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...

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• $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...

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• $29

  Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

  General Credits: 1

  This CLE session examines the legal and regulatory framework governing foreign (offshore) corporate trustees, with particular emphasis on trustee governance, fiduciary obligations, and regulatory supervision in established offshore jurisdictions. The program explores how corporate trustees are auth...

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• $29

  Kwong and Abdo: IRS Penalty and Interest Relief Under Section 7508A

  General Credits: 1

  This CLE program explores emerging tax controversy issues involving IRS penalties and interest assessments tied to the federally declared COVID-19 emergency period. The course will examine recent litigation, including the Kwong and Abdo cases, and analyze the arguments challenging the IRS’s authori...

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• $29

  The Promise and Perils of AI in the Legal Industry: Opportunities and Risks

  General Credits: 1

  This CLE program provides attorneys with a practical introduction to artificial intelligence and its growing impact on the legal profession. Designed for lawyers of all technical backgrounds, the course explains key AI concepts—including generative AI and large language models—and examines how AI t...

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• $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....

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• $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...

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• $65

  High Stakes, High Standards: Tax Ethics for Every Attorney

  Ethics Credits: 1.5

  Tax law has long been recognized by attorneys as a specialized field with its own distinct demands. Beyond its inherent technical sophistication, the practice imposes a layered ethical framework that extends well beyond the baseline standards applicable to most legal disciplines. In addition to...

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• $34

  The Evolution and Devolution of Civility

  Ethics Credits: 1

  This CLE program takes a critical look at the changing expectations of professional conduct within the legal community and the growing concern over declining civility in legal practice. As disputes have become more aggressive and interactions with opposing counsel, courts, and clients increasingly...

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• $29

  Navigating Trauma with Clients: Safeguarding Lawyer Wellness

  General Credits: 1

  Attorneys regularly engage with clients navigating highly stressful and emotionally charged circumstances, which can carry cumulative psychological impacts over time. This CLE program examines the often-overlooked phenomenon of secondary trauma in legal practice, with a focus on how repeated exposu...

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• $65

  Avoiding Conflicts of Interest in Transactional Practice

  Ethics Credits: 1.5

  Conflicts of interest are often associated with litigation, but they arise just as frequently—and often more subtly—in transactional practice. Unlike courtroom settings, where conflicts may be more visible, transactional lawyers must navigate nuanced relationships and evolving client interests that...

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• $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...

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• $34

  Brains, Bias, and the Bar: How Cognitive Errors Compromise Justice

  Ethics Credits: 1.25

  Bias isn’t just a personal flaw—it’s a cognitive shortcut, baked into the way all humans think. In the legal profession, however, these shortcuts can have far-reaching consequences. This CLE program takes a closer look at how mental habits like anchoring bias, the availability heuristic, and attrib...

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• $29

  Trust Protectors: The Good, The Bad and The Ugly

  General Credits: 1.25

  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...

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• $29

  The Probate Process from Start to Finish

  General Credits: 1

  This CLE program delivers a practical, end-to-end examination of probate and estate administration, guiding attorneys through each stage of handling a decedent’s estate. From initiating proceedings to final distribution, the course focuses on the procedural requirements, strategic considerations, a...

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• $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...

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• $65

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1

  Ethics Credits: 0.5

  Effective billing and collections are essential to a successful legal practice, yet they often present difficult challenges. This CLE program examines best practices for structuring engagement agreements, establishing billing routines, and addressing delinquent accounts in a way that supports clien...

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• $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...

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• $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...

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• $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...

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• $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...

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• $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...

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