Oregon Estate Planning Bundle

CLE Accreditation Info

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 NACLE’s accreditation details, please click here.

45 Credits
w/ 6.75 Ethics & 1 Abuse Reporting & 3.75 Access Justice & 1 Mental Health/Sub Abuse
Only $349
Courses Priced
Individually at $1,418

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.

This CLE course, designed to provide advisors with the broadest range of solution to tax issues, particular as they relate to real estate holdings, will present how various tax solutions maybe impact their decisions. The course will explain how to ut...
General Credits:1
There often seems to be a conflict between an attorney’s obligation to his client and the rules of ethical conduct. Your client wants you to do what’s necessary to win, but the constant news of malpractice cases, fee battles, disqualification motion...
Ethics Credits:1.75
Children and elders, the most vulnerable demographics in any society, are also the most likely to suffer abuse. As respected individuals likely to come in contact with victims of abuse, attorneys are also mandatory child and elder abuse reporters in...
Abuse Credits:1
Opening and operating a small law firm, particular as a solo practitioner, has specific challenges. This CLE course will explain the various considerations and issues that an attorney may face using real life examples and success stories. The course...
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
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
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
Hidden away in the 2017 tax bill is a provision that offers investors the opportunity to avoid capital gains on profits if they are promptly reinvested in real estate or other particular investments in a qualified opportunity zone, which were establ...
General Credits:1.5
The practice of law involves interactions with a wide assortment of people from clients and opposing counsel to judges and courtroom staff. This CLE course will present the impact of civility on these interactions and how the rules of professional c...
Ethics Credits:1.25
Trial preparation often begins with the first interview. Matrimonial trials are no different where preparation begins with an initial intake form, a Statement of Net Worth and a detailed Preliminary Conference Order. This CLE course will offer a ste...
General Credits:2.75
The history of voting rights in the United States is both complex and fascinating, offering a window into a variety of issues such as slavery, the Civil War, Reconstruction and Jim Crow, as well as the impact of other populations such as women and N...
Justice Credits:1.75
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
Regardless of how litigious a person may seem, most would prefer to avoid the tedious and expensive process of litigation. This is what typically motivates people to enter into a negotiated settlements. This CLE course will explain how negotiated se...
General Credits:1.25
The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act of 2017 and its impact on charitable giving. The cou...
General Credits:1
The Qualified Opportunity Zone program, introduced as part of the Tax Cuts and Jobs Act of 2017, is a revolutionary approach to spurring private investment in economically distressed areas. The QOZ initiative allows taxpayers to seize an unpreceden...
General Credits:1.75
The area of attorney ethics seems to be in a constant state of flux with a steadily growing array of issues to worry about. This fascinating CLE course will cover the latest updates in legal ethics and a look ahead at what issues will arise in the c...
Ethics 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
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:1.5
With a focus on the high rate of temporary estate tax exemptions, this informative CLE course will explain why Domestic Asset Protection Trusts (DAPT’s) are a critical planning tool and how they can be used to increase early use of exemptions. The c...
General Credits:1.5
The impact of substance abuse and mental health issues on the legal profession is greatly misunderstood and underestimated. This CLE course will explain how to recognize the signs of impairment and inform attorneys about methods for early interventi...
MH/SA Credits:1
Taxation related to overseas investment in an ever-evolving legal issue. This CLE course will explain inbound taxation – foreigners investing or doing business in the US – as well as the applicable income taxes and ownership structures for non-reside...
General Credits:1
This informative CLE course will begin with a general overview of trusts and the concepts that are common to standard trusts. The course will then advance to more complex topics such as revoking irrevocable trusts, retaining control through trust pro...
General Credits:1
The legal victories of the LGBT community in recent years is startling. And yet, one subset of this community is still being largely ignored – the elderly. An integral part of the fight for their rights for decades, elder care for LGBT seniors has b...
Justice Credits:1
Misunderstanding can cause untold harm to the attorney client relationship – harm that retainer agreements seek to prevent. In that sense, retainer agreements present a critical step that attorneys can take to protect themselves from legal and ethica...
General Credits:1
Ethical codes of conduct for attorneys are quote strict and often pose challenging dilemmas, particularly when the clients are the ones causing them. This CLE course will review these codes and present potential dilemmas attorneys may face including...
Ethics Credits:1
This CLE course will provide a comprehensive overview of the management and valuation of tangible personal property in trusts and estates. The course will define the scope of what property entails and explain how appraisals are conducted and their p...
General Credits:1
Minimizing a client’s exposure to risk in advance of a risk presenting itself is a key role for any attorney. Asset protection is just one method of doing so. This CLE course will present planning strategies and solutions whether with business entiti...
General Credits:1
Ethical guidelines are straightforward in principle, but when they need to apply to real-world litigation, it can become more complicated. Between the pressure applied by clients and that of the myriad malpractice cases compounded by the quick respon...
Ethics Credits:1.75
Gender discrimination and gender diversity has perhaps never been more center-stage. This CLE course will take an attorneys view of the issue and discuss them in terms of the legal profession. The course will explain pay equity in law firms, sexual h...
Justice 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
The concern over future changes to the tax code, combined with the recent changes made in the Jobs Cut Tax Act of 2017 and developments such as the Wacker case and its impact on self-settled trusts have impacted trust planning across the income spect...
General Credits:1.75
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
The tax cut of 2017 created requirements in the area of transfer tax law and estate planning. This CLE course will explain those requirements and define the three critical steps necessary as well as pitfalls to avoid. The course will explain the use...
General Credits:1
Providing a comprehensive overview of copyright infringement, this CLE course will discuss the importance of registration, unsure defense and fair use as well as actual damages and profits. The course will review liability for employee action, the a...
General Credits:1
At the young age of 27, Benjamin Ferencz was assigned what would be the pivotal case of his career, and a turning point in the international legal system – the Nuremberg Trials – where as Chief Prosecutor he successfully convicted 22 Nazi defendants...
General Credits:2.5
45 Credits
w/ 6.75 Ethics & 1 Abuse Reporting & 3.75 Access Justice & 1 Mental Health/Sub Abuse
Only $349
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 NACLE’s accreditation details, please click here.