Estate Planning Bundle - Texas CLE

We have selected our most popular lectures and bundled them together into our Texas Estate Planning Bundle This Bundle contains 15 Credit Hours of CLE Lectures - Including 3 Credit Hours of Ethics.

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

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15
Credit Hours
of CLE Lectures
Save $451
Only $299
Save $451
Courses priced individually at $750
  • Includes 4.5 Ethics

Estate Planning Bundle Includes:

  • $50

    Skipping Ahead Without Tripping: Hot Issues in GST Planning

    General Credits: 1

    Generation-skipping transfer (GST) tax planning remains one of the most technically demanding areas of estate planning, where seemingly minor drafting or allocation errors can produce significant and unintended tax consequences. This CLE course examines current issues and common pitfalls in GST pla...

  • $50

    Use of Asset Protection Trusts for Tax Planning Purpose

    General Credits: 1

    As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal fra...

  • $50

    The 8 Layers of Asset Protection: Building a Coordinated Defense for Client Wealth

    General Credits: 1

    Asset protection is rarely about a single trust, LLC, insurance policy, or exemption. Effective planning requires lawyers to understand how multiple legal and practical protections work together—and where each one can fail. The 8 Layers of Asset Protection presents a systematic framework for evalua...

  • $75

    Legal Ethics in the Digital Age: Competence, AI, and Professional Responsibility

    Ethics Credits: 1.5

    This CLE course will look at the evolution of legal ethics in the era of artificial intelligence, cybersecurity, and increasing public scrutiny. It will identify the challenges Lawyers must face in their practice in order to provide competent legal representation while maintain strict adherence to...

  • $50

    QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA

    General Credits: 1

    Qualified Small Business Stock (QSBS) continues to be one of the most powerful tax planning opportunities available to founders, investors, and high-net-worth families. Recent legislative developments under the One Big Beautiful Bill Act (OBBBA) have created new considerations and planning opportun...

  • $50

    From Payroll to Pleadings: The Ethics Zone Framework for Deploying AI Across Every Layer of Law Firm Practice

    Ethics Credits: 1

    Every law firm is using AI. Very few can explain why the way they're using it is ethically defensible. The problem isn't recklessness. It's that existing guidance treats AI as a single category of risk, offering the same vague caution whether you're automating payroll or drafting a motion for summa...

  • $50

    Business Succession is More than Trusts and Taxes

    General Credits: 1

    Successful business succession planning involves far more than legal documents, valuation issues, and tax strategies. For closely held and family-owned businesses, the greatest challenges often arise from the human dynamics that accompany the transfer of ownership and leadership from one generation...

  • $50

    Who’s Really in Charge in Mediation? ABA Formal Opinion 518 and the Shifting Boundaries for Advocates and Neutrals

    Ethics Credits: 1

    This CLE program examines ABA Formal Opinion 518 and its implications for lawyers serving as third-party neutral mediators, as well as attorneys representing clients during mediation. While directed primarily at lawyer mediators, the Opinion also provides important guidance for non-lawyer neutrals...

  • $75

    From Screen to Courtroom: Practical Trial Lessons for Litigators from Film

    General Credits: 1.5

    This CLE program explores what litigators can learn from film, using carefully selected movie scenes to highlight practical lessons for trial practice. Through six films and seven core subject areas—plus an additional segment featuring notable omissions—participants will examine how cinematic depic...

  • $50

    The Attorney’s Guide to Strategic Trust Planning

    General Credits: 1

    This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives...

  • $50

    SLATitudes of Love: Planning with Spousal Lifetime Access Trusts

    General Credits: 1

    Spousal Lifetime Access Trusts (SLATs) remain a powerful estate planning tool for clients seeking to utilize gift and generation-skipping transfer (GST) tax exemptions while preserving indirect access to transferred assets through a spouse. This CLE program will examine the key tax, estate planning...

  • $50

    Cybersecurity & Generative AI: Legal Risks and Risk Mitigation

    General Credits: 1

    Cybersecurity and artificial intelligence are now among the most significant risk considerations facing modern organizations, and Generative Artificial Intelligence (GenAI) is rapidly transforming legal practice. While these technologies offer substantial efficiencies and strategic advantages, thei...

  • $50

    Lawyer, Tool, or Machine: Evolving Ethical Responsibility in the AI Age

    Ethics Credits: 1

    This CLE program explores how artificial intelligence, both generative and agentic, is reshaping legal practice and triggering new ethical challenges. This session offers practical guidance on using AI in a manner consistent with professional and ethical obligations. Participants will examine ethic...

  • $50

    Mastering Offshore Asset Protection Planning

    General Credits: 1

    This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, re...

15
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 $299
Save $451
Courses priced individually at $750
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