Florida CLE - Trusts and Estates Courses

Florida CLE
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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Florida Bar Accredited CLE Sponsor (CLE Sponsor # 0185716). To view our full accreditation details please .

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

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 tools available to support these clients. Topics include: Choosing between Pooled Special Needs Trusts, Settlement Preservation Trusts, and standalone options Coordinating settlements with pub... More Info

$29

1General Credit

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

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 that arise when clients transfer mortgaged real estate into revocable or irrevocable trusts, or limited liability companies (LLCs). Attendees will gain a clear understanding of how and when a du... More Info

$29

1General Credit

Self-Report
Best Practices on Retainers and Collections with Clients and Ethics Rules

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 client relationships while protecting the firm’s financial health. The presenters will highlight strategies to prevent fee disputes, manage client expectations, and improve overall collections. In... More Info

$65

1.5Total Credits

0.5 Ethics

Self-Report
Planning With Purpose: Legal Insights into Charitable Giving

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 giving vehicles, including charitable bequests made through wills and trusts, the establishment of charitable trusts, and the use of donor-advised funds and private foundations. Additional strategi... More Info

$29

1General Credit

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

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: Recognize legal claims versus non-actionable complaints Refer clients ethically and structure co-counsel or referral agreements Understand the litigation process and your supportive role Naviga... More Info

$55

2.5General Credits

Self-Report
The Probate Process from Start to Finish

A full description of this course will be coming soon. Stay tuned! More Info

$29

1General Credit

Self-Report
Estate Planning for the Cognitively Impaired

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. The course delves into judicial perspectives on undue influence, offering techniques to prevent and defend against such claims. Attendees will explore ethical approaches to assessing cli... More Info

$29

1General Credit

Self-Report
Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

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 demand precision. A pooled special needs trust (PSNT) offers a powerful tool to maintain eligibility for means-tested government programs while enhancing the individual’s well-being. Join us to... More Info

$29

1General Credit

Self-Report
Trust Protectors: The Good, The Bad and The Ugly

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 implications. Attendees will explore the scope of powers typically assigned to Trust Protectors, evaluate the strategic reasons for and against their appointment, and review illuminating case... More Info

$55

1.5General Credits

✓ Pre-Approved
A Deep Dive into Trusts: What You Need to Be Aware Of

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— all with the added benefit of keeping family harmony intact. We’ll kick things off by comparing trusts to wills, highlighting when one outshines the other. Then, we’ll unravel the differenc... More Info

$55

1.5General Credits

✓ Pre-Approved