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 3.58 Ethics

Estate Planning Bundle Includes:

  • $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...

  • $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...

  • $75

    The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment

    General Credits: 1.52

    With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 70...

  • $50

    The Use of Trusts in Government Benefits Planning

    General Credits: 1.28

    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...

  • $100

    Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

    General Credits: 2.02

    This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insuranc...

  • $50

    Reel Ethics: Navigating Ethical Dilemmas Through Film and TV Scenarios

    Ethics Credits: 1

    This fun interactive CLE course will cover various ethical scenarios by analyzing ethical dilemmas presented in popular movies and television shows, and how to best navigate such issues. Real life examples will be presented, along with solutions and considerations, along with possible outcomes. A...

  • $50

    Recognizing and Handling Conflicts of Interest

    Ethics Credits: 1.08

    This CLE course will provide critical information and guidance regarding conflicts of interest, including screening for conflicts and addressing different types of conflicts, including simultaneous representation of clients, representing multiple clients, engaging in business transactions with cli...

  • $75

    An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices

    General Credits: 1.52

    This CLE course will provide attorneys with an advanced understanding of the role of appraisals in various legal contexts, primarily focusing on estate planning and estate litigation and the value of working with personal property appraisers. Participants will explore the ethical considerations...

  • $100

    Discovering the Lost Coin: Helping Clients Recover from Online Scams

    General Credits: 2

    If you've ever had a client who was subjected to online fraud over more than $100,000, you need this course. In this CLE, we take a close look at the latest iteration of a Ponzi scheme to defraud innocent people - "Pig Slaughtering Scams". We consider how these cases come to light, the various...

  • $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...

15.01
Credit Hours
of CLE Lectures

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Only $299
Save $426
Courses priced individually at $725

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