Estate Planning Bundle Includes:

• $29

  10 Mistakes to Avoid When Working with Asset Protection Trusts

  General Credits: 1

  This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the opti...

  Preview
• $29

  The Use of Trusts in Government Benefits Planning

  General Credits: 1.25

  This CLE presentation will cover the role of different trusts in government benefits planning, including the use of revocable trusts, strategies for spousal planning through revocable trusts, long-term care planning with Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and r...

  Preview
• $29

  Essential Estate Documents: Don't Delay Until It's Too Late

  General Credits: 1

  This CLE program tackles a widespread issue: the tendency to delay or overlook critical documents essential for life's inevitable events—death, incapacity, or providing for those who will need to take over. In this one-hour course, we'll explore the fundamental documents and recommended language, d...

  Preview
• $55

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  General Credits: 1.5

  With the Federal Estate Tax exclusion exceeding $13.6 million, many estates may not require a 706 filing. However, this exclusion is anticipated to decrease by 50% at the end of 2025, making it crucial to consider the need for a portability election after the death of the first spouse, which requir...

  Preview
• $34

  Recognizing and Handling Conflicts of Interest

  Ethics Credits: 1

  Effectively managing conflicts of interest is a crucial aspect of legal ethics, and this course will provide attorneys with the necessary tools to navigate these challenges. The session will cover key considerations for identifying and addressing conflicts, including methods for conflict screening...

  Preview
• $34

  Ethical Considerations Regarding Hourly Billing and More

  Ethics Credits: 1

  This CLE program provides an in-depth exploration of essential billing practices tailored specifically for attorneys. Designed to equip legal professionals with a solid foundation in billing procedures, the course covers the critical rules and regulations governing billing in the legal industry. It...

  Preview
• $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...

  Preview
• $34

  Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

  Ethics Credits: 1

  This CLE course delves into the current cybersecurity risk landscape, focusing on the ABA Model Rules regarding competency. It addresses the impact of technology on the security and privacy of client communications, information management, billing processes, and the oversight of law firm staff. The...

  Preview
• $55

  An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

  General Credits: 1.5

  This CLE course offers attorneys an in-depth exploration of the critical role appraisals play in estate planning, estate litigation, and other legal contexts involving personal property valuation. Participants will gain an advanced understanding of how to effectively engage and work with person...

  Preview
• $55

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  General Credits: 2

  This CLE program offers a comprehensive overview of asset protection strategies. Participants will explore how traditional estate planning tools can shield assets from creditors. Topics include the protection provided by tenants by the entirety ownership, life insurance and annuities, retirement ac...

  Preview