Estate Planning Bundle Includes:

• $75

  The Ten Worst Ethics Nightmares You Can Have

  Ethics Credits: 1.5

  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...

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• $50

  The Mathematics of Estate Tax Planning

  General Credits: 1

  The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results an...

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• $50

  Ethical Issues in Representing Clients with Diminished Capacity

  Ethics Credits: 1

  This CLE course will cover some of the legal rules applicable to attorneys working with clients who experience diminished capacity and the consequent potential for fraud and abuse against a client with diminished capacity. In this course, attendees will learn how to identify a client who has dimini...

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• $50

  The Nuts and Bolts of Guardianships

  General Credits: 1

  This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in...

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• $50

  Emerging Developments in Artificial Intelligence for Lawyers

  General Credits: 1

  Artificial Intelligence is becoming ubiquitous in legal practice. New tools and new providers emerge constantly. Lawyers need to understand artificial intelligence in order to represent their clients competently and effectively. Lawyers also need to understand the use of AI in order to compete....

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• $50

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1

  Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and...

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• $50

  Navigating the Uncharted Legal Terrain of Artificial Intelligence

  General Credits: 1.25

  Artificial Intelligence (AI) is a branch of computer science that studies the development and implementation of algorithms and software that allow machines to think and act like humans. AI has many different forms, the most popular of which are machine learning like ChatGPT, natural language proces...

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• $100

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

  General Credits: 2

  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...

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• $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...

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• $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....

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• $50

  Business Valuation for Attorneys

  General Credits: 1

  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...

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• $50

  Corporate Transparency Act: Lessons from Round One of Implementation

  General Credits: 1

  Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency A...

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• $50

  The Ethics of Witness Preparation: Does ABA Ethics Rules Change the Dynamics for Preparing Witnesses?

  Ethics Credits: 1.25

  Our panelists, highly experienced trial and litigation specialists, will discuss the impact of new ABA Formal Opinion 508, dealing with “The Ethics of Witness Preparation”. They will discuss the impact of the opinion on counsel’s approach to working with witnesses, including a client, to testify at...

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