Estate Planning Bundle Includes:

• $34

  Ethics in Modern Day Legal Practice: The Current Hot Ethical Topics Found in Client Grievances and Malpractice Suits

  Ethics Credits: 1

  Ethical issues are constantly evolving and modern day legal practices need to stay current. This informative CLE course will address the latest trends in ethics with a particular focus on the rules that govern attorney conduct. The course will explore how the rules apply to an ever-changing landsca...

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• $34

  Being a DEIA Agent of Change in The Legal Workplace and Beyond

  Diversity/Inclusion Credits: 1

  This introductory CLE course on Diversity, Equity, Inclusion and Accessibility (DEIA) offers a comprehensive legal overview of various related concepts and initiatives. The course will open with the definition and legal history of DEIA as well as some relevant background. Going as far back in h...

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• $34

  Ethical Referral Fees: A 50 State Survey

  Ethics Credits: 1

  Fee sharing, when done correctly, is an ethical approach to providing a better outcome for clients. This CLE course will present the various regulatory frameworks that states utilize in determining referral fees for fee sharing. Designed to provide attorneys with a working understanding of how...

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• $34

  Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?

  Mental Health/Abuse Credits: 1

  Modern technology has taken over our lives in ways we couldn’t have possibly anticipated. Smartphones have replaced colleagues, friends and family as our most constant companions. However, like many things, their contributions to our lives comes at a price including the risk of dependence, addictio...

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• $29

  Will, Trusts, and Advanced Directives: Know What is Right for Your Client

  General Credits: 1

  This comprehensive CLE course will present effective planning tools related to Last Wills & Testaments and trusts. The course will introduce succession planning, estate planning and how to plan using wills and trusts, as well as more advanced directives including POA’s, living wills and health...

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• $55

  Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

  General Credits: 1.5

  This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a perso...

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• $29

  "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

  General Credits: 1

  Mediation/dispute resolution is a complex, challenging area of law. This CLE course will explain the mechanics of mediation and dispute resolution as well as address the various myths about the process. The course will attempt to advise participants on how to minimize reluctance to participatio...

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• $29

  Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence

  General Credits: 1

  While some of the new technologies, like ChatGPT, are relatively recent, the concept of outsourcing work, especially the repetitive, administrative type – to computers is not new, particularly to lawyers. While no one wants to see a computer take-over, there’s no question that there are some tasks...

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• $29

  ChatGPT and Related Products: The Legal Ramifications

  General Credits: 1

  The rise in capability of Artificial Intelligence products has drastically altered the legal industry. This CLE course will explain the consequences of this trend with a discussion of current AI products, such as ChatGPT and how they operate. The course will then move forward to its impact on s...

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• $29

  Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

  General Credits: 1

  The US is considered one of the world’s most litigious societies. But charging others and being charged are two entirely separate matters. This CLE course will help attorneys better advise their clients in how to survive a lawsuit by utilizing offshore asset protection to shield assets from frivolo...

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• $29

  Managing Client Expectations Throughout the Litigation Process

  General Credits: 1

  The litigation process for a claim of non-payment is complex. You want every penny that is due to you, and do not want to settle for less, but to ensure you end up gaining more than you lose, an understanding of the process is critical. This CLE course will explain the professional, personal an...

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• $29

  Beyond Westlaw and Lexis: Effective Internet Search Techniques for Attorneys

  General Credits: 1

  This CLE course covers a wide range of topics, including compliance, business strategy, informal dispute resolution, best practices, and more. It also provides insights into preparing formal legal advice and court documents, such as memos, pleadings, motions, and briefs. Participants will also...

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• $29

  Senior and At-Risk Investors

  General Credits: 1

  Seniors and Vulnerable Adults often fall under the wire. This CLE course will explain how FINRA rules and state requirements address this population, enabling firms to better address this increasingly growing client base and protect your organization. Presented by FINRA staff and industry exper...

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• $29

  Handling Nonprofit Board Disputes

  General Credits: 1

  Nonprofit board members are often honored to serve, but don’t really understand their responsibilities. This CLE course will explain Board fiduciary duties and responsibilities, address common disputes that can arise between Board Members, explain Founder Syndrome and what to do when people quit or...

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• $29

  Effective Tips for Using a Private Investigator in Your Practice

  General Credits: 1

  Private investigators are essential to many practicing attorneys. This CLE course will offer useful strategies for utilizing private investigation services. Presented by a seasoned attorney with 25 years’ experience as an investigator, the course will include tips for selecting and retaining an...

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• $29

  The Five Rules: How to Prepare Your Client for Deposition

  General Credits: 1

  Depositions are a critical component of any case. This CLE course will present a Five Rule System, devised by the presenter and in use for over 25 years to prepare everyone from executives to professional athletes to children, which will transform your client into a solid, strong, successful witnes...

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• $29

  You Won! Now What? Collecting Civil Judgments Under Illinois Law

  General Credits: 1

  Even if you successfully prosecute a civil case to judgement, clients aren’t typically satisfied unless they receive money at the end of a case. This is particularly important for attorneys who work on the basis of contingent fees. In cases where a judgement debtor does not have insurance, or when...

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• $29

  Advising a Client as to the Purchase of a Franchise

  General Credits: 1

  This informational CLE course is designed to provide a prospective franchisee with the necessary information to purchase a franchise. The course will focus on provisions in the Franchise Disclosure Agreement as well as typical provisions in Franchise Agreements. The political considerations that ma...

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• $29

  Estate Planning: Common Issues; Practical Answers

  General Credits: 1

  Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who...

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• $55

  What Attorneys Need to Know About Reading and Understanding Financial Statements

  General Credits: 1.5

  Like any field, businesspeople have a lingo all their own. Phrases such as NOPAT, Operating Profit, Net Income, EBITDA, retained earnings, current vs. long-term assets and liabilities, Free Cash Flow are all used regularly in the business world, but are practically a foreign language to attorneys....

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• $29

  Workplace Conflict Resolution Through Mediation and Arbitration

  General Credits: 1

  It may seem counterintuitive but conflict in the workplace can actually be healthy for an organization’s growth, provided that varying points of view are communicated in a balanced manner. But more often than not, conflict will trigger reactions and defensiveness, leading to irresolvable conflicts....

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• $55

  Was the Pandemic a Short or Long Term Bankruptcy Sickness

  General Credits: 2

  Designed to offer a general overview of bankruptcy law, this CLE course will include a general description of the history of bankruptcy law as well as a description of the various chapters of bankruptcy, their function and how they differ. The course will address recent, significant amendments...

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• $29

  How to Prepare for Long-Term Care Costs

  General Credits: 1

  The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportun...

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• $29

  Business Valuation for Attorneys

  General Credits: 1

  There is a valuation process that takes place with every client, and determining the value of a client’s business or business interest is often critical to meeting their needs and can impact the outcome of their case. Valuation is therefore crucial to a variety of legal issues such as divorce, esta...

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• $29

  Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

  General Credits: 1

  Matrimonial law requires attorneys to possess a wide breadth of knowledge since it intersects with many other areas of laws including immigration, contracts, criminal law, property, insurance, trusts, estates and taxes. The place where matrimonial and real estate law overlap is particularly complex...

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• $34

  Ethics in the Digital Era: What Attorneys Need to Know

  Ethics Credits: 1

  Data breaches are becoming increasingly common, posing a great challenge to law firms. Between the Ethical Rules of Conduct, your individual state’s regulations on professional conduct and the potential for financial and other penalties, it’s critical to recognize and take steps to prevent as well...

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• $34

  Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements

  Ethics Credits: 1

  Several states are currently considering mandating CLE hours that concentrate on cybersecurity, privacy, and data protection. The obligation for lawyers to possess technology competency is not new, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The...

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• $34

  Ethical Issues in Representing Clients with Diminished Capacity

  Ethics Credits: 1

  This informative CLE session will delve into the legal guidelines that apply to attorneys when assisting clients who face diminished capacity. The discussion will shed light on the potential risks of fraud and abuse that individuals with diminished capacity may encounter. Attendees of this cour...

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