Estate Planning Bundle - Georgia CLE


We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains all 18 Credit Hours of GA CLE, including 3 hours of Ethics and 2 hours of Professionalism.

*Effective January 1, 2026, the State Bar of Georgia requires active members to complete 18 hours of continuing legal education (CLE) every two years, an increase from the current 12 hours annually. Within these 18 hours, Georgia attorneys must complete at least 3 hours in legal ethics and 2 hours in professionalism.

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Georgia CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a provider of CLE courses in Georgia approved by the Georgia Commission on Continuing Lawyer Competency, sponsor #3730. To view our full accreditation details please .

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18
Credit Hours
of CLE Lectures
  • 4 Ethics
  • 2 Professionalism
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Only $269
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Courses priced individually at $580
  • 4 Ethics
  • 2 Professionalism

Estate Planning Bundle Includes:

  • $34

    Balancing Zeal and Professionalism

    Professionalism Credits: 1

    This CLE program explores how the notion of “zealous advocacy” has been reframed in contemporary legal ethics and practice. While earlier formulations emphasized aggressive representation as a core professional duty, modern standards place greater weight on judgment, civility, and the lawyer’s broa...

  • $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

    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

    Business Succession is More than Trusts and Taxes

    General Credits: 1

    Many business succession plans fail not because of deficiencies in legal or tax planning, but because the personal, family, and organizational issues surrounding the transition are left unaddressed. For attorneys representing owners of closely held and family businesses, understanding these factors...

  • $29

    Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

    General Credits: 1

    This CLE session examines the legal and regulatory framework governing foreign (offshore) corporate trustees, with particular emphasis on trustee governance, fiduciary obligations, and regulatory supervision in established offshore jurisdictions. The program explores how corporate trustees are auth...

  • $65

    Legal Ethics in the Digital Age: Competence, AI, and Professional Responsibility

    Ethics Credits: 1.5

    The rapid adoption of artificial intelligence, expanding cybersecurity risks, and evolving digital practice tools are reshaping the ethical responsibilities of attorneys. This CLE program examines how long-standing professional conduct rules apply to modern legal practice, with a focus on maintaini...

  • $65

    High Stakes, High Standards: Tax Ethics for Every Attorney

    Ethics Credits: 1.5

    Tax law has long been recognized by attorneys as a specialized field with its own distinct demands. Beyond its inherent technical sophistication, the practice imposes a layered ethical framework that extends well beyond the baseline standards applicable to most legal disciplines. In addition to...

  • $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

    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

    Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

    General Credits: 1

    This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term...

  • $29

    Navigating Trauma with Clients: Safeguarding Lawyer Wellness

    General Credits: 1

    Attorneys regularly engage with clients navigating highly stressful and emotionally charged circumstances, which can carry cumulative psychological impacts over time. This CLE program examines the often-overlooked phenomenon of secondary trauma in legal practice, with a focus on how repeated exposu...

  • $34

    From Payroll to Pleadings: The Ethics Zone Framework for Deploying AI Across Every Layer of Law Firm Practice

    Ethics Credits: 1

    Artificial intelligence has quickly become embedded in daily law firm operations, but ethical analysis often fails to keep pace with actual use. Too frequently, AI guidance treats every implementation as though it presents the same level of risk, applying broad warnings without distinguishing betwe...

  • $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...

  • $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

    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...

  • $29

    SLATitudes of Love: Planning with Spousal Lifetime Access Trusts

    General Credits: 1

    Spousal Lifetime Access Trusts (SLATs) continue to play a significant role in sophisticated wealth transfer planning by allowing married couples to shift appreciating assets out of a taxable estate without completely relinquishing financial access. When properly structured, SLATs can provide substa...

  • $34

    Professionalism for Attorneys

    Professionalism Credits: 1

    Professionalism in law extends far beyond compliance with the rules—it defines how attorneys serve their clients, their colleagues, and the justice system itself. This CLE program examines the guiding principles found in the Lawyer’s Creed and the Aspirational Statement on Professionalism, explorin...

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