Estate Planning Bundle - Virgin Islands CLE

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 20 Credit Hours of VI approved CLE Lectures-Including 4 Ethics, 2 Technology and 1 Mental Health hour.

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

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20
Credit Hours
of CLE Lectures
Save $605
Only $395
Save $605
Courses priced individually at $1,000
  • 4.5 Ethics
  • 3 Technology
  • 1 Mental Health/Abuse

Estate Planning Bundle Includes:

  • $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...

  • $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

    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...

  • $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...

  • $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...

  • $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:...

  • $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...

  • $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...

  • $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...

  • $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...

  • $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...

  • $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...

  • $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...

  • $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....

  • $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...

  • $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...

  • $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...

  • $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...

20
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 $395
Save $605
Courses priced individually at $1,000

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