Estate Planning Non-Resident Bundle Includes:

• $29

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

  General Credits: 1.1

  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
• $29

  Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

  General Credits: 1.1

  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...

  Preview
• $29

  Understanding Financial Solutions While Planning for Possible Long-term Care

  General Credits: 1.1

  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...

  Preview
• $34

  Diversity & Inclusion: Recognizing the Damaging Effects of Implicit Bias in the Workplace

  Diversity/Inclusion Credits: 1.1

  Implicit bias, increasingly studied and discussed, involves subconscious associations our minds create linking various concepts and ideas. These biases arise from our experiences, cultural backgrounds, societal norms, media influences, and other factors. This CLE program explores the nature of...

  Preview
• $55

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

  General Credits: 1.8

  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
• $29

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1.1

  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...

  Preview
• $29

  The Nuts and Bolts of Guardianships

  General Credits: 1.1

  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...

  Preview
• $55

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

  General Credits: 2.3

  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...

  Preview
• $29

  Corporate Transparency Act: Lessons from Round One of Implementation

  General Credits: 1.1

  Pursuant to the Corporate Transparency Act ("CTA"), many legal entities, both foreign and domestic, operating in the United States, have contemplated whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"). This CLE course, prese...

  Preview
• $29

  The Mathematics of Estate Tax Planning

  General Credits: 1.1

  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...

  Preview
• $29

  New Jersey Attorney Trust And Business Accounting Fundamentals

  General Credits: 1.2

  The Court Rules and the RPCs, require attorneys practicing in the State of New Jersey to maintain trust and business accounts. This comprehensive CLE course focuses on the various rules and practical ethics of establishing the trust and business accounts. The course will also offer practical ti...

  Preview
• $55

  Discovering the Lost Coin: Helping Clients Recover from Online Scams

  General Credits: 2.3

  If you've represented clients affected by online fraud involving losses exceeding $100,000, this course is essential. In this CLE, we delve into the emerging "Pig Slaughtering Scams"—a modern variation of Ponzi schemes targeting unsuspecting individuals. We explore how these scams are uncovered...

  Preview
• $65

  Building Your Practice While Complying with the Attorney Advertising Rules

  Ethics Credits: 2.3

  Building a practice involves tremendous complexity, and building one in compliance with ethical standards is even more challenging. This CLE course will offer best practices and techniques to build a practice that complies with attorney advertising rules. Presented by experts with decades of experi...

  Preview
• $65

  Ethical Issues in Pro Bono Representation

  Ethics Credits: 1.8

  This CLE course explores the ethical challenges that attorneys may face when providing legal services on a pro bono basis. Grounded in the ABA Model Rules of Professional Conduct, the course focuses on key rules relevant to typical pro bono scenarios, offering guidance on how attorneys can identify...

  Preview
• $29

  The Mathematics of Charitable Planning

  General Credits: 1.1

  Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners. The most popular techniques for...

  Preview
• $34

  Implicit Bias and DEI Today: Challenges & Opportunities

  Diversity/Inclusion Credits: 1.3

  Implicit biases, stemming from natural brain processes, influence everyone, including lawyers. Understanding these biases is crucial to anticipating and preventing legal risks. In this CLE course, Professor Bruce Adelson will draw from his research at Georgetown University School of Medicine and...

  Preview
• $29

  Protecting Your Family Home Through Trusts

  General Credits: 1.1

  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