Estate Planning Bundle - Oregon CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 45 Credit Hours of CLE Lectures - Including 5 Credit Hours of Ethics 1 Credit Hour of Abuse Reporting, 3 Credit Hours of Access to Justice and 1 Credit Hour of Mental Health/Substance use.

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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, offering courses fully approved for MCLE by the Oregon State Bar. To view our full accreditation details please .

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45
Credit Hours
of CLE Lectures
  • 7 Ethics
  • 1 Mental Health/Abuse
  • 1 Abuse Reporting
  • 4 Access Justice
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Only $349
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Courses priced individually at $1,359
  • 7 Ethics
  • 1 Mental Health/Abuse
  • 1 Abuse Reporting
  • 4 Access Justice

Estate Planning Bundle Includes:

  • $34

    Ethics “Gotchas” That Every Estate Planners Must Know

    Ethics Credits: 1.25

    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

    Skip Tracing for Lawyers

    General Credits: 1.25

    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

    Legal Ethics in Tax Practice

    General Credits: 1

    Tax law comes with its own unique challenges and characteristics. It is distinguished from other areas both by the technical aspects of the discipline as well as the ethical standards involved. Beyond ethics codes governing individual states and the ABA Model Rules, tax lawyers are also subject to...

  • $34

    The Ethics of Social Media and Attorney Competency

    Ethics Credits: 1

    The ethical use of social media to build your referral network is fraught with pitfalls. Whether referring to advertising, solicitation or attorney communication, the Rules of Professional Conduct must be used to ensure you do not cross any ethical lines. This CLE course will cover these rules...

  • $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...

  • $34

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

    Mental Health/Abuse 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...

  • $55

    Fundamental Rights to a Clean, Safe and Healthy Environment: The Case for Green Amendments

    General Credits: 1.5

    Environmental law is constantly in flux these days and its intersection with constitutional law makes for a fascinating study that may prove promising in the area of public interest environmental law and advocacy, specifically fundamental environmental rights. Known as Green Amendments, these a...

  • $29

    Navigating the Uncharted Legal Terrain of Artificial Intelligence

    General Credits: 1.25

    AI has the potential to dramatically transform the way we interact with technology and, as new technologies emerge, AI evolves and can be adapted to be useful in countless new ways. Typically defined as a branch of computer science that studies the development and implementation of software and...

  • $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

    "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

    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...

  • $29

    Rudiments of Social Security Disability Practice

    General Credits: 1

    Establishing adult and childhood disability is a necessity for Social Security claims. This CLE course will offer a straightforward approach to going through the steps required to establish adult and childhood disability in accordance with the Social Security Agency. The course will explain eac...

  • $29

    Equity & Inclusion Confusion: Discrimination and Other Trending Employment Law Topics for Non-Employment Lawyers

    General Credits: 1

    Employment law is an important area of the legal system even for non-employment lawyers. This comprehensive CLE course will address the uniquely challenging issue of employee vs. independent contractor and the implications of how workers are classified. The course will summarize the various fed...

  • $34

    Mandatory Abuse Reporting for Oregon Attorneys

    Abuse Reporting Credits: 1

    An exciting, comprehensive, story-based CLE, this course will focus on Oregon’s somewhat elusive education requirements for child and elder abuse reporting. The course, while not blockbuster movie material, will offer real-life examples of what child and elder abuse looks like and offer a compl...

  • $55

    Search and Seizure Fundamentals

    General Credits: 2

    Presented by a retired FLETC Legal Instructor, this CLE course will provide an overview of search and seizure law. Beginning with an introduction to the Fourth Amendment, under which the law is categorized, the course will address application issues and present an overview of the various judici...

  • $29

    Social Security Disability 101: What Attorneys Need to Know From Beginning to End

    General Credits: 1

    Social Security Disability Practice contains within it a complex web of processes, challenges and analysis in order to successfully secure benefits for disabled individuals. This CLE course will present a comprehensive overview of the area, including an in-depth examination of the process, the...

  • $29

    PFAS: The Forever Chemicals

    General Credits: 1

    PFA’s were developed in the 1950’s for use as waterproofing materials, fire-suppression chemicals, non-stick coating, and other products. Technically known as Per and Polyfluoroalkyl Substances, these have now been found in both food and water supplies around the world and have been linked to a var...

  • $29

    ChatGPT and Related Products: The Legal Ramifications

    General Credits: 1

    The rise in capability of Artificial Intelligence products has drastically altered the legal industry. This CLE course will explain the consequences of this trend with a discussion of current AI products, such as ChatGPT and how they operate. The course will then move forward to its impact on s...

  • $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...

  • $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...

  • $29

    Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence

    General Credits: 1

    While some of the new technologies, like ChatGPT, are relatively recent, the concept of outsourcing work, especially the repetitive, administrative type – to computers is not new, particularly to lawyers. While no one wants to see a computer take-over, there’s no question that there are some tasks...

  • $55

    Are You Up To It? Handling High Conflict Custody and Divorce Matters

    General Credits: 1.5

    Preparation is a key element to the success of divorce and custody cases. This CLE course will focus on cases on the extreme end of the spectrum from collaborative to adversarial. The more adversarial the case, the more specialized skills are required for case management, locating and retaining...

  • $34

    What Happens To Your Practice If You Die Or Become Disabled

    Ethics 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...

  • $29

    ADA: Reasonable Accommodations and the Interactive Process

    General Credits: 1

    Employment law is fairly complex and the ADA is one of the most complicated laws within the subject of employment law. This CLE course will make sure that employers fully comprehend their legal compliance obligations as required by the ADA. The course will cover how to engage the interactive proces...

  • $34

    Ethical Considerations When Responding To Lozada Complaints

    Ethics Credits: 1

    While one of the most complex areas of law, immigration law can be extremely rewarding and tends to foster a collegial atmosphere amongst peers. Yet this congeniality can backfire when an attorney must file a disciplinary complaint against another in defense of their clients as required by the Matt...

  • $107

    Lost in Translation The Pitfalls of Obtaining Testimony Across Boundaries of Language, Culture and Class

    General Credits: 3.75

    Obtaining testimony relies on one’s ability to interpret information, and then accurately convey it to others. It is more art than science and much can get lost in translation, even when all parties are speaking the same language. This CLE course will explain the limitations and potential pitfa...

  • $29

    Effective Mediation: What the Mediator Needs to Know to Resolve Your Case

    General Credits: 1

    It might be surprising, but over 95% of civil cases settle before trial. This CLE course will explain this pre-trial resolution statistic as a result of the effectiveness of mediation. Designed to assist both new and seasoned attorneys in streamlining oral and written presentations for mediatio...

  • $55

    Ideas to Cash: Guiding Creative Clients In Monetizing Their Inventions and Other Creations

    General Credits: 1.75

    An idea can be difficult to express, much less to protect. The law offers various types of protections as well as a series of procedures to implement those protections including patents, trademarks, copyrights and trade secrets. This CLE course will review the different types of protections as...

  • $29

    Five Steps to Protect Your Firm from Catastrophic Cyber Attacks

    General Credits: 1

    Protecting your firm from cyber-attacks has become increasingly difficult, and increasingly imperative. With cyberattacks on the rise, all businesses are at risk. This CLE course will present 5 critical steps to protect client data and stop cyber-attacks from accessing information. The steps pr...

  • $126

    Statutory Interpretation: Do the Words “because of… sex” Include “Sexual Orientation” and “Transgender Identity”?

    Access Justice Credits: 4

    The statement “…because of sex”, one that now appears on anti-discrimination forms, disclosures and even advertisements, are an essential aspect of employment discrimination. This CLE course will address this term within the context of discrimination and present prior United States Supreme Cour...

  • $29

    The Ethics and Art of Settlement at Mediation

    General Credits: 1

    Mediation has many benefits both for attorneys and for their clients. This informative CLE course will present the ways in which attorneys may benefit from the mediation process including in presentation, psychology, and strategies that will better your chances of success. The course will also...

  • $29

    Advanced 1031 Exchange Topics: Reverse and Improvement Transactions

    General Credits: 1

    With a specific focus on Rev. Proc. 2000-37 – Reverse Exchanges, this CLE course will look closely at some of the more advanced aspects of 1031 Exchanges. The course will present different types of “parking” transactions including those related to improvement exchanges. Various strategies f...

  • $55

    Securing Social Security Disability Benefits

    General Credits: 2

    As technology advances, everyone must adjust and that includes attorneys. With the Social Security Administration shifting services to the internet, including those that enable securing benefits, attorneys are now able to represent clients across the country. This CLE course will review the curr...

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