Estate Planning Bundle Includes:

• $29

  Split-Dollar Life Insurance Planning After the Levine Case

  Law & Legal Proc. Credits: 1.25

  In Marion Levine v. Commr. 158 T.C., a resounding victory was recently given to a taxpayer who pursued what many view as an aggressive spit-dollar life insurance plan for the purpose of minimizing estate taxes. This CLE course will explain the case and split-dollar planning as well as review prior...

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• $65

  Ethics “Gotchas” That Every Estate Planners Must Know

  Ethics Credits: 1.5

  Given the dynamic nature of today’s estate and tax laws, attorneys have plenty to keep up with. With regards to estate planning, it’s critical for attorneys to know about their obligation to their clients under the Rules of Professional Responsibility lest they be faced with expensive and time-consu...

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• $29

  Five Steps to Protect Your Firm from Catastrophic Cyber Attacks

  Law & Legal Proc. Credits: 1

  Protecting your firm from cyber-attacks has become increasingly difficult, and increasingly imperative. With cyberattacks on the rise, all businesses are at risk. This CLE course will present 5 critical steps to protect client data and stop cyber-attacks from accessing information. The steps pr...

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• $55

  Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

  Law & Legal Proc. Credits: 1.5

  The guardianship process is notoriously lengthy and complicated. The Uniform Laws Commission (ULC) put forward a set of rules aimed to make guardianship easier for attorneys to understand. The rules, in whole or in part, have since been adopted by 46 states. This CLE course will offer an overview o...

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• $55

  Privacy and Cyber Breaches: Are You Next?

  Law & Legal Proc. Credits: 1.5

  It is critical for businesses, regardless of their size, to comply with state, federal and foreign privacy laws and regulations. These will govern a company’s procedures including data collection, storage, use, sharing and disposal with regards to personally identifiable information (PII), personal...

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• $29

  Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements

  Law & Legal Proc. Credits: 1

  Several states are currently considering mandating CLE hours that concentrate on cybersecurity, privacy, and data protection. The obligation for lawyers to possess technology competency is not new, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The...

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• $29

  The Cuban Missile Crisis and The Art of Negotiation

  Law & Legal Proc. Credits: 1

  The 60th anniversary of the Cuban Missile Crisis just passed, and as one of the most examined crises in American history, it’s still a hotly debated topic. While it unfolded, it held the attention of the entire world. The ending seemed positive, but was that the result of careful mediation and wise...

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• $29

  Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence

  Law & Legal Proc. Credits: 1

  While some of the new technologies, like ChatGPT, are relatively recent, the concept of outsourcing work, especially the repetitive, administrative type – to computers is not new, particularly to lawyers. While no one wants to see a computer take-over, there’s no question that there are some tasks...

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• $65

  Mediation Ethics for Mediators and Mediation Advocates

  Ethics Credits: 1.5

  As with all areas of law, the ethical rules that apply to mediation can be complex. This CLE course will assist both mediation advocates and third-party neutrals in understanding and working within these standards. The course will offer a review of the Model Standards that were designed and are...

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• $55

  Understanding Asset Protection

  Law & Legal Proc. Credits: 1.5

  Learn how to protect yourself from the effects of lawsuits through personal asset protection. This CLE course will offer an in-depth guide for protecting your personal wealth including a basic history, exemption status under federal and state law, risk analysis and definitions. The course will...

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• $65

  The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

  Ethics Credits: 1.5

  There are many ethical questions that arise when dealing with Estate and Elder Law. This CLE course will explore the fiduciary duties and who is owed duties as well as who is eligible to serve as a fiduciary. The limits of their duties and responsibilities, some of which trace back centuries or mo...

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• $29

  Navigating the Uncharted Legal Terrain of Artificial Intelligence

  Law & Legal Proc. Credits: 1.25

  AI has the potential to dramatically transform the way we interact with technology and, as new technologies emerge, AI evolves and can be adapted to be useful in countless new ways. Typically defined as a branch of computer science that studies the development and implementation of software and...

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• $34

  Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?

  Ethics Credits: 1

  Modern technology has taken over our lives in ways we couldn’t have possibly anticipated. Smartphones have replaced colleagues, friends and family as our most constant companions. However, like many things, their contributions to our lives comes at a price including the risk of dependence, addictio...

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• $29

  Handling Nonprofit Board Disputes

  Law & Legal Proc. Credits: 1

  Nonprofit board members are often honored to serve, but don’t really understand their responsibilities. This CLE course will explain Board fiduciary duties and responsibilities, address common disputes that can arise between Board Members, explain Founder Syndrome and what to do when people quit or...

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• $29

  What Every Practitioner Needs to Know about Property and Business Interruption Appraisals: A Unique ADR Forum

  Law & Legal Proc. Credits: 1

  Insurance coverage has always been big business, and with catastrophic global events such as hurricanes and wildfires becoming more common, it is even more so. This CLE course will address how to manage situations in which a property or business interruption claim cannot be settled. The course will...

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• $29

  Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now

  Law & Legal Proc. Credits: 1

  This CLE program will explore the issues surrounding cyber security, the potential consequences of a cyber breach, and the ethical considerations that accompany such an event. With over 50 state laws in the United States concerning data privacy and security, companies must understand what legal and...

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• $29

  Estate Planning: Common Issues; Practical Answers

  Law & Legal Proc. 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

  Workplace Conflict Resolution Through Mediation and Arbitration

  Law & Legal Proc. Credits: 1

  It may seem counterintuitive but conflict in the workplace can actually be healthy for an organization’s growth, provided that varying points of view are communicated in a balanced manner. But more often than not, conflict will trigger reactions and defensiveness, leading to irresolvable conflicts....

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• $55

  Estate Planning for Attorneys Who Help Business Owners

  Law & Legal Proc. Credits: 1.75

  Clients who own small businesses have particular needs and concerns with regards to estate planning. This CLE course will prepare estate planning attorneys to serve those clients as part of their overall estate planning. The course will go far beyond the issue of wills and delve into operations...

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• $29

  Discovery in Surrogates Court: The Good, The Bad, and The Ugly

  Law & Legal Proc. Credits: 1

  Surrogate Court practice can be overwhelming for even the seasoned attorney. This CLE course, designed for both experienced state planners looking to up their game and those new to the practice, will offer a comprehensive review of the laws, rules and procedures related to litigating issues in Surr...

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• $29

  The Secure ACT: Five Key Considerations

  Law & Legal Proc. Credits: 1

  This CLE course will explain the SECURE Act (Setting Every Community Up For Retirement Enhancement) and its impact on the nation’s retirement system. The course will address the five main focus areas of the SECURE Act and how, as an attorney, the law may affect your financial plan. The cour...

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• $29

  Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

  Law & Legal Proc. Credits: 1

  The US is considered one of the world’s most litigious societies. But charging others and being charged are two entirely separate matters. This CLE course will help attorneys better advise their clients in how to survive a lawsuit by utilizing offshore asset protection to shield assets from frivolo...

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• $55

  The Hidden Secrets of Constructive Trust Litigation

  Law & Legal Proc. Credits: 1.75

  Imagine your client, with full knowledge and faculties, has executed a deed signing away his property with the “understanding” that he would eventually get it back. Would the statute of frauds bar relief? Interesting question. This CLE course will address all the Hidden Secrets of Constructive...

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• $29

  Skip Tracing for Lawyers

  Law & Legal Proc. Credits: 1.25

  Located a missing person is sometimes required of attorneys in most areas of practice, though more often for those practicing trust and estates, malpractice, debt collection, personal injury, and real estate law. Typically, with enough information, creativity and resources, attorneys can locate ind...

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• $29

  Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners

  Law & Legal Proc. Credits: 1

  Divorce is difficult – both emotionally and financially. Separating lives that were once united is complicated from every respect and the division of assets is one of the most combative issues couples face. This CLE course will focus on the division of real estate and the importance of prenupti...

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• $34

  Legal Ethics in Tax Practice

  Ethics Credits: 1

  Tax law comes with its own unique challenges and characteristics. It is distinguished from other areas both by the technical aspects of the discipline as well as the ethical standards involved. Beyond ethics codes governing individual states and the ABA Model Rules, tax lawyers are also subject to...

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• $29

  Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

  Law & Legal Proc. Credits: 1

  Matrimonial law requires attorneys to possess a wide breadth of knowledge since it intersects with many other areas of laws including immigration, contracts, criminal law, property, insurance, trusts, estates and taxes. The place where matrimonial and real estate law overlap is particularly complex...

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• $55

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

  Law & Legal Proc. 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

  Ethical Referral Fees: A 50 State Survey

  Ethics Credits: 1

  Fee sharing, when done correctly, is an ethical approach to providing a better outcome for clients. This CLE course will present the various regulatory frameworks that states utilize in determining referral fees for fee sharing. Designed to provide attorneys with a working understanding of how...

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• $34

  All's Fair In The Rules of Professional Conduct: Threats and Fees

  Ethics Credits: 1.25

  This CLE course will address the rules of professional conduct in relation to fairness regarding both threats and fees. The course will begin by presenting threats to present, or participate in presenting, professional or criminal disciplinary charges in order to gain an advantage in a civil matter...

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• $34

  Understanding Diversity, Equity and Inclusion: How the Law Created Inequity

  Equity Credits: 1

  Efforts to equalize opportunity are often encapsulated by the words “diversity, equity and inclusion”. The need and purpose for DEI requires an understanding of how inequality is embedded into the law. This CLE course will explain the many laws and judicial pronouncements that have made inequal...

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• $34

  The Ethics and Art of Settlement at Mediation

  Ethics Credits: 1

  Mediation has many benefits both for attorneys and for their clients. This informative CLE course will present the ways in which attorneys may benefit from the mediation process including in presentation, psychology, and strategies that will better your chances of success. The course will also...

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• $65

  Legal Ethics: Dos and Don’ts for Attorney Advertising

  Ethics Credits: 2

  Marketing yourself as a lawyer can create confusing ethical dilemmas. This CLE course will address the correct balance of advertising, social media and video and client engagement used to grow your practice. The course will differentiate between advertisements and solicitations and explain the...

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• $29

  Asset Protection for Cryptocurrency

  Law & Legal Proc. Credits: 1

  In an increasingly litigious society, asset protection is more important than ever and cryptocurrency is therefore having its heyday. Simultaneously, it is the targeted asset in more and more lawsuits with Blockchain technology making it increasingly easier to see the amount of cryptocurrency an in...

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• $34

  What Happens To Your Practice If You Die Or Become Disabled

  Ethics Credits: 1.25

  No one wants to think about the possibility of tragedy but that doesn’t mean it doesn’t exist. What will happen to your practice if you become disabled or pass away? Have you dealt with the practicalities? This CLE course will offer preventative steps to ethically comply with client obligations...

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• $55

  Love and Legislation Makes a Family: The Child Parent Act 1 Year In

  Law & Legal Proc. Credits: 1.5

  Until recently, New York had one of the most antiquated surrogacy laws in the nation. The laws included a ban on enforceable compensated surrogacy arrangements which imposed harsh penalties on anyone who participated in compensated surrogacy. This remained until the recent passage of the Child Pare...

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• $29

  GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

  Law & Legal Proc. Credits: 1.25

  The CCA 202152018, released at the end of 2021, addresses the valuation challenge regarding the consideration that should be given to a potential sale when valuing an asset. Its impact on grantor retained annuity trusts (GRATs) and how an appraiser valuates the implications of a potential sale from...

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