Estate Planning Bundle - New York CLE

We have selected our most popular lectures and bundled them together into our NY Estate Planning Bundle. This Bundle contains 24 Credit Hours of CLE Lectures - Including 4 Credit Hours of Ethics, 1 Credit Hour of Diversity and 1 Credit Hour of Cyber. Save time and money by choosing this option. Simply click the "Buy Now" button and checkout!

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New York CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited NYS CLE Provider. To view our full accreditation details please .

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24
Credit Hours
of CLE Lectures
  • 4½ Ethics
  • 1 Cyber/Ethics
  • 1 Diversity/Inclusion
United Crest
Only $349
Save $422
Courses priced individually at $771
  • 4½ Ethics
  • 1 Cyber/Ethics
  • 1 Diversity/Inclusion

Estate Planning Bundle Includes:

  • $55

    The Use of Trusts in Government Benefits Planning

    General Credits: 1.5

    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...

  • $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

    Protecting Your Family Home Through Trusts

    General Credits: 1

    As seniors age, they may face urgent needs for long-term nursing home care without having sufficient private funds or long-term care insurance to cover the costs. Often, their primary asset is their home, leading to the misconception that selling it and using the proceeds for care is the only solut...

  • $29

    Estate Planning for the Cognitively Impaired

    General Credits: 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....

  • $34

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

    Cyber/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...

  • $29

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

    General Credits: 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...

  • $65

    Ethical Conflict of Interest Issues

    Ethics Credits: 1.5

    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...

  • $34

    AI and the Attorney-Client Privilege: Protecting Confidentiality in the Age of Large Language Models

    Ethics Credits: 1

    As artificial intelligence becomes a routine part of modern law practice, it brings with it both powerful capabilities and pressing concerns—especially regarding attorney-client privilege. This CLE program examines how emerging AI tools, from document review platforms and legal research assistants...

  • $29

    Offshore Asset Protection Planning

    General Credits: 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...

  • $29

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

    General Credits: 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...

  • $29

    The Probate Process from Start to Finish

    General Credits: 1

  • $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...

  • $34

    Ethical Mediation: Principles and Practices in Dispute Resolution

    Ethics Credits: 1

    Over the past decade, Alternative Dispute Resolution (ADR), particularly mediation, has seen a significant rise in use. Despite this, many legal professionals remain unfamiliar with the nuances of the process. In this course, Judge Scheinkman will explore the critical role of ethical considerations...

  • $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...

  • $55

    Unusually Important Federal Tax Cases: What Attorneys Need to Know

    General Credits: 2

    This CLE program delves into six recent federal taxation cases that hold significant importance for tax attorneys. It offers valuable insights for business law attorneys navigating the complexities of federal taxation. By examining court opinions, participants will gain an understanding of how fede...

  • $34

    Diversity & Inclusion: Recognizing the Damaging Effects of Implicit Bias in the Workplace

    Diversity/Inclusion Credits: 1

    Implicit bias, increasingly studied and discussed, involves subconscious associations our minds create linking various concepts and ideas. These biases arise from our experiences, cultural backgrounds, societal norms, media influences, and other factors. This CLE program explores the nature of...

  • $29

    Understanding Financial Solutions While Planning for Possible Long-term Care

    General Credits: 1

    This CLE course offers a detailed examination of strategies for safeguarding a client's assets while preparing for the potential need for long-term care, whether in a facility or at home, through Medicaid. Participants will gain insights into the Medicaid Asset Protection Trust, a legal structur...

  • $34

    Reel Ethics: Navigating Ethical Dilemmas Through Film and TV Scenarios

    Ethics Credits: 1

    Join us for an engaging and interactive CLE course that delves into various ethical scenarios through the lens of popular movies and television shows. By analyzing ethical dilemmas faced by fictional lawyers, you'll learn how to navigate similar issues in your practice. We'll present real-life exam...

  • $29

    Essential Estate Documents: Don't Delay Until It's Too Late

    General Credits: 1

    This CLE program tackles a widespread issue: the tendency to delay or overlook critical documents essential for life's inevitable events—death, incapacity, or providing for those who will need to take over. In this one-hour course, we'll explore the fundamental documents and recommended language, d...

  • $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...

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