Estate Planning Non-Resident Bundle Includes:

• $55

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  General Credits: 1.8

  With the Federal Estate Tax exclusion exceeding $13.6 million, many estates may not require a 706 filing. However, this exclusion is anticipated to decrease by 50% at the end of 2025, making it crucial to consider the need for a portability election after the death of the first spouse, which requir...

  Preview
• $29

  Offshore Asset Protection Planning

  General Credits: 1.1

  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...

  Preview
• $29

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

  General Credits: 1.1

  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...

  Preview
• $29

  The Probate Process from Start to Finish

  General Credits: 1.1

  Preview
• $29

  Best Practices In The Use of Trusts

  General Credits: 1.1

  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...

  Preview
• $29

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1.1

  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...

  Preview
• $29

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

  General Credits: 1.1

  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...

  Preview
• $29

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1.1

  Presented by a seasoned Asset Protection Attorney, this CLE course will offer an extensive examination of the most prevalent domestic and international tools designed to protect your clients' assets from legal disputes. The course will cover: An Explanation of Asset Protection The Role of Asse...

  Preview
• $29

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

  General Credits: 1.1

  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...

  Preview
• $55

  Trust Protectors: The Good, The Bad and The Ugly

  General Credits: 1.5

  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...

  Preview
• $29

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

  General Credits: 1.1

  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...

  Preview
• $55

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

  General Credits: 2.3

  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...

  Preview
• $29

  The Attorney’s Guide to Strategic Trust Planning

  General Credits: 1.1

  Trusts are a central component of modern estate planning, yet they are often misunderstood or improperly matched to client objectives. This CLE program introduces the legal framework governing trusts and examines how trusts are used to address common planning goals, including lifetime asset managem...

  Preview
• $34

  Attorney Conflicts of Interest: What’s New in Ethics Opinions and Case Law

  Ethics Credits: 1.1

  Conflicts of interest continue to present some of the most nuanced and consequential issues in legal ethics. This CLE program delivers a current analysis of how attorneys can identify, evaluate, and mitigate conflicts in a wide range of practice settings. Through a review of contemporary developmen...

  Preview
• $34

  The Evolution and Devolution of Civility

  Ethics Credits: 1.1

  This CLE program takes a critical look at the changing expectations of professional conduct within the legal community and the growing concern over declining civility in legal practice. As disputes have become more aggressive and interactions with opposing counsel, courts, and clients increasingly...

  Preview
• $34

  Where Are We Now: DEI in Today’s Legal Landscape

  Diversity/Inclusion Credits: 1.2

  This CLE course delves into the evolving landscape of Diversity, Equity, and Inclusion (DEI) within the legal profession, particularly in response to the U.S. Supreme Court's recent decisions on affirmative action and subsequent political developments. Participants will explore how these landmark r...

  Preview
• $34

  Uncovering Implicit Bias in the Legal Profession: How to Identify and Combat It

  Diversity/Inclusion Credits: 1.1

  Implicit bias can influence decision-making, communication, and collaboration across all areas of the legal profession. This interactive CLE program is designed to help attorneys identify and understand the role of unconscious bias in legal settings—from hiring practices and team dynamics to client...

  Preview
• $65

  Ethical Conflict of Interest Issues

  Ethics Credits: 1.8

  Legal ethics challenges often arise in the routine details of practice—sometimes where attorneys least expect them. This course takes a comprehensive look at everyday scenarios that can lead to professional missteps, offering practical strategies to prevent them. Attendees will learn how to clearly...

  Preview
• $29

  Estate Planning for the Cognitively Impaired

  General Credits: 1.1

  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....

  Preview