Washington DC Estate Planning Bundle

CLE Accreditation Info

CLE is voluntary for Washington DC attorneys. To view further accreditation details, please click here.

12 Credits
w/ 3.25 Ethics Credits
Only $199
Courses Priced
Individually at $388
We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of DC CLE Lectures - Including 10 General Credits and 2 Ethics Credits.
Not every ethical decision is a choice between right and wrong, bad and good. Some are far vaguer, battling in the shades of gray where our responsibilities to clients may blur the lines. This CLE course will tackle some of the more profound, overar...
Ethics Credits:1.75
Non-reciprocal Spousal Lifetime Access Trusts (SLAT’s) can offer incredible planning benefits for married clients. If adjusted to the current environment, it offers a useful default estate and financial planning strategy to achieve a variety of plan...
General Credits:1
A series of recent developments might have a profound impact on estate planning, and practitioners would be wise to remain knowledgeable about these developments and how they impact clients. This CLE course will review these recent developments and h...
General Credits:1.25
Ethical obligations as pertained to social media is a thorny issue and one that gets more complicated as our digital lives have become such a prominent aspect of our lives. It is critical for attorneys to be aware of their ethical obligations with re...
Ethics Credits:1.5
Art collections are not like other assets. Built upon personal vision, creativity and passion, they are difficult to evaluate, and even harder to incorporate into a comprehensive tax and financial plan. Whether you are a collector or an advisor, this...
General Credits:1
Just under half of the life insurance policies purchased between the early 80’s and 2003 were non-guaranteed universal life policies and of those, about a quarter are expected to lapse prematurely. This presents a serious crisis for life insurance po...
General Credits:1
Crowdfunding has become the go-to way to raise money for start-ups, causes and even individuals. But who is regulating these campaigns and what are the laws governing this approach? This CLE course will explain the legal and tax issues related to cro...
General Credits:1
The very notion of philanthropy has evolved greatly in the past decade, but regardless of how charitable a person may be, there are still better and worse ways to provide funding for a cause. This CLE course will provide tips and strategies to advise...
General Credits:1
Estate tax exemptions have had a dramatic impact on estate planning. Currently, very few decedents pay an estate tax and that will likely remain the case regardless of whether or not tax reform is enacted. This CLE course will address the wide-range...
General Credits:1
The Tax Cuts and Jobs Act dramatically overhauled the tax rules across the board. A sweeping bill that impacts business and personal taxes and affects every aspect of estate planning including: • asset protection • charitable giving •...
General Credits:1.5
12 Credits
w/ 3.25 Ethics Credits
Only $199
CLE is voluntary for Washington DC attorneys. To view further accreditation details, please click here.