Estate Planning Bundle w/Live Webinars Includes:

• $50

  GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

  General Credits: 1.25

  CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential sale in valuing an asset? Often there is a long continuum from: no sale, to discussions wi...

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• $50

  Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

  General Credits: 1

  Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to unde...

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• $50

  Estate Planning: Common Issues; Practical Answers

  General Credits: 1

  Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income ta...

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• $50

  Split-Dollar Life Insurance Planning After the Levine Case

  General Credits: 1.25

  A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning...

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• $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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• $50

  Ethical Referral Fees: A 50 State Survey

  Ethics Credits: 1

  When done correctly, fee sharing is not only ethical–it leads to better outcomes for clients. This CLE program will survey the various regulatory frameworks utilized by states concerning referral fees with the goal of providing lawyers with working understanding of how to employ this tool to benefi...

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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

  The Secure ACT: Five Key Considerations

  General Credits: 1

  This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibil...

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• $50

  Ethics in the Digital Era: What Attorneys Need to Know

  Ethics Credits: 1

  Law firms are facing challenges in safeguarding against and dealing with data breaches. With the introduction of Ethical Rules of Conduct, as well as your state's professional conduct regulations for lawyers, and the actual possibility of financial and other penalties, it's imperative that you reco...

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• $50

  Business Valuation for Attorneys

  General Credits: 1

  Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and par...

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• $75

  Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

  General Credits: 1.5

  The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property manage...

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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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• $50

  Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements

  Ethics Credits: 1

  A number of states are proposing mandating CLE hours with a focus on cybersecurity, privacy, and data protection. This obligation to possess technology competency is not a new concept, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The purpose o...

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• $50

  Cybersecurity and Data Privacy Obligations for Lawyers

  General Credits: 1

  This CLE course will focus on cyber threats to the legal community, why hackers find lawyers to be productive targets, the costs of data breaches, and a lawyers cybersecurity obligations, including in the context of ESI. This course will include discussions on general ethical responsibilities o...

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• $50

  The Cuban Missile Crisis and The Art of Negotiation

  General Credits: 1

  The Cuban Missile Crisis has just passed its 60th anniversary. It has been said that this crisis is the most examined crisis of American history. Was the positive ending a result of wise decision-making, careful mediation, or just simply luck? The crisis had many actors and held the attention of th...

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• $50

  Workplace Conflict Resolution Through Mediation and Arbitration

  General Credits: 1

  Conflict in the workplace is natural and can be constructive when communicating different points of view and perspectives in a healthy manner. Frequently, that conflict may trigger reactions and become an unhealthy conflict that cannot be resolved without the intervention of a neutral party. Th...

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• $75

  Ethics “Gotchas” That Every Estate Planners Must Know

  Ethics Credits: 1.5

  In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility....

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• $50

  Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners

  General Credits: 1

  This CLE course will focus on the division of real estate among divorcing couples. We will discuss how prenuptial and midmarriage agreements can protect the spouse's interest in the property and especially if a down-payment was provided by a family member. The course will also describe the pitf...

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• $50

  Skip Tracing for Lawyers

  General Credits: 1.25

  Attorneys in most areas of practice, especially trust and estates, personal injury, malpractice, debt collection and real estate law occasionally encounter situations requiring the location of missing people. This includes heirs, beneficiaries, witnesses, shareholders and debtors. In many insta...

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• $50

  Discovery in Surrogates Court: The Good, The Bad, and The Ugly

  General Credits: 1

  Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both...

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• $75

  Estate Planning for Attorneys Who Help Business Owners

  General Credits: 1.5

  The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases...

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• $75

  Love and Legislation Makes a Family: The Child Parent Act 1 Year In

  General Credits: 1.5

  Despite its reputation for legislative progressiveness, prior to the passage of the Child Parent Security Act (CPSA), New York had one of the nation’s most antiquated surrogacy laws featuring a ban on enforceable compensated surrogacy arrangements. That ban, which imposed harsh penalties on those...

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• $50

  Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

  General Credits: 1

  By many standards, the U.S. is the world’s most litigious society. Learn how to put your clients in a better position to survive a lawsuit. Offshore Asset Protection is often the best way to protect assets from frivolous claims and lawsuits. This course will cover how to use a multitude of juri...

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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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• $75

  The Hidden Secrets of Constructive Trust Litigation

  General Credits: 1.75

  This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statut...

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