$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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$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...
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$50
Corporate Transparency Act: Lessons from Round One of Implementation
General Credits: 1
Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency A...
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$50
How to Use AI to Grow Your Practice
Technology Credits: 1
Discover practical AI applications to enhance your law firm's productivity, performance, and profit. This hands-on session will guide you through the latest AI tools to streamline tasks, optimize client communication, and foster team development. You'll learn to implement smart, accessible strategi...
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$50
1031 Exchanges: Ethical Considerations
Ethics Credits: 1
1031 Exchanges can often be complex. This comprehensive CLE course will explain the best practices and wide variety of ethical considerations involved in 1031 Exchanges. The course will include: Qualifying Property Scope of Representation Conflicts of Interest Identification Qualified Intermedi...
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$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:...
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$50
The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction
Technology Credits: 1
This CLE course will introduce attorneys, across the board, to the transformative effects of Artificial Intelligence (AI) within the legal industry. It begins with a clear-cut breakdown of AI and Machine Learning (ML), and their practical applications in law. Then, with focus on how to harness the...
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$50
The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares
Mental Health/Abuse Credits: 1
Many of us were attracted to the legal profession because we care about people and want to help them. Attorneys hopefully recognize that, unlike many other professionals, their lives are already filled to the brim with anxiety and stress. The consequences of shrugging it off can be catastrophic. O...
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$100
Navigating AI Ethics and Detection: Insights for Lawyers and Legal Professionals
Ethics Credits: 1
Technology Credits: 1
This CLE course will provide legal practitioners with a sound, backdrop of the legal environment of ethics in the use of generative AI. The landscape is rapidly changing and practitioners should bear this mind as they apprehend the materials and discussion offered in this course. The course wil...
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$75
The Ten Worst Ethics Nightmares You Can Have
Ethics Credits: 1.5
This program will be a rapid analysis of the 10 disastrous errors you can make in the world of Legal Ethics that will give you nightmares or even derail your career. These groups of errors are not totally inclusive of the challenges that face a modern practitioner but anyone who is actively eng...
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$50
Ethical Duties When Representing Clients and Working on Client Files
Ethics Credits: 1
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...
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$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...
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$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...
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$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....
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$50
Business Valuation for Attorneys
General Credits: 1
Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and par...
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$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...
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$50
Offshore Versus Domestic Asset Protection, What You Need To Know
General Credits: 1
Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and...
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$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...
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