Estate Planning Bundle - Pennsylvania CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 6 Credit Hours of CLE Lectures - Including 2 Credit Hour of Ethics.

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Pennsylvania CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details please .

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6
Credit Hours
of CLE Lectures
  • 2 Ethics
United Crest
Only $129
Save $55
Courses priced individually at $184
  • 2 Ethics

Estate Planning Bundle Includes:

  • $29

    How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era

    General Credits: 1

    The aging of the American population is reshaping the landscape of estate, probate, and fiduciary litigation. As older adults control an increasingly significant share of personal wealth, courts are seeing a growing number of disputes involving alleged incapacity, undue influence, breach of fiducia...

  • $29

    Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

    General Credits: 1

    This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term...

  • $34

    From Payroll to Pleadings: The Ethics Zone Framework for Deploying AI Across Every Layer of Law Firm Practice

    Ethics Credits: 1

    Artificial intelligence has quickly become embedded in daily law firm operations, but ethical analysis often fails to keep pace with actual use. Too frequently, AI guidance treats every implementation as though it presents the same level of risk, applying broad warnings without distinguishing betwe...

  • $29

    The Attorney’s Guide to Strategic Trust Planning

    General Credits: 1

    Trusts are a central component of modern estate planning, yet they are often misunderstood or improperly matched to client objectives. This CLE program introduces the legal framework governing trusts and examines how trusts are used to address common planning goals, including lifetime asset managem...

  • $29

    Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled

    General Credits: 1

    This CLE program provides attorneys with practical guidance on protecting settlement proceeds for clients who are vulnerable, disabled, or otherwise in need of financial safeguards. The course explores the use of pooled special needs trusts, settlement preservation pooled trusts, and structured set...

  • $34

    Ethical Responsibilities in Law Office Management and the Supervision of Non-Lawyers

    Ethics Credits: 1

    This CLE program examines the ethical framework governing law office management, with a particular focus on the supervision of non-lawyer staff and subordinate attorneys. While many practitioners are familiar with the Rules of Professional Conduct in theory, their practical application in day-to-da...

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