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 .

Decorative arc
24
Credit Hours
of CLE Lectures
  • 5 Ethics
  • 1 Diversity/Inclusion
  • 1 Cyber/Ethics
United Crest
Only $349
Save $430
Courses priced individually at $779
  • 5 Ethics
  • 1 Diversity/Inclusion
  • 1 Cyber/Ethics

Estate Planning Bundle Includes:

  • $65

    The Ten Worst Ethics Nightmares You Can Have

    Ethics Credits: 1.5

    Legal ethics are a dangerous area – one mistake can derail your career. This CLE course will present a rapid analysis of the 10 disastrous legal ethics errors you can. The ABA Model Rules of Professional Responsibility are often a solid guide for clarity in the ethical expectations of the legal pro...

  • $65

    The Ethics of Witness Preparation: Does ABA Ethics Rules Change the Dynamics for Preparing Witnesses?

    Ethics Credits: 1.5

    Led by a team of highly experienced trial and litigation specialists, this informative CLE course will address the impact of new ABA Formal Opinion 508, “The Ethics of Witness Preparation,”. The course will present the impact of the opinion on counsel’s approach to working with witnesses, including...

  • $29

    The Nuts and Bolts of Guardianships

    General Credits: 1

    Guardianship proceedings differ from advanced directives such as health care proxies and powers of attorney. This CLE course will address the basics of guardianship proceedings, also known as conservatorships in some states, when such proceedings should be commenced and what courts look for in thes...

  • $29

    Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

    General Credits: 1

    This CLE program equips attorneys with vital insights for effectively navigating the intricate intersection of love, marriage, and estate matters. The course explores essential topics, including prenuptial agreements, collaborative estate planning, tax implications, and considerations for legacy pl...

  • $34

    Being a DEIA Agent of Change in The Legal Workplace and Beyond

    Diversity/Inclusion Credits: 1

    This introductory CLE course on Diversity, Equity, Inclusion and Accessibility (DEIA) offers a comprehensive legal overview of various related concepts and initiatives. The course will open with the definition and legal history of DEIA as well as some relevant background. Going as far back in h...

  • $29

    Business Valuation for Attorneys

    General Credits: 1

    There is a valuation process that takes place with every client, and determining the value of a client’s business or business interest is often critical to meeting their needs and can impact the outcome of their case. Valuation is therefore crucial to a variety of legal issues such as divorce, esta...

  • $29

    Estate Planning: Common Issues; Practical Answers

    General Credits: 1

    Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who...

  • $29

    How to Use AI to Grow Your Practice

    General Credits: 1

    AI has exploded across all fields and is increasing productivity, performance, and profit. This CLE course will offer practical AI applications to help your law firm understand the potential of AI to optimize client communication, streamline tasks, and foster team development. The course will p...

  • $29

    Mastering the Client Interview

    General Credits: 1

    First impressions are important. In an attorney/client relationship, the initial interview is when that first impression is made. This CLE course will present how client trust is achieved during that first meeting. The course will discuss the factors that make for a successful initial interview beg...

  • $34

    Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?

    Ethics Credits: 1

    Modern technology has taken over our lives in ways we couldn’t have possibly anticipated. Smartphones have replaced colleagues, friends and family as our most constant companions. However, like many things, their contributions to our lives comes at a price including the risk of dependence, addictio...

  • $29

    "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

    General Credits: 1

    Mediation/dispute resolution is a complex, challenging area of law. This CLE course will explain the mechanics of mediation and dispute resolution as well as address the various myths about the process. The course will attempt to advise participants on how to minimize reluctance to participatio...

  • $29

    How to Prepare for Long-Term Care Costs

    General Credits: 1

    The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportun...

  • $55

    Skip Tracing for Lawyers

    General Credits: 1.5

    Located a missing person is sometimes required of attorneys in most areas of practice, though more often for those practicing trust and estates, malpractice, debt collection, personal injury, and real estate law. Typically, with enough information, creativity and resources, attorneys can locate ind...

  • $29

    Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

    General Credits: 1

    Matrimonial law requires attorneys to possess a wide breadth of knowledge since it intersects with many other areas of laws including immigration, contracts, criminal law, property, insurance, trusts, estates and taxes. The place where matrimonial and real estate law overlap is particularly complex...

  • $55

    Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

    General Credits: 2

    The goal of Asset Protection & Estate Planning Program for Business & Investment Clients is to address both legacy and family considerations as well as provide complete asset protection while optimizing tax benefits. This CLE course will provide everything you need to know to design a program th...

  • $29

    Will, Trusts, and Advanced Directives: Know What is Right for Your Client

    General Credits: 1

    This comprehensive CLE course will present effective planning tools related to Last Wills & Testaments and trusts. The course will introduce succession planning, estate planning and how to plan using wills and trusts, as well as more advanced directives including POA’s, living wills and health...

  • $29

    Offshore Versus Domestic Asset Protection, What You Need To Know

    General Credits: 1

    Presented by a seasoned Asset Protection Attorney, this CLE course will offer an extensive examination of the most prevalent domestic and international tools designed to protect your clients' assets from legal disputes. The course will cover: An Explanation of Asset Protection The Role of Asse...

  • $55

    Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

    General Credits: 1.5

    This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a perso...

  • $29

    Corporate Transparency Act: Lessons from Round One of Implementation

    General Credits: 1

    Pursuant to the Corporate Transparency Act ("CTA"), many legal entities, both foreign and domestic, operating in the United States, have contemplated whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"). This CLE course, prese...

  • $34

    Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements

    Cyber/Ethics Credits: 1

    Several states are currently considering mandating CLE hours that concentrate on cybersecurity, privacy, and data protection. The obligation for lawyers to possess technology competency is not new, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The...

  • $34

    Ethical Issues in Representing Clients with Diminished Capacity

    Ethics Credits: 1

    This informative CLE session will delve into the legal guidelines that apply to attorneys when assisting clients who face diminished capacity. The discussion will shed light on the potential risks of fraud and abuse that individuals with diminished capacity may encounter. Attendees of this cour...

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