Estate Planning Bundle - Pennsylvania CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 6 Credit Hours of CLE Lectures - Including 2 Credit Hour of Ethics.

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Pennsylvania CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details please .

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6
Credit Hours
of CLE Lectures
  • 2 Ethics
United Crest
Only $129
Save $55
Courses priced individually at $184
  • 2 Ethics

Estate Planning Bundle Includes:

  • $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...

  • $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...

  • $34

    Misconduct in the Representation of a Client

    Ethics Credits: 1

    This CLE course will focus on the application and scope of Model Rules 1.16 and 8.4(d). Presented by two experienced practitioners, the course will address the recent amendment to Rule 1.16 and whether it merely codifies a duty that already existed or imposes completely new duties on attorneys in o...

  • $34

    Telling Them What They Don’t Want to Hear: Maintaining Your Ethics and Your Client Relationships

    Ethics Credits: 1

    This CLE course explores the interplay of ethical and relationship issues when communicating difficult topics to clients. These topics include: situations where plans go awry; admitting mistakes; addressing clients' bad ideas; expressing disbelief in clients' statements; handling requests for...

  • $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...

  • $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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