Illinois CLE Courses

3 Courses
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  1. Medicaid and Estate Planning: A Balancing Act
    Best SellerTrusts
    4.46

    Medicaid 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.
    OnDemand
  2. Estate Planning With IRAs After the Final Rules (With Case Studies)
    Best SellerTrusts
    4.09

    Estate 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.
    OnDemand
  3. IRAs and Retirement Assets in Estate Planning: Recent Changes and New Tactics
    Trusts
    4.26

    IRAs and Retirement Assets in Estate Planning: Recent Changes and New Tactics

    IRA rules are in flux, and the changes will have a significant impact on the way we treat retirement assets in estate planning. Are you prepared? This practical update will give you the latest information and new practical guidance for planning in the changing environment. From beneficiary designations through creditor claims and tax consequences, you'll come away with the knowledge you can put to use immediately. Register today! Tailor your approaches to the specific types of retirement assets, taking into account their unique advantages and limitations. Clarify all the contribution limits and RMD requirements essential to effective planning. Identify key mistakes in beneficiary designations and learn how the new rules will affect future decision-making. Explore new planning options and priorities in planning for inherited IRAs. Keep your practice beyond reproach with a legal ethics guide tailored to the concerns of your practice.

    Recorded July 26, 2024.
    OnDemand

Illinois CLE Courses

Learn More About Illinois CLE Courses

NBI provides a diverse catalog of Illinois CLE courses across numerous legal practice areas and specialties. To help you get the most out of our courses, NBI offers several different formats to meet your learning needs and fit your schedule. NBI courses are taught by expert instructors with years of experience in their field. Our accreditation experts ensure that each and every Illinois CLE course is pre-approved where possible and appropriately accredited pursuant to Illinois CLE Requirements. You can count on NBI to provide you with the knowledge you need to provide top-notch legal representation. Your clients depend on you. You can depend on NBI.