Estate Planning Bundle Includes:

• $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

  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

  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

  AI Governance: Privacy, Bias, and Emerging Regulation

  General Credits: 1

  This CLE program delves into the shifting regulatory landscape surrounding artificial intelligence in the United States. Participants will explore how current privacy frameworks intersect with AI technologies, the ways in which states are attempting to curb algorithmic bias, and the legal tools eme...

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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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• $34

  Ethical Issues in Ending Client Representation and Collecting Fees

  Ethics Credits: 1

  Ending an attorney–client relationship can raise significant ethical and practical challenges. This CLE program examines a lawyer’s professional obligations when withdrawing from or concluding representation, including notice requirements, protecting the client’s interests during transition, and ad...

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• $29

  Navigating FinCEN’s New Rule on Residential Real Estate Transactions

  General Credits: 1

  This CLE program offers a focused examination of FinCEN’s newly adopted residential real estate reporting requirements and the practical consequences for attorneys who structure, advise on, or close real estate transactions. The rule marks a substantial broadening of federal anti–money laundering r...

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• $29

  Long-Term Disability Insurance Claims: From Application to Federal Court

  General Credits: 1

  Long-term disability insurance claims present a complex intersection of insurance law, contract principles, and federal statutory regulation. A significant portion of these matters arise under the Employee Retirement Income Security Act of 1974 (ERISA), which governs most employer-sponsored disabil...

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• $34

  Ethics in Mediation Practice: What ABA 518 Means for Attorneys

  Ethics Credits: 1

  As mediation becomes a more integral component of dispute resolution, lawyers are expected to navigate increasingly complex ethical considerations. The American Bar Association’s recently issued Formal Opinion 518 has added new clarity—and sparked new debate—about where the limits of neutrality, ad...

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• $29

  ACEs and Alcohol Use Disorder in Custody Cases: Practical Tools and Strategies for Family Law Practitioners

  General Credits: 1

  This CLE program focuses on the role of Adverse Childhood Experiences (ACEs) and Alcohol Use Disorder (AUD) in contested custody matters. Geared toward family law practitioners, the course examines how parental alcohol misuse can affect caregiving capacity, household stability, and child safety wit...

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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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• $34

  The Evolution and Devolution of Civility

  Ethics Credits: 1

  This CLE program takes a critical look at the changing expectations of professional conduct within the legal community and the growing concern over declining civility in legal practice. As disputes have become more aggressive and interactions with opposing counsel, courts, and clients increasingly...

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