Estate Planning Bundle Includes:

• $29

  "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

  General Credits: 1

  Mediation/dispute resolution is a complex, challenging area of law. This CLE course will explain the mechanics of mediation and dispute resolution as well as address the various myths about the process. The course will attempt to advise participants on how to minimize reluctance to participatio...

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• $29

  Will, Trusts, and Advanced Directives: Know What is Right for Your Client

  General Credits: 1.03

  This comprehensive CLE course will present effective planning tools related to Last Wills & Testaments and trusts. The course will introduce succession planning, estate planning and how to plan using wills and trusts, as well as more advanced directives including POA’s, living wills and health...

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• $29

  The Nuts and Bolts of Guardianships

  General Credits: 1.02

  Guardianship proceedings differ from advanced directives such as health care proxies and powers of attorney. This CLE course will address the basics of guardianship proceedings, also known as conservatorships in some states, when such proceedings should be commenced and what courts look for in thes...

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• $29

  Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

  General Credits: 1

  This CLE program equips attorneys with vital insights for effectively navigating the intricate intersection of love, marriage, and estate matters. The course explores essential topics, including prenuptial agreements, collaborative estate planning, tax implications, and considerations for legacy pl...

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• $29

  The Mathematics of Estate Tax Planning

  General Credits: 1.02

  There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being speci...

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• $55

  Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

  General Credits: 2.02

  The goal of Asset Protection & Estate Planning Program for Business & Investment Clients is to address both legacy and family considerations as well as provide complete asset protection while optimizing tax benefits. This CLE course will provide everything you need to know to design a program th...

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• $34

  The Ethics of Witness Preparation: Does ABA Ethics Rules Change the Dynamics for Preparing Witnesses?

  Ethics Credits: 1.25

  Led by a team of highly experienced trial and litigation specialists, this informative CLE course will address the impact of new ABA Formal Opinion 508, “The Ethics of Witness Preparation,”. The course will present the impact of the opinion on counsel’s approach to working with witnesses, including...

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• $65

  The Ten Worst Ethics Nightmares You Can Have

  Ethics Credits: 1.52

  Legal ethics are a dangerous area – one mistake can derail your career. This CLE course will present a rapid analysis of the 10 disastrous legal ethics errors you can. The ABA Model Rules of Professional Responsibility are often a solid guide for clarity in the ethical expectations of the legal pro...

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• $29

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1.03

  Presented by a seasoned Asset Protection Attorney, this CLE course will offer an extensive examination of the most prevalent domestic and international tools designed to protect your clients' assets from legal disputes. The course will cover: An Explanation of Asset Protection The Role of Asse...

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• $34

  Professionalism: The Calling, Leadership, and Answering When the Bough Breaks

  Ethics Credits: 1

  Adversity is part of almost any profession, certainly work in the legal profession. Often, we have only our own conscience to guide us and perhaps, the examples of others, in order to analyze complex issues and come to a determination that fits our moral compass. This CLE course will provide a...

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• $34

  The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares

  Ethics Credits: 1.02

  While lawyers tend to get a bad rap, many are attracted to the legal profession because they care about people and genuinely want to help them. And they live stressful lives as a result, many working incredibly long hours and unable to take a break lest they disappoint their clients. Beyond the typ...

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• $29

  Corporate Transparency Act: Lessons from Round One of Implementation

  General Credits: 1.05

  Pursuant to the Corporate Transparency Act ("CTA"), many legal entities, both foreign and domestic, operating in the United States, have contemplated whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"). This CLE course, prese...

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• $29

  Business Valuation for Attorneys

  General Credits: 1.1

  There is a valuation process that takes place with every client, and determining the value of a client’s business or business interest is often critical to meeting their needs and can impact the outcome of their case. Valuation is therefore crucial to a variety of legal issues such as divorce, esta...

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