Elder Law CLE Courses
NBI offers a complete library of Elder Law CLE courses addressing key legal issues, developments, and leading practices for attorneys in all stages of their practice.
Best SellerElder Law4.44Elder Law and Asset Protection Essentials
Elder law practice demands are tightly intertwined with the asset protection needs of your clients. Are you shoring up their creditor defenses as you help them plan for retirement and possible disability? Discover the asset protection implications of medical and financial powers of attorney (POAs), develop strategies for asset protection while qualifying for Medicaid nursing home care, make the best use of LLCs, and much more. Protect your aging clients - register today! Explore the most efficient ways of qualifying for Medicaid nursing home care. Master the essentials of later-in-life asset protection. Answer your clients critical questions about retirement planning and benefits eligibility. Make the best use of marital agreements for later-in-life marriages. Guard your ethical reputation with tips for representing clients with dementia.
Recorded April 25, 2025.OnDemand5 hours 58 minutes
Best SellerTrustsEstate 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.
Live Online + OnDemandMay 29, 2:00 PM
Best SellerTrusts4.46Special Needs Trusts: Attorney and Trustee Perspectives
Special needs trusts (SNTs) are a powerful tool that enables individuals with disabilities to get the help they need without sacrificing essential quality of life, but the key to their proper function goes beyond skillfully drafted provisions. We've invited attorney and professional SNT trustee faculty to share their experiences and tips for the most effective use of SNTs: from benefits eligibility to maximizing expenses and properly managing assets. Adopt a holistic approach to SNTs - register today! Learn how critical SNT provisions are interpreted at trust administration. Explore what trustees can and cannot do to enhance beneficiaries' lives. Discuss fiduciary responsibilities and issues of which to be aware. Clarify the limiting effects of benefits requirements that define the use of SNTs. Work through legal ethics dilemmas you will likely face in your special needs practice.
Coming Soon! OnDemand recording will be available on May 22, 2025.OnDemand6 hours
Ethics & Specialty CreditsEthical Issues You Can't Ignore When Representing a Client in Decline
When you're representing a client in decline, it's like navigating a corn maze. While every move you make is critical, you can't make each decision by yourself; you need to find a balance between letting your client choose their path while providing guidance that aligns with their best interests. In this fast-paced program, our seasoned faculty present you with best practices for handling ethical issues when representing a client in decline. Whether you just launched your legal career, or you're a veteran in the legal profession, you're sure to find value in this course - register today! Identify critical factors to take into consideration when assessing client capacity. Review the limits of confidentiality when involving family or third parties in decision-making. Uncover practical guidance for balancing client autonomy with advocacy.
Live Online + OnDemandMay 21, 7:00 PM
Elder Law4.52Medicaid Planning: The Complete Toolkit for Attorneys
Long-term care becomes a necessity for most elderly clients, and, short of exorbitant LTC insurance and out-of-pocket expenses, the only reasonable option is Medicaid coverage. Help your clients in need of nursing home coverage ensure Medicaid eligibility without losing the family home and leaving loved ones impoverished. Our experienced faculty will explore excluded assets, useful conversion and transfer techniques, and learn what can ruin eligibility. Build your skills - register today! Dispel common Medicaid myths and determine whether Medicaid is the right option for your client. Get an update on the current Medicaid eligibility categories and requirements. Come away with a list of excluded assets and ways to maximize the use of the exclusions. Clarify how the lookback requirement works in daily practice and what often triggers penalty periods.
Recorded March 27, 2025.OnDemand6 hours 1 minute
Disability & Social SecuritySocial Security Disability Basics: The 5-Step Sequential Claim Evaluation Process
The Social Security Administration (SSA) uses a five-step sequential evaluation process to determine disability for Social Security Disability Insurance (SSDI) benefits. Whether you're just starting your disability practice or are interested in the process for personal reasons, this essentials guide will give you a synopsis of the entire claim procedure and prepare you for the tasks ahead. Get your questions answered - register today! Get the terminology and conceptual background you need to work with the SSA. Clarify how substantial gainful activity (SGA) is determined. Discuss how past work information affects SSDI eligibility. Explore how residual functional capacity (RFC) is evaluated.
Live Online + OnDemandMay 15, 5:00 PM
Elder LawLeveraging the Power of Trusts in Medicaid and Disability Planning
Medicaid planning is complex, and specialized trusts can help clients fulfill requirements to fund nursing home care without leaving their family in financial distress. This legal guide offers sample drafting language and expert advice on preserving benefits, maximizing asset protection, and preventing tax disasters. Refine your skills - enroll today! Improve your client intake to determine when a trust is prudent and beneficial. Draft better Medicaid trusts with sample provisions and language advice for specific scenarios. Refine your post-drafting practices to improve the effectiveness of trusts. Ensure meticulous tax reporting and distributions control in every trust. Discover how to make last-minute adjustments when nursing home need is urgent. Tackle practice-specific legal ethics issues and adopt best practices.
Live Online + OnDemandMay 23, 2:00 PM
Trusts4.48Drafting Essential Estate Planning Documents
This comprehensive legal instruction offers essential knowledge and resources to draft key documents used to plan for clients' trusts and estates. Establish heirs and plan distributions, choose and prepare fiduciaries, outline medical decisions, and more. With experienced attorney faculty sharing their top approaches and sample documents, you'll save time drafting and advise clients on the wisest course of action for every unique situation. Register today! Get sample language for wills, trusts, beneficiary designations, and more. Understand when specific provisions and documents are used for best results. Learn to draft to prevent unintended consequences. Help clients make the tough end-of-life and organ donation decisions and communicate them clearly and properly. Guard your professional reputation with a specialized legal ethics guide.
Recorded November 22, 2024.OnDemand5 hours 52 minutes
Trusts4.46Medicaid and Estate Planning: A Balancing Act
Qualifying for Medicaid nursing home coverage can impede traditional estate planning tactics. This legal course will give you the tools to reconcile the two plans to work in concert instead of against each other. Revise your trust drafting and intravisos transfer approaches, get an update on the latest rules and limitations shaping estate plans, and hear hard-won real-life lessons from seasoned practitioners. Help your clients at every stage of their lives - register today! Get an update on the rules of Medicaid and the latest tax changes. Make the best use of POAs and guardianships to protect the rights of the elderly. Improve drafting with a review of sample trust provisions. Develop a concrete plan for estate administration and Medicaid recovery.
Recorded March 14, 2025.OnDemand5 hours 46 minutes- Best SellerTrusts
Drafting Essential Estate Planning Documents
This comprehensive legal instruction offers essential knowledge and resources to draft key documents used to plan for clients' trusts and estates. Establish heirs and plan distributions, choose and prepare fiduciaries, outline medical decisions, and more. With experienced attorney faculty sharing their top approaches and sample documents, you'll save time drafting and advise clients on the wisest course of action for every unique situation. Register today! Get sample language for wills, trusts, beneficiary designations, and more. Understand when specific provisions and documents are used for best results. Learn to draft to prevent unintended consequences. Help clients make the tough end-of-life and organ donation decisions and communicate them clearly and properly. Guard your professional reputation with a specialized legal ethics guide.
Live Online + OnDemandJun 10, 2:00 PM 
Best SellerElder LawOH SpecificOhio Medicaid Lookback Rules and Planning
The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today! Determine which assets are countable and how they can be converted. Establish exactly what limitations are placed on asset transfers. Protect your clients' interests by knowing what's exempt and what's not. Deepen your knowledge of transfer penalty provisions. Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
Recorded May 06, 2025.OnDemand5 hours 57 minutes
CA SpecificTrusts4.45California 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 May 05, 2025.OnDemand5 hours 57 minutes
Elder LawPA Specific4.27Pennsylvania Medicaid Asset Planning: A Practical Toolkit
Essential knowledge of Medicaid asset planning strategies is a must-have for all professionals who work with aging and disabled clients and their families. This practical course will give you the knowledge and skills you'll need to help clients protect assets while qualifying for Medicaid and guard against accidental loss of benefits. Register today! Clarify eligibility criteria and dispel common myths about Medicaid planning. Learn how to use asset purchases and transfers to qualify ahead of time. Get practice tips for crafting legally compliant and effective Medicaid asset protection trusts. Determine whether your client needs a special needs trust and how to draft it for greatest impact. Come away with real-life emergency planning techniques for when nursing home care is imminent.
Recorded April 29, 2025.OnDemand5 hours 52 minutes- Best SellerNY SpecificTrusts
New York 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 29, 1:00 PM 
Best SellerFamily LawPA Specific4.54Top Challenges in Pennsylvania Family Law
Resolving the wide variety of issues that must be addressed in family law can be challenging. This course will tackle some of the biggest problems in family cases, including tough discovery and evidence issues, complex assets, military divorce matters, and much more. Don't miss this opportunity to take your family law skills to the next level with these helpful tactics for overcoming key challenges - register today! Explore the challenges involved with conducting complex discovery involving social media, email, and text. Discover effective ways to find and untangle complex assets involved in divorce. Review ways to overcome complicated problems that arise with determining child and spousal support. Take the confusion out of the tricky considerations surrounding a military divorce. Discuss efficient methods to confront heated custody and parenting time dilemmas. Learn approaches for dealing with parental alienation and abuse allegations.
Recorded April 29, 2025.OnDemand5 hours 55 minutes