Estate Planning Bundle - Rhode Island 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 hours of Ethics.

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Rhode Island CLE
Accreditation Info

United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .

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6½
Credit Hours
of CLE Lectures
  • 2½ Ethics
United Crest
Only $99
Save $139
Courses priced individually at $238
  • 2½ Ethics

Estate Planning Bundle Includes:

  • $55

    Split-Dollar Life Insurance Planning After the Levine Case

    General Credits: 1.5

    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...

  • $29

    The Secure ACT: Five Key Considerations

    General Credits: 1

    This CLE course will explain the SECURE Act (Setting Every Community Up For Retirement Enhancement) and its impact on the nation’s retirement system. The course will address the five main focus areas of the SECURE Act and how, as an attorney, the law may affect your financial plan. The cour...

  • $34

    Legal Ethics: Confidentiality and Taking Remedial Measures

    Ethics Credits: 1

    The issue of confidentiality is critical to the attorney/client relationship. As one of the three primary fiduciary duties a lawyer owes to their client, it is necessary to ensure that clients can discuss sensitive matters with their lawyer. What happens, however, when evidence presented turns out...

  • $65

    Ethics “Gotchas” That Every Estate Planners Must Know

    Ethics Credits: 1.5

    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...

  • $55

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

    General Credits: 1.5

    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...

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