Estate Planning Bundle Includes:

• $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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• $75

  The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

  General Credits: 1.5

  With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 70...

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• $50

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

  General Credits: 1.25

  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...

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• $50

  Ethical Mediation: Principles and Practices in Dispute Resolution

  Ethics Credits: 1

  The use of Alternative Dispute Resolution, particularly in the area of mediation, has grown dramatically in the past ten years. However, it is a process in which many counsel are unfamiliar. Judge Scheinkman will discuss the importance of ethical considerations that relate to settlement negotiation...

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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

  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...

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• $50

  The Use of Trusts in Government Benefits Planning

  General Credits: 1.25

  This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care plann...

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• $50

  Navigating Ethical Challenges: AI Adoption in Legal Practice

  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...

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• $75

  An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

  General Credits: 1.5

  This CLE course will provide attorneys with an advanced understanding of the role of appraisals in various legal contexts, primarily focusing on estate planning and estate litigation and the value of working with personal property appraisers. Participants will explore the ethical considerations...

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• $100

  Discovering the Lost Coin: Helping Clients Recover from Online Scams

  General Credits: 2

  If you've ever had a client who was subjected to online fraud over more than $100,000, you need this course. In this CLE, we take a close look at the latest iteration of a Ponzi scheme to defraud innocent people - "Pig Slaughtering Scams". We consider how these cases come to light, the various...

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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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• $100

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  General Credits: 2

  This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insuranc...

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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

  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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• $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

  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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