Estate Planning Bundle - New Mexico CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 hours of on-demand courses including 2 hours of Ethics, 1 hour of EIJ. **The State Bar of New Mexico has amended Rule 18 to require at least 1 hour of Equity in Justice (EIJ). Additionally, all 12 credit hours may be live or self study courses.

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New Mexico MCLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited CLE Provider (155356) approved by the State Bar of New Mexico. To view our full accreditation details please .

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12.1
Credit Hours
of CLE Lectures
  • 2 Ethics
  • 1.2 Equity in Justice
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Only $199
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Courses priced individually at $354
  • 2 Ethics
  • 1.2 Equity in Justice

Estate Planning Bundle Includes:

  • $34

    Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

    Ethics Credits: 1

    This CLE course delves into the current cybersecurity risk landscape, focusing on the ABA Model Rules regarding competency. It addresses the impact of technology on the security and privacy of client communications, information management, billing processes, and the oversight of law firm staff. The...

  • $55

    Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

    General Credits: 2

    This CLE program offers a comprehensive overview of asset protection strategies. Participants will explore how traditional estate planning tools can shield assets from creditors. Topics include the protection provided by tenants by the entirety ownership, life insurance and annuities, retirement ac...

  • $55

    Discovering the Lost Coin: Helping Clients Recover from Online Scams

    General Credits: 2

    If you've represented clients affected by online fraud involving losses exceeding $100,000, this course is essential. In this CLE, we delve into the emerging "Pig Slaughtering Scams"—a modern variation of Ponzi schemes targeting unsuspecting individuals. We explore how these scams are uncovered...

  • $29

    10 Mistakes to Avoid When Working with Asset Protection Trusts

    General Credits: 1

    This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the opti...

  • $29

    An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

    General Credits: 1.2

    This CLE course offers attorneys an in-depth exploration of the critical role appraisals play in estate planning, estate litigation, and other legal contexts involving personal property valuation. Participants will gain an advanced understanding of how to effectively engage and work with person...

  • $55

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

    General Credits: 1.5

    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...

  • $29

    The Use of Trusts in Government Benefits Planning

    General Credits: 1.2

    This CLE presentation will cover the role of different trusts in government benefits planning, including the use of revocable trusts, strategies for spousal planning through revocable trusts, long-term care planning with Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and r...

  • $34

    Moving Forward with DEI Compliance

    Equity in Justice Credits: 1.2

    Delve into the profound ways bias permeates the legal profession with this vital CLE session, crafted for attorneys eager to tackle its challenges. This program sheds light on the subtle and overt effects of bias on legal practice, from courtroom decisions to office culture, against the backdrop of...

  • $34

    Recognizing and Handling Conflicts of Interest

    Ethics Credits: 1

    Effectively managing conflicts of interest is a crucial aspect of legal ethics, and this course will provide attorneys with the necessary tools to navigate these challenges. The session will cover key considerations for identifying and addressing conflicts, including methods for conflict screening...

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