Estate Planning Bundle Includes:

• $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...

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• $55

  The Use of Trusts in Government Benefits Planning

  General Credits: 1.5

  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...

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• $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...

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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 Mathematics of Charitable Planning

  General Credits: 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...

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• $34

  Ethics of Practicing Across State Lines: Temporary and Virtual Practice

  Ethics Credits: 1

  Lawyers frequently engage in legal practice across jurisdictions where they aren't licensed, advising clients, handling calls and emails, drafting agreements, and even litigating cases. This evolving landscape has created numerous regulatory challenges as courts, bar associations, and ethics commit...

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• $65

  ABA Model Rules Of Professional Conduct and AI Ethics: Key Highlights of the New Challenges Facing Attorney Compliance

  Ethics Credits: 1.5

  In this CLE session, we will explore the significant ethical considerations that arise when practicing law in tandem with AI, which often operates without the structured ethical foundation that governs human professionals. This CLE is tailored specifically for lawyers, beginning with a straightf...

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• $34

  Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements

  Cyber/Ethics Credits: 1

  Several states are currently considering mandating CLE hours that concentrate on cybersecurity, privacy, and data protection. The obligation for lawyers to possess technology competency is not new, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The...

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• $29

  Tax Law Logic for Non Tax Lawyers

  General Credits: 1

  The subject of taxes is a universal legal issue. Whether you pay taxes, file for taxes or are subject to others who do, it’s imperative to understand the foundation upon which determination will be made on what is owed, when it is due, or whether a crime has been committed. These issues are determi...

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• $34

  Ethical Mediation: Principles and Practices in Dispute Resolution

  Ethics Credits: 1

  Over the past decade, Alternative Dispute Resolution (ADR), particularly mediation, has seen a significant rise in use. Despite this, many legal professionals remain unfamiliar with the nuances of the process. In this course, Judge Scheinkman will explore the critical role of ethical considerations...

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• $55

  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

  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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• $34

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

  Diversity/Inclusion Credits: 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...

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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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• $34

  Reel Ethics: Navigating Ethical Dilemmas Through Film and TV Scenarios

  Ethics Credits: 1

  Join us for an engaging and interactive CLE course that delves into various ethical scenarios through the lens of popular movies and television shows. By analyzing ethical dilemmas faced by fictional lawyers, you'll learn how to navigate similar issues in your practice. We'll present real-life exam...

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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

  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...

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• $55

  Discovering the Lost Coin: Helping Clients Recover from Online Scams

  General Credits: 2

  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...

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• $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...

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