Maryland Estate Planning Bundle

CLE Accreditation Info

CLE is voluntary for Maryland attorneys. To view further accreditation details, please click here.

12 Credits
w/ 2 Ethics
Only $199
Courses Priced
Individually at $349

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of MD CLE Lectures - Including 10 General Credits and 2 Ethics Credits.

There often seems to be a conflict between an attorney’s obligation to his client and the rules of ethical conduct. Your client wants you to do what’s necessary to win, but the constant news of malpractice cases, fee battles, disqualification motion...
Ethics Credits:2
Life is full of the unexpected. And while it would seem impossible to plan for all contingencies, we can certainly plan for some. This CLE course will offer attorneys guidelines to assist clients in preparing for the unexpected such as with health c...
General Credits:1.75
Elder law, a complex group of interconnected areas of laws, impacts individuals and families as well as the critical decisions they must make regarding assets, retirement, estate planning, trusts, and more. Presented by attorney Aaron Futterman, thi...
General Credits:1
The concern over future changes to the tax code, combined with the recent changes made in the Jobs Cut Tax Act of 2017 and developments such as the Wacker case and its impact on self-settled trusts have impacted trust planning across the income spect...
General Credits:1.75
Appropriate documentation for estate planning is a key element of the estate planning process and when it is not done correctly, guardianships are required. This CLE course will explain the guardianship process and when it is implemented. It will al...
General Credits:1.25
While it may seem unlikely, a client’s religious beliefs may be a factor in planning his or her estate. Along with their goals, values, morals, and principles, a person’s religious beliefs are a factor in creating a customized estate plan. Given tha...
General Credits:1
Current technologies, as well as developing systems, can offer many solutions for practitioners who provide estate planning services. While some are already in use, albeit in a limited way, others have just recently begun to be adapted, and even tho...
General Credits:1
Whether you are an experienced estate planner and litigator or new to Surrogate Court, this CLE course will provide critical information regarding the laws, rules and procedures related to will contests. The course will address the issues from the p...
General Credits:1.25
The Tax Cuts and Jobs Act made significant changes to the transfer tax regime, the most important of which was the increase of the lifetime coupled estate and gift tax exemption to $11.4 million per person. This change has a decisive impact on tax p...
General Credits:1
12 Credits
w/ 2 Ethics
Only $199
CLE is voluntary for Maryland attorneys. To view further accreditation details, please click here.