Estate Planning Bundle Includes:

• $50

  Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements

  Law & Legal Proc. Credits: 1

  A number of states are proposing mandating CLE hours with a focus on cybersecurity, privacy, and data protection. This obligation to possess technology competency is not a new concept, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The purpose o...

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• $50

  The Cuban Missile Crisis and The Art of Negotiation

  Law & Legal Proc. Credits: 1

  The Cuban Missile Crisis has just passed its 60th anniversary. It has been said that this crisis is the most examined crisis of American history. Was the positive ending a result of wise decision-making, careful mediation, or just simply luck? The crisis had many actors and held the attention of th...

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• $50

  Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence

  Law & Legal Proc. Credits: 1

  Artificial intelligence, in terms of developments like ChatGPT, is new to a lot of people, but the idea of using computers to "outsource" certain work -- such as repetitive work -- away from lawyers has been around for a while. Because computers don't get tired, bored, hungry, or distracted, they'...

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• $50

  Navigating the Uncharted Legal Terrain of Artificial Intelligence

  Law & Legal Proc. Credits: 1.25

  Artificial Intelligence (AI) is a branch of computer science that studies the development and implementation of algorithms and software that allow machines to think and act like humans. AI has many different forms, the most popular of which are machine learning like ChatGPT, natural language proces...

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• $50

  Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?

  Ethics Credits: 1

  If we stop to think about what we look at most during the day, the answer would probably not be our family or friends, nor our clients or colleagues. The most feasible option would be our mobile phone. Smartphones are now our companions for work, social, leisure and even family life. However, exces...

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• $50

  Understanding Financial Solutions While Planning for Possible Long-term Care

  Law & Legal Proc. Credits: 1

  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...

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• $50

  The Mediator's Toolkit: 15 Strategies Towards A Successful Mediation

  Law & Legal Proc. Credits: 1.25

  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...

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• $100

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

  Law & Legal Proc. Credits: 2

  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...

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• $50

  The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction

  Law & Legal Proc. 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

  Attorney Professionalism: Staying Calm, Cool, and Collected

  Law & Legal Proc. Credits: 1.25

  How do I develop my professional persona? This CLE course will discuss practical tips for maintaining your cool, including effective communication verbal, and non-verbal during in-person interactions, Zoom hearings, other camera-ready events, and social media. Professionalism and respectful beha...

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• $50

  Mindfulness for Attorneys: Emotional Wellness & Well-Being

  Ethics Credits: 1

  Join us for an insightful exploration of mental well-being in the legal profession, where personal stories of burnout, recovery, and mental health challenges take center stage. Drawing from real-life experiences, this program offers practical strategies for managing stress and achieving work-life b...

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• $50

  The Nuts and Bolts of Guardianships

  Law & Legal Proc. 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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• $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

  "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

  Law & Legal Proc. Credits: 1

  This CLE course will discuss the mechanics of mediation/dispute resolution and the myths associated with dispute resolution. During the course, we will discuss the and attempt to eliminate the reluctance to participate fully and transparently in mediation to allow parties to identify on their o...

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• $100

  Unusually Important Federal Tax Cases: What Attorneys Need to Know

  Law & Legal Proc. Credits: 2

  This CLE program covers six federal taxation cases of recent vintage that are important for tax attorneys to commit to memory. Business law attorneys, who often find themselves in federal taxation deep water, can benefit from this Program because they will gain appreciation of the way federal tax l...

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• $50

  Lawyers and Generative Artificial Intelligence: What Could Go Wrong: Ethical and Other Concerns

  Ethics Credits: 1

  Artificial intelligence and, more specifically, generative artificial intelligence (GAI) is increasingly used by attorneys. GAI is touted as being revolutionary and "game-changing" for the legal profession for purposes of litigation and providing broader legal services to clients. However, GAI brin...

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• $50

  Corporate Transparency Act: Lessons from Round One of Implementation

  Law & Legal Proc. 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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• $100

  The Nuts and Bolts of Ethics: No Nonsense

  Ethics Credits: 2

  This course will explore the origins of ethics and focus on how that obligation to remain virtuous and honorable still impacts lawyers today. The course will focus on the 5 C’s of Virginia Ethics (i.e., Competence, Communication, Confidentiality, Conflict of Interest, and Candor). Each has a si...

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• $50

  Navigating Ethical Challenges: AI Adoption in Legal Practice

  Ethics Credits: 1

  In light of the widespread emergence of GenAI tools throughout society, the panelists will focus on how GenAI can be used responsibly in the legal industry, consistently with the Model Rules of Professional Conduct. The panelists will discuss the ethical implication of GenAI usage and offer pr...

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• $50

  The Mathematics of Estate Tax Planning

  Law & Legal Proc. 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

  How to Prepare for Long-Term Care Costs

  Law & Legal Proc. 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

  The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares

  Ethics 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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• $50

  The Mathematics of Charitable Planning

  Law & Legal Proc. 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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• $75

  Estate Planning for Attorneys Who Help Business Owners

  Law & Legal Proc. Credits: 1.75

  The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases...

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• $50

  Business Valuation for Attorneys

  Law & Legal Proc. 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

  Will, Trusts, and Advanced Directives: Know What is Right for Your Client

  Law & Legal Proc. 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

  Offshore Versus Domestic Asset Protection, What You Need To Know

  Law & Legal Proc. 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

  Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

  Law & Legal Proc. 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

  Handling Nonprofit Board Disputes

  Law & Legal Proc. Credits: 1

  Most nonprofit Board members have never served on a nonprofit Board before and do not understand their legal responsibilities. This CLE program will discuss Board responsibilities and fiduciary duty, common disputes between Board Members, Founder Syndrome, and what to do if everyone quits. This...

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• $50

  Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now

  Law & Legal Proc. Credits: 1

  This CLE program will discuss cyber security, the consequences of a cyber breach, including ethical considerations, and cyber insurance. In the U.S., we are faced with 50 state laws on data privacy and security. If your business holds personal information from a resident of a particular state, what...

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• $50

  Estate Planning: Common Issues; Practical Answers

  Law & Legal Proc. 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

  Workplace Conflict Resolution Through Mediation and Arbitration

  Law & Legal Proc. Credits: 1

  Conflict in the workplace is natural and can be constructive when communicating different points of view and perspectives in a healthy manner. Frequently, that conflict may trigger reactions and become an unhealthy conflict that cannot be resolved without the intervention of a neutral party. Th...

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• $50

  Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

  Law & Legal Proc. Credits: 1

  By many standards, the U.S. is the world’s most litigious society. Learn how to put your clients in a better position to survive a lawsuit. Offshore Asset Protection is often the best way to protect assets from frivolous claims and lawsuits. This course will cover how to use a multitude of juri...

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• $50

  Skip Tracing for Lawyers

  Law & Legal Proc. Credits: 1.25

  Attorneys in most areas of practice, especially trust and estates, personal injury, malpractice, debt collection and real estate law occasionally encounter situations requiring the location of missing people. This includes heirs, beneficiaries, witnesses, shareholders and debtors. In many insta...

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• $50

  Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

  Law & Legal Proc. Credits: 1

  Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to unde...

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• $75

  Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

  Law & Legal Proc. 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

  Ethical Referral Fees: A 50 State Survey

  Ethics Credits: 1

  When done correctly, fee sharing is not only ethical–it leads to better outcomes for clients. This CLE program will survey the various regulatory frameworks utilized by states concerning referral fees with the goal of providing lawyers with working understanding of how to employ this tool to benefi...

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• $50

  All's Fair In The Rules of Professional Conduct: Threats and Fees

  Ethics Credits: 1.25

  This CLE course will address the rules of professional conduct as it relates to fairness with a focus on two components: threats and fees. Part one will address threatening to present, participate in presenting, or presenting criminal or professional disciplinary charges to obtain an advantage in...

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• $50

  Understanding Diversity, Equity and Inclusion: How the Law Created Inequity

  Equity Credits: 1

  The phrase “Diversity, Equity & Inclusion” words often heard and even debated - encapsulates efforts to equalize opportunity. Understanding the need or purpose for DEI efforts requires an appreciation for how the law itself embedded inequity. This CLE course will cover the myriad of laws and jud...

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