Estate Planning Bundle Includes:

• $29

  Understanding Financial Solutions While Planning for Possible Long-term Care

  General Credits: 1.07

  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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• $29

  The Mediator's Toolkit: 15 Strategies Towards A Successful Mediation

  General Credits: 1.28

  Mediation is often described as an art rather than a science. While it's accurate that there's no singular formula for conducting a mediation, there are proven methods for fostering successful outcomes. The measure of success lies in achieving a Win-Win situation for all involved parties. This C...

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• $65

  Ethical Issues in Pro Bono Representation

  Ethics Credits: 1.5

  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...

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• $55

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

  General Credits: 1.52

  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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• $34

  Lawyers and Generative Artificial Intelligence: What Could Go Wrong: Ethical and Other Concerns

  Ethics Credits: 1.02

  Explore the transformative impact of generative artificial intelligence (GAI) on the legal profession in this comprehensive CLE program. As GAI continues to revolutionize the field, its applications in litigation and broader legal services are becoming indispensable. This course delves into the...

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• $29

  The Use of Trusts in Government Benefits Planning

  General Credits: 1.28

  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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• $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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• $34

  The Ethics Rules & Logistics Involved with Selling or Buying a Law Firm

  Ethics Credits: 1.02

  This CLE course will explore the intersection of the Professional Rules of Conduct with the sale and purchase of a law firm. Participants will gain insight into the three primary options for selling a law firm, along with the practical considerations and logistics involved in both buying and sellin...

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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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• $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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• $29

  Protecting Your Family Home Through Trusts

  General Credits: 1.02

  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

  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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