Florida 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 Florida Bar Accredited CLE Sponsor (CLE Sponsor # 0185716). To view NACLE’s accreditation details, please click here.

30 Credits
w/ 7.5 Ethics Credits
Only $349
Courses Priced
Individually at $946
We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 30 Credit Hours of CLE Lectures - Including 5 Credit Hours of Ethics.
The division of a retirement plan account is a complex arrangement wherein a myriad of issues must be assessed and administered. This CLE course, presented by nationally renowned QDRO attorney Matthew Lundy and tax attorney expert Adam Lusthaus, will...
General Credits:1
In asset protection, timing is everything. Successful asset protection plans shields assets from creditors even before the parties are known to be creditors. How do you determine when, how and to what extent asset protection should be implemented? Th...
General Credits:2.5
With the internet making information available to anyone with wifi, intellectual property protection is more relevant than ever. This CLE course will explain the principal elements of Intellectual Property Protection, the process, international consi...
General Credits:2.5
We usually don’t think of estates in relation to the term life cycle, yet estate administration has within it many parallels and involves some complex considerations. This CLE course will provide a comprehensive overview of estate administration, gui...
General Credits:2
Not every ethical decision is a choice between right and wrong, bad and good. Some are far vaguer, battling in the shades of gray where our responsibilities to clients may blur the lines. This CLE course will tackle some of the more profound, overar...
Ethics Credits:2.5
As in every other field today, technology is transforming estate planning. This CLE course explains how estate planners can creatively utilize technology to enhance efficiency, minimize costs and develop strategies to minimize risk. Topics include do...
Ethics Credits:1.5
Non-reciprocal Spousal Lifetime Access Trusts (SLAT’s) can offer incredible planning benefits for married clients. If adjusted to the current environment, it offers a useful default estate and financial planning strategy to achieve a variety of plan...
General Credits:1.5
The Tax Cuts and Jobs Act of 2017 introduced sweeping changes to personal, business and estate tax rules. The most comprehensive tax change since 1986, it was also created and passed faster than any other in history. This CLE course will explain how...
General Credits:3
The complexity of estate planning law presents a challenge to even the most seasoned lawyer. This CLE course will ensure you have all the information you need to make critical decisions and properly guide your clients. The course will cover issues re...
General Credits:4
Small firm and solo practitioners face additional challenges in staying informed of ethical rules and considerations for attorneys without the organizational, administrative and legal support of larger firms. This CLE course, designed specifically fo...
Ethics Credits:3.5
The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act of 2017 and its impact on charitable giving. The cou...
General Credits:1
This informative CLE course will begin with a general overview of trusts and the concepts that are common to standard trusts. The course will then advance to more complex topics such as revoking irrevocable trusts, retaining control through trust pro...
General Credits:1
This CLE course will provide a comprehensive overview of the management and valuation of tangible personal property in trusts and estates. The course will define the scope of what property entails and explain how appraisals are conducted and their p...
General Credits:1
Minimizing a client’s exposure to risk in advance of a risk presenting itself is a key role for any attorney. Asset protection is just one method of doing so. This CLE course will present planning strategies and solutions whether with business entiti...
General Credits:1
The concern over future changes to the tax code, combined with the recent changes made in the Jobs Cut Tax Act of 2017 and developments such as the Wacker case and its impact on self-settled trusts have impacted trust planning across the income spect...
General Credits:2
30 Credits
w/ 7.5 Ethics Credits
Only $349
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 NACLE’s accreditation details, please click here.