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  • Credits: 10.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.75 Other PR
  • Product ID: P9004-17U
  • Formats:
    • DVD
    • e-learn
    • Audio Download

60th Annual Estate Planning Short Course (2017) Category: Estate Planning & Probate, Trusts

This comprehensive program provides experienced estate planning practitioners with insights and practical knowledge.

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  • Credits: 2.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1000-16-U1
  • Original Program Date: 03/18/2016 08:30 AM
  • Formats:
    • DVD

  • Credits: 5.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1041-17U
  • Original Program Date: 10/20/17
  • Formats:
    • DVD
    • Audio Download
    • e-learn

Advanced Asset Protection Planning Category: Bankruptcy, Collection, & Consumer, Estate Planning & Probate, Trusts

Take your asset protection planning practice to the next level by learning more about sophisticated topics such as self-settled spendthrift trusts, solvency, valuation, DAPTs, fraudulent conveyances, offshore planning, and the impact of the Bankruptcy Abuse Prevention & Consumer Protection Act.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-17E-14
  • Original Program Date: 12/6/2017
  • Formats:
    • e-learn

Advocating for Our Most Vulnerable: An Examination of Common Exploitation Scams and Civil Remedies for Recovering Money and Property for Persons with Disabilities Category: Elder Law, Estate Planning & Probate, Online Content

Learn how to file citations to discover and recover for adjudicated disabled adults. Originally presented as part of the 13th Annual Elder Law Short Course, available in its entirety as P9004-17u.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-03
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Anatomy of an Estate Plan Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9007-17E-06
  • Original Program Date: 12/6/2017
  • Formats:
    • e-learn

Avoiding Malpractice and ARDC Discipline When Representing Clients With Diminished Capacity: Rule 1.14 Code of Professional Conduct Category: Elder Law, Estate Planning & Probate, Ethics & Professional Responsibility, Online Content

Legal capacity will be analyzed with an emphasis on protecting lawyers from legal malpractice and ARDC discipline. Originally presented as part of the 13th Annual Elder Law Short Course, available in its entirety as P9004-17u.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1041-17E-05
  • Original Program Date: 10/20/2017
  • Formats:
    • e-learn

Bankruptcy Issues under the Bankruptcy Abuse Prevention & Consumer Protection Act Category: Bankruptcy, Collection, & Consumer, Estate Planning & Probate, Online Content

Address how BAPCA and its changes to the Bankruptcy Code affect various aspects of asset protection planning, including homestead exceptions and exemptions, avoidance powers, and planners. Originally presented as part of Advanced Asset Protection Planning, available in its entirety as P1041.

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  • Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-17E-04
  • Original Program Date: 5/24/2017
  • Formats:
    • e-learn

Bulletproofing Your Estate Plan Category: Estate Planning & Probate, Online Content

Forms, strategies and trends in the law, designed to insure compliance with the decedent’s intent. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1801-18E-02
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Client Intake & Communication in Estate Planning Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-17E-05
  • Original Program Date: 12/6/2017
  • Formats:
    • e-learn

Clinical Boot Camp: Common Psychiatric Diagnoses Facing Our Clients Category: Elder Law, Estate Planning & Probate, Online Content

How a client’s psychiatric diagnosis may impact the legal advice we give him or her as fiduciary or beneficiary. Originally presented as part of the 13th Annual Elder Law Short Course, available in its entirety as P9004-17u.

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