Estate Planning Non-Resident Bundle - New Jersey CLE

NJ rule 201:8(a) states that attorneys who reside in, work in, and are licensed in a mandatory CLE jurisdiction that does not require Live CLE are also exempt from Live CLE for NJ. This Bundle contains all 24 hours of NJ approved on-demand courses with 5 hours of Ethics and Professionalism which includes 2 hours of Diversity, Inclusion, and Elimination of Bias.

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

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24
Credit Hours
of CLE Lectures
Save $555
Only $495
Save $555
Courses priced individually at $1,050
  • 4.1 Ethics
  • 2.4 Diversity/Inclusion

Estate Planning Non-Resident Bundle Includes:

  • $50

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

    General Credits: 1.1

    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...

  • $50

    Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

    General Credits: 1.1

    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

    Understanding Financial Solutions While Planning for Possible Long-term Care

    General Credits: 1.1

    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

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

    Diversity/Inclusion Credits: 1.1

    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...

  • $75

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

    General Credits: 1.8

    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

    Offshore Versus Domestic Asset Protection, What You Need To Know

    General Credits: 1.1

    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...

  • $50

    The Nuts and Bolts of Guardianships

    General Credits: 1.1

    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...

  • $100

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

    General Credits: 2.3

    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

    Corporate Transparency Act: Lessons from Round One of Implementation

    General Credits: 1.1

    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...

  • $50

    The Mathematics of Estate Tax Planning

    General Credits: 1.1

    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...

  • $50

    New Jersey Attorney Trust And Business Accounting Fundamentals

    General Credits: 1.2

    Attorneys practicing in the State of New Jersey lawyers are required by the Court Rules and the RPCs to maintain trust and business accounts. This informative CLE course focuses on the rules and ethics of establishing the required trust and business accounts and offers practical advice on how to ma...

  • $100

    Discovering the Lost Coin: Helping Clients Recover from Online Scams

    General Credits: 2.3

    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...

  • $100

    Building Your Practice While Complying with the Attorney Advertising Rules

    Ethics Credits: 2.3

    In this ethics CLE you will learn advanced techniques and best practices to build your practice ethically and in compliance with attorney advertising rules. The program will review the attorney advertising rules and how they apply to public relations, marketing, social media, advertising and we...

  • $75

    Ethical Issues in Pro Bono Representation

    Ethics Credits: 1.8

    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...

  • $50

    The Mathematics of Charitable Planning

    General Credits: 1.1

    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

    Implicit Bias and DEI Today: Challenges & Opportunities

    Diversity/Inclusion Credits: 1.3

    All human beings including lawyers have implicit biases. Indeed, such biases result from natural biochemical processes and reactions in the human brain. Knowing the science of implicit bias enhances our understanding of reactive human behavior while also providing key indicators to avoid significan...

  • $50

    Protecting Your Family Home Through Trusts

    General Credits: 1.1

    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...

24
Credit Hours
of CLE Lectures

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

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Only $495
Save $555
Courses priced individually at $1,050

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