Estate Planning Bundle Includes:

• $50

  Ethical Mediation: Principles and Practices in Dispute Resolution

  Ethics Credits: 1.22

  The use of Alternative Dispute Resolution, particularly in the area of mediation, has grown dramatically in the past ten years. However, it is a process in which many counsel are unfamiliar. Judge Scheinkman will discuss the importance of ethical considerations that relate to settlement negotiation...

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• $50

  Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

  Ethics Credits: 1.22

  This CLE course explores the current cybersecurity risk landscape in the context of the ABA Model Rules on maintaining competency. It examines how technology affects the security and privacy of client communications, information management, billing, and the supervision of law firm personnel. The co...

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• $75

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

  General Credits: 1.82

  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...

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• $50

  Protecting Your Family Home Through Trusts

  General Credits: 1.22

  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...

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• $75

  The Use of Trusts in Government Benefits Planning

  General Credits: 1.54

  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...

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• $50

  Essential Estate Documents: Don't Delay Until It's Too Late

  General Credits: 1.2

  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...

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• $75

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

  General Credits: 1.82

  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...

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• $50

  Ethical Considerations Regarding Hourly Billing and More

  Ethics Credits: 1.2

  This CLE program offers a comprehensive overview of essential billing practices for attorneys. The course is designed to equip participants with a thorough understanding of fundamental billing procedures, the governing rules and regulations related to billing in the legal field, and practical time-...

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• $50

  Reel Ethics: Navigating Ethical Dilemmas Through Film and TV Scenarios

  Ethics Credits: 1.24

  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...

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