Estate Planning Bundle - Florida CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. Both Attorneys and Paralegals can complete their CLE requirement with this bundle. Simply click the "Buy Now" button and checkout!

CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!

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30
Credit Hours
of CLE Lectures
Save $1,005
Only $495
Save $1,005
Courses priced individually at $1,500
  • 10.5 Prof Responsibility
  • 6.5 Technology
Free Link to 2 Credit Attorney Professionalism Course Included! Attorneys with deadlines on or after 4/30/2024 will also need to take a new 2 credit Professionalism course provided directly by the Florida Bar at no extra charge. A direct link is provided with your purchase.

Estate Planning Bundle Includes:

  • $50

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

    Tech/Ethics Credits: 1

    Artificial intelligence and, more specifically, generative artificial intelligence (GAI) is increasingly used by attorneys. GAI is touted as being revolutionary and "game-changing" for the legal profession for purposes of litigation and providing broader legal services to clients. However, GAI brin...

  • $100

    ABA Model Rules Of Professional Conduct and AI Ethics: Key Highlights of the New Challenges Facing Attorney Compliance

    Tech/Ethics Credits: 2

    Every rule of the ABA’s Model Rules of Professional Conduct has been impacted by the presence of artificial intelligence. During this CLE, we will examine key concerns arising under the ABA Model Rules when juxtaposed against the realities and challenges imposed when practicing law alongside the le...

  • $50

    Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

    General Credits: 1

    This CLE provides attorneys with essential insights into navigating the complex intersection of love, marriage, and estate maters. This CLE course delves into crucial topics such as prenuptial agreements, joint estate planning, tax implications, and legacy considerations. Attorneys will gain pr...

  • $50

    Navigating Florida's Legal Tools for Mental Illness: Marchman Act, Guardianship, and Baker Act

    General Credits: 1

    Florida has three statutes that enable counsel representing an individual seeking to protect a loved one who is suffering from substance use and mental health disorders. In this CLE presentation we will analyze how the Marchman Act, Guardianship, and Baker Act can work separately and together to ac...

  • $75

    Business Valuation for Attorneys

    General Credits: 1.5

    Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and par...

  • $50

    Will, Trusts, and Advanced Directives: Know What is Right for Your Client

    General Credits: 1

    This CLE course will focus on estate planning tools and discuss Last Will and Testament and Trusts. The course will explain succession planning, estate planning and how to plan using wills and trusts, as well as advanced directives such as health care proxies, power of attorney and living wills....

  • $125

    Legal Aspects of Artificial Intelligence: Navigating the Digital Frontier

    Technology Credits: 2.5

    Artificial Intelligence (AI) is rapidly transforming the landscape of legal practice, bringing both opportunities and challenges. This CLE course will delve into the essential aspects of AI and its implications for the legal profession while adhering to legal and ethical standards. Whether you'...

  • $100

    What Attorneys Need to Know About Reading and Understanding Financial Statements

    General Credits: 2

    Lawyers regularly interact with business people. Business people have their own language. Phrases like EBITDA, NOPAT, Gross Profit, Operating Profit, Net Income, on a fully diluted basis, retained earnings, current versus long term assets and liabilities, Free Cash Flow. If these terms are a fore...

  • $75

    How to Prepare for Long-Term Care Costs

    General Credits: 1.5

    This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Add...

  • $75

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

    General Credits: 1.5

    Mediation has been called an art and not a science. It is true that there is not one specific way to conduct a mediation. However, there are tried-and-true methods for facilitating a successful mediation. That success will be determined by the attainment of Win-Win by both parties. This CLE pro...

  • $50

    Understanding Medicaid: Guidelines, Applications, and Recovery Processes

    General Credits: 1

    This CLE program will discuss not only the history of Medicaid, but also the features of Medicaid as to appeals and Medicaid utilization for Long term Nursing Care and state recovery and how to avoid the state from recovering all assets from an estate, This presentation will attempt to place Me...

  • $50

    Protecting Your Family Home Through Trusts

    General Credits: 1

    All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there...

  • $125

    Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

    General Credits: 2.5

    An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in yo...

  • $50

    The Mathematics of Charitable Planning

    General Credits: 1

    Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charita...

  • $50

    Understanding Financial Solutions While Planning for Possible Long-term Care

    General Credits: 1

    This CLE course will provide attorneys with a comprehensive overview of methodology and techniques for preserving their client’s assets while planning for the possibility of incapacity and future institutional or home care services through Medicaid. The presentation will provide an overview of...

  • $50

    Navigating Ethical Challenges: AI Adoption in Legal Practice

    Tech/Ethics Credits: 1

    In light of the widespread emergence of GenAI tools throughout society, the panelists will focus on how GenAI can be used responsibly in the legal industry, consistently with the Model Rules of Professional Conduct. The panelists will discuss the ethical implication of GenAI usage and offer pr...

  • $50

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

    General Credits: 1

    This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when th...

  • $125

    The Nuts and Bolts of Ethics: No Nonsense

    Ethics Credits: 2.5

    This course will explore the origins of ethics and focus on how that obligation to remain virtuous and honorable still impacts lawyers today. The course will focus on the 5 C’s of Virginia Ethics (i.e., Competence, Communication, Confidentiality, Conflict of Interest, and Candor). Each has a si...

  • $100

    The Ten Worst Ethics Nightmares You Can Have

    Ethics Credits: 2

    This program will be a rapid analysis of the 10 disastrous errors you can make in the world of Legal Ethics that will give you nightmares or even derail your career. These groups of errors are not totally inclusive of the challenges that face a modern practitioner but anyone who is actively eng...

  • $100

    Ethical Issues in Pro Bono Representation

    Ethics Credits: 2

    This CLE examines the ethical issues that arise when attorneys are performing legal services on a pro bono basis. Using the ABA Model Rules of Professional Conduct, it identifies particular rules that would apply in common pro bono scenarios, and discusses how attorneys can spot potential issues a...

30
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
DVDs, Audio CDs, USB Stick, Online & iOS/Android App included at no extra charge!

Course Media Options
Only $495
Save $1,005
Courses priced individually at $1,500

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