Illinois Estate Planning Bundle

CLE Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited CLE Provider in Illinois. To view our full accreditation details, please click here.

30 Credits
w/ 6.75 Ethics & 1 Diversity/Inclusion & 1 Mental Health/Abuse
Only $349
Courses Priced
Individually at $928

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 30 Credit Hours of IL Approved CLE Lectures - satisfying all your professional responsibility requirements including 4 hours of ethics, one hour of diversity/inclusion and one hour of mental health/substance abuse.

The most common ethical missteps are often the most avoidable. Utilizing a variety of risk management tools, practitioners can learn which conduct and practices typically draw the attention of bar prosecutors or clients in order to avoid these poten...
Ethics Credits:1.25
Learn how to protect yourself from the effects of lawsuits through personal asset protection. This CLE course will offer an in-depth guide for protecting your personal wealth including a basic history, exemption status under federal and state law, r...
General Credits:1.5
There are many ethical questions that arise when dealing with Estate and Elder Law. This CLE course will explore the fiduciary duties and who is owed duties as well as who is eligible to serve as a fiduciary. The limits of their duties and responsi...
Ethics Credits:1.5
The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the eliminat...
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 iss...
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 prop...
General Credits:1
The Internal Revenue Service frowns upon the overvaluation of real estate gifts. Appraisers thinking they are doing the donor a favor by providing a high range may actually do more damage than good. This CLE course will explain that whether it’s rea...
General Credits:1
Ethics rules for attorneys are well-known, but not necessarily well understood. Whether we are talking about lawyer fees, referral fee requirements and fee sharing, non-refundable payments and all issues related to costs and settlements, the lawyer...
Ethics Credits:1
All IRA’s follow a system of basic taxation rules. These apply to Traditional IRA’s, Roth IRA’s, SEP IRA’s and SIMPLE IRA’s. This CLE course will offer a detailed overview of these rules as well as the prohibited transaction and unrelated taxable in...
General Credits:1.5
This CLE course will address the disproportionate numbers of women and minorities who hold partner positions in law firms. The course will also address the key impediments that have impacted women and minorities from advancement and explain how liti...
Div Credits:1
Stress is a component of any attorneys’ day to day life. And ignoring it won’t make it go away. Shrug it off and the results can be catastrophic for you, your family and your business. Trauma, less discussed but not rarer, also requires immediate at...
MH/SA 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 futu...
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 s...
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 interaction...
General Credits:1
Patent law is one of the lesser known areas of law, in particular from a procedural standpoint. Special licensing and exclusive exams, as well as an undergraduate degree in science or engineering, dictate who can practice patent law and only practit...
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 plannin...
General Credits:1
Without time and support to adjust to the sudden change, even sudden wealth can be a burden. In fact, the term Sudden Wealth Syndrome was coined to explain what happens when unexpected or abrupt fortune creates overwhelming pressures, leading to emo...
General Credits:1.25
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...
General Credits:1
This CLE course will address the issue of dispositive provisions and how they may impact estate planning in the case of a will or removable trust. The course will explain what these provisions entail and how to analyze them effectively. The cour...
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...
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 pr...
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 term...
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...
General Credits:1
Looking to serve on the Part 36 list as a court evaluator? This CLE course is for you. Learn to properly perform your duties, assist in resolutions and protect the interests of the Alleged Incapacitated Individual. Tips on what the court is looking...
General Credits:1
Financial planning is about more than just retirement. This CLE course will address a variety of financial planning issues such as student loan debt, taxes, financial aid eligibility, and salary disbursement. The course will discuss the interrel...
General Credits:1
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, addi...
Ethics Credits:3
30 Credits
w/ 6.75 Ethics & 1 Diversity/Inclusion & 1 Mental Health/Abuse
Only $349
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited CLE Provider in Illinois. To view our full accreditation details, please click here.