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...

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• $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...

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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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• $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

  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

  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,...

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• $29

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

  General Credits: 1.02

  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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• $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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• $29

  Offshore Asset Protection Planning

  General Credits: 1.05

  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

  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

  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...

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• $55

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1.5

  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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• $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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• $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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