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!

Device Icon
All Courses Available
iOS / Android / Web
Accreditation Wreath Icon NY
Decorative Arc
All Courses Available
Device Icon
iOS / Android / Web
Decorative Arc
New York selected on map

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 .

Decorative arc
24
Credit Hours
of CLE Lectures
  • 4 Ethics
  • 1 Cybersecurity
  • 1 Diversity/Inclusion
United Crest
Only $349
Save $397
Courses priced individually at $746
  • 4 Ethics
  • 1 Cybersecurity
  • 1 Diversity/Inclusion

Estate Planning Bundle Includes:

  • $34

    Privacy, Data Security and Cyberattacks: Overview, Prevention and Proactive Responses

    Cybersecurity Credits: 1

    Law firms hold highly sensitive client data and are increasingly targeted by cybercriminals. Are you doing enough to protect your network and meet your ethical duties? This CLE course covers the essential steps lawyers must take to secure confidential information, including: Recognizing common...

  • $34

    Legal Ethics Update: Trends and Challenges for Today’s Lawyers

    Ethics Credits: 1

    This CLE session offers a comprehensive survey of the past year’s most influential ethics guidance issued by the ABA and state bar organizations. Rather than simply restating the rules, the program emphasizes how these opinions shape real-world professional conduct and decision-making. The prese...

  • $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

    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...

  • $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...

  • $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...

  • $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...

  • $55

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

    General Credits: 2

    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...

  • $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...

  • $29

    Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance

    General Credits: 1

    Law firms adopting artificial intelligence tools encounter not only new efficiencies but also a host of challenges, from operational concerns to evolving professional obligations. This CLE program guides attorneys through the process of designing and rolling out internal AI governance structures th...

  • $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...

  • $29

    Fueling Legal Growth with AI and Analytics

    General Credits: 1

    Artificial intelligence presents both challenges and opportunities for the modern legal professional. This CLE course guides attorneys through the thoughtful incorporation of AI technologies to enhance the quality, efficiency, and scope of legal services. Moving beyond concerns about traditional bi...

  • $29

    Practicing Law with AI: Preserving Quality and Professional Responsibility

    General Credits: 1

    As artificial intelligence continues to reshape the legal profession, understanding its capabilities—and its limits—is essential. This CLE program examines how AI is transforming legal research, drafting, client communication, and case management. Participants will compare general-purpose AI tools,...

  • $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

    Best Practices In The Use of Trusts

    General Credits: 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...

  • $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...

  • $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

    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

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

    Diversity/Inclusion 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...

  • $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...

  • $34

    The Strictest Conflict Rule: Exploring Rule 1.8(a) and Business Transactions with Clients

    Ethics Credits: 1

    Among the conflict rules, none is more exacting than Rule 1.8(a). It is the provision that governs when a lawyer enters into a business transaction with a client, and its requirements are uniquely strict. This CLE course will unpack the meaning of a “business transaction” in the professional res...

  • $34

    Ethical Armor: Leveraging the Rules of Professional Conduct Against Problem Clients

    Ethics Credits: 1

    Challenging clients can test even the most seasoned attorney. When a client is disorganized, overly demanding, or suddenly unresponsive, maintaining professionalism becomes more than a matter of courtesy—it becomes an ethical balancing act. This CLE program takes a practical look at how lawyers...

Start Immediately
from your home, office, or smartphone!
Only $349
Decorative Arc

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize OptionsRight ArrowCustomize Options