planning Program for Business & Investment Clients is to address both legacy and family considerations as well as provide complete asset protection while optimizing tax benefits. This CLE course will provide everything you need to know to design a program th...

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• $68

  Navigating AI Ethics and Detection: Insights for Lawyers and Legal Professionals

  General Credits: 1

  Ethics Credits: 1

  Generative AI has changed the landscape for virtually every business and industry. This CLE course will offer attorneys a solid background of the ethical standards in the legal industry with respect to AI as it stands in March 2024. Given the dynamic nature of the issue, it’s important to take tha...

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• $29

  Will, Trusts, and Advanced Directives: Know What is Right for Your Client

  General Credits: 1

  This comprehensive CLE course will present effective planning tools related to Last Wills & Testaments and trusts. The course will introduce succession planning, estate planning and how to plan using wills and trusts, as well as more advanced directives including POA’s, living wills and health...

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• $29

  Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

  General Credits: 1

  This CLE program equips attorneys with vital insights for effectively navigating the intricate intersection of love, marriage, and estate matters. The course explores essential topics, including prenuptial agreements, collaborative estate planning, tax implications, and considerations for legacy pl...

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• $58

  What Attorneys Need to Know About Reading and Understanding Financial Statements

  General Credits: 2

  Like any field, businesspeople have a lingo all their own. Phrases such as NOPAT, Operating Profit, Net Income, EBITDA, retained earnings, current vs. long-term assets and liabilities, Free Cash Flow are all used regularly in the business world, but are practically a foreign language to attorneys....

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• $29

  The Mathematics of Estate Tax Planning

  General Credits: 1

  There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being speci...

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• $58

  Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset

  General Credits: 2

  ChatGPT is now a part of our everyday lives and its ability to write our papers, do our research and even pass the Uniform Bar Exam has exceeded all expectations. In fact, experts are predicting that generative AI will eventually replace practicing attorneys. This CLE course will address pressi...

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• $29

  Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

  General Credits: 1

  The US is considered one of the world’s most litigious societies. But charging others and being charged are two entirely separate matters. This CLE course will help attorneys better advise their clients in how to survive a lawsuit by utilizing offshore asset protection to shield assets from frivolo...

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• $58

  Skip Tracing for Lawyers

  General Credits: 2

  Located a missing person is sometimes required of attorneys in most areas of practice, though more often for those practicing trust and estates, malpractice, debt collection, personal injury, and real estate law. Typically, with enough information, creativity and resources, attorneys can locate ind...

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• $29

  Estate Planning: Common Issues; Practical Answers

  General Credits: 1

  Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who...

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• $58

  Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

  General Credits: 2

  This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a perso...

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