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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• $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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• $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

  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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• $34

  Understanding Diversity, Equity and Inclusion: How the Law Created Inequity

  Equity/Diversity Credits: 1

  Efforts to equalize opportunity are often encapsulated by the words “diversity, equity and inclusion”. The need and purpose for DEI requires an understanding of how inequality is embedded into the law. This CLE course will explain the many laws and judicial pronouncements that have made inequal...

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• $58

  What Attorneys Need to Know About Reading and Understanding Financial Statements

  General Credits: 2

  Like any field, businesspeople have a lingo all their own. Phrases such as NOPAT, Operating Profit, Net Income, EBITDA, retained earnings, current vs. long-term assets and liabilities, Free Cash Flow are all used regularly in the business world, but are practically a foreign language to attorneys....

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• $58

  Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset

  General Credits: 2

  ChatGPT is now a part of our everyday lives and its ability to write our papers, do our research and even pass the Uniform Bar Exam has exceeded all expectations. In fact, experts are predicting that generative AI will eventually replace practicing attorneys. This CLE course will address pressi...

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• $58

  Love and Legislation Makes a Family: The Child Parent Act 1 Year In

  General Credits: 2

  Until recently, New York had one of the most antiquated surrogacy laws in the nation. The laws included a ban on enforceable compensated surrogacy arrangements which imposed harsh penalties on anyone who participated in compensated surrogacy. This remained until the recent passage of the Child Pare...

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• $29

  Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners

  General Credits: 1

  Divorce is difficult – both emotionally and financially. Separating lives that were once united is complicated from every respect and the division of assets is one of the most combative issues couples face. This CLE course will focus on the division of real estate and the importance of prenupti...

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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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• $58

  Skip Tracing for Lawyers

  General Credits: 2

  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

  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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• $58

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

  General Credits: 2

  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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• $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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• $29

  Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

  General Credits: 1

  Matrimonial law requires attorneys to possess a wide breadth of knowledge since it intersects with many other areas of laws including immigration, contracts, criminal law, property, insurance, trusts, estates and taxes. The place where matrimonial and real estate law overlap is particularly complex...

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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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• $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

  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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