Estate Planning Bundle Includes:

• $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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• $75

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

  General Credits: 1.5

  If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered. This CLE presentation will explore a wide range of Florida legal and planning considerations, including:...

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• $50

  "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

  General Credits: 1

  This CLE course will discuss the mechanics of mediation/dispute resolution and the myths associated with dispute resolution. During the course, we will discuss the and attempt to eliminate the reluctance to participate fully and transparently in mediation to allow parties to identify on their o...

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• $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...

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• $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...

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• $50

  Diversity & Inclusion: Recognizing the Damaging Effects of Implicit Bias in the Workplace

  Diversity/Inclusion Credits: 1

  Implicit bias, the unconscious associations that shape our thoughts and actions, is increasingly recognized as a crucial area of study. These biases often originate from our personal experiences, cultural backgrounds, societal norms, and media influences. This CLE program offers an in-depth explora...

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• $50

  The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction

  General Credits: 1

  This CLE course will introduce attorneys, across the board, to the transformative effects of Artificial Intelligence (AI) within the legal industry. It begins with a clear-cut breakdown of AI and Machine Learning (ML), and their practical applications in law. Then, with focus on how to harness the...

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• $50

  Reel Ethics: Navigating Ethical Dilemmas Through Film and TV Scenarios

  Ethics Credits: 1

  This fun interactive CLE course will cover various ethical scenarios by analyzing ethical dilemmas presented in popular movies and television shows, and how to best navigate such issues. Real life examples will be presented, along with solutions and considerations, along with possible outcomes. A...

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• $75

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

  Ethics Credits: 1.5

  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...

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• $100

  Legal Aspects of Artificial Intelligence: Navigating the Digital Frontier

  General Credits: 2

  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'...

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• $50

  Legal Research in the AI Era

  General Credits: 1

  Did you know that the earliest successful Artificial Intelligence program dates back to 1951? Since then, AI programs have made noticeable, but usually small, advances in legal research. That is, until the large language model (LLM), ChatGPT, was released in November 2022. Companies are releasing p...

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• $50

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

  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...

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• $50

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

  General Credits: 1

  Artificial intelligence, in terms of developments like ChatGPT, is new to a lot of people, but the idea of using computers to "outsource" certain work -- such as repetitive work -- away from lawyers has been around for a while. Because computers don't get tired, bored, hungry, or distracted, they'...

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• $50

  The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares

  Mental Health/Abuse Credits: 1

  Many of us were attracted to the legal profession because we care about people and want to help them. Attorneys hopefully recognize that, unlike many other professionals, their lives are already filled to the brim with anxiety and stress. The consequences of shrugging it off can be catastrophic. O...

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• $75

  Ethical Issues in Pro Bono Representation

  Ethics Credits: 1.5

  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...

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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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• $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

  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

  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...

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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

  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...

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• $50

  ChatGPT and Related Products: The Legal Ramifications

  General Credits: 1

  This CLE presentation is intended to help practicing attorneys better understand the legal consequences of current-day (ex. ChatGPT) artificial intelligence (AI) products. This begins with a discussion of current AI products, their operation, and fundamentally what they are and are not. This fa...

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• $75

  What Attorneys Need to Know About Reading and Understanding Financial Statements

  General Credits: 1.5

  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...

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• $50

  How to Prepare for Long-Term Care Costs

  General Credits: 1

  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...

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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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