Estate Planning Bundle 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

  Diversity & Inclusion: Recognizing the Damaging Effects of Implicit Bias in the Workplace

  Equity/Diversity Credits: 1

  Implicit bias, increasingly studied and discussed, involves subconscious associations our minds create linking various concepts and ideas. These biases arise from our experiences, cultural backgrounds, societal norms, media influences, and other factors. This CLE program explores the nature of...

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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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• $29

  The Nuts and Bolts of Guardianships

  General Credits: 1

  Guardianship proceedings differ from advanced directives such as health care proxies and powers of attorney. This CLE course will address the basics of guardianship proceedings, also known as conservatorships in some states, when such proceedings should be commenced and what courts look for in thes...

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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

  Clarity Above All Things: Writing Briefs That Can Actually Be Understood

  General Credits: 1

  This CLE course is designed to help attorneys master the art of clear and effective brief writing. Emphasizing readability and precision, the program focuses on techniques to craft briefs that are not only persuasive but also accessible to diverse audiences, including judges, clients, and colleague...

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• $34

  Lawyers and Generative Artificial Intelligence: What Could Go Wrong: Ethical and Other Concerns

  Ethics Credits: 1

  Explore the transformative impact of generative artificial intelligence (GAI) on the legal profession in this comprehensive CLE program. As GAI continues to revolutionize the field, its applications in litigation and broader legal services are becoming indispensable. This course delves into 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

  Ethical Mediation: Principles and Practices in Dispute Resolution

  Ethics Credits: 1

  Over the past decade, Alternative Dispute Resolution (ADR), particularly mediation, has seen a significant rise in use. Despite this, many legal professionals remain unfamiliar with the nuances of the process. In this course, Judge Scheinkman will explore the critical role of ethical considerations...

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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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• $58

  Unusually Important Federal Tax Cases: What Attorneys Need to Know

  General Credits: 2

  This CLE program delves into six recent federal taxation cases that hold significant importance for tax attorneys. It offers valuable insights for business law attorneys navigating the complexities of federal taxation. By examining court opinions, participants will gain an understanding of how fede...

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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

  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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• $29

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1

  Presented by a seasoned Asset Protection Attorney, this CLE course will offer an extensive examination of the most prevalent domestic and international tools designed to protect your clients' assets from legal disputes. The course will cover: An Explanation of Asset Protection The Role of Asse...

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• $29

  The Mathematics of Estate Tax Planning

  General Credits: 1

  There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being speci...

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• $58

  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

  Understanding Financial Solutions While Planning for Possible Long-term Care

  General Credits: 1

  This CLE course offers a detailed examination of strategies for safeguarding a client's assets while preparing for the potential need for long-term care, whether in a facility or at home, through Medicaid. Participants will gain insights into the Medicaid Asset Protection Trust, a legal structur...

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• $29

  Protecting Your Family Home Through Trusts

  General Credits: 1

  As seniors age, they may face urgent needs for long-term nursing home care without having sufficient private funds or long-term care insurance to cover the costs. Often, their primary asset is their home, leading to the misconception that selling it and using the proceeds for care is the only solut...

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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

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• $58

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  General Credits: 2

  With the Federal Estate Tax exclusion exceeding $13.6 million, many estates may not require a 706 filing. However, this exclusion is anticipated to decrease by 50% at the end of 2025, making it crucial to consider the need for a portability election after the death of the first spouse, which requir...

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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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• $58

  An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

  General Credits: 2

  This CLE course offers attorneys an in-depth exploration of the critical role appraisals play in estate planning, estate litigation, and other legal contexts involving personal property valuation. Participants will gain an advanced understanding of how to effectively engage and work with person...

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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

  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

  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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