Select Topics in Estate Planning Includes:

• $29

  The Secure ACT: Five Key Considerations

  General Credits: 1

  This CLE course will explain the SECURE Act (Setting Every Community Up For Retirement Enhancement) and its impact on the nation’s retirement system. The course will address the five main focus areas of the SECURE Act and how, as an attorney, the law may affect your financial plan. The cour...

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• $29

  Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence

  General Credits: 1

  While some of the new technologies, like ChatGPT, are relatively recent, the concept of outsourcing work, especially the repetitive, administrative type – to computers is not new, particularly to lawyers. While no one wants to see a computer take-over, there’s no question that there are some tasks...

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• $34

  Navigating SaaS Contracts: Top Tips for Reducing Risk

  Technology Credits: 1

  This timely CLE course will present a comprehensive look at emerging data privacy laws, particularly as they relate to the impact on SaaS contracts. The importance of these laws in the wake of data leaks and breaches cannot be overstated, particularly with regards to SaaS. The course will provi...

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• $29

  The Cuban Missile Crisis and The Art of Negotiation

  General Credits: 1

  The 60th anniversary of the Cuban Missile Crisis just passed, and as one of the most examined crises in American history, it’s still a hotly debated topic. While it unfolded, it held the attention of the entire world. The ending seemed positive, but was that the result of careful mediation and wise...

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• $34

  Implicit Bias: “I’m Not Like You…Except That I Am”

  Implicit Bias Credits: 1

  Presented by a trial lawyer, mediator and life coach, this informative CLE course will address why human beings tend to judge and categorize other humans and demystify their perceived need to do so. The course will then dovetail with the topic of bias and prejudice elimination and how that fits...

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• $29

  Will, Trusts, and Advanced Directives: Know What is Right for Your Client

  General Credits: 1

  This comprehensive CLE course will present effective planning tools related to Last Wills & Testaments and trusts. The course will introduce succession planning, estate planning and how to plan using wills and trusts, as well as more advanced directives including POA’s, living wills and health...

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• $34

  No One Makes It Out Unscathed: The Effects of Trauma, Stress and Burnout On Our Lives

  Wellness Credits: 1

  Stress is a component of any attorneys’ day to day life. And ignoring it won’t make it go away. Shrug it off and the results can be catastrophic for you, your family and your business. Trauma, less discussed but not rarer, also requires immediate attention. Whether it is a direct trauma such as a p...

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• $29

  Skip Tracing for Lawyers

  General Credits: 1.25

  Located a missing person is sometimes required of attorneys in most areas of practice, though more often for those practicing trust and estates, malpractice, debt collection, personal injury, and real estate law. Typically, with enough information, creativity and resources, attorneys can locate ind...

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• $29

  Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now

  General Credits: 1

  This CLE program will explore the issues surrounding cyber security, the potential consequences of a cyber breach, and the ethical considerations that accompany such an event. With over 50 state laws in the United States concerning data privacy and security, companies must understand what legal and...

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• $29

  How to Prepare for Long-Term Care Costs

  General Credits: 1

  The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportun...

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• $55

  Estate Planning for Attorneys Who Help Business Owners

  General Credits: 1.5

  Clients who own small businesses have particular needs and concerns with regards to estate planning. This CLE course will prepare estate planning attorneys to serve those clients as part of their overall estate planning. The course will go far beyond the issue of wills and delve into operations...

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• $34

  Attorney Ethics, Civility and Professionalism

  Civility Credits: 1

  The obligations on attorneys, as defined by the professional code of ethics and rules of conduct, often do not help attorneys deal with day-to-day interactions with colleagues and clients. Often, even though we know the rules, our actions and behaviors are guided by our feelings in a moment instead...

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• $65

  Weaponizing Rule 1.7 Against Insurance Defense Counsel

  Ethics Credits: 2

  Throughout the country, liability insurers defend their policyholders against liability disputes. To do so, they hire pre-approved panel of defense counsel with two goals: 1) To protect the insurer’s interests as potential indemnitor, and 2) To represent the policyholder as a party to a liability d...

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• $34

  Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?

  Competence Issues Credits: 1

  Modern technology has taken over our lives in ways we couldn’t have possibly anticipated. Smartphones have replaced colleagues, friends and family as our most constant companions. However, like many things, their contributions to our lives comes at a price including the risk of dependence, addictio...

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• $29

  Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

  General Credits: 1

  The US is considered one of the world’s most litigious societies. But charging others and being charged are two entirely separate matters. This CLE course will help attorneys better advise their clients in how to survive a lawsuit by utilizing offshore asset protection to shield assets from frivolo...

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• $29

  Estate Planning: Common Issues; Practical Answers

  General Credits: 1

  Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who...

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• $55

  Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

  General Credits: 1.5

  This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a perso...

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• $55

  Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

  General Credits: 1.5

  The guardianship process is notoriously lengthy and complicated. The Uniform Laws Commission (ULC) put forward a set of rules aimed to make guardianship easier for attorneys to understand. The rules, in whole or in part, have since been adopted by 46 states. This CLE course will offer an overview o...

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• $29

  Discovery in Surrogates Court: The Good, The Bad, and The Ugly

  General Credits: 1

  Surrogate Court practice can be overwhelming for even the seasoned attorney. This CLE course, designed for both experienced state planners looking to up their game and those new to the practice, will offer a comprehensive review of the laws, rules and procedures related to litigating issues in Surr...

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• $34

  The Ethics of Social Media and Attorney Competency

  Ethics Credits: 1

  The ethical use of social media to build your referral network is fraught with pitfalls. Whether referring to advertising, solicitation or attorney communication, the Rules of Professional Conduct must be used to ensure you do not cross any ethical lines. This CLE course will cover these rules...

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• $34

  Diversity and Race in Jury Selection

  Elimination Bias Credits: 1.25

  This fascinating CLE course will look at jury selection from the historical lens of diversity and race. The course will examine how the “all white juries” of the past resulted in infamous miscarriages of justice and how the Supreme Court has addressed the racial discrimination in jury selection goi...

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• $34

  The Ethics and Art of Settlement at Mediation

  Ethics Credits: 1

  Mediation has many benefits both for attorneys and for their clients. This informative CLE course will present the ways in which attorneys may benefit from the mediation process including in presentation, psychology, and strategies that will better your chances of success. The course will also...

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