Estate Planning Bundle - New York CLE

We have selected our most popular lectures and bundled them together into our NY Estate Planning Bundle. This Bundle contains 24 Credit Hours of NY CLE Lectures - Including 4 Credit Hours of Ethics, 1 Credit Hour of Diversity and 1 Credit Hour of Cyber.

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

Course Media Options

Instantly Print Your CLE Certificates

24
Credit Hours
of CLE Lectures
Save $705
Only $495
Save $705
Courses priced individually at $1,200
  • 4 Ethics
  • 1 Cybersecurity
  • 1 Diversity/Inclusion

Estate Planning Bundle Includes:

  • $50

    Privacy, Data Security and Cyberattacks: Overview, Prevention and Proactive Responses

    Cybersecurity Credits: 1

    Your law firm holds a significant amount of data, including personally identifiable information of your clients and sensitive, confidential information. How are you protecting it? Attorneys have an ethical obligation to prevent unauthorized access and disclosure -- is your network secure? Many law...

  • $50

    Legal Ethics Update: Trends and Challenges for Today’s Lawyers

    Ethics Credits: 1

    This CLE program provides an in-depth review of the most significant ethics opinions issued over the past year by the ABA and various state bar authorities. The session will not only outline the governing rules but also explore their practical impact on day-to-day legal practice. The program wil...

  • $50

    AI and the Attorney-Client Privilege: Protecting Confidentiality in the Age of Large Language Models

    Ethics Credits: 1

    This CLE course delves into the complex and evolving intersection of Artificial intelligence (AI) and the foundational legal principle of attorney-client privilege. As AI tools become increasingly integrated into legal practice, from legal research and document review to predictive analytics and cl...

  • $50

    Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

    General Credits: 1

    When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and...

  • $75

    Trust Protectors: The Good, The Bad and The Ugly

    General Credits: 1.5

    This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same. In this session, you will learn: Why should you use Trust Protectors? Why should you not use Trust Protectors? What powers are typica...

  • $50

    Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

    General Credits: 1

    If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorney...

  • $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...

  • $100

    Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers

    General Credits: 2

    Estate planning and elder law attorneys may unexpectedly become the first point of contact when a client’s loved one suffers nursing home neglect or abuse. While you may not litigate personal injury cases, you play a critical role in identifying viable claims, guiding families, and partnering with...

  • $75

    The Use of Trusts in Government Benefits Planning

    General Credits: 1.5

    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

    Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance

    General Credits: 1

    As artificial intelligence tools become more deeply embedded in legal practice, law firms must develop practical systems to manage both the opportunities and the risks they present. This CLE program offers a structured framework for building and implementing internal AI governance policies. Par...

  • $50

    AI Governance: Privacy, Bias, and Emerging Regulation

    General Credits: 1

    This CLE program offers a clear, current overview of the rapidly developing landscape of AI governance in the United States. Attendees will examine how existing privacy laws apply to emerging AI technologies, how states are confronting bias and discrimination risks, and what legal responses are tak...

  • $50

    Fueling Legal Growth with AI and Analytics

    General Credits: 1

    As artificial intelligence transforms the legal landscape, attorneys must navigate how to adopt these tools responsibly while enhancing client service and operational efficiency. This CLE course explores how generative AI and legal spend analytics can be strategically integrated into legal workflow...

  • $50

    Practicing Law with AI: Preserving Quality and Professional Responsibility

    General Credits: 1

    This CLE course offers a deeper exploration of the evolving landscape of AI in legal practice. Attendees will learn about the growing array of AI tools available to lawyers, including a comparison between general-use chatbots and large language models (LLMs) versus legal-specific platforms. The...

  • $50

    Offshore Asset Protection Planning

    General Credits: 1

    This CLE course offers a clear, practical introduction to offshore asset protection planning. Attendees will learn how to structure trusts and entities, select the right jurisdictions, and navigate U.S. compliance requirements. The material is broken down into straightforward, tangible guidance...

  • $50

    Best Practices In The Use of Trusts

    General Credits: 1

    This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the a...

  • $50

    Planning With Purpose: Legal Insights into Charitable Giving

    General Credits: 1

    Charitable giving is an increasingly important element of modern estate planning, and attorneys must be prepared to guide clients through the full range of available options. This CLE program will examine how to incorporate philanthropic goals into estate plans using a variety of strategies, from s...

  • $50

    A Deep Dive into Trusts: What You Need to Be Aware Of

    General Credits: 1

    Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family dispu...

  • $50

    Estate Planning for the Cognitively Impaired

    General Credits: 1

    This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to asse...

  • $50

    Uncovering Implicit Bias in the Legal Profession: How to Identify and Combat It

    Diversity/Inclusion Credits: 1

    Implicit bias exists in every profession, and the legal field is no exception. This practical and thought-provoking CLE program is designed to help attorneys recognize how unconscious associations can influence workplace dynamics, professional interactions, and outcomes in the practice of law. P...

  • $50

    Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act

    General Credits: 1

    This CLE program explores the intersection of estate planning and real estate law, focusing on the implications of the due-on-sale clause in the context of transferring real property to revocable trusts, irrevocable trusts, and limited liability companies (LLCs). The due-on-sale clause—commonly fou...

  • $50

    The Strictest Conflict Rule: Exploring Rule 1.8(a) and Business Transactions with Clients

    Ethics Credits: 1

    Few conflict-of-interest rules are as demanding as Rule 1.8(a), which regulates business transactions between lawyers and their clients. This CLE program takes a deep dive into the Rule’s stringent requirements, exploring what qualifies as a “business transaction,” the types of arrangements that tr...

  • $50

    Ethical Armor: Leveraging the Rules of Professional Conduct Against Problem Clients

    Ethics Credits: 1

    Even the most skilled attorney can find themselves in ethical quicksand when dealing with disorganized, demanding, or disappearing clients. This practical CLE program examines how the Rules of Professional Conduct—particularly those governing competence, scope of representation, and diligence—can b...

24
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 $495
Save $705
Courses priced individually at $1,200

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize OptionsRight ArrowCustomize Options