Estate Planning Bundle w/Live Webinars Includes:

• $50

  Understanding Financial Solutions While Planning for Possible Long-term Care

  General 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 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

  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

  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

  New Developments in Veterans Affairs Law

  General Credits: 1

  Veterans law just got more exciting. Although veterans lost an important case at the Federal Circuit on the Blue Water Navy, the implementing regulations published by the VA have given rise to a whole lot of new issues concerning Blue Water and possible expansions to Okinawa and Panama. This...

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• $50

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

  General 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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• $100

  Defying Limits: Breaking the Boundaries of Adverse Possession

  General Credits: 2

  Adverse possession is a phrase we all learned in law school, and then promptly forgot. But the concept has been with human society for millennia, and will likely last until the final day a person walks the earth. So long as the elements are met, adverse possession gives people the right to automa...

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• $50

  The SSA Disability Sequential Evaluation Process

  General Credits: 1

  The Sequential Evaluation Process (SEP) is the five-step evaluative process utilized by Social Security to determine who gets disability benefits. But how does the process work? What sort of evidence is needed to get past each step? Can you lose your case at any of the five steps? “Social Securi...

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• $50

  Navigating Ethical Challenges: AI Adoption in Legal Practice

  General 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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• $100

  Navigating AI Ethics and Detection: Insights for Lawyers and Legal Professionals

  General Credits: 2

  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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• $50

  The State Of The Art of Investment Advisor Regulations

  General Credits: 1

  This CLE course explores the latest developments in Investment Adviser Regulation, focusing on practical steps for investment advisers in light of the Fifth Circuit's decision to vacate the SEC's recent Private Investment Adviser regulations. We'll examine why the SEC chose not to appeal the ru...

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• $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 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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