Estate Planning Bundle - Alabama CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of CLE Lectures including 1 hour of Ethics. *The MCLE Commission has temporarily suspended the 6-hour limit for online courses. For the CLE year ending December 31, 2022, attorneys may satisfy their annual CLE requirement from approved online courses.

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Alabama CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Alabama State Bar Accredited CLE Sponsor. To view our full accreditation details please .

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12
Credit Hours
of CLE Lectures
  • 1½ Ethics
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Only $199
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Courses priced individually at $381
  • 1½ Ethics

Estate Planning Bundle Includes:

  • $29

    10 Clauses Fiduciaries Hate

    General Credits: 1

    Drafting a trust document requires specific skills. Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. Undefined terms, conflicting passages or simple lack of clarity...

  • $55

    Understanding Asset Protection

    General Credits: 1.5

    Learn how to protect yourself from the effects of lawsuits through personal asset protection. This CLE course will offer an in-depth guide for protecting your personal wealth including a basic history, exemption status under federal and state law, risk analysis and definitions. The course will...

  • $29

    Fiduciary Responsibility Related to Art Assets

    General Credits: 1

    Art assets always seem like a good investment, if you know what you’re doing. This CLE course will provide a complete picture of how to manage fiduciary responsibility with regards to art assets. The course will cover selling options and issues trustees and executors need to be thinking about,...

  • $65

    The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Ethics Credits: 1.5

    There are many ethical questions that arise when dealing with Estate and Elder Law. This CLE course will explore the fiduciary duties and who is owed duties as well as who is eligible to serve as a fiduciary. The limits of their duties and responsibilities, some of which trace back centuries or mo...

  • $29

    How to Handle Appraisals for Donations of Property

    General Credits: 1

    The Internal Revenue Service frowns upon the overvaluation of real estate gifts. Appraisers thinking they are doing the donor a favor by providing a high range may actually do more damage than good. This CLE course will explain that whether it’s real estate, art, or any other property, the appraisa...

  • $29

    Planning for Tangibles

    General Credits: 1

    Trying to plan for tangible property presents a variety of challenges, many of them quite complex. This CLE course explains tangible property and how it is legally defined and presents strategies for planning. The course will address a myriad of issues such as testamentary plan structure, titling c...

  • $29

    Quid Pro Quo for Charitable Gifts

    General Credits: 1

    Payments that are meant to be partly contributions and partly for goods and services provided to the donor by a charity are called quid pro quos (QPQ). These may apply to a fundraising banquet when the donor’s contribution covers more than the cost of his meal. QPQ gifts have specific rules that ap...

  • $29

    Investment Strategies for Trusts

    General Credits: 1

    In order to invest a trust asset, a trustee must consider and balance a variety of factors to ensure they are acting in the best interest of beneficiaries. Compliance with legal principles regarding asset management, particularly in the absence of specific guidance in trust documents, is likewise c...

  • $29

    Asset Protection for Cryptocurrency

    General Credits: 1

    In an increasingly litigious society, asset protection is more important than ever and cryptocurrency is therefore having its heyday. Simultaneously, it is the targeted asset in more and more lawsuits with Blockchain technology making it increasingly easier to see the amount of cryptocurrency an in...

  • $29

    Key Federal & State Estate Planning Considerations and Opportunities

    General Credits: 1

    This CLE course will provide a comprehensive overview of the best estate-planning strategies. The course will look at the issues from both a state and trust situs perspective, as well as from a federal standpoint, and will present how potential future changes in the tax law may impact the area....

  • $29

    Selling a Family Business

    General Credits: 1

    Many people claim you should never go into business with family. This is especially true when it is time to sell, and you run headlong into a combination of tax and financial issues and personal family dynamics that can stall and even destroy any profit the family may have anticipated, along with t...

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