TrustsIRA Distributions Under the SECURE Act and SECURE 2.0
The SECURE Act and SECURE 2.0 have changed the way IRA distributions are handled and upended the way IRAs are planned and administered. This incisive legal update focus on the distributions aspect of the new laws and offers practical tips for planners. Register today! Calculate penalties and explore remedies for missed RMDs. Understand taxation of IRA distributions under the new laws. Work through common beneficiary challenges. Prepare to answer your clients' questions.
Recorded February 10, 2025.OnDemand1 hour 4 minutes
Litigation & AppealsE-Discovery 2.0: Mastering the Latest Tools and Trends
AI-assisted tools are disrupting e-discovery production and analysis. Are you making the best use of the new free and vendor-curated resources? Are there now solutions to the complex problems you've faced in your past cases? This legal briefing tackles tough e-discovery issues and offers pro hacks for improving outcomes. Register today! Learn how to tackle the problems everchanging data formats and storage locations present. Identify preservation red flags and prevent data loss. Automate tasks, improve search accuracy, and glean new insights with AI-powered tools. *Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Live Online + OnDemandMar 17, 4:00 PM
Real EstateTitle Law 2.0: What’s New and What’s Next
Hear the latest title talk! Our experienced faculty will bring you up to speed with everything you need to know through 2025 and beyond. From the latest case law to tech to modern title challenges, you'll get practical insights and strategies for navigating this evolving landscape. Keep clients protected against new and enduring title problems - register today! Explore recent cases and their implications for title law and practice. Streamline title searches and examinations by leveraging the latest tools and tips. Get best practices for dealing with title exceptions. Receive pointers for addressing today's title issues. Discover creative ways you can utilize artificial intelligence in your practice. Ensure legality and security when dealing with e-contracts, e-signatures, and document management.
Recorded January 10, 2025.OnDemand5 hours 58 minutes
TrustsFastTrack4.29IRA RMD Overhaul: Final SECURE and SECURE 2.0 Rules Explained
IRS has just released its final rules qualifying the implementation of landmark SECURE Act and SECURE 2.0 Act. The tax and estate planning implications are seismic, if not entirely unexpected. This update offers a cogent summary of how proposed rules have changed and practical tips for revising your current and future planning approaches. Get guidance for adapting your inherited IRAs practices - register today! Learn what the final rules mean for existing plans that utilize the eliminated "stretch." Clarify who qualifies for exemption from the 10-year rule. Discuss new IRA planning tools you'll want to adopt into your practice.
Recorded September 30, 2024.OnDemand1 hour 1 minute
Labor & EmploymentFastTrack4.2SECURE 2.0: Employee Benefits Law Implications
President Biden signed the SECURE 2.0 Act into law on December 29, 2022. Do you have a firm grasp of the new rules? In this legal briefing, our expert faculty analyze the Act, as well as what it means for employee benefits law. Don't miss this opportunity to enhance your knowledge - register today! Keep abreast of the latest changes to defined contribution plans. Find out what's new with defined benefit pension plans. Get up to speed on the latest updates concerning plan corrections.
Recorded April 25, 2023.OnDemand 58 minutes
TrustsFastTrack4.28SECURE 2.0 Takeaways for Estate Planning and Elder Law
The follow-up SECURE 2.0 Act has changed the world of retirement and estate planning. This fast-paced legal analysis sums up key provisions of the Act and offers experienced attorney views on how to adopt your planning techniques to the new realities. Whether you represent elderly clients, draft estate plans, or are just planning for retirement yourself - this course is for you. Register today! Clarify new required minimum distribution (RMD) rules and come away with new RMD planning approaches. Prevent excise tax for missed RMDs. Identify new IRA tax-saving opportunities. Weigh the effects of the new law on the use of charitable trusts and annuities for distributions.
Recorded April 21, 2023.OnDemand 58 minutes
Best SellerTrustsEstate Planning With IRAs After the Final Rules (With Case Studies)
Final IRA regulations are out, and it's crucial to understand the latest changes and their impact on retirement assets in the context of estate plans. This legal guide offers a cogent review of the final rules and actionable strategies in the form of common scenarios, case studies, and sample trust language. Whether addressing beneficiary designations, mitigating creditor claims, or planning for the likely tax consequences, you'll get knowledge you can use right away. Register today! Analyze the latest rules, IRS guidance, and case law shaping IRA planning. Gain clarity on current contribution limits and Required Minimum Distributions (RMDs) rules for effective planning. Recognize common pitfalls in beneficiary designations and understand how the latest regulations will affect your future decision-making. Explore innovative planning options and prioritize your approach when dealing with inherited IRAs.
Recorded March 03, 2025.OnDemand6 hours 4 minutes
Best SellerPA SpecificTrustsPennsylvania Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make
This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today! Get an incisive summary and analysis of the tax changes and their implications for existing planning tools. Learn which deductions remain and how to obtain them. Identify planning approaches that no longer help your clients. Gain practical pointers for fixing old trusts. Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.
Live Online + OnDemandMar 20, 1:00 PM- OH SpecificTrusts
Ohio Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make
This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today! Get an incisive summary and analysis of the tax changes and their implications for existing planning tools. Learn which deductions remain and how to obtain them. Identify planning approaches that no longer help your clients. Gain practical pointers for fixing old trusts. Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.
Recorded February 12, 2025.OnDemand5 hours 52 minutes 
FL SpecificTrusts4.41Florida Estate Planning 2024: New Laws, Old Tools, and the Changes You Need to Make
This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today! Get an incisive summary and analysis of the tax changes and their implications for existing planning tools. Learn which deductions remain and how to obtain them. Identify planning approaches that no longer help your clients. Gain practical pointers for fixing old trusts. Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.
Recorded May 10, 2024.OnDemand5 hours 49 minutes
Trusts4.34Estate Planning: New Laws, Old Tools, and the Changes You Need to Make
This timely update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today! Get an incisive summary and analysis of the tax changes and their implications for existing planning tools. Learn which deductions remain and how to obtain them. Identify planning approaches that no longer help your clients. Gain practical pointers for fixing old trusts. Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.
Recorded October 09, 2024.OnDemand5 hours 58 minutes- CA SpecificTrusts
California Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make
This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today! Get an incisive summary and analysis of the tax changes and their implications for existing planning tools. Learn which deductions remain and how to obtain them. Identify planning approaches that no longer help your clients. Gain practical pointers for fixing old trusts. Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.
Live Online + OnDemandMay 5, 4:00 PM 
Trusts4.22IRA and Retirement Assets in Estate Planning 2024
In a rapidly evolving landscape of IRA regulations, it's crucial to stay well-informed about the latest changes and their impact on retirement asset management within estate planning. Are you fully prepared for the shifting paradigms? This legal course offers a practical update that equips you with the most current insights and actionable strategies to navigate this dynamic environment. Whether it's addressing beneficiary designations, mitigating creditor claims, or understanding the tax implications, you'll acquire the knowledge needed to make immediate and effective use of these insights. Don't hesitate - secure your spot today! Analyze the latest rules, IRS guidance, and case law shaping IRA planning. Gain clarity on current contribution limits and Required Minimum Distributions (RMDs) rules for effective planning. Recognize common pitfalls in beneficiary designations and understand how the latest regulations will affect your future decision-making. Explore innovative planning options and prioritize your approach when dealing with inherited IRAs.
Recorded April 30, 2024.OnDemand2 hours 53 minutes
Trusts4.49Understanding IRAs and Retirement Plans
This fast-paced overview gives you the critical knowledge to handle pension plans and IRAs. Understand how they are structured, administered, taxed, and paid out. Add unique knowledge to your legal toolbox. Register today! Explore the differences and pros and cons of various pension plan structures. Get an update on the latest laws and regulations governing IRA planning and administration. Improve the outcomes of your planning efforts with insider knowledge.
Recorded January 18, 2024.OnDemand2 hours 55 minutes
TaxForeign Investment and International Tax Updates 2024 for Estate Planning
Foreign investment in the U.S. has been undergoing critical changes recently. This insightful course takes a holistic look at all the latest and proposed rules shaping the practice. From international tax compliance to transaction and ownership reporting rules, get a comprehensive compliance update you need. Register today! Get an update on the latest global minimum tax efforts and discuss how it will affect U.S. investment market. Adapt your compliance tactics to include the latest transaction reporting rules. Clarify the new CTA ownership rules. Hear the latest from the Committee on Foreign Investment in the United States (CFIUS).
Recorded November 20, 2024.OnDemand2 hours 55 minutes