Estate Planning Bundle Includes:

• $34

  Regulate, Respond, and Resilience: Trauma-Informed Strategies for Attorneys

  Mental Health/Abuse Credits: 1

  The legal field demands precision, composure, and performance under constant pressure—conditions that can take a toll on lawyers and staff alike. Beyond individual burnout, sustained exposure to stress and vicarious trauma can weaken team cohesion, ethical judgment, and firm-wide effectiveness....

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• $34

  AI and the Attorney-Client Privilege: Protecting Confidentiality in the Age of Large Language Models

  Ethics Credits: 1

  As artificial intelligence becomes a routine part of modern law practice, it brings with it both powerful capabilities and pressing concerns—especially regarding attorney-client privilege. This CLE program examines how emerging AI tools, from document review platforms and legal research assistants...

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• $29

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

  General Credits: 1

  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 dem...

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• $55

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

  General Credits: 2

  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: Re...

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• $29

  So You Want to Open Your Own Practice and Achieve Your Dreams: Let’s Talk About it First

  General Credits: 1

  Opening a solo practice or expanding a small firm is often marketed as a dream of independence, flexibility, and professional freedom. But behind that glossy image lies a much tougher reality: unpredictable revenue, staffing missteps, and the sheer mental toll of wearing every hat. In this fast-pac...

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• $29

  Trust Protectors: The Good, The Bad and The Ugly

  General Credits: 1.25

  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 i...

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• $29

  Leading Lawyers Through Change: Breaking the Resistance Cycle

  General Credits: 1

  In a profession built on precedent and precision, change can be one of the toughest challenges to navigate. This CLE program equips attorneys, firm leaders, and in-house counsel with neuroscience-based tools to lead through resistance and drive meaningful change in legal environments. Moving bey...

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• $29

  Privacy, Data Security and Cyberattacks: Overview, Prevention and Proactive Responses

  General Credits: 1

  Law firms hold highly sensitive client data and are increasingly targeted by cybercriminals. Are you doing enough to protect your network and meet your ethical duties? This CLE course covers the essential steps lawyers must take to secure confidential information, including: Recognizing common...

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• $29

  Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance

  General Credits: 1

  Law firms adopting artificial intelligence tools encounter not only new efficiencies but also a host of challenges, from operational concerns to evolving professional obligations. This CLE program guides attorneys through the process of designing and rolling out internal AI governance structures th...

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• $55

  Mediation as Advocacy: Expanding Your Dispute Resolution Toolkit

  General Credits: 1.5

  Court orders, contract clauses, and crowded dockets mean more attorneys are ending up at the mediation table—ready or not. This CLE course is built for litigators and transactional attorneys who don’t mediate but need to understand how mediation really works—and how to use it to protect their clien...

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• $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...

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• $55

  From Prompt to Practice: Using AI in The Legal Field

  General Credits: 1.5

  As AI tools like ChatGPT become increasingly accessible, legal professionals are under growing pressure to understand both their practical applications and professional risks. This CLE course offers attorneys a clear, hands-on introduction to using generative AI in day-to-day legal work—without com...

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• $29

  Practicing Law with AI: Preserving Quality and Professional Responsibility

  General Credits: 1

  As artificial intelligence continues to reshape the legal profession, understanding its capabilities—and its limits—is essential. This CLE program examines how AI is transforming legal research, drafting, client communication, and case management. Participants will compare general-purpose AI tools,...

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• $29

  Estate Planning for the Cognitively Impaired

  General Credits: 1

  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....

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• $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...

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• $29

  Best Practices In The Use of Trusts

  General Credits: 1

  Dive into this comprehensive CLE program designed to equip attorneys with the knowledge to harness trusts effectively for estate planning, tax efficiency, and special needs considerations. The course examines the critical factors that drive successful trust strategies, offering practical guidance o...

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• $34

  Brains, Bias, and the Bar: How Cognitive Errors Compromise Justice

  Diversity/Inclusion Credits: 1.25

  Bias isn’t just a personal flaw—it’s a cognitive shortcut, baked into the way all humans think. In the legal profession, however, these shortcuts can have far-reaching consequences. This CLE program takes a closer look at how mental habits like anchoring bias, the availability heuristic, and attrib...

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• $29

  A Deep Dive into Trusts: What You Need to Be Aware Of

  General Credits: 1

  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...

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• $29

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

  General Credits: 1

  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 th...

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• $29

  The Probate Process from Start to Finish

  General Credits: 1

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• $29

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1

  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 gi...

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• $29

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

  General Credits: 1

  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 to...

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• $65

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1

  Ethics Credits: 0.5

  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 clien...

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• $65

  Ethically Promoting Your Legal Practice: Rules, Risks, and Best Practices

  Ethics Credits: 2

  How can attorneys expand their practices without crossing ethical lines? This CLE program takes a practical look at the rules that govern lawyer advertising, solicitation, and client communications, offering clear guidance on what is permitted—and what isn’t. The session begins with a discussion...

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• $34

  Ethical Armor: Leveraging the Rules of Professional Conduct Against Problem Clients

  Ethics Credits: 1

  Challenging clients can test even the most seasoned attorney. When a client is disorganized, overly demanding, or suddenly unresponsive, maintaining professionalism becomes more than a matter of courtesy—it becomes an ethical balancing act. This CLE program takes a practical look at how lawyers...

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