This 3-course bundle covers the ins and outs of estate planning, including an overview of the fundamental estate planning issues, strategies and essential techniques. Among other things, you will learn how to protect and preserve the integrity and wealth of clients. 

Webinar 1: Estate Planning for Business Owners

Credits: CLE; CPE

Business owners face several unique estate planning issues and planning questions given that most of their wealth is tied up in the illiquid assets of the business. Business owners also face challenges related to high unrealized gains if they sold their business as well as fluctuations in the fair market value that can decrease the value of their business. In this practical webinar, you will explore various challenges related specifically to estate planning for business owners. You will also explore potential planning pitfalls and various ways to address them.

Webinar 2: A Graying Population : Estate Planning for the Aging Middle-Class Client

Credits: CLE; CPE

In this practical webinar, you will explore the realities of elder law and estate planning due to the trend of an ever-increasing number of aging clients. You will learn how to counsel aging clients in estate planning and elder law areas specific to their needs. Among other things, you will outline effective strategies and techniques to protect and preserve the integrity and wealth of these clients. You will receive a detailed overview of topics such as:

  • What is estate planning,
  • Federal estate and gift taxes
  • GST tax, estate, gift and inheritance tax planning
  • Medicare/Medicaid planning
  • Elder rights
  • Planning for future medical care
  • Health care agent decision making
  • Business succession planning
  • How these issues relate to various estate planning documents

Webinar 3: General Estate Planning Techniques & Accessories for the 21st Century

Credits: CLE; CPE

In this practical webinar, you will learn various estate planning techniques and accessories that affect your suburban practices and clients in the 21st century. Among other things, you will receive a detailed overview of the fundamental and essential estate planning issues, strategies, techniques, and accessories such as:

  • Estate planning for unmarried/non-traditional couples
  • The increased use of LLCs
  • Section 529 plans
  • Annual gift tax exclusion planning
  • Irrevocable life insurance trusts
  • Special needs trusts
  • Private foundations
  • Qualified disclaimers
  • Planning for distributions from retirement plans
  • The ethical considerations flowing from the above topics
Faculty Member
Jeffrey S. Pozzuolo
Pozzuolo Rodden, P.C.

Jeffrey Pozzuolo, Esquire JD, MBA, LLM in Taxation, practices in the areas of estate planning and business transaction law. For estate planning, he has planned for and administered estates ranging from a tens of thousands to tens of millions of dollars. He understands difficulties both smaller and larger estates face and has a wide knowledge of both common place and more sophisticated estate planning tools. For business transactions he has transacted over $75-$100 million in business purchase/sales transactions, real estate transactions, starting and closing businesses/entities, loans deals, employment contracts, severance contracts, procurement agreements, and other areas. He applies his business and legal breadth to find practical solutions to make deals work and provides value added to his clients. Mr. Pozzuolo obtained his JD/MBA and LLM in Taxation from Temple University’s Beasley School of Law and Fox School of Business.

Faculty Member
Joseph Pozzuolo
Pozzuolo Rodden, P.C.

Joseph Pozzuolo is the senior shareholder of Pozzuolo Rodden, P.C., Counselors at Law. He received his B.B.A. “Cum Laude” in Accounting in 1971 and Law degree from Temple University in 1975. Mr. Pozzuolo primarily practices in the areas of Business, Tax, Estate Planning and Administration and high profile, selective, intricate Family Law Litigation. He is a member of the American Bar Association Committee on Taxation, the Philadelphia Bar Association on Probate and Trust Law, the Philadelphia Estate Planning Council and is the past president of the Philadelphia Chapter of the Alumni Association of Beta Gamma Sigma, the National Business Honorary Society.

Credit values for your jurisdiction are for one session of this multiple session webinar.
You will receive credit for each session that you attend.

CLE Credits (Law)

Credit Value Type Format
NALA - - Credit not available
NFPA - - Credit not available
AL 1.3 General
AK 1.25 General
AR Not Available General
AZ 1.25 General
CA 1.25 General
CO 1.5 General
CT 1.25 General
DE 1.3 General
FL 1.5 General
GA 1.3 General
HI 1.25 General
IA 1.25 General
ID 1.25 General
IL 1.25 General
IN 1.3 General
KS Not Available General
KY 1.25 General
LA 1.25 General
ME 1.25 General
MN 1.25 General
MO 1.5 General
MS 1.3 General
MT 1.25 General
NC 1.25 General
ND 1.25 General
NE Not Available General
NH 1.25 General
NJ 1.5 General
NM 1.25 General
NV 1 General
NY 1.5 Areas of Professional Practice (NY)
OH 1.3 General
OK 1.5 General
OR 1.25 General
PA 1 General
RI Not Available General
SC Not Available General
TN 1.25 General
TX 1.25 General
UT 1 General
VA Not Available General
VT 1.25 General
WA 1.25 Law and Legal Procedure
WI 1.5 General
WV 1.5 General
WY 1.25 General

In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

Accounting Credits

Credit Value Field of Study Format

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

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What is a webinar?

A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio.  You see the speaker’s slides, videos, and other presentation materials on your screen.

Can I ask questions during the webinar?

Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.

Can I attend using a tablet or smartphone?

Yes. You may attend a webinar using a computer, tablet or smartphone.

If I can’t attend a webinar live, can I view the recording later?

Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.

What is an on-demand webinar?

An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.

Can I stop a recorded webinar and start it later at the same point?

You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.

Can I listen to recorded webinars on a tablet or smartphone?

Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.

Do the webinars qualify for Continuing Education Credit?

Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit.  Unlike many providers, we don’t charge you any additional fee to process your credit.  If you have specific questions, please call us at 703-372-0550 or contact us.

Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?

In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.

Will I receive a certificate of completion after the course?

Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.

Do I need to be a member to receive a certificate of completion?

No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.

How do I determine my states’s CLE requirements.

Please find your state listed here with instructions for calculating the number of credits in your state.

How will I submit my attendance to receive CLE credit in my state?

Please find your state listed here with instructions for confirming your CLE attendance.

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Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.

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