Estate Planning Bundle - Tennessee CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 15 Credit Hours of CLE Lectures - including 3 ethics credits. *The Tennessee Supreme Court has amended the Rule for Mandatory Continuing Legal Education to permanently remove limitations on distance-learning continuing legal education (“CLE”) credits. The Order was filed and effective on November 1, 2022.

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Tennessee CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a TN distance learning CLE provider. To view our full accreditation details please .

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15.1
Credit Hours
of CLE Lectures
  • 4 Ethics
United Crest
Only $229
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Courses priced individually at $455
  • 4 Ethics

Estate Planning Bundle Includes:

  • $34

    Lawyer, Tool, or Machine: Evolving Ethical Responsibility in the AI Age

    Ethics Credits: 1

    This CLE program examines the rapidly evolving role of artificial intelligence in the delivery of legal services, with particular focus on both generative systems and emerging agentic technologies capable of autonomous task execution. As AI becomes embedded in research, drafting, client communicati...

  • $34

    Attorney Conflicts of Interest: What’s New in Ethics Opinions and Case Law

    Ethics Credits: 1

    Conflicts of interest continue to present some of the most nuanced and consequential issues in legal ethics. This CLE program delivers a current analysis of how attorneys can identify, evaluate, and mitigate conflicts in a wide range of practice settings. Through a review of contemporary developmen...

  • $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...

  • $29

    The Promise and Perils of AI in the Legal Industry: Opportunities and Risks

    General Credits: 1

    This CLE program provides attorneys with a practical introduction to artificial intelligence and its growing impact on the legal profession. Designed for lawyers of all technical backgrounds, the course explains key AI concepts—including generative AI and large language models—and examines how AI t...

  • $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

    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

    Your AI Use Might Be an Ethics Violation: Evaluating Today’s AI Providers Using the Ethics Zone Framework

    Ethics Credits: 1

    Artificial intelligence is rapidly being integrated into everyday legal workflows—from drafting and research to client communications—but many attorneys are unknowingly exposing themselves to ethical risk in the process. The issue is not simply whether to use AI, but how it is used and under what c...

  • $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...

  • $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

    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...

  • $29

    Practicing Law with AI: Preserving Quality and Professional Responsibility

    General Credits: 1

    As artificial intelligence continues to reshape the legal profession, understanding its capabilities—and its limits—is essential. This CLE program examines how AI is transforming legal research, drafting, client communication, and case management. Participants will compare general-purpose AI tools,...

  • $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...

  • $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

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

    General Credits: 1.1

    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...

  • $29

    Regulate, Respond, and Resilience: Trauma-Informed Strategies for Attorneys

    General Credits: 1

    The legal field demands precision, composure, and performance under constant pressure—conditions that can take a toll on lawyers and staff alike. Beyond individual burnout, sustained exposure to stress and vicarious trauma can weaken team cohesion, ethical judgment, and firm-wide effectiveness....

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