Estate Planning Bundle - Idaho CLE

We have selected our most popular lectures and bundled them together into our Idaho Estate Planning Bundle. This Bundle contains 15 Credit Hours of ID CLE Lectures which includes the 3 Ethics requirements.

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Idaho CLE
Accreditation Info

United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .

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15
Credit Hours
of CLE Lectures
  • 3 Ethics
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Only $199
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Courses priced individually at $443
  • 3 Ethics

Estate Planning Bundle Includes:

  • $95

    Third Annual Litigation Ethics Summit

    Ethics Credits: 3

    Even under normal circumstances, the application of ethics during litigation is challenging. But during times of upheaval, with a downward pressure on fees it becomes even more difficult. The current work from home environment also contributes, adding to compliance risk. Where’s the line between ly...

  • $29

    Fiduciary Responsibility Related to Art Assets

    General Credits: 1

    Art assets always seem like a good investment, if you know what you’re doing. This CLE course will provide a complete picture of how to manage fiduciary responsibility with regards to art assets. The course will cover selling options and issues trustees and executors need to be thinking about,...

  • $29

    Quid Pro Quo for Charitable Gifts

    General Credits: 1

    Payments that are meant to be partly contributions and partly for goods and services provided to the donor by a charity are called quid pro quos (QPQ). These may apply to a fundraising banquet when the donor’s contribution covers more than the cost of his meal. QPQ gifts have specific rules that ap...

  • $29

    Anticipated Tax Changes Affecting Estate Planning for This Year and Future Years

    General Credits: 1

    The ever-changing tax world is, once again, changing and preparations cannot be delayed. While the future tax laws under the new administration are impossible to predict with 100% certainty, there’s plenty to consider, especially given that tax proposals can be enacted with a Budget Reconciliation...

  • $29

    Investment Strategies for Trusts

    General Credits: 1

    In order to invest a trust asset, a trustee must consider and balance a variety of factors to ensure they are acting in the best interest of beneficiaries. Compliance with legal principles regarding asset management, particularly in the absence of specific guidance in trust documents, is likewise c...

  • $29

    The Basics of Asset Protection

    General Credits: 1

    Asset protection strategies take many forms including insurance, gifting and retirement planning. This CLE course will present the benefits of these types of asset protection as well as single member LLC’s and Charging Order Protection entities such as Limited Partnerships and LLC’s. The course wil...

  • $29

    The Basics of Blockchain and Cryptocurrency in Estate Planning

    General Credits: 1

    The Bitcoin network came into existence in 2009 and since then, internet currencies have made incredible strides. Their credibility is such that cryptocurrencies are accepted as secure forms of payment, they can be digitally stored and do not require a bank or middleman. This CLE course will presen...

  • $29

    Planning for Tangibles

    General Credits: 1

    Trying to plan for tangible property presents a variety of challenges, many of them quite complex. This CLE course explains tangible property and how it is legally defined and presents strategies for planning. The course will address a myriad of issues such as testamentary plan structure, titling c...

  • $29

    Selling a Family Business

    General Credits: 1

    Many people claim you should never go into business with family. This is especially true when it is time to sell, and you run headlong into a combination of tax and financial issues and personal family dynamics that can stall and even destroy any profit the family may have anticipated, along with t...

  • $29

    SECURE Act Update: Where Do We Go from Here?

    General Credits: 1

    It’s been almost a year since the enactment of the Setting Every Community Up for Retirement Enhancement Act (SECURE) and practitioners still do not know how the new law impacts their clients, or their strategies and practices for retirement planning. What are the best practices in light of this ne...

  • $29

    Key Federal & State Estate Planning Considerations and Opportunities

    General Credits: 1

    This CLE course will provide a comprehensive overview of the best estate-planning strategies. The course will look at the issues from both a state and trust situs perspective, as well as from a federal standpoint, and will present how potential future changes in the tax law may impact the area....

  • $29

    Best Technologies for Practice Development

    General Credits: 1

    Estate planning practices, like those in other markets, have been drastically altered by technology. With most firms going paperless and utilizing cloud-based software, document generation software and other products to facilitate better interactions with clients as well as improved management and...

  • $29

    10 Clauses Fiduciaries Hate

    General Credits: 1

    Drafting a trust document requires specific skills. Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. Undefined terms, conflicting passages or simple lack of clarity...

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