Estate Planning Bundle Includes:

• $29

  The Mathematics of Estate Tax Planning

  General Credits: 1

  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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• $29

  The Nuts and Bolts of Guardianships

  General Credits: 1

  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

  Corporate Transparency Act: Lessons from Round One of Implementation

  General Credits: 1

  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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• $34

  How to Use AI to Grow Your Practice

  Technology Credits: 1

  AI has exploded across all fields and is increasing productivity, performance, and profit. This CLE course will offer practical AI applications to help your law firm understand the potential of AI to optimize client communication, streamline tasks, and foster team development. The course will p...

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• $34

  1031 Exchanges: Ethical Considerations

  Ethics Credits: 1

  Navigating 1031 Exchanges can be intricate, and this in-depth CLE course is designed to unravel the complexities. This course will elucidate optimal strategies and a diverse range of ethical considerations associated with 1031 Exchanges. The agenda encompasses key aspects such as Qualifying Propert...

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• $55

  Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

  General Credits: 1.5

  This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a perso...

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• $34

  The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction

  Technology Credits: 1

  Designed for both novice and seasoned attorneys alike, this CLE course will offer a basic overview to the ways in which Artificial Intelligence (AI) can transform legal tasks. Participants will be given the knowledge and perspective needed to successfully integrate AI into their work successfully,...

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• $34

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

  Mental Health/Abuse Credits: 1

  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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• $65

  Navigating AI Ethics and Detection: Insights for Lawyers and Legal Professionals

  Ethics Credits: 1

  Technology Credits: 1

  Generative AI has changed the landscape for virtually every business and industry. This CLE course will offer attorneys a solid background of the ethical standards in the legal industry with respect to AI as it stands in March 2024. Given the dynamic nature of the issue, it’s important to take tha...

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• $65

  The Ten Worst Ethics Nightmares You Can Have

  Ethics Credits: 1.5

  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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• $34

  Ethical Duties When Representing Clients and Working on Client Files

  Ethics Credits: 1

  There are many ethical considerations and Bar rules to consider when determining whether to take on a client. This CLE course will explain those rules and considerations as they apply to taking on a client, continuing representation, and/or termination – as well as the possibilities in between....

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• $29

  Estate Planning: Common Issues; Practical Answers

  General Credits: 1

  Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who...

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• $29

  How to Prepare for Long-Term Care Costs

  General Credits: 1

  The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportun...

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• $29

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

  General Credits: 1

  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

  Business Valuation for Attorneys

  General Credits: 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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• $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

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1

  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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• $29

  The Mathematics of Charitable Planning

  General Credits: 1

  Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners. The most popular techniques for...

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