Washington Estate Planning Bundle

CLE Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Washington State Bar Accredited CLE Sponsor. To view NACLE’s accreditation details, please click here.

45 Credits
w/ 36.5 Law & Legal Proc. & 8.5 Ethics
Only $499
Courses Priced
Individually at $1,376

We have selected our most popular lectures and bundled them together into our Estate Planning Mini Bundle. This Bundle contains 45 Credit Hours of CLE Lectures - Including 15 Law & Legal Procedure Credits and 6 Ethics Credits.

Even for the tech-savvy attorney, the hidden dangers of email, social media and cloud based platforms may be unknown or not fully understood. This CLE course will identify and explain the risks of these tools and platforms and offer suggested soluti...
Ethics Credits:1.5
The concern over future changes to the tax code, combined with the recent changes made in the Jobs Cut Tax Act of 2017 and developments such as the Wacker case and its impact on self-settled trusts have impacted trust planning across the income spect...
Law & Proc. Credits:1.75
Relying primarily on theory and anecdotal observation, this CLE course is designed to expand your thinking with regards to the impact of music/media on brain function. As the population ages and degenerative brain function, Alzheimer’s and other cog...
Law & Proc. Credits:1.5
Current technologies, as well as developing systems, can offer many solutions for practitioners who provide estate planning services. While some are already in use, albeit in a limited way, others have just recently begun to be adapted, and even tho...
Law & Proc. Credits:1
Practicing lawyers must do everything in their power to properly represent their client, but that does not mean they are exempt from certain ethical obligations. This CLE course will present the main issues in ethics and ethical management. The cour...
Ethics Credits:1.5
The tax cut of 2017 created requirements in the area of transfer tax law and estate planning. This CLE course will explain those requirements and define the three critical steps necessary as well as pitfalls to avoid. The course will explain the use...
Law & Proc. Credits:1
Life is full of the unexpected. And while it would seem impossible to plan for all contingencies, we can certainly plan for some. This CLE course will offer attorneys guidelines to assist clients in preparing for the unexpected such as with health c...
Law & Proc. Credits:1.75
The impact of COVID-19 is widespread and the resulting recession unavoidable. As with all recessions, this one has left the business world with declining sales, job losses, loan defaults, and rent declines. This fascinating CLE course will explain h...
Law & Proc. Credits:1.25
Without advance planning, even the savviest investor can find themselves facing severe tax consequences. And while many foreigners believe that the United States poses the ideal place for real estate investment, few are fully versed in the potentia...
Law & Proc. Credits:1
Using real life scenarios from specific case studies, this comprehensive CLE course covers estate tax planning and an explanation of the considerable differences between estate tax exclusions for US citizens as opposed to non-residents. The course w...
Law & Proc. Credits:1
What is a qualified charitable distribution and how are they best utilized? This CLE course will cover everything you need to know about charitable distributions and how they fall under the category of minimum distribution requirements when taken fr...
Law & Proc. Credits:1
Asset protection strategies take many forms including insurance, gifting and retirement planning. This CLE course will present the benefits of these types of asset protection as well as single member LLC’s and Charging Order Protection entities such...
Law & Proc. Credits:1
The Tax Cuts and Jobs Act made significant changes to the transfer tax regime, the most important of which was the increase of the lifetime coupled estate and gift tax exemption to $11.4 million per person. This change has a decisive impact on tax p...
Law & Proc. Credits:1
A family meeting is a critical aspect of a family’s success in legacy building. It is a key element to provide education and trust-building through a commitment to the process which enables interdependence and practiced group decision-making. This C...
Law & Proc. Credits:1
Whether you are an experienced estate planner and litigator or new to Surrogate Court, this CLE course will provide critical information regarding the laws, rules and procedures related to will contests. The course will address the issues from the p...
Law & Proc. Credits:1.25
Elder law, a complex group of interconnected areas of laws, impacts individuals and families as well as the critical decisions they must make regarding assets, retirement, estate planning, trusts, and more. Presented by attorney Aaron Futterman, thi...
Law & Proc. Credits:1
Estate planning can seem a daunting task at any time, but with the COVID-19 pandemic adding both logistical complications and uncertainty, it seems positively overwhelming. This CLE course will guide you through all of the issues that you need to kn...
Law & Proc. Credits:1
While it may seem unlikely, a client’s religious beliefs may be a factor in planning his or her estate. Along with their goals, values, morals, and principles, a person’s religious beliefs are a factor in creating a customized estate plan. Given tha...
Law & Proc. Credits:1
Bankruptcy is often viewed as a last resort. But with a burdensome tax debt and without the option of utilizing collections options and needs in order to file for relief, it is sometimes the best option. This CLE course will explain how and when to...
Law & Proc. Credits:1.25
This CLE course will address Medicaid and Elder Care planning In light of various tax, legal and financial considerations in the coming year. The course will discuss asset and income requirements for long term Medicaid eligibility, as well as the ta...
Law & Proc. Credits:1
There is a complex set of requirements for establishing an estate fiduciary in order to continue to pursue personal injury and/or wrongful death actions. This CLE course will offer personal injury attorneys with a basic understanding of the estate a...
Law & Proc. Credits:1.75
Ethical guidelines are straightforward in principle, but when they need to apply to real-world litigation, it can become more complicated. Between the pressure applied by clients and that of the myriad malpractice cases compounded by the quick respon...
Ethics Credits:1.75
It’s impossible to say whether there is any correlation between the rise in the elder population and the rise in divorces, and yet, more and more seniors are filing for divorce. This CLE course will help family law attorneys prepare for the unique s...
Law & Proc. Credits:1.5
This CLE course will provide a comprehensive overview of the management and valuation of tangible personal property in trusts and estates. The course will define the scope of what property entails and explain how appraisals are conducted and their p...
Law & Proc. Credits:1
With a focus on the high rate of temporary estate tax exemptions, this informative CLE course will explain why Domestic Asset Protection Trusts (DAPT’s) are a critical planning tool and how they can be used to increase early use of exemptions. The c...
Law & Proc. Credits:1.25
Minimizing a client’s exposure to risk in advance of a risk presenting itself is a key role for any attorney. Asset protection is just one method of doing so. This CLE course will present planning strategies and solutions whether with business entiti...
Law & Proc. Credits:1
This informative CLE course will begin with a general overview of trusts and the concepts that are common to standard trusts. The course will then advance to more complex topics such as revoking irrevocable trusts, retaining control through trust pro...
Law & Proc. Credits:1
This CLE course, designed to provide advisors with the broadest range of solution to tax issues, particular as they relate to real estate holdings, will present how various tax solutions maybe impact their decisions. The course will explain how to ut...
Law & Proc. Credits:1
Appropriate documentation for estate planning is a key element of the estate planning process and when it is not done correctly, guardianships are required. This CLE course will explain the guardianship process and when it is implemented. It will al...
Law & Proc. Credits:1.25
Real estate, unlike liquid assets, is not necessarily divided 50/50 in a divorce. The process of dividing and distributing real property between spouses is therefore quite complex, and fraught with peril. Who keeps the marital home? How are the proc...
Law & Proc. Credits:1.75
The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act of 2017 and its impact on charitable giving. The cou...
Law & Proc. Credits:1
The aging of the population has only exacerbated the prohibitive cost of long term care. This CLE course will explain the latest developments in Elder Law and Medicaid Planning including eligibility and strategies for asset protection. The tax conseq...
Law & Proc. Credits:2.25
This CLE course will offer a comparative view of private foundations and donor advised funds. The course will present what each entity is, its purpose and the advantages and disadvantages of each. The impact of the current tax code and other laws, as...
Law & Proc. Credits:1
Misunderstanding can cause untold harm to the attorney client relationship – harm that retainer agreements seek to prevent. In that sense, retainer agreements present a critical step that attorneys can take to protect themselves from legal and ethica...
Ethics Credits:1
Small firm and solo practitioners face additional challenges in staying informed of ethical rules and considerations for attorneys without the organizational, administrative and legal support of larger firms. This CLE course, designed specifically fo...
Ethics Credits:2.75
45 Credits
w/ 36.5 Law & Legal Proc. & 8.5 Ethics
Only $499
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Washington State Bar Accredited CLE Sponsor. To view NACLE’s accreditation details, please click here.