Estate Planning Bundle - Ohio CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 24 Credit Hours of CLE Lectures - Including 2.75 Credit Hours of "Professional Conduct” topics. *OH has permanently removed the self-study CLE cap for all attorneys moving forward in 2023 and beyond.

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24
Credit Hours
of CLE Lectures
Save $655
Only $495
Save $655
Courses priced individually at $1,150
  • Includes 5 Attorney Conduct

Estate Planning Bundle Includes:

  • $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:...

  • $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...

  • $50

    Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now

    General Credits: 1

    This CLE program will discuss cyber security, the consequences of a cyber breach, including ethical considerations, and cyber insurance. In the U.S., we are faced with 50 state laws on data privacy and security. If your business holds personal information from a resident of a particular state, what...

  • $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...

  • $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...

  • $50

    Ethics in Debt Collection Law

    Attorney Conduct Credits: 1

    The Fair Debt Collection Practices Act (FDCPA) can subject lawyers to ethical and liability traps for those collecting and prosecuting consumer debts. This CLE course will break down the particular and common rules of professional responsibility that also cause liability under the FDCPA. The...

  • $50

    Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset

    General Credits: 1.25

    It has been several months since the release of ChatGPT and its passage of the Uniform Bar Exam with flying colors. Experts everywhere are projecting how generative AI is going to replace many lawyers in the next few years. Is generative AI going to change the way lawyers do business? “Yes.” Wil...

  • $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...

  • $50

    Ethics in the Digital Era: What Attorneys Need to Know

    Attorney Conduct 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...

  • $50

    Ethical Referral Fees: A 50 State Survey

    Attorney Conduct 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...

  • $50

    "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

    General Credits: 1

    This CLE course will discuss the mechanics of mediation/dispute resolution and the myths associated with dispute resolution. During the course, we will discuss the and attempt to eliminate the reluctance to participate fully and transparently in mediation to allow parties to identify on their o...

  • $50

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

    General 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...

  • $50

    Navigating the Uncharted Legal Terrain of Artificial Intelligence

    General Credits: 1.25

    Artificial Intelligence (AI) is a branch of computer science that studies the development and implementation of algorithms and software that allow machines to think and act like humans. AI has many different forms, the most popular of which are machine learning like ChatGPT, natural language proces...

  • $50

    Ethics in Modern Day Legal Practice: The Current Hot Ethical Topics Found in Client Grievances and Malpractice Suits

    Attorney Conduct Credits: 1

    This CLE course focuses on the latest trends in ethics found in modern day legal practice. While focusing on the rules that govern attorney conduct, the course explores application of the rules to the ever changing landscape of practice. Specific addressment includes preservation of electronic data...

  • $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....

  • $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...

  • $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...

  • $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...

  • $50

    Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?

    Attorney Conduct Credits: 1

    If we stop to think about what we look at most during the day, the answer would probably not be our family or friends, nor our clients or colleagues. The most feasible option would be our mobile phone. Smartphones are now our companions for work, social, leisure and even family life. However, exces...

  • $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...

  • $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...

  • $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...

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 $655
Courses priced individually at $1,150

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