Estate Planning Bundle Includes:

• $34

  Lawyer, Tool, or Machine: Evolving Ethical Responsibility in the AI Age

  Ethics Credits: 1

  This CLE program examines the rapidly evolving role of artificial intelligence in the delivery of legal services, with particular focus on both generative systems and emerging agentic technologies capable of autonomous task execution. As AI becomes embedded in research, drafting, client communicati...

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• $29

  Mastering Offshore Asset Protection Planning

  General Credits: 1

  This CLE program examines offshore asset protection planning through both a legal and strategic lens, equipping attorneys with the tools to evaluate when and how international structures should be used. The presentation reviews the legal principles and precedent governing offshore trusts, with part...

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• $29

  The Attorney’s Guide to Strategic Trust Planning

  General Credits: 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...

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• $29

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 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...

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• $29

  AI Governance: Privacy, Bias, and Emerging Regulation

  General Credits: 1

  This CLE program delves into the shifting regulatory landscape surrounding artificial intelligence in the United States. Participants will explore how current privacy frameworks intersect with AI technologies, the ways in which states are attempting to curb algorithmic bias, and the legal tools eme...

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• $34

  Ethics in Mediation Practice: What ABA 518 Means for Attorneys

  Ethics Credits: 1

  As mediation becomes a more integral component of dispute resolution, lawyers are expected to navigate increasingly complex ethical considerations. The American Bar Association’s recently issued Formal Opinion 518 has added new clarity—and sparked new debate—about where the limits of neutrality, ad...

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• $29

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

  General Credits: 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...

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• $29

  Cybersecurity & Generative AI: Legal Risks and Risk Mitigation

  General Credits: 1

  Artificial intelligence and cybersecurity have moved from emerging issues to core risk areas for law firms and their clients. Generative AI, in particular, is reshaping how legal work is performed, from research and drafting to data analysis and decision-making. Yet the rapid adoption of these tool...

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• $29

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

  General Credits: 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...

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• $34

  Ethical Issues in Ending Client Representation and Collecting Fees

  Ethics Credits: 1

  Ending an attorney–client relationship can raise significant ethical and practical challenges. This CLE program examines a lawyer’s professional obligations when withdrawing from or concluding representation, including notice requirements, protecting the client’s interests during transition, and ad...

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• $29

  Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

  General Credits: 1

  This CLE session examines the legal and regulatory framework governing foreign (offshore) corporate trustees, with particular emphasis on trustee governance, fiduciary obligations, and regulatory supervision in established offshore jurisdictions. The program explores how corporate trustees are auth...

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• $34

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

  Equity in Justice Credits: 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...

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