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
  • 4 Ethics
  • 1 Cybersecurity
  • 1½ Diversity/Inclusion
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Only $349
Save $402
Courses priced individually at $751
  • 4 Ethics
  • 1 Cybersecurity
  • 1½ Diversity/Inclusion

Estate Planning Bundle Includes:

  • $29

    How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

    General Credits: 1

    The aging of the American population is reshaping the landscape of estate, probate, and fiduciary litigation. As older adults control an increasingly significant share of personal wealth, courts are seeing a growing number of disputes involving alleged incapacity, undue influence, breach of fiducia...

  • $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...

  • $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...

  • $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...

  • $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

    Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

    General Credits: 1

    This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term...

  • $34

    Cybersecurity & Generative AI: Legal Risks and Risk Mitigation

    Cybersecurity 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...

  • $34

    From Payroll to Pleadings: The Ethics Zone Framework for Deploying AI Across Every Layer of Law Firm Practice

    Ethics Credits: 1

    Artificial intelligence has quickly become embedded in daily law firm operations, but ethical analysis often fails to keep pace with actual use. Too frequently, AI guidance treats every implementation as though it presents the same level of risk, applying broad warnings without distinguishing betwe...

  • $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...

  • $65

    Injustice on Trial: The Scottsboro Boys and the Struggle Against Jim Crow

    Diversity/Inclusion Credits: 1.5

    During the economic despair of the 1930s, when countless Americans crisscrossed the country on freight trains searching for work, nine young Black men were pulled into one of the most notorious miscarriages of justice in U.S. history. Accused of a crime that never happened, the “Scottsboro Boys” we...

  • $29

    Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled

    General Credits: 1

    This CLE program provides attorneys with practical guidance on protecting settlement proceeds for clients who are vulnerable, disabled, or otherwise in need of financial safeguards. The course explores the use of pooled special needs trusts, settlement preservation pooled trusts, and structured set...

  • $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...

  • $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...

  • $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

    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

    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....

  • $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

    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...

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