Estate Planning Bundle w/Live Webinars - Pennsylvania CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle w/Live Webinars. This Bundle contains 6 hours of PA approved on-demand courses including 2 hours of ethics and an additional 6 credits of Live Interactive Webinar classes that can be used for any of the upcoming events on our webinar calendar. *The Supreme Court of Pennsylvania is allowing attorneys in all compliance periods through 4/30/2025 to satisfy their entire requirement without attending in-person classes. Attorneys in Pennsylvania may now complete 6 hours of their CLE requirements through live webinars and 6 hours through approved distance learning activities.

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

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12
Credit Hours
of CLE Lectures
Save $251
Only $349
Save $251
Courses priced individually at $600

Estate Planning Bundle w/Live Webinars Includes:

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  • $50

    Understanding Financial Solutions While Planning for Possible Long-term Care

    General Credits: 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

    The Nuts and Bolts of Guardianships

    General Credits: 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...

  • $50

    Misconduct in the Representation of a Client

    Ethics Credits: 1

    In this CLE program two experienced practitioners will discuss the scope and application of Model Rules 1.16 and 8.4(d). They will discuss the recent amendment to Rule 1.16 that either imposes entirely new duties on lawyers to monitor how their clients use their services or simply codifies a duty...

  • $50

    Telling Them What They Don’t Want to Hear: Maintaining Your Ethics and Your Client Relationships

    Ethics Credits: 1

    This CLE course covers the interplay of (1) ethical issues and (2) relationship issues in talking with clients about things they don’t necessarily want to hear. These things include talking with them about (a) when things don’t go the way you’ve planned; (b) when you’ve made a mistake; (c) when the...

  • $50

    The Mathematics of Charitable Planning

    General Credits: 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

    The Mathematics of Estate Tax Planning

    General Credits: 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...

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12
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 $349
Save $251
Courses priced individually at $600

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

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