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 our full accreditation details, please click here.

24 Credits
w/ 4 Attorney Conduct
Only $349
Courses Priced
Individually at $764

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 and 2021-2022 compliance periods ending December 31, 2021 and December 31, 2022.

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
Art assets always seem like a good investment, if you know what you’re doing. This CLE course will provide a complete picture of how to manage fiduciary responsibility with regards to art assets. The course will cover selling options and issues...
General Credits:1
The Internal Revenue Service frowns upon the overvaluation of real estate gifts. Appraisers thinking they are doing the donor a favor by providing a high range may actually do more damage than good. This CLE course will explain that whether it’s rea...
General Credits:1
Payments that are meant to be partly contributions and partly for goods and services provided to the donor by a charity are called quid pro quos (QPQ). These may apply to a fundraising banquet when the donor’s contribution covers more than the cost...
General Credits:1
The ever-changing tax world is, once again, changing and preparations cannot be delayed. While the future tax laws under the new administration are impossible to predict with 100% certainty, there’s plenty to consider, especially given that tax prop...
General Credits:1
This CLE course will address the issue of dispositive provisions and how they may impact estate planning in the case of a will or removable trust. The course will explain what these provisions entail and how to analyze them effectively. The cour...
General Credits:1
Trying to plan for tangible property presents a variety of challenges, many of them quite complex. This CLE course explains tangible property and how it is legally defined and presents strategies for planning. The course will address a myriad of iss...
General Credits:1
Without time and support to adjust to the sudden change, even sudden wealth can be a burden. In fact, the term Sudden Wealth Syndrome was coined to explain what happens when unexpected or abrupt fortune creates overwhelming pressures, leading to emo...
General Credits:1.5
Many people claim you should never go into business with family. This is especially true when it is time to sell, and you run headlong into a combination of tax and financial issues and personal family dynamics that can stall and even destroy any pr...
General Credits:1
Drafting a trust document requires specific skills. Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. Undefined term...
General Credits:1
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
The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the eliminat...
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
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
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 our full accreditation details, please click here.