Estate Planning Bundle w/Webinars Includes:

• $34

  Balancing Zeal and Professionalism

  Ethics Credits: 1

  This CLE program explores how the notion of “zealous advocacy” has been reframed in contemporary legal ethics and practice. While earlier formulations emphasized aggressive representation as a core professional duty, modern standards place greater weight on judgment, civility, and the lawyer’s broa...

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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

  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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• $29

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

  General Credits: 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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• $34

  When Enough Isn’t Enough: Eating, Sex, and Exercise Addictions in the Legal Profession

  Well-Being Credits: 1

  Eating, sexual activity, and exercise are typically part of a healthy lifestyle—but when these behaviors become excessive, difficult to control, or disruptive, they may indicate compulsive or addictive patterns. In the high-pressure environment of legal practice, these issues can develop quietly an...

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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

  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...

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