Course Overview
Collect comprehensive personal and financial client data.
Structure wills, trusts, and tangent documents correctly.
Apply proper witnessing and notarization procedures.
Address special needs, minors, and distribution methods.
Course Overview
Collect comprehensive personal and financial client data.
Structure wills, trusts, and tangent documents correctly.
Apply proper witnessing and notarization procedures.
Address special needs, minors, and distribution methods.
Why Attend
Agenda
Session 1
Essential Estate Planning Terms and Definitions
Session 2
Overview of Core Estate Planning Documents
Session 3
Gathering Personal Information During Client Intake
Session 4
Collecting Essential Client Financial Information
Session 5
Documenting Liabilities and Important Client Records
Break
Scheduled Break for Participants
Session 6
Drafting Wills and Understanding Execution Requirements
Session 7
Healthcare Proxy and Living Will Drafting
Session 8
Power of Attorney Drafting and Execution
Session 9
Managing Apple iCloud Accounts After Death
1:00 pm - 1:15 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
This foundational session covers critical terminology including probate vs. non-probate property, key roles like executors and administrators, and methods of distribution such as per stirpes and by representation. Participants will also learn intestate distribution rules and current estate tax exclusion thresholds.
Law Offices Of Stephen A. Bonfa, Esq., PC
1:15 pm - 1:30 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
Explore the basic structure of wills and trusts, including introductions, specific gifts, residuary clauses, and fiduciary appointments. This session compares wills, revocable trusts, and irrevocable Medicaid trusts while introducing tangent documents like healthcare proxies, living wills, and powers of attorney.
Law Offices Of Stephen A. Bonfa, Esq., PC
1:30 pm - 1:40 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
Learn what personal details to collect from clients including identification, employment, marriage history, medical information, and complete family trees. This session emphasizes the importance of documenting biological relationships, disability status, and building a comprehensive picture of the client’s support network.
Law Offices Of Stephen A. Bonfa, Esq., PC
1:40 pm - 1:50 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
Discover why financial information matters for identifying estate tax issues and distinguishing probate from non-probate property. This session covers documenting income-producing assets, real estate holdings, business interests, life insurance policies, and the critical importance of verifying beneficiary designations.
Law Offices Of Stephen A. Bonfa, Esq., PC
1:50 pm - 2:00 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
This session addresses gathering information about client liabilities, safe deposit boxes, prior legal documents, and fiduciary roles the client may serve. Participants will learn best practices for document storage and why original estate planning documents should never be kept in safe deposit boxes.
Law Offices Of Stephen A. Bonfa, Esq., PC
2:00 pm - 2:10 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
A brief intermission allowing participants to refresh before continuing with the drafting and execution requirements portion of the program. Use this time to review notes and prepare questions.
Law Offices Of Stephen A. Bonfa, Esq., PC
2:10 pm - 2:25 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
This comprehensive session covers executor selection, guardian appointments for minor children, age of distribution considerations, and provisions for disabled heirs or addiction issues. Participants will master New York’s will execution requirements including witness rules and self-authenticating affidavits.
Law Offices Of Stephen A. Bonfa, Esq., PC
2:25 pm - 2:40 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
Learn to gather healthcare proxy information including agent selection criteria and organ donation preferences, plus execution requirements specific to New York. This session also covers living will provisions for end-of-life decisions and how to address common client concerns about these sensitive documents.
Law Offices Of Stephen A. Bonfa, Esq., PC
2:40 pm - 2:55 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
Explore the extensive powers that can be granted in a POA, from banking and real estate to gifting authority and self-dealing safeguards. This session details special provisions like HIPAA authorization, monitor appointments, and New York’s specific execution requirements including notarization and witness rules.
Law Offices Of Stephen A. Bonfa, Esq., PC
2:55 pm - 3:10 pm EST
Law Offices Of Stephen A. Bonfa, Esq., PC
Address the unique challenge of accessing Apple accounts after a client’s death, which requires costly court orders regardless of state digital asset laws. Learn about Apple’s Legacy Contact feature and how to coach clients through setup to save their estates thousands of dollars and significant frustration.
Law Offices Of Stephen A. Bonfa, Esq., PC
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
Attorneys will learn the essential components for creating valid wills, healthcare proxies, living wills, and powers of attorney from client intake through execution.
Attorneys will gain comprehensive guidance on gathering client information, drafting estate planning documents, and ensuring proper execution under New York law.
Attorneys will learn the essential components for creating valid wills, healthcare proxies, living wills, and powers of attorney from client intake through execution.
Attorneys will gain comprehensive guidance on gathering client information, drafting estate planning documents, and ensuring proper execution under New York law.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
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| Attend "Live" Re-Broadcasts |
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| Exclusive Partner Webinars & Events |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion |
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| Personalized CLE Platform |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Law Offices Of Stephen A. Bonfa, Esq., PC
Stephen is an attorney admitted to practice in New York State, the US Eastern and Southern District Courts, and the US Tax Court, with expertise in estate planning, taxation, business formation, and various legal matters.
Law Offices Of Stephen A. Bonfa, Esq., PC
Stephen is an attorney admitted to practice in New York State, the US Eastern and Southern District Courts, and the US Tax Court, with expertise in estate planning, taxation, business formation, and various legal matters.
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Date / Time: December 31, 2025
Closed-captioning available
2026-03-27 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-03-30 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
