Tax Law Bundle Includes:

• $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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• $34

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

  Ethics Credits: 1.15

  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...

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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

  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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• $29

  Essential Insights for Attorneys Navigating Group Lateral Moves

  General Credits: 1.1

  This CLE program explores the dynamic and evolving lateral market for attorneys, focusing specifically on group lateral partner moves. Unlike individual lateral transitions, group moves—where a team of attorneys or even a full department relocates from one firm to another—require added planning and...

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• $55

  An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

  General Credits: 1.52

  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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• $34

  1031 Exchanges: Ethical Considerations

  Ethics Credits: 1.02

  Navigating 1031 Exchanges can be intricate, and this in-depth CLE course is designed to unravel the complexities. This course will elucidate optimal strategies and a diverse range of ethical considerations associated with 1031 Exchanges. The agenda encompasses key aspects such as Qualifying Propert...

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• $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

  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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• $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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• $55

  Tax Consequences of Retiring or Selling Your Law Practice

  General Credits: 1.58

  This CLE course will address the tax consequences of retiring or leaving a law firm or professional partnership such as an LLC or PLLC. The course will present the issue through the lens of the recent Tax Court decision to provide guidance and point out potential tax traps. The course will also...

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• $34

  The Ethics of Law Firm Lateral Transitions

  Ethics Credits: 1.02

  The era of lawyers spending their entire careers at a single firm is largely over. Today, legal professionals frequently transition to new firms, navigating a maze of complex and often conflicting ethical and legal rules. Balancing their personal rights with their obligations to current and future f...

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