Estate Planning Bundle - Ohio CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of CLE Lectures - Including 2.75 Credit Hours of "Professional Conduct” topics.

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Ohio 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 .

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12¼
Credit Hours
of CLE Lectures
  • 3¾ Attorney Conduct
United Crest
Only $199
Save $212
Courses priced individually at $411
  • 3¾ Attorney Conduct

Estate Planning Bundle Includes:

  • $29

    GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    General Credits: 1.25

    The CCA 202152018, released at the end of 2021, addresses the valuation challenge regarding the consideration that should be given to a potential sale when valuing an asset. Its impact on grantor retained annuity trusts (GRATs) and how an appraiser valuates the implications of a potential sale from...

  • $34

    What Happens To Your Practice If You Die Or Become Disabled

    Attorney Conduct Credits: 1.25

    No one wants to think about the possibility of tragedy but that doesn’t mean it doesn’t exist. What will happen to your practice if you become disabled or pass away? Have you dealt with the practicalities? This CLE course will offer preventative steps to ethically comply with client obligations...

  • $55

    Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    General Credits: 1.5

    The guardianship process is notoriously lengthy and complicated. The Uniform Laws Commission (ULC) put forward a set of rules aimed to make guardianship easier for attorneys to understand. The rules, in whole or in part, have since been adopted by 46 states. This CLE course will offer an overview o...

  • $55

    Understanding Asset Protection

    General Credits: 1.5

    Learn how to protect yourself from the effects of lawsuits through personal asset protection. This CLE course will offer an in-depth guide for protecting your personal wealth including a basic history, exemption status under federal and state law, risk analysis and definitions. The course will...

  • $55

    Estate Planning to Prevent Sudden Wealth Syndrome

    General Credits: 1.5

    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 emotional or behavioral issues. Often the result of t...

  • $65

    The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Attorney Conduct Credits: 1.5

    There are many ethical questions that arise when dealing with Estate and Elder Law. This CLE course will explore the fiduciary duties and who is owed duties as well as who is eligible to serve as a fiduciary. The limits of their duties and responsibilities, some of which trace back centuries or mo...

  • $55

    Love and Legislation Makes a Family: The Child Parent Act 1 Year In

    General Credits: 1.5

    Until recently, New York had one of the most antiquated surrogacy laws in the nation. The laws included a ban on enforceable compensated surrogacy arrangements which imposed harsh penalties on anyone who participated in compensated surrogacy. This remained until the recent passage of the Child Pare...

  • $34

    Ethics “Gotchas” That Every Estate Planners Must Know

    Attorney Conduct Credits: 1

    Given the dynamic nature of today’s estate and tax laws, attorneys have plenty to keep up with. With regards to estate planning, it’s critical for attorneys to know about their obligation to their clients under the Rules of Professional Responsibility lest they be faced with expensive and time-consu...

  • $29

    Split-Dollar Life Insurance Planning After the Levine Case

    General Credits: 1.25

    In Marion Levine v. Commr. 158 T.C., a resounding victory was recently given to a taxpayer who pursued what many view as an aggressive spit-dollar life insurance plan for the purpose of minimizing estate taxes. This CLE course will explain the case and split-dollar planning as well as review prior...

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