Estate Planning Bundle Includes:

• $29

  Cybersecurity & Generative AI: Legal Risks and Risk Mitigation

  General Credits: 1

  Artificial intelligence and cybersecurity have moved from emerging issues to core risk areas for law firms and their clients. Generative AI, in particular, is reshaping how legal work is performed, from research and drafting to data analysis and decision-making. Yet the rapid adoption of these tool...

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• $29

  Mastering Offshore Asset Protection Planning

  General Credits: 1

  This CLE program examines offshore asset protection planning through both a legal and strategic lens, equipping attorneys with the tools to evaluate when and how international structures should be used. The presentation reviews the legal principles and precedent governing offshore trusts, with part...

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• $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...

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• $29

  AI Governance: Privacy, Bias, and Emerging Regulation

  General Credits: 1

  This CLE program delves into the shifting regulatory landscape surrounding artificial intelligence in the United States. Participants will explore how current privacy frameworks intersect with AI technologies, the ways in which states are attempting to curb algorithmic bias, and the legal tools eme...

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• $29

  Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance

  General Credits: 1

  Law firms adopting artificial intelligence tools encounter not only new efficiencies but also a host of challenges, from operational concerns to evolving professional obligations. This CLE program guides attorneys through the process of designing and rolling out internal AI governance structures th...

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• $34

  Ghosts in the Machine: Navigating the AI Ethics Frontier

  Ethics Credits: 1

  This CLE course focuses on how artificial intelligence is reshaping professional responsibility expectations for today’s lawyers. As AI tools become embedded in legal workflows, attorneys must understand not only how to use them, but how their use alters long-standing ethical duties related to conf...

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• $68

  Raising the Bar on Mental and Emotional Well Being in the Legal Profession

  Ethics Credits: 2

  The legal profession demands precision, stamina, and resilience—but it often comes at the cost of personal well-being. This CLE course offers attorneys an opportunity to step back and reassess how stress affects both their practice and quality of life. Through interactive dialogue and relatable cas...

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• $34

  Regulate, Respond, and Resilience: Trauma-Informed Strategies for Attorneys

  Ethics Credits: 1

  The legal field demands precision, composure, and performance under constant pressure—conditions that can take a toll on lawyers and staff alike. Beyond individual burnout, sustained exposure to stress and vicarious trauma can weaken team cohesion, ethical judgment, and firm-wide effectiveness....

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• $29

  Burnout, Motivation, and Long-Term Sustainability in Legal Practice

  General Credits: 1

  The practice of law is rewarding but relentless. Lawyers often navigate heavy workloads, high stakes, and rigid expectations that can leave purpose and motivation by the wayside. This CLE session addresses the human and professional costs of burnout and equips attorneys with practical strategies to...

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• $29

  Navigating FinCEN’s New Rule on Residential Real Estate Transactions

  General Credits: 1

  This CLE program offers a focused examination of FinCEN’s newly adopted residential real estate reporting requirements and the practical consequences for attorneys who structure, advise on, or close real estate transactions. The rule marks a substantial broadening of federal anti–money laundering r...

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• $29

  Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

  General Credits: 1

  Vulnerable plaintiffs—such as individuals with disabilities, minors, or seniors—require thoughtful settlement planning to ensure their long-term needs are met without jeopardizing access to critical public benefits. This CLE course offers a practical guide to the legal strategies and financial to...

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• $34

  Lawyer, Tool, or Machine: Evolving Ethical Responsibility in the AI Age

  Ethics Credits: 1

  This CLE program examines the rapidly evolving role of artificial intelligence in the delivery of legal services, with particular focus on both generative systems and emerging agentic technologies capable of autonomous task execution. As AI becomes embedded in research, drafting, client communicati...

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• $34

  Uncovering Implicit Bias in the Legal Profession: How to Identify and Combat It

  Equity/Diversity Credits: 1

  Implicit bias can influence decision-making, communication, and collaboration across all areas of the legal profession. This interactive CLE program is designed to help attorneys identify and understand the role of unconscious bias in legal settings—from hiring practices and team dynamics to client...

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• $58

  The Use of Trusts in Government Benefits Planning

  General Credits: 2

  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

  Fueling Legal Growth with AI and Analytics

  General Credits: 1

  Artificial intelligence presents both challenges and opportunities for the modern legal professional. This CLE course guides attorneys through the thoughtful incorporation of AI technologies to enhance the quality, efficiency, and scope of legal services. Moving beyond concerns about traditional bi...

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• $29

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1

  Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area. The session will examine a range of gi...

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• $58

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  General Credits: 2

  This CLE program offers a comprehensive overview of asset protection strategies. Participants will explore how traditional estate planning tools can shield assets from creditors. Topics include the protection provided by tenants by the entirety ownership, life insurance and annuities, retirement ac...

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• $65

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1

  Ethics Credits: 1

  Effective billing and collections are essential to a successful legal practice, yet they often present difficult challenges. This CLE program examines best practices for structuring engagement agreements, establishing billing routines, and addressing delinquent accounts in a way that supports clien...

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• $29

  Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act

  General Credits: 1

  This CLE program offers an in-depth look at how the due-on-sale clause in mortgage agreements intersects with common estate planning strategies involving real property. Designed for estate planning and real estate practitioners alike, the course unpacks the legal risks and planning opportunities th...

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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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• $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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• $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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• $34

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

  Ethics 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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• $29

  Beyond the Law: Creative Problem-Solving for Attorneys

  General Credits: 1

  Success in today’s legal profession requires more than just expertise in statutes and case law—it demands the ability to solve complex problems creatively and strategically. This CLE course is designed to help attorneys move beyond conventional approaches by developing a problem-solving mindset tha...

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• $34

  A Lawyer's Guide To Mental Fitness

  Ethics 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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• $29

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

  General 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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• $58

  Trust Protectors: The Good, The Bad and The Ugly

  General Credits: 2

  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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• $29

  The Probate Process from Start to Finish

  General Credits: 1

  This CLE program delivers a practical, end-to-end examination of probate and estate administration, guiding attorneys through each stage of handling a decedent’s estate. From initiating proceedings to final distribution, the course focuses on the procedural requirements, strategic considerations, a...

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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

  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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• $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

  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

  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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• $68

  Selective Ethics in Litigation from the Plaintiff's Perspective

  Ethics Credits: 2

  Attorneys handling litigated matters must navigate a complex web of ethical rules while vigorously representing their clients. This CLE course will provide a comprehensive examination of the ethical limitations and responsibilities that shape legal advocacy, ensuring that counsel remains within pro...

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• $87

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

  General Credits: 3

  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

  Staying Ethical Under Fire: Navigating Immigration Practice Today

  Ethics Credits: 1

  Immigration attorneys face extraordinary pressure to advocate fiercely for their clients—but ethical obligations don’t disappear under pressure. This CLE course examines the ethical dimensions of immigration practice, helping lawyers stay compliant while still fighting effectively for their clients...

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• $34

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

  Equity/Diversity 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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