Estate Planning Bundle Includes:

• $58

  Split-Dollar Life Insurance Planning After the Levine Case

  General Credits: 2

  In Marion Levine v. Commr. 158 T.C., a resounding victory was recently given to a taxpayer who pursued what many view as an aggressive spit-dollar life insurance plan for the purpose of minimizing estate taxes. This CLE course will explain the case and split-dollar planning as well as review prior...

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• $68

  Ethics “Gotchas” That Every Estate Planners Must Know

  Ethics Credits: 2

  Given the dynamic nature of today’s estate and tax laws, attorneys have plenty to keep up with. With regards to estate planning, it’s critical for attorneys to know about their obligation to their clients under the Rules of Professional Responsibility lest they be faced with expensive and time-consu...

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• $34

  Ethical Issues Concerning Retainer Agreements, Website Management, and Termination Letters

  Ethics Credits: 1

  This comprehensive CLE course will present the many issues involved in engaging clients through Engagement Letters. The course will address how to create effective Engagement Letters as well as developing and maintaining firm websites for the purpose of minimizing potential representation risks...

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• $58

  A Quarter of a Century Later, HIPAA is More Relevant than Ever

  General Credits: 2

  HIPAA has been synonymous with a patient's privacy and security since its inception over 25 years ago. Recently the failure of covered entities to provide patients with a copy of their medical records within a prescribed period of time set forth in the regulations has been a focus of OCR's enforcem...

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• $29

  What Every Practitioner Needs to Know about Property and Business Interruption Appraisals: A Unique ADR Forum

  General Credits: 1

  Insurance coverage has always been big business, and with catastrophic global events such as hurricanes and wildfires becoming more common, it is even more so. This CLE course will address how to manage situations in which a property or business interruption claim cannot be settled. The course will...

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• $68

  Legal Ethics: Dos and Don’ts for Attorney Advertising

  Ethics Credits: 2

  Marketing yourself as a lawyer can create confusing ethical dilemmas. This CLE course will address the correct balance of advertising, social media and video and client engagement used to grow your practice. The course will differentiate between advertisements and solicitations and explain the...

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• $58

  Legal Issues in Divorce Cases: Equitable Distribution, Spousal Maintenance and Child Support

  General Credits: 2

  New York has utilized New Jersey’s equitable distribution law as the basis for their laws instituting and applying equitable distribution in all divorces. This CLE course will address the current applicable statutory as well as recent case law on the topic and offer strategies to best argue for...

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• $34

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

  Equity/Diversity 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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• $68

  Handling Current Legal Ethical Issues

  Ethics Credits: 2

  Remote work became the norm during COVID-19 and with it many practical issues arose, particularly for attorneys. This CLE course will address some of those issues particularly with regards to discussing personal legal matters with work employees. The course will present examples of attorneys ac...

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• $58

  Understanding Asset Protection

  General Credits: 2

  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...

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• $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...

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• $68

  What Happens To Your Practice If You Die Or Become Disabled

  Ethics Credits: 2

  No one wants to think about the possibility of tragedy but that doesn’t mean it doesn’t exist. What will happen to your practice if you become disabled or pass away? Have you dealt with the practicalities? This CLE course will offer preventative steps to ethically comply with client obligations...

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• $68

  The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

  Ethics Credits: 2

  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...

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• $58

  Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

  General Credits: 2

  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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• $34

  Changing the Landscape of Diversity, Inclusion & the Elimination of Bias in the Legal Profession

  Equity/Diversity Credits: 1

  This CLE course will address the disproportionate numbers of women and minorities who hold partner positions in law firms. The course will also address the key impediments that have impacted women and minorities from advancement and explain how litigation is often used as a tool to combat discrimin...

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• $58

  Understanding Nursing Home Abuse and Neglect Cases

  General Credits: 2

  Nursing home cases can be incredibly complex and with today’s aging demographics, they are increasingly common. This important CLE course will help you identify and evaluate nursing home cases, understand what rules apply to these cases (including federal and state regulations and laws), and the pr...

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• $58

  Basics of IRA Taxation & Investment Rules

  General Credits: 2

  All IRA’s follow a system of basic taxation rules. These apply to Traditional IRA’s, Roth IRA’s, SEP IRA’s and SIMPLE IRA’s. This CLE course will offer a detailed overview of these rules as well as the prohibited transaction and unrelated taxable income rules that may apply to retirement accounts....

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• $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...

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• $29

  Anticipated Tax Changes Affecting Estate Planning for This Year and Future Years

  General Credits: 1

  The ever-changing tax world is, once again, changing and preparations cannot be delayed. While the future tax laws under the new administration are impossible to predict with 100% certainty, there’s plenty to consider, especially given that tax proposals can be enacted with a Budget Reconciliation...

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• $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...

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• $29

  SECURE Act Update: Where Do We Go from Here?

  General Credits: 1

  It’s been almost a year since the enactment of the Setting Every Community Up for Retirement Enhancement Act (SECURE) and practitioners still do not know how the new law impacts their clients, or their strategies and practices for retirement planning. What are the best practices in light of this ne...

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• $58

  Citizenship and Residence: Prerequisites to Extra Territorial Taxation

  General Credits: 2

  This comprehensive CLE course will examine the many jurisdictional bases for the imposition of tax on extra-territorial income. The course will focus on natural persons and the meanings that are typically ascribed to the variety of bases for the code. The course will cover state statutes as wel...

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• $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....

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• $29

  Unequal Inheritances: A Final Parental Communication

  General Credits: 1

  This CLE course will address the issue of dispositive provisions and how they may impact estate planning in the case of a will or removable trust. The course will explain what these provisions entail and how to analyze them effectively. The course will address the issue of whether they should b...

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• $29

  Best Technologies for Practice Development

  General Credits: 1

  Estate planning practices, like those in other markets, have been drastically altered by technology. With most firms going paperless and utilizing cloud-based software, document generation software and other products to facilitate better interactions with clients as well as improved management and...

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• $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...

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• $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,...

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• $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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• $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...

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• $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...

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• $58

  Estate Planning to Prevent Sudden Wealth Syndrome

  General Credits: 2

  Without time and support to adjust to the sudden change, even sudden wealth can be a burden. In fact, the term Sudden Wealth Syndrome was coined to explain what happens when unexpected or abrupt fortune creates overwhelming pressures, leading to emotional or behavioral issues. Often the result of t...

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