Estate Planning Bundle - Tennessee CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 15 Credit Hours of CLE Lectures - including 3 ethics credits. *The Tennessee Supreme Court has amended the Rule for Mandatory Continuing Legal Education to permanently remove limitations on distance-learning continuing legal education (“CLE”) credits. The Order was filed and effective on November 1, 2022.

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15.01
Credit Hours
of CLE Lectures
Save $426
Only $299
Save $426
Courses priced individually at $725
  • Includes 4.03 Ethics

Estate Planning Bundle Includes:

  • $50

    The Mathematics of Estate Tax Planning

    General Credits: 1.02

    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

    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

    Understanding Financial Solutions While Planning for Possible Long-term Care

    General Credits: 1.07

    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 Mediator's Toolkit: 15 Strategies Towards A Successful Mediation

    General Credits: 1.28

    Mediation has been called an art and not a science. It is true that there is not one specific way to conduct a mediation. However, there are tried-and-true methods for facilitating a successful mediation. That success will be determined by the attainment of Win-Win by both parties. This CLE pro...

  • $75

    Ethical Issues in Pro Bono Representation

    Ethics Credits: 1.5

    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...

  • $100

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

    General Credits: 2.02

    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

    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...

  • $75

    ABA Model Rules Of Professional Conduct and AI Ethics: Key Highlights of the New Challenges Facing Attorney Compliance

    Ethics Credits: 1.5

    Every rule of the ABA’s Model Rules of Professional Conduct has been impacted by the presence of artificial intelligence. During this CLE, we will examine key concerns arising under the ABA Model Rules when juxtaposed against the realities and challenges imposed when practicing law alongside the le...

  • $75

    Filing Social Security Disability Appeals in Federal Court

    General Credits: 1.57

    Filing a Social Security case in Federal Court can be a daunting task. There are many prerequisites to meet before the case can be filed and the window to file is rather limited. This course will focus on ascertaining your chance of success. follow proper court procedures. and write your bri...

  • $50

    Protecting Your Family Home Through Trusts

    General Credits: 1.02

    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...

  • $50

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

    General Credits: 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

    Ethical Duties When Representing Clients and Working on Client Files

    Ethics Credits: 1.03

    Many lawyers may not fully understand the Bar rules and ethical considerations regarding whether to take on a client representation, continue the representation, and/or terminate the representation (and everything in between). This CLE course will address some very important ethical considerati...

15.01
Credit Hours
of CLE Lectures

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Course Media Options
Only $299
Save $426
Courses priced individually at $725

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