Illinois Professional Responsibility CLE Courses
- Hawaii CLE10
- Alabama CLE11
- Alaska CLE10
- Arizona CLE13
- Arkansas CLE10
- California CLE11
- Colorado CLE10
- Connecticut CLE12
- Delaware CLE11
- Florida CLE13
- Georgia CLE10
- Idaho CLE10
- Illinois CLE14
- Indiana CLE13
- Iowa CLE10
- Kansas CLE11
- Kentucky CLE13
- Louisiana CLE11
- Maine CLE10
- Minnesota CLE10
- Mississippi CLE10
- Missouri CLE14
- Montana CLE10
- Nebraska CLE10
- Nevada CLE11
- New Hampshire CLE11
- New Jersey CLE18
- New Mexico CLE10
- New York CLE19
- North Carolina CLE12
- North Dakota CLE10
- Northern Mariana Islands CLE10
- Ohio CLE11
- Oklahoma CLE11
- Oregon CLE10
- Pennsylvania CLE18
- Rhode Island CLE10
- South Carolina CLE11
- Tennessee CLE11
- Texas CLE10
- Utah CLE11
- Vermont CLE10
- Virginia CLE13
- Washington CLE11
- West Virginia CLE10
- Wisconsin CLE11
- Wyoming CLE10
- New Mexico Paralegal Division, State Bar of1
- California MCLE Paralegal1
- Delaware Certified Paralegal Program1
- Florida Registered Paralegal1
- Indiana Paralegal CLE1
- Montana CLE Credit for Paralegals1
- NFPA1
- North Carolina Continuing Paralegal Education1
- Ohio Certified Paralegals1
- Texas State Bar of Paralegal Division1
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
Best SellerTaxNavigating Tax Issues in Probate: A Guide for Non-Tax Specialists
Are you confident in your ability to manage the tax liability of the decedent and the estate, plan for the tax implications of all probate actions, and ensure all the necessary tax returns are completed accurately and on time? Enhance your probate tax skills - register today! Stay up to date on the current tax rates, exemptions, and deductions. Discuss when, why, and how to record the value of the assets for tax purposes. Make the best use of the tax savings that charitable giving affords. Hear practical tips for impeccable tax returns.
Live Online + OnDemandMay 27, 2:00 PM
Best SellerTrustsProbate Process From Start to Finish
This practical guide is designed to provide you with detailed knowledge of probate processes and best practices for handling the various issues that may arise. Let our seasoned probate attorneys teach you how to navigate those crucial first steps; handle the personal executive; gather, value and distribute all assets; and successfully complete the final accounting. You will also learn how to anticipate tax pitfalls and handle special issues that may arise. Arm yourself with the foundational knowledge and best practices you need to ensure a smooth administration from start to finish. Register today! Start the case off on the right foot by confidently navigating critical first steps. Advise personal representatives by examining all powers, duties, responsibilities, and compensation guidelines. Gather, value and maintain all assets - and learn when and how to employ a financial expert. Pick up tips for validating, prioritizing, and satisfying creditor claims. Get practical guidance for post-mortem planning, trust administration, and tax hurdles. Discover how to litigate deed contests, lost or contested wills, fiduciary misconduct, and more. Put the decedent's affairs to rest by making distributions, filing the final tax return, and completing the final accounting.
Live Online + OnDemandJun 4, 2:00 PM
TrustsAdvanced Estate Planning Conundrums: What Would You Do?
Skip the basics to focus on the latest updates affecting estate planning today. In this full-day course, our seasoned faculty will share their current go-to planning approaches and discuss real-life client scenarios to help you get more out of standard estate planning instruments. Find new approaches to controlling tax burdens and drafting for flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients' unique situations and needs. Be ready for anything that clients - or changes in the law - bring to the table. Register today! Discuss how sunsetting TCJA estate/gift tax provisions and recent deregulation trends will shape planning decisions. Include digital assets and cryptocurrency into your estate planning documents. Discover cutting-edge tax tools for middle-class clients. Get insights into planning for difficult clients and complex family dynamics. Build a more robust client base with tips from the pros. Build flexibility into your high-net-worth estate plans. This program was designed in conjunction with NBI’s esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.
Live Online + OnDemandJun 5, 2:00 PM
TrustsThe Probate Playbook: Beginner's Guide to Client Communication and Procedures
Administering an estate requires impeccable knowledge and strict adherence to rules, as well as a great degree of coordination between all the parties involved. In this full-day fundamentals course, experienced probate practitioners will walk you through every step of the process. Explore critical probate processes and adopt best practices for handling the challenges that may arise: managing crucial first steps; gathering, managing, and distributing assets; balancing the final account, and more. Ensure a smooth administration from start to finish. Register today! Prepare for meeting grieving clients - and tackling tough issues with tact and efficiency. Help personal representatives fulfill their duties: map out their tasks and case deadlines. Outline the rights and limitations of creditors in probate and map out the claims process. Ensure all tax liabilities are covered and returns filed before the estate is closed. Wrap up the estate properly with balanced final accountings and thorough final distributions. Get tips for litigating deed contests, lost or contested wills, fiduciary misconduct, and more.
Live Online + OnDemandJun 13, 2:00 PM
TrustsIncome Taxation of Trusts, Estates, and Individuals
Income tax is one of the top priority drivers when it comes to wealth preservation and transfer. Get the fundamental overview of income taxation of trusts and estates and practical guidance on planning tools to control tax burdens. Register today! Get an update on the governing laws and regulations. Distinguish between taxable and accounting income. Explore common trust deductions and learn how to claim them correctly. Review the key income tax forms and checklists to prevent inconsistencies and errors. Learn how the estate's deductions and administrative expenses are properly recorded. Guard your professional reputation with a tailored legal ethics instruction.
Live Online + OnDemandJun 27, 2:00 PM
TrustsUnderstanding Trusts: Why Some Structures Provide More Protections Than Others
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today! Learn what not to do when selecting and drafting a trust to avoid common mistakes. Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of trusts. Save money on taxes with effective use of trusts. Determine whether a client qualifies as a beneficiary of a special needs trust. Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.
Live Online + OnDemandJun 18, 2:00 PM
TrustsWI SpecificWisconsin Trusts Guide
This practical introduction to trusts will help you build a better understanding of how they're chosen, created, and used. Break down the different types of trusts, the trust language used in drafting and case law, key tax planning and reporting issues, and essential trust administration tasks. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Register today! Master essential trust principles. Explore top trusts currently in practice: their unique features, requirements, and uses. Identify key revocable trust mistakes and get guidance for preventing problems. Explore tax saving tactics tailored to unique client needs. Get suggestions for the use of specific language in trusts. Clarify the requirements for the formation of a special needs trust. Come away with practical examples and trust language needed to put your new knowledge to use right away.
Live Online + OnDemandMay 16, 2:00 PM
TrustsNew!Charitable Tactics in the Year of Uncertainty
Charitable giving is an integral part of estate planning for many, and attorneys play a crucial role in advising clients on the most effective and tax-efficient ways to incorporate it into their estate plans. This course will cover current charitable tactics, relevant rules, and potential challenges that attorneys must consider when structuring and implementing charitable tools. Gain practical knowledge of various charitable giving vehicles, from bequests and QCDs to complex trusts and private foundations, and tailor them to each client's unique goals. Register today! Compare DAFs and private foundations, including structure and operational demands. Improve your due diligence to ensure the intended charity is qualified. Explore tax implications and compliance requirements of corporations' charitable activity.
Live Online + OnDemandJul 15, 2:00 PM
TrustsEstate and Trust Administration: Key Tasks, Forms, Procedures and More
All the planning instruments are put to the real test when the person passes away and their affairs are to be laid to rest. Do you have the knowledge, skills, and resources to ensure the estate and trust administration go off without a hitch? This practical legal guide will take you through the process step-by-step and give you the know-how for managing estate assets, trust distributions, tax reporting, and much more. Register today! Get a first handle on tax deadlines, extensions and required supporting documents. Choose the right form of administration for each case and prepare for its unique demands. Walk through the essential elements of the estate closings. Explore key trust administration tasks and trustee duties and powers. Guard your professional reputation with a legal ethics guide that focuses on trusts and estates practice. Get practical tips for handling creditor demands and managing estate assets.
Live Online + OnDemandJun 30, 3:00 PM
TrustsNew!Tackling Income Tax Issues in Probate
Payment of the decedent's and estate's income tax is an indelible part of probate. Yet, mistakes and uncertainties plague this step of administration. Are you overlooking tax-saving opportunities? Let us outline the key income tax issues attorneys must consider. We'll share tips on making election decisions, discuss when IRD incurs income tax, and offer practical guidance for working with financial specialists on IRS reporting. Update your advice - register today! Base all your decisions on the latest and most relevant tax law. Explore strategic planning opportunities income tax changes present. Refresh your knowledge of income tax forms and timelines. Explore special situations involving the IRS that require particular attention.
Live Online + OnDemandJun 17, 6:00 PM
Illinois Professional Responsibility CLE Courses
Uphold the highest standards of professional conduct and competence with NBI's Illinois professional responsibility CLE courses. Our comprehensive selection of courses covers a wide range of essential topics, including client confidentiality, conflicts of interest, trust account management, and more, all tailored to the specific requirements of Illinois' legal ethics rules. By participating in our professional responsibility courses, you can ensure that you are meeting your mandatory requirements while also reinforcing your commitment to ethical and competent practice in Illinois. NBI's experienced faculty provides engaging and thought-provoking content, helping you navigate complex ethical dilemmas and maintain the highest standards of professionalism in your legal career.
View All Illinois Specialty Credit CLE Courses