Tax Law Bundle Includes:

• $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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• $34

  AI and the Attorney-Client Privilege: Protecting Confidentiality in the Age of Large Language Models

  Ethics Credits: 1

  As artificial intelligence becomes a routine part of modern law practice, it brings with it both powerful capabilities and pressing concerns—especially regarding attorney-client privilege. This CLE program examines how emerging AI tools, from document review platforms and legal research assistants...

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• $55

  From Prompt to Practice: Using AI in The Legal Field

  General Credits: 1.5

  As AI tools like ChatGPT become increasingly accessible, legal professionals are under growing pressure to understand both their practical applications and professional risks. This CLE course offers attorneys a clear, hands-on introduction to using generative AI in day-to-day legal work—without com...

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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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• $34

  Ethical Armor: Leveraging the Rules of Professional Conduct Against Problem Clients

  Ethics Credits: 1

  Challenging clients can test even the most seasoned attorney. When a client is disorganized, overly demanding, or suddenly unresponsive, maintaining professionalism becomes more than a matter of courtesy—it becomes an ethical balancing act. This CLE program takes a practical look at how lawyers...

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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

  Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

  General Credits: 1

  This CLE session examines the legal and regulatory framework governing foreign (offshore) corporate trustees, with particular emphasis on trustee governance, fiduciary obligations, and regulatory supervision in established offshore jurisdictions. The program explores how corporate trustees are auth...

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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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• $65

  Ethically Promoting Your Legal Practice: Rules, Risks, and Best Practices

  Ethics Credits: 2

  How can attorneys expand their practices without crossing ethical lines? This CLE program takes a practical look at the rules that govern lawyer advertising, solicitation, and client communications, offering clear guidance on what is permitted—and what isn’t. The session begins with a discussion...

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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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• $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

  Tax Aspects of Civil Litigation

  General Credits: 1

  This CLE explores the tax issues that routinely arise in civil disputes and settlements. Participants will examine how federal income tax law characterizes different types of monetary recoveries and how those classifications influence a client’s ultimate financial outcome. The program also addr...

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• $34

  Ethics in the Age of AI: Navigating Professional Responsibilities in Legal Practice

  Ethics Credits: 1

  Artificial intelligence is no longer a distant possibility—it’s already embedded in the way lawyers research, draft, review, and advise. But with these capabilities come legal and ethical minefields that can jeopardize your license, your clients, and your reputation. This program confronts the real...

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