Ohio Estate Planning Bundle

CLE Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a self-study established sponsor (sponsor number 14232) by the Ohio Commission on Continuing Legal Education. To view NACLE’s accreditation details, please click here.

24 Credits
w/ 4 Attorney Conduct
Only $349
Courses Priced
Individually at $761

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 24 Credit Hours of CLE Lectures - Including 2.75 Credit Hours of "Professional Conduct” topics. *In light of the COVID-19 pandemic causing the cancellation of live, in person CLE and for vital safety and logistical considerations concerning CLE, the self-study caps are waived for judges, magistrates, and attorneys for the 2020-2021 compliance period ending December 31, 2021.

With more and more of the workforce adapting to working from home, the issue of security has come to the forefront. Within the legal industry, this issue is critical as the potential for mishandling confidential information and violating duties to c...
Conduct Credits:1
Practicing lawyers must do everything in their power to properly represent their client, but that does not mean they are exempt from certain ethical obligations. This CLE course will present the main issues in ethics and ethical management. The cour...
Conduct Credits:1.5
The most common ethical missteps are often the most avoidable. Utilizing a variety of risk management tools, practitioners can learn which conduct and practices typically draw the attention of bar prosecutors or clients in order to avoid these poten...
Conduct Credits:1.5
Estate planning can seem a daunting task at any time, but with the COVID-19 pandemic adding both logistical complications and uncertainty, it seems positively overwhelming. This CLE course will guide you through all of the issues that you need to kn...
General Credits:1
There is a complex set of requirements for establishing an estate fiduciary in order to continue to pursue personal injury and/or wrongful death actions. This CLE course will offer personal injury attorneys with a basic understanding of the estate a...
General Credits:1.75
Looking to serve on the Part 36 list as a court evaluator? This CLE course is for you. Learn to properly perform your duties, assist in resolutions and protect the interests of the Alleged Incapacitated Individual. Tips on what the court is looking...
General Credits:1.25
This CLE course will address Medicaid and Elder Care planning In light of various tax, legal and financial considerations in the coming year. The course will discuss asset and income requirements for long term Medicaid eligibility, as well as the ta...
General Credits:1
The Bitcoin network came into existence in 2009 and since then, internet currencies have made incredible strides. Their credibility is such that cryptocurrencies are accepted as secure forms of payment, they can be digitally stored and do not requir...
General Credits:1
A family meeting is a critical aspect of a family’s success in legacy building. It is a key element to provide education and trust-building through a commitment to the process which enables interdependence and practiced group decision-making. This C...
General Credits:1
Elder law, a complex group of interconnected areas of laws, impacts individuals and families as well as the critical decisions they must make regarding assets, retirement, estate planning, trusts, and more. Presented by attorney Aaron Futterman, thi...
General Credits:1
While it may seem unlikely, a client’s religious beliefs may be a factor in planning his or her estate. Along with their goals, values, morals, and principles, a person’s religious beliefs are a factor in creating a customized estate plan. Given tha...
General Credits:1
It’s impossible to say whether there is any correlation between the rise in the elder population and the rise in divorces, and yet, more and more seniors are filing for divorce. This CLE course will help family law attorneys prepare for the unique s...
General Credits:1.5
Current technologies, as well as developing systems, can offer many solutions for practitioners who provide estate planning services. While some are already in use, albeit in a limited way, others have just recently begun to be adapted, and even tho...
General Credits:1
Using real life scenarios from specific case studies, this comprehensive CLE course covers estate tax planning and an explanation of the considerable differences between estate tax exclusions for US citizens as opposed to non-residents. The course w...
General Credits:1
Whether you are an experienced estate planner and litigator or new to Surrogate Court, this CLE course will provide critical information regarding the laws, rules and procedures related to will contests. The course will address the issues from the p...
General Credits:1.25
What is a qualified charitable distribution and how are they best utilized? This CLE course will cover everything you need to know about charitable distributions and how they fall under the category of minimum distribution requirements when taken fr...
General Credits:1
The Tax Cuts and Jobs Act made significant changes to the transfer tax regime, the most important of which was the increase of the lifetime coupled estate and gift tax exemption to $11.4 million per person. This change has a decisive impact on tax p...
General Credits:1
Life is full of the unexpected. And while it would seem impossible to plan for all contingencies, we can certainly plan for some. This CLE course will offer attorneys guidelines to assist clients in preparing for the unexpected such as with health c...
General Credits:1.75
Without advance planning, even the savviest investor can find themselves facing severe tax consequences. And while many foreigners believe that the United States poses the ideal place for real estate investment, few are fully versed in the potentia...
General Credits:1
Relying primarily on theory and anecdotal observation, this CLE course is designed to expand your thinking with regards to the impact of music/media on brain function. As the population ages and degenerative brain function, Alzheimer’s and other cog...
General Credits:1.5
24 Credits
w/ 4 Attorney Conduct
Only $349
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a self-study established sponsor (sponsor number 14232) by the Ohio Commission on Continuing Legal Education. To view NACLE’s accreditation details, please click here.