Select Topics in Estate Planning Includes:

• $34

  From Ethics to Enterprise: What AI and ABS Mean for the Modern Lawyer

  Ethics Credits: 1

  As innovation reshapes the legal profession, ethical boundaries are being tested like never before. This CLE program examines how emerging technologies and evolving business models are challenging traditional rules—and raising urgent questions about professional responsibility. Artificial intell...

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• $34

  Recent Trends in Lawyer Discipline and Ethical Takeaways

  Ethics Credits: 1

  In recent years, the legal profession has faced a reckoning: What exactly constitutes misconduct in an era when public trust is waning and the boundaries of professional behavior seem increasingly blurred? This program takes a critical look at the erosion of the once-reliable standards governing at...

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• $34

  Where Are We Now: DEI in Today’s Legal Landscape

  Elimination Bias Credits: 1

  This CLE course delves into the evolving landscape of Diversity, Equity, and Inclusion (DEI) within the legal profession, particularly in response to the U.S. Supreme Court's recent decisions on affirmative action and subsequent political developments. Participants will explore how these landmark r...

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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

  Estate Planning for the Cognitively Impaired

  General Credits: 1

  This CLE course equips attorneys with practical strategies for estate planning when working with clients who may face cognitive decline. Participants will gain tools to craft durable estate plans, including methods to document client intent clearly and fortify documents against legal challenges....

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• $29

  10 Mistakes to Avoid When Working with Asset Protection Trusts

  General Credits: 1

  This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the opti...

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• $29

  Offshore Asset Protection Planning

  General Credits: 1

  Join us for a practical and engaging CLE course on offshore asset protection planning, designed for attorneys advising high-net-worth and international clients. This course simplifies complex concepts, offering actionable strategies for structuring trusts and entities, selecting optimal jurisdictio...

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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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• $34

  Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

  Ethics Credits: 1

  This CLE course delves into the current cybersecurity risk landscape, focusing on the ABA Model Rules regarding competency. It addresses the impact of technology on the security and privacy of client communications, information management, billing processes, and the oversight of law firm staff. The...

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• $29

  The Use of Trusts in Government Benefits Planning

  General Credits: 1.25

  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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• $29

  Best Practices In The Use of Trusts

  General Credits: 1

  Dive into this comprehensive CLE program designed to equip attorneys with the knowledge to harness trusts effectively for estate planning, tax efficiency, and special needs considerations. The course examines the critical factors that drive successful trust strategies, offering practical guidance o...

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• $29

  A Deep Dive into Trusts: What You Need to Be Aware Of

  General Credits: 1

  Step into the world of trusts with this dynamic CLE course crafted for attorneys who want to sharpen their estate planning expertise. Trusts offer a versatile solution for clients aiming to secure their assets, dictate how their wealth passes on after they’re gone, or brace for potential incapacity...

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• $34

  Implicit Bias and DEI Today: Challenges & Opportunities

  Implicit Bias Credits: 1

  Implicit biases, stemming from natural brain processes, influence everyone, including lawyers. Understanding these biases is crucial to anticipating and preventing legal risks. In this CLE course, Professor Bruce Adelson will draw from his research at Georgetown University School of Medicine and...

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• $29

  Trust Protectors: The Good, The Bad and The Ugly

  General Credits: 1.25

  Dive into this dynamic CLE program that thoroughly examines the pivotal role of Trust Protectors in modern trust administration. This session offers a comprehensive look at the statutory frameworks in various states that authorize Trust Protectors, alongside a critical analysis of their practical i...

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• $34

  AI, Cybersecurity and Privacy: What Attorneys Need to Know About Emerging ISO Standards

  Technology Credits: 1

  As artificial intelligence (AI) becomes integral to business and public sector operations, attorneys must stay informed about the evolving standards for AI privacy and cybersecurity. This CLE session offers a comprehensive overview of two draft international standards, ISO/IEC 27091 and ISO/IEC 270...

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• $29

  Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

  General Credits: 1

  This engaging CLE session delves into the critical considerations for attorneys representing clients with disabilities or their families in estate planning, family law, and personal injury cases. Navigating the intricacies of public benefits and future planning presents distinct challenges that dem...

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• $34

  Ethical Use of Social Media in One's Legal Practice

  Ethics Credits: 1

  In today’s digital age, social media has become an unavoidable part of both personal and professional life—including legal practice. This CLE course delves into the ethical pitfalls that attorneys and law firms may encounter across various social media platforms. Participants will examine the commo...

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• $55

  Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers

  General Credits: 2

  Estate planning and elder law attorneys are often the first call when nursing home abuse or neglect occurs. Even without handling litigation, you can play a vital role in spotting viable claims, guiding families, and working with injury counsel. This CLE offers a practical overview of how to: Re...

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• $34

  Professionalism and Civility for Attorneys: Mastering First Impressions and Effective Communication

  Civility Credits: 1

  In today’s highly connected world, your professional image can significantly influence your career trajectory. This CLE course provides actionable strategies to help you build a compelling and enduring professional brand. Whether in the courtroom, during Zoom meetings, or on social media, your comm...

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• $65

  Ethical Conflict of Interest Issues

  Ethics Credits: 1.5

  Legal ethics challenges often arise in the routine details of practice—sometimes where attorneys least expect them. This course takes a comprehensive look at everyday scenarios that can lead to professional missteps, offering practical strategies to prevent them. Attendees will learn how to clearly...

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• $34

  Internet and Sports Gambling: A “Secret” Addiction No More

  Prevention Competence Credits: 1

  Gambling Disorder is a hidden but growing threat in the legal community, where statistics reveal that one in three attorneys may require support for mental health or substance use issues during their careers. The 2018 Murphy v. NCAA Supreme Court ruling, which legalized sports betting across the U....

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• $34

  A Lawyer's Guide To Mental Fitness

  Wellness Competence Credits: 1

  This CLE course offers lawyers a dynamic, practical approach to tackling the unique mental health challenges of the legal profession, empowering them to thrive in high-stakes environments while safeguarding their well-being. Tailored specifically for attorneys, this engaging session delivers action...

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