Estate Planning Bundle w/Live Webinars Includes:

• $29

  GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

  General Credits: 1.25

  The CCA 202152018, released at the end of 2021, addresses the valuation challenge regarding the consideration that should be given to a potential sale when valuing an asset. Its impact on grantor retained annuity trusts (GRATs) and how an appraiser valuates the implications of a potential sale from...

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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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• $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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• $29

  Split-Dollar Life Insurance Planning After the Levine Case

  General Credits: 1.25

  In Marion Levine v. Commr. 158 T.C., a resounding victory was recently given to a taxpayer who pursued what many view as an aggressive spit-dollar life insurance plan for the purpose of minimizing estate taxes. This CLE course will explain the case and split-dollar planning as well as review prior...

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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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• $34

  Ethical Referral Fees: A 50 State Survey

  Ethics Credits: 1

  Fee sharing, when done correctly, is an ethical approach to providing a better outcome for clients. This CLE course will present the various regulatory frameworks that states utilize in determining referral fees for fee sharing. Designed to provide attorneys with a working understanding of how...

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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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• $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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• $34

  Ethics in the Digital Era: What Attorneys Need to Know

  Ethics Credits: 1

  Data breaches are becoming increasingly common, posing a great challenge to law firms. Between the Ethical Rules of Conduct, your individual state’s regulations on professional conduct and the potential for financial and other penalties, it’s critical to recognize and take steps to prevent as well...

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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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• $55

  Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

  General Credits: 1.5

  The guardianship process is notoriously lengthy and complicated. The Uniform Laws Commission (ULC) put forward a set of rules aimed to make guardianship easier for attorneys to understand. The rules, in whole or in part, have since been adopted by 46 states. This CLE course will offer an overview o...

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• $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

  Ethical Issues in Representing Clients with Diminished Capacity

  Ethics Credits: 1

  This informative CLE session will delve into the legal guidelines that apply to attorneys when assisting clients who face diminished capacity. The discussion will shed light on the potential risks of fraud and abuse that individuals with diminished capacity may encounter. Attendees of this cour...

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• $34

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

  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

  Cybersecurity and Data Privacy Obligations for Lawyers

  General Credits: 1

  Focusing on the vast cyber threats to the legal community, this CLE course will explain why lawyers are such tempting targets to hackers. The course will explain the cost of data breaches and an attorney’s obligation to cybersecurity, particularly in the context of ESI. This course will include...

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• $29

  The Cuban Missile Crisis and The Art of Negotiation

  General Credits: 1

  The 60th anniversary of the Cuban Missile Crisis just passed, and as one of the most examined crises in American history, it’s still a hotly debated topic. While it unfolded, it held the attention of the entire world. The ending seemed positive, but was that the result of careful mediation and wise...

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• $29

  Workplace Conflict Resolution Through Mediation and Arbitration

  General Credits: 1

  It may seem counterintuitive but conflict in the workplace can actually be healthy for an organization’s growth, provided that varying points of view are communicated in a balanced manner. But more often than not, conflict will trigger reactions and defensiveness, leading to irresolvable conflicts....

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• $65

  Ethics “Gotchas” That Every Estate Planners Must Know

  Ethics Credits: 1.5

  Given the dynamic nature of today’s estate and tax laws, attorneys have plenty to keep up with. With regards to estate planning, it’s critical for attorneys to know about their obligation to their clients under the Rules of Professional Responsibility lest they be faced with expensive and time-consu...

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• $29

  Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners

  General Credits: 1

  Divorce is difficult – both emotionally and financially. Separating lives that were once united is complicated from every respect and the division of assets is one of the most combative issues couples face. This CLE course will focus on the division of real estate and the importance of prenupti...

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• $29

  Skip Tracing for Lawyers

  General Credits: 1.25

  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

  Discovery in Surrogates Court: The Good, The Bad, and The Ugly

  General Credits: 1

  Surrogate Court practice can be overwhelming for even the seasoned attorney. This CLE course, designed for both experienced state planners looking to up their game and those new to the practice, will offer a comprehensive review of the laws, rules and procedures related to litigating issues in Surr...

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• $55

  Estate Planning for Attorneys Who Help Business Owners

  General Credits: 1.5

  Clients who own small businesses have particular needs and concerns with regards to estate planning. This CLE course will prepare estate planning attorneys to serve those clients as part of their overall estate planning. The course will go far beyond the issue of wills and delve into operations...

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• $55

  Love and Legislation Makes a Family: The Child Parent Act 1 Year In

  General Credits: 1.5

  Until recently, New York had one of the most antiquated surrogacy laws in the nation. The laws included a ban on enforceable compensated surrogacy arrangements which imposed harsh penalties on anyone who participated in compensated surrogacy. This remained until the recent passage of the Child Pare...

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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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• $55

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

  General Credits: 1.5

  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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• $55

  The Hidden Secrets of Constructive Trust Litigation

  General Credits: 1.75

  Imagine your client, with full knowledge and faculties, has executed a deed signing away his property with the “understanding” that he would eventually get it back. Would the statute of frauds bar relief? Interesting question. This CLE course will address all the Hidden Secrets of Constructive...

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