Products
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The Two-Hat Problem: How to Ethically Represent Fiduciaries and Beneficiaries
Course4.4 average rating (9 reviews)In this course, we will explore the "two-hat” problem and discuss best practices for maintaining ethical boundaries in representing clients who occupy multiple roles in the same administration.
$95
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Attorneys' Guide to Navigating the Ethics of AI
Course5.0 average rating (11 reviews)This course explores the intersection of AI and legal ethics, focusing on issues such as confidentiality, competence, disclosure, and oversight of AI within the office of both attorneys and non-attorneys.
$95
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Ahead of the Curve: Embracing 2024’s Legal Reforms in Estate and Trust Management
BundleExplore 2024's legal changes in estate and trust management with our seven-part series.
$530
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Compliance or Consequences: The Stark Realities of the Corporate Transparency Act
Course5.0 average rating (1 review)In a landscape where regulatory requirements are constantly evolving, the Corporate Transparency Act has set new benchmarks for transparency and accountability in the estate planning and business world.
$89
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Juggling the Tools for Persons with Disabilities: Supported Decision-Making, Limited Conservatorships, and SNTs
Course4.2 average rating (5 reviews)This course delves into the unique planning landscape for individuals with special needs, focusing on three pivotal tools: Supported Decision-Making, Limited Conservatorships, and Special Needs Trusts (SNTs).
$89
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Keeping Your Sanity: Effective Client Vetting for Conservatorships, Trusts, and Special Needs Trusts
Course4.8 average rating (4 reviews)Master the art of interviewing potential clients for conservatorships, trusts, and SNTs, featuring insights from our speaker, and learning how to build strong relationships and achieve better outcomes.
$89