Estate Planning Bundle Includes:

• $29

  Understanding Financial Solutions While Planning for Possible Long-term Care

  Law & Legal Proc. Credits: 1

  This CLE course offers a detailed examination of strategies for safeguarding a client's assets while preparing for the potential need for long-term care, whether in a facility or at home, through Medicaid. Participants will gain insights into the Medicaid Asset Protection Trust, a legal structur...

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• $29

  The Probate Process from Start to Finish

  Law & Legal Proc. Credits: 1

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• $29

  The Mediator's Toolkit: 15 Strategies Towards A Successful Mediation

  Law & Legal Proc. Credits: 1.25

  Mediation is often described as an art rather than a science. While it's accurate that there's no singular formula for conducting a mediation, there are proven methods for fostering successful outcomes. The measure of success lies in achieving a Win-Win situation for all involved parties. This C...

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• $55

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  Law & Legal Proc. Credits: 2

  This CLE program offers a comprehensive overview of asset protection strategies. Participants will explore how traditional estate planning tools can shield assets from creditors. Topics include the protection provided by tenants by the entirety ownership, life insurance and annuities, retirement ac...

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• $29

  Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

  Law & Legal Proc. Credits: 1

  This engaging CLE session delves into the critical considerations for attorneys representing clients with disabilities or their families in estate planning, family law, and personal injury cases. Navigating the intricacies of public benefits and future planning presents distinct challenges that dem...

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• $34

  Where Are We Now: DEI in Today’s Legal Landscape

  Equity Credits: 1

  This CLE course delves into the evolving landscape of Diversity, Equity, and Inclusion (DEI) within the legal profession, particularly in response to the U.S. Supreme Court's recent decisions on affirmative action and subsequent political developments. Participants will explore how these landmark r...

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• $29

  AI, Cybersecurity and Privacy: What Attorneys Need to Know About Emerging ISO Standards

  Law & Legal Proc. Credits: 1

  As artificial intelligence (AI) becomes integral to business and public sector operations, attorneys must stay informed about the evolving standards for AI privacy and cybersecurity. This CLE session offers a comprehensive overview of two draft international standards, ISO/IEC 27091 and ISO/IEC 270...

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• $55

  Identifying Winning Social Security Cases and Preparing for Hearings

  Law & Legal Proc. Credits: 2

  With Social Security disability claims often taking years to reach a hearing, attorneys must be able to identify the most promising cases early in the process. Equally important is ensuring that clients are fully prepared to make the most of their limited time before an administrative law judge....

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• $29

  Beyond the Law: Creative Problem-Solving for Attorneys

  Law & Legal Proc. Credits: 1

  Success in today’s legal profession requires more than just expertise in statutes and case law—it demands the ability to solve complex problems creatively and strategically. This CLE course is designed to help attorneys move beyond conventional approaches by developing a problem-solving mindset tha...

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• $29

  Nuts and Bolts of Social Security Disability Law

  Law & Legal Proc. Credits: 1

  This CLE course offers a comprehensive guide to launching a practice in Social Security Disability Law. Designed to equip you with the essential knowledge and practical tools, this course enables you to confidently start your practice right away. Topics covered include every critical stage of t...

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• $29

  Protecting Your Family Home Through Trusts

  Law & Legal Proc. Credits: 1

  As seniors age, they may face urgent needs for long-term nursing home care without having sufficient private funds or long-term care insurance to cover the costs. Often, their primary asset is their home, leading to the misconception that selling it and using the proceeds for care is the only solut...

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• $29

  Clarity Above All Things: Writing Briefs That Can Actually Be Understood

  Law & Legal Proc. Credits: 1.25

  This CLE course is designed to help attorneys master the art of clear and effective brief writing. Emphasizing readability and precision, the program focuses on techniques to craft briefs that are not only persuasive but also accessible to diverse audiences, including judges, clients, and colleague...

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• $55

  Artificial Intelligence as Evidence: Discoverability, Use, Admissibility of Algorithmic & Digital Evidence

  Law & Legal Proc. Credits: 1.5

  Discussions about artificial intelligence in the legal field often focus on its potential to streamline workflows and boost efficiency. However, AI can also be a critical factor in litigation—not as a tool, but as evidence. This CLE program examines how artificial intelligence fits into the evident...

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• $29

  Essential Estate Documents: Don't Delay Until It's Too Late

  Law & Legal Proc. Credits: 1

  This CLE program tackles a widespread issue: the tendency to delay or overlook critical documents essential for life's inevitable events—death, incapacity, or providing for those who will need to take over. In this one-hour course, we'll explore the fundamental documents and recommended language, d...

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• $55

  Medical Issues and Damages in Personal Injury Claims

  Law & Legal Proc. Credits: 2.25

  Accidental injuries can be complex, and effectively handling these cases requires both medical insight and legal strategy. This CLE course equips attorneys with the knowledge to assess injuries, work with medical professionals, and communicate medical issues persuasively. Participants will first...

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• $34

  Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

  Ethics Credits: 1

  This CLE course delves into the current cybersecurity risk landscape, focusing on the ABA Model Rules regarding competency. It addresses the impact of technology on the security and privacy of client communications, information management, billing processes, and the oversight of law firm staff. The...

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• $34

  Ethical Use of Social Media in One's Legal Practice

  Ethics Credits: 1

  In today’s digital age, social media has become an unavoidable part of both personal and professional life—including legal practice. This CLE course delves into the ethical pitfalls that attorneys and law firms may encounter across various social media platforms. Participants will examine the commo...

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• $29

  10 Mistakes to Avoid When Working with Asset Protection Trusts

  Law & Legal Proc. Credits: 1

  This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the opti...

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• $34

  Distressed Lawyers: An Occupational Hazard?

  Ethics Credits: 1

  The legal profession is no stranger to pressure, but when does routine stress cross the line into burnout, addiction, or mental health crises? With one in three attorneys likely to need substance use or mental health support at some point in their careers, this CLE course confronts the rising tide...

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• $29

  The Use of Trusts in Government Benefits Planning

  Law & Legal Proc. Credits: 1.25

  This CLE presentation will cover the role of different trusts in government benefits planning, including the use of revocable trusts, strategies for spousal planning through revocable trusts, long-term care planning with Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and r...

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• $55

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  Law & Legal Proc. Credits: 1.5

  With the Federal Estate Tax exclusion exceeding $13.6 million, many estates may not require a 706 filing. However, this exclusion is anticipated to decrease by 50% at the end of 2025, making it crucial to consider the need for a portability election after the death of the first spouse, which requir...

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• $29

  A Deep Dive into Trusts: What You Need to Be Aware Of

  Law & Legal Proc. Credits: 1

  Step into the world of trusts with this dynamic CLE course crafted for attorneys who want to sharpen their estate planning expertise. Trusts offer a versatile solution for clients aiming to secure their assets, dictate how their wealth passes on after they’re gone, or brace for potential incapacity...

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• $55

  Discovering the Lost Coin: Helping Clients Recover from Online Scams

  Law & Legal Proc. Credits: 2

  If you've represented clients affected by online fraud involving losses exceeding $100,000, this course is essential. In this CLE, we delve into the emerging "Pig Slaughtering Scams"—a modern variation of Ponzi schemes targeting unsuspecting individuals. We explore how these scams are uncovered...

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• $29

  Best Practices In The Use of Trusts

  Law & Legal Proc. Credits: 1.25

  Dive into this comprehensive CLE program designed to equip attorneys with the knowledge to harness trusts effectively for estate planning, tax efficiency, and special needs considerations. The course examines the critical factors that drive successful trust strategies, offering practical guidance o...

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• $55

  An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

  Law & Legal Proc. Credits: 1.5

  This CLE course offers attorneys an in-depth exploration of the critical role appraisals play in estate planning, estate litigation, and other legal contexts involving personal property valuation. Participants will gain an advanced understanding of how to effectively engage and work with person...

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• $29

  Offshore Asset Protection Planning

  Law & Legal Proc. Credits: 1

  Join us for a practical and engaging CLE course on offshore asset protection planning, designed for attorneys advising high-net-worth and international clients. This course simplifies complex concepts, offering actionable strategies for structuring trusts and entities, selecting optimal jurisdictio...

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• $29

  Trust Protectors: The Good, The Bad and The Ugly

  Law & Legal Proc. Credits: 1.25

  Dive into this dynamic CLE program that thoroughly examines the pivotal role of Trust Protectors in modern trust administration. This session offers a comprehensive look at the statutory frameworks in various states that authorize Trust Protectors, alongside a critical analysis of their practical i...

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• $29

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

  Law & Legal Proc. 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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• $29

  Estate Planning for the Cognitively Impaired

  Law & Legal Proc. Credits: 1

  This CLE course equips attorneys with practical strategies for estate planning when working with clients who may face cognitive decline. Participants will gain tools to craft durable estate plans, including methods to document client intent clearly and fortify documents against legal challenges....

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• $29

  The Nuts and Bolts of Guardianships

  Law & Legal Proc. 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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• $34

  Lawyers and Generative Artificial Intelligence: What Could Go Wrong: Ethical and Other Concerns

  Ethics Credits: 1

  Explore the transformative impact of generative artificial intelligence (GAI) on the legal profession in this comprehensive CLE program. As GAI continues to revolutionize the field, its applications in litigation and broader legal services are becoming indispensable. This course delves into the...

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• $65

  The Nuts and Bolts of Ethics: No Nonsense

  Ethics Credits: 2

  Ethical values may change with the times, but the concept of ethics in business has been around for a long time. This CLE course will explore the origins of ethics and how ethical obligations continue to impact what is considered honorable behavior amongst attorneys today. The course will address t...

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• $34

  Navigating Ethical Challenges: AI Adoption in Legal Practice

  Ethics Credits: 1

  AI tools are being used to accomplish an untold number of tasks in countless industries, and their use is only getting more widespread. This CLE course will focus on the responsible use of AI in the legal industry and how to ensure your use is aligned with the Model Rules of Professional Conduct....

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• $29

  The Mathematics of Estate Tax Planning

  Law & Legal Proc. 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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• $34

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

  Ethics 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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• $29

  The Mathematics of Charitable Planning

  Law & Legal Proc. 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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• $29

  Offshore Versus Domestic Asset Protection, What You Need To Know

  Law & Legal Proc. 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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