West Virginia 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 presumptive provider of CLE in WV, approved by the WV State Bar. To view NACLE’s accreditation details, please click here.

24½ Credits
w/ 4.6 Ethics
Only $349
Courses Priced
Individually at $646

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 24 Credit Hours of CLE Lectures - Including 3 Ethics Hours. *Due to concerns associated with the COVID-19 virus, the Supreme Court of Appeals of West Virginia has granted a request from the Mandatory Continuing Legal Education Commission for a temporary waiver of current CLE rules and regulations which limit the CLE credits for online and in-house credits to 12 credits, or half of the mandatory continuing legal education requirements. Attorneys will now be able to earn all or any portion of the required 24 CLE credit minimum through video, audio, correspondence, telephone seminars, computer-based training courses and in-house instruction, so long as the courses otherwise satisfy the requirements of the CLE rules and regulations and are approved for CLE credit in West Virginia.

There often seems to be a conflict between an attorney’s obligation to his client and the rules of ethical conduct. Your client wants you to do what’s necessary to win, but the constant news of malpractice cases, fee battles, disqualification motion...
Ethics Credits:2.3
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...
General Credits:1.2
The area of attorney ethics seems to be in a constant state of flux with a steadily growing array of issues to worry about. This fascinating CLE course will cover the latest updates in legal ethics and a look ahead at what issues will arise in the c...
Ethics Credits:1.3
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...
General Credits:2.1
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...
General Credits:1.2
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...
General 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...
General 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...
General Credits:1.2
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...
General Credits:1.2
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...
General Credits:1
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...
General Credits:2.1
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...
General Credits:1.3
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...
General Credits:1.2
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...
General Credits:1.2
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
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...
General Credits:1.3
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...
General Credits:1.2
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...
General Credits:1.2
24½ Credits
w/ 4.6 Ethics
Only $349
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a presumptive provider of CLE in WV, approved by the WV State Bar. To view NACLE’s accreditation details, please click here.