Estate Planning Bundle Includes:

• $29

  Mastering Offshore Asset Protection Planning

  Law & Legal Proc. 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

  The Probate Process from Start to Finish

  Law & Legal Proc. Credits: 1

  This CLE program delivers a practical, end-to-end examination of probate and estate administration, guiding attorneys through each stage of handling a decedent’s estate. From initiating proceedings to final distribution, the course focuses on the procedural requirements, strategic considerations, a...

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• $55

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  Law & Legal Proc. Credits: 1.5

  Effective billing and collections are essential to a successful legal practice, yet they often present difficult challenges. This CLE program examines best practices for structuring engagement agreements, establishing billing routines, and addressing delinquent accounts in a way that supports clien...

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• $29

  Planning With Purpose: Legal Insights into Charitable Giving

  Law & Legal Proc. Credits: 1

  Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area. The session will examine a range of gi...

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• $65

  High Stakes, High Standards: Tax Ethics for Every Attorney

  Ethics Credits: 1.5

  Tax law has long been recognized by attorneys as a specialized field with its own distinct demands. Beyond its inherent technical sophistication, the practice imposes a layered ethical framework that extends well beyond the baseline standards applicable to most legal disciplines. In addition to...

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• $29

  ACEs and Alcohol Use Disorder in Custody Cases: Practical Tools and Strategies for Family Law Practitioners

  Law & Legal Proc. Credits: 1

  This CLE program focuses on the role of Adverse Childhood Experiences (ACEs) and Alcohol Use Disorder (AUD) in contested custody matters. Geared toward family law practitioners, the course examines how parental alcohol misuse can affect caregiving capacity, household stability, and child safety wit...

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• $34

  Ethical Use of Artificial Intelligence in Legal Practice

  Ethics Credits: 1

  Artificial intelligence is rapidly reshaping how legal services are delivered, creating new layers of ethical responsibility and operational risk for attorneys. This CLE program explores how existing rules of professional conduct apply in an AI-enabled environment, focusing on core obligations such...

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• $29

  Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance

  Law & Legal Proc. Credits: 1

  Law firms adopting artificial intelligence tools encounter not only new efficiencies but also a host of challenges, from operational concerns to evolving professional obligations. This CLE program guides attorneys through the process of designing and rolling out internal AI governance structures th...

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• $29

  AI Governance: Privacy, Bias, and Emerging Regulation

  Law & Legal Proc. Credits: 1

  This CLE program delves into the shifting regulatory landscape surrounding artificial intelligence in the United States. Participants will explore how current privacy frameworks intersect with AI technologies, the ways in which states are attempting to curb algorithmic bias, and the legal tools eme...

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• $29

  Cybersecurity & Generative AI: Legal Risks and Risk Mitigation

  Law & Legal Proc. Credits: 1

  Artificial intelligence and cybersecurity have moved from emerging issues to core risk areas for law firms and their clients. Generative AI, in particular, is reshaping how legal work is performed, from research and drafting to data analysis and decision-making. Yet the rapid adoption of these tool...

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• $34

  Lawyer, Tool, or Machine: Evolving Ethical Responsibility in the AI Age

  Ethics Credits: 1

  This CLE program examines the rapidly evolving role of artificial intelligence in the delivery of legal services, with particular focus on both generative systems and emerging agentic technologies capable of autonomous task execution. As AI becomes embedded in research, drafting, client communicati...

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• $29

  Preparing Vulnerable Witnesses for Testimony

  Law & Legal Proc. Credits: 1

  This CLE program offers practical guidance for attorneys who represent survivors of domestic violence and other vulnerable or apprehensive witnesses in contested proceedings. The course focuses on effective preparation for testimony, including techniques for fostering client confidence, developing...

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• $65

  Four + Ethics Challenges for Civil Litigators

  Ethics Credits: 1.5

  Ethical issues in civil litigation most often arise not from intentional misconduct, but from routine strategic decisions made under time pressure. This CLE program examines four critical ethics challenges—and a fifth, overarching obligation—that regularly confront civil litigators in today’s pract...

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• $29

  The Attorney’s Guide to Strategic Trust Planning

  Law & Legal Proc. 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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• $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

  Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight

  Law & Legal Proc. 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

  Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

  Law & Legal Proc. 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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• $29

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

  Law & Legal Proc. 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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• $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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• $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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• $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

  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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