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...

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• $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...

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• $29

  The Probate Process from Start to Finish

  General Credits: 1

  This CLE program delivers a practical, end-to-end examination of probate and estate administration, guiding attorneys through each stage of handling a decedent’s estate. From initiating proceedings to final distribution, the course focuses on the procedural requirements, strategic considerations, a...

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• $65

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1

  Ethics Credits: 0.5

  Effective billing and collections are essential to a successful legal practice, yet they often present difficult challenges. This CLE program examines best practices for structuring engagement agreements, establishing billing routines, and addressing delinquent accounts in a way that supports clien...

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• $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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• $34

  Ethical Use of Artificial Intelligence in Legal Practice

  Ethics Credits: 1

  Artificial intelligence is rapidly reshaping how legal services are delivered, creating new layers of ethical responsibility and operational risk for attorneys. This CLE program explores how existing rules of professional conduct apply in an AI-enabled environment, focusing on core obligations such...

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• $65

  Four + Ethics Challenges for Civil Litigators

  Ethics Credits: 1.5

  Ethical issues in civil litigation most often arise not from intentional misconduct, but from routine strategic decisions made under time pressure. This CLE program examines four critical ethics challenges—and a fifth, overarching obligation—that regularly confront civil litigators in today’s pract...

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• $65

  Avoiding Conflicts of Interest in Transactional Practice

  Ethics Credits: 1.5

  Conflicts of interest are often associated with litigation, but they arise just as frequently—and often more subtly—in transactional practice. Unlike courtroom settings, where conflicts may be more visible, transactional lawyers must navigate nuanced relationships and evolving client interests that...

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• $65

  High Stakes, High Standards: Tax Ethics for Every Attorney

  Ethics Credits: 1.5

  Tax law has long been recognized by attorneys as a specialized field with its own distinct demands. Beyond its inherent technical sophistication, the practice imposes a layered ethical framework that extends well beyond the baseline standards applicable to most legal disciplines. In addition to...

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• $29

  Estate Planning for the Cognitively Impaired

  General Credits: 1

  This CLE course equips attorneys with practical strategies for estate planning when working with clients who may face cognitive decline. Participants will gain tools to craft durable estate plans, including methods to document client intent clearly and fortify documents against legal challenges....

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• $29

  A Deep Dive into Trusts: What You Need to Be Aware Of

  General Credits: 1

  Step into the world of trusts with this dynamic CLE course crafted for attorneys who want to sharpen their estate planning expertise. Trusts offer a versatile solution for clients aiming to secure their assets, dictate how their wealth passes on after they’re gone, or brace for potential incapacity...

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• $29

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1

  Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area. The session will examine a range of gi...

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• $29

  Offshore Asset Protection Planning

  General Credits: 1

  Join us for a practical and engaging CLE course on offshore asset protection planning, designed for attorneys advising high-net-worth and international clients. This course simplifies complex concepts, offering actionable strategies for structuring trusts and entities, selecting optimal jurisdictio...

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• $29

  Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

  General Credits: 1

  This engaging CLE session delves into the critical considerations for attorneys representing clients with disabilities or their families in estate planning, family law, and personal injury cases. Navigating the intricacies of public benefits and future planning presents distinct challenges that dem...

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• $55

  Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers

  General Credits: 2

  Estate planning and elder law attorneys are often the first call when nursing home abuse or neglect occurs. Even without handling litigation, you can play a vital role in spotting viable claims, guiding families, and working with injury counsel. This CLE offers a practical overview of how to: Re...

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• $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...

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• $29

  Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

  General Credits: 1

  Vulnerable plaintiffs—such as individuals with disabilities, minors, or seniors—require thoughtful settlement planning to ensure their long-term needs are met without jeopardizing access to critical public benefits. This CLE course offers a practical guide to the legal strategies and financial to...

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• $29

  Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act

  General Credits: 1

  This CLE program offers an in-depth look at how the due-on-sale clause in mortgage agreements intersects with common estate planning strategies involving real property. Designed for estate planning and real estate practitioners alike, the course unpacks the legal risks and planning opportunities th...

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• $29

  Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

  General Credits: 1

  This CLE session examines the legal and regulatory framework governing foreign (offshore) corporate trustees, with particular emphasis on trustee governance, fiduciary obligations, and regulatory supervision in established offshore jurisdictions. The program explores how corporate trustees are auth...

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• $29

  Mastering Offshore Asset Protection Planning

  General Credits: 1

  This CLE program examines offshore asset protection planning through both a legal and strategic lens, equipping attorneys with the tools to evaluate when and how international structures should be used. The presentation reviews the legal principles and precedent governing offshore trusts, with part...

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• $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...

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