Colorado Estate Planning Bundle

CLE Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Certified Provider of CLE as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee .To view further accreditation details, please click here.

45 Credits
w/ 9 Ethics & 2 Equity/Diversity
Only $349
Courses Priced
Individually at $1,332

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 45 credits including 7 Professional Responsibility of which, 5 are in Ethics or Professionalism, and 2 are in Equity, Diversity, and Inclusivity (EDI).

With more and more of the workforce adapting to working from home, the issue of security has come to the forefront. Within the legal industry, this issue is critical as the potential for mishandling confidential information and violating duties to c...
Ethics Credits:1
A family meeting is a critical aspect of a family’s success in legacy building. It is a key element to provide education and trust-building through a commitment to the process which enables interdependence and practiced group decision-making. This C...
General Credits:1
Even under normal circumstances, the application of ethics during litigation is challenging. But during times of upheaval, with a downward pressure on fees it becomes even more difficult. The current work from home environment also contributes, addi...
Ethics Credits:4
Asset protection strategies take many forms including insurance, gifting and retirement planning. This CLE course will present the benefits of these types of asset protection as well as single member LLC’s and Charging Order Protection entities such...
General 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 liti...
Diversity Credits:1
The IRS is famous for its complexity. This CLE course will explain everything you need to know about practices and procedures including the basic requirements of an audit, appeals and tax court processes. The significance of Notices of Deficiency an...
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 in...
General Credits:2
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...
General Credits:1
Seemingly innocuous comments, pronoun use and jokes can all seem innocent, but may amount to an inadvertently hostile environment for employees. Employee turnover as a result of such toxic environments are never good for a businesses’ bottom line. T...
Diversity Credits:1
Estate planning can seem a daunting task at any time, but with the COVID-19 pandemic adding both logistical complications and uncertainty, it seems positively overwhelming. This CLE course will guide you through all of the issues that you need to kn...
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 prop...
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 s...
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 plannin...
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 futu...
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 cour...
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 interaction...
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 rea...
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...
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 pr...
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 iss...
General Credits:1
Financial planning is about more than just retirement. This CLE course will address a variety of financial planning issues such as student loan debt, taxes, financial aid eligibility, and salary disbursement. The course will discuss the interrel...
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 term...
General Credits:1
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 emo...
General Credits:2
Learn the basics of estate planning from the typical documents in an estate plan to practical pointers in estate plan drafting so that you can anticipate your clients’ needs. This informative CLE course, perfect for novice attorneys looking for a fi...
General Credits:2
BAR rules and ethical considerations regarding representation or often misunderstood. This lack of information can lead to mistakes that could be costly. This CLE course will explain ethical considerations related to representation and termination a...
Ethics Credits:2
The Bitcoin network came into existence in 2009 and since then, internet currencies have made incredible strides. Their credibility is such that cryptocurrencies are accepted as secure forms of payment, they can be digitally stored and do not requir...
General Credits:1
Looking to serve on the Part 36 list as a court evaluator? This CLE course is for you. Learn to properly perform your duties, assist in resolutions and protect the interests of the Alleged Incapacitated Individual. Tips on what the court is looking...
General Credits:1
The Code Sec. 1202 exclusion for the gain on the sale of stock has gained increased attention from the Lower C corporation income tax rates. This CLE course will explain how this exclusion works, how it impacts a C corporation’s business structure,...
General Credits:1
Without advance planning, even the savviest investor can find themselves facing severe tax consequences. And while many foreigners believe that the United States poses the ideal place for real estate investment, few are fully versed in the potentia...
General Credits:1
Practicing lawyers must do everything in their power to properly represent their client, but that does not mean they are exempt from certain ethical obligations. This CLE course will present the main issues in ethics and ethical management. The cour...
Ethics Credits:2
Relying primarily on theory and anecdotal observation, this CLE course is designed to expand your thinking with regards to the impact of music/media on brain function. As the population ages and degenerative brain function, Alzheimer’s and other cog...
General Credits:2
This CLE course will address Medicaid and Elder Care planning In light of various tax, legal and financial considerations in the coming year. The course will discuss asset and income requirements for long term Medicaid eligibility, as well as the ta...
General Credits:1
There is a complex set of requirements for establishing an estate fiduciary in order to continue to pursue personal injury and/or wrongful death actions. This CLE course will offer personal injury attorneys with a basic understanding of the estate a...
General Credits:2
What is a qualified charitable distribution and how are they best utilized? This CLE course will cover everything you need to know about charitable distributions and how they fall under the category of minimum distribution requirements when taken fr...
General Credits:1
45 Credits
w/ 9 Ethics & 2 Equity/Diversity
Only $349
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Certified Provider of CLE as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee .To view further accreditation details, please click here.