Estate Planning Bundle - Maryland CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 12 Credit Hours of MD CLE Lectures - Including 10 General Credits and 2 Ethics Credits.

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

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12.25
Credit Hours
of CLE Lectures
Save $305
Only $295
Save $305
Courses priced individually at $600
  • Includes 3 Ethics

Estate Planning Bundle Includes:

  • $50

    10 Mistakes to Avoid When Working with Asset Protection Trusts

    General Credits: 1

    10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. The presenter covers essential aspects, such as selecti...

  • $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...

  • $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...

  • $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...

  • $50

    Recognizing and Handling Conflicts of Interest

    Ethics Credits: 1

    This CLE course will provide critical information and guidance regarding conflicts of interest, including screening for conflicts and addressing different types of conflicts, including simultaneous representation of clients, representing multiple clients, engaging in business transactions with cli...

  • $50

    Ethical Considerations Regarding Hourly Billing and More

    Ethics Credits: 1

    This CLE program offers a comprehensive overview of essential billing practices for attorneys. The course is designed to equip participants with a thorough understanding of fundamental billing procedures, the governing rules and regulations related to billing in the legal field, and practical time-...

  • $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...

  • $50

    Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

    Ethics Credits: 1

    This CLE course explores the current cybersecurity risk landscape in the context of the ABA Model Rules on maintaining competency. It examines how technology affects the security and privacy of client communications, information management, billing, and the supervision of law firm personnel. The co...

  • $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...

  • $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...

12.25
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 $295
Save $305
Courses priced individually at $600

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