Estate Planning Bundle - Arizona CLE

We have selected our most popular lectures and bundled them together into our Arizona Estate Planning Bundle. This Bundle contains 15 Credit Hours of AZ CLE Lectures which includes the 3 Ethics requirements.

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Arizona MCLE
Accreditation Info

Attorneys may earn all 15 Arizona CLE credits from the United Institute for Continuing Legal Education. All our course formats satisfy the State Bar of Arizona Regulations “Interactive CLE” definition. To view our full accreditation details please .

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15
Credit Hours
of CLE Lectures
  • 4½ Ethics
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Only $199
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Courses priced individually at $486
  • 4½ Ethics

Estate Planning Bundle Includes:

  • $29

    Skipping Ahead Without Tripping: Hot Issues in GST Planning

    General Credits: 1

    Generation-skipping transfer (GST) tax planning presents unique challenges that require careful drafting, thoughtful exemption allocation, and a thorough understanding of the tax rules governing multigenerational wealth transfers. Even well-intentioned estate plans can produce unexpected GST tax co...

  • $29

    Business Succession is More than Trusts and Taxes

    General Credits: 0.75

    Many business succession plans fail not because of deficiencies in legal or tax planning, but because the personal, family, and organizational issues surrounding the transition are left unaddressed. For attorneys representing owners of closely held and family businesses, understanding these factors...

  • $29

    QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA

    General Credits: 1

    Section 1202 has become an increasingly important planning tool for entrepreneurs and affluent families seeking to reduce or eliminate federal capital gains taxes on the sale of qualifying business interests. As the legal and tax landscape continues to evolve, practitioners must understand how rece...

  • $34

    Your AI Use Might Be an Ethics Violation: Evaluating Today’s AI Providers Using the Ethics Zone Framework

    Ethics Credits: 1

    Artificial intelligence is rapidly being integrated into everyday legal workflows—from drafting and research to client communications—but many attorneys are unknowingly exposing themselves to ethical risk in the process. The issue is not simply whether to use AI, but how it is used and under what c...

  • $29

    SLATitudes of Love: Planning with Spousal Lifetime Access Trusts

    General Credits: 0.75

    Spousal Lifetime Access Trusts (SLATs) continue to play a significant role in sophisticated wealth transfer planning by allowing married couples to shift appreciating assets out of a taxable estate without completely relinquishing financial access. When properly structured, SLATs can provide substa...

  • $65

    Legal Ethics in the Digital Age: Competence, AI, and Professional Responsibility

    Ethics Credits: 1.5

    The rapid adoption of artificial intelligence, expanding cybersecurity risks, and evolving digital practice tools are reshaping the ethical responsibilities of attorneys. This CLE program examines how long-standing professional conduct rules apply to modern legal practice, with a focus on maintaini...

  • $34

    From Payroll to Pleadings: The Ethics Zone Framework for Deploying AI Across Every Layer of Law Firm Practice

    Ethics Credits: 1

    Artificial intelligence has quickly become embedded in daily law firm operations, but ethical analysis often fails to keep pace with actual use. Too frequently, AI guidance treats every implementation as though it presents the same level of risk, applying broad warnings without distinguishing betwe...

  • $34

    Ethical Responsibilities in Law Office Management and the Supervision of Non-Lawyers

    Ethics Credits: 1

    This CLE program examines the ethical framework governing law office management, with a particular focus on the supervision of non-lawyer staff and subordinate attorneys. While many practitioners are familiar with the Rules of Professional Conduct in theory, their practical application in day-to-da...

  • $29

    Use of Asset Protection Trusts for Tax Planning Purpose

    General Credits: 1

    Self-settled asset protection trusts have become an increasingly important planning tool for attorneys representing high-net-worth clients seeking to mitigate creditor risk while preserving long-term wealth. This CLE program examines the legal authority governing these trusts, including jurisdictio...

  • $29

    Using AI in Legal Practice Without Crossing Ethical Lines

    General Credits: 1

    Artificial intelligence is rapidly becoming part of everyday legal practice, offering powerful tools to enhance efficiency and productivity. However, the use of AI also presents significant ethical and professional responsibility considerations that attorneys must understand before incorporating th...

  • $29

    Beyond Prompting: Advanced ChatGPT Tools for Lawyers

    General Credits: 1

    This in-depth CLE program is intended for attorneys who are already familiar with the fundamentals of ChatGPT and are looking to integrate it more strategically into their legal workflows. Moving beyond basic prompting techniques, the course examines more sophisticated tools and functionality withi...

  • $29

    How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

    General Credits: 1

    The aging of the American population is reshaping the landscape of estate, probate, and fiduciary litigation. As older adults control an increasingly significant share of personal wealth, courts are seeing a growing number of disputes involving alleged incapacity, undue influence, breach of fiducia...

  • $29

    The Attorney’s Guide to Strategic Trust Planning

    General Credits: 1

    Trusts are a central component of modern estate planning, yet they are often misunderstood or improperly matched to client objectives. This CLE program introduces the legal framework governing trusts and examines how trusts are used to address common planning goals, including lifetime asset managem...

  • $29

    Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

    General Credits: 1

    This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term...

  • $29

    Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts

    General Credits: 1

    This CLE course explores the intersection of trust administration, charitable planning, and income tax strategy, with a focus on how trustees and advisors can effectively incorporate charitable giving into trust structures. As tax laws continue to evolve and the IRS increases its scrutiny of charit...

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