Estate Planning Bundle - Connecticut CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of CT CLE Lectures - Including 10 General Credits and 2 Ethics Credits.

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Connecticut MCLE
Accreditation Info

United Institute for Continuing Legal Education is an accredited sponsor of CLE across the United States. To view our full accreditation details please .

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12
Credit Hours
of CLE Lectures
  • 3 Ethics
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Only $199
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Courses priced individually at $363
  • 3 Ethics

Estate Planning Bundle Includes:

  • $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...

  • $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...

  • $29

    Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts

    General Credits: 1

    This CLE course explores the intersection of trust administration, charitable planning, and income tax strategy, with a focus on how trustees and advisors can effectively incorporate charitable giving into trust structures. As tax laws continue to evolve and the IRS increases its scrutiny of charit...

  • $29

    Skipping Ahead Without Tripping: Hot Issues in GST Planning

    General Credits: 1

    Generation-skipping transfer (GST) tax planning presents unique challenges that require careful drafting, thoughtful exemption allocation, and a thorough understanding of the tax rules governing multigenerational wealth transfers. Even well-intentioned estate plans can produce unexpected GST tax co...

  • $29

    Use of Asset Protection Trusts for Tax Planning Purpose

    General Credits: 1

    Self-settled asset protection trusts have become an increasingly important planning tool for attorneys representing high-net-worth clients seeking to mitigate creditor risk while preserving long-term wealth. This CLE program examines the legal authority governing these trusts, including jurisdictio...

  • $34

    Your AI Use Might Be an Ethics Violation: Evaluating Today’s AI Providers Using the Ethics Zone Framework

    Ethics Credits: 1

    Artificial intelligence is rapidly being integrated into everyday legal workflows—from drafting and research to client communications—but many attorneys are unknowingly exposing themselves to ethical risk in the process. The issue is not simply whether to use AI, but how it is used and under what c...

  • $29

    QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA

    General Credits: 1

    Section 1202 has become an increasingly important planning tool for entrepreneurs and affluent families seeking to reduce or eliminate federal capital gains taxes on the sale of qualifying business interests. As the legal and tax landscape continues to evolve, practitioners must understand how rece...

  • $29

    How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

    General Credits: 1

    The aging of the American population is reshaping the landscape of estate, probate, and fiduciary litigation. As older adults control an increasingly significant share of personal wealth, courts are seeing a growing number of disputes involving alleged incapacity, undue influence, breach of fiducia...

  • $34

    Ethical Issues in Ending Client Representation and Collecting Fees

    Ethics Credits: 1

    Ending an attorney–client relationship can raise significant ethical and practical challenges. This CLE program examines a lawyer’s professional obligations when withdrawing from or concluding representation, including notice requirements, protecting the client’s interests during transition, and ad...

  • $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...

  • $29

    Long-Term Disability Insurance Claims: From Application to Federal Court

    General Credits: 1

    Long-term disability insurance claims present a complex intersection of insurance law, contract principles, and federal statutory regulation. A significant portion of these matters arise under the Employee Retirement Income Security Act of 1974 (ERISA), which governs most employer-sponsored disabil...

  • $34

    Ethics in Mediation Practice: What ABA 518 Means for Attorneys

    Ethics Credits: 1

    As mediation becomes a more integral component of dispute resolution, lawyers are expected to navigate increasingly complex ethical considerations. The American Bar Association’s recently issued Formal Opinion 518 has added new clarity—and sparked new debate—about where the limits of neutrality, ad...

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