Estate Planning Bundle w/Webinars Includes:

• $29

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

  General Credits: 1.2

  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

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

  General Credits: 1.2

  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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• $29

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

  General Credits: 1.2

  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 for the Cognitively Impaired

  General Credits: 1.2

  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

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1.2

  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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