Estate Planning Bundle Includes:

• $34

  Legal Ethics: Avoiding the Common Mistakes of Bad Lawyering

  Ethics Credits: 1

  This CLE course delves into the common pitfalls and errors lawyers make that attract Bar scrutiny and can damage their reputations. Key topics include the duty to communicate significant developments in a case, managing client expectations regarding the scope of representation, safeguarding confide...

  Preview
• $55

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  General Credits: 2

  This CLE program offers a comprehensive overview of asset protection strategies. Participants will explore how traditional estate planning tools can shield assets from creditors. Topics include the protection provided by tenants by the entirety ownership, life insurance and annuities, retirement ac...

  Preview
• $29

  The Use of Trusts in Government Benefits Planning

  General Credits: 1.25

  This CLE presentation will cover the role of different trusts in government benefits planning, including the use of revocable trusts, strategies for spousal planning through revocable trusts, long-term care planning with Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and r...

  Preview
• $34

  Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

  Ethics Credits: 1

  This CLE course delves into the current cybersecurity risk landscape, focusing on the ABA Model Rules regarding competency. It addresses the impact of technology on the security and privacy of client communications, information management, billing processes, and the oversight of law firm staff. The...

  Preview
• $29

  Offshore Asset Protection Planning

  General Credits: 1

  Join us for a practical and engaging CLE course on offshore asset protection planning, designed for attorneys advising high-net-worth and international clients. This course simplifies complex concepts, offering actionable strategies for structuring trusts and entities, selecting optimal jurisdictio...

  Preview
• $55

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  General Credits: 1.5

  With the Federal Estate Tax exclusion exceeding $13.6 million, many estates may not require a 706 filing. However, this exclusion is anticipated to decrease by 50% at the end of 2025, making it crucial to consider the need for a portability election after the death of the first spouse, which requir...

  Preview
• $55

  Discovering the Lost Coin: Helping Clients Recover from Online Scams

  General Credits: 2

  If you've represented clients affected by online fraud involving losses exceeding $100,000, this course is essential. In this CLE, we delve into the emerging "Pig Slaughtering Scams"—a modern variation of Ponzi schemes targeting unsuspecting individuals. We explore how these scams are uncovered...

  Preview
• $29

  10 Mistakes to Avoid When Working with Asset Protection Trusts

  General Credits: 1

  This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the opti...

  Preview
• $29

  Navigating Stormy Parenting Plans: Process Over Chaos

  General Credits: 1

  Divorce cases are often driven by two primary components: financial settlements and parenting plans. Financial matters are relatively straightforward—we collect income, assets, liabilities, and debts, run the numbers through a third-party software program, and accept the outcome. Parenting plans, h...

  Preview
• $34

  Moving Forward with DEI Compliance

  Ethics Credits: 1.25

  Delve into the profound ways bias permeates the legal profession with this vital CLE session, crafted for attorneys eager to tackle its challenges. This program sheds light on the subtle and overt effects of bias on legal practice, from courtroom decisions to office culture, against the backdrop of...

  Preview
• $34

  Ethical Mediation: Principles and Practices in Dispute Resolution

  Ethics Credits: 1

  Over the past decade, Alternative Dispute Resolution (ADR), particularly mediation, has seen a significant rise in use. Despite this, many legal professionals remain unfamiliar with the nuances of the process. In this course, Judge Scheinkman will explore the critical role of ethical considerations...

  Preview
• $34

  Recognizing and Handling Conflicts of Interest

  Ethics Credits: 1

  Effectively managing conflicts of interest is a crucial aspect of legal ethics, and this course will provide attorneys with the necessary tools to navigate these challenges. The session will cover key considerations for identifying and addressing conflicts, including methods for conflict screening...

  Preview