Louisiana CLE Courses

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  1. Elder Law and Asset Protection Essentials
    Best SellerElder Law

    Elder 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.

    Live Online + OnDemandApr 25, 2:00 PM
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  2. Medicaid Planning: The Complete Toolkit for Attorneys
    Best SellerElder Law

    Medicaid 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.

    Live Online + OnDemandMar 27, 2:00 PM
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  3. Creditor Claims, Distributions, and Estate Closings: Lessons From Estate Administration Attorneys
    Best SellerTrusts

    Creditor Claims, Distributions, and Estate Closings: Lessons From Estate Administration Attorneys

    In this storytelling course, seasoned practitioners will share their hard-won advice through case studies and hypotheticals on effective (and not-so-effective) ways of managing, distributing, and wrapping up the estate. Learn from others' experience and come away better prepared for the final steps of estate administration. Register today! Get realistic answers to top creditor claims questions. Work through common beneficiary issues. Discuss how to handle distributions when liquidity is an issue. Predict and prepare for what can often go wrong at final accounting.

    Live Online + OnDemandMar 25, 5:00 PM
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  4. Opening and Managing the Estate: Life Lessons From Seasoned Attorneys
    Trusts

    Opening and Managing the Estate: Life Lessons From Seasoned Attorneys

    Estate administration is all about stories. Our faculty dip into their considerable experience satchels and fish out the most interesting and important life lessons of starting each probate to prevent problems down the line. Learn though case studies, war stories, and hypotheticals and come away better prepared for whatever may come. Register today! Explore common issues unique to small estates. Get tips for marshalling assets and recognizing hidden treasures in basements and garages. Find out what's needed to open the estate without a hitch. Discover what to expect from personal representatives and how to ensure good working relationships.

    Live Online + OnDemandMar 24, 5:00 PM
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  5. How to Use Trusts to...
    Best SellerTrusts

    How to Use Trusts to...

    With the financial future of your clients in your hands, do you have all the tools you'll need to protect them? Make the best use of the unique characteristics of different trusts to perfectly match the unique needs and circumstances of each case. This fast-paced, full-day primer will provide you with a comprehensive how-to guide on the wide variety of trusts available. Register today! Understand the fundamental law and mechanics of trusts and their key functions. Help clients plan for disability with special needs trusts and qualified income trusts. Choose the best vehicle for guarding against creditors: understand the purpose behind the various types of trusts. Harness the versatility of revocable living trusts when transferring assets. Combine the use of trusts and LLCs for protecting and managing family assets, including a family business. Learn how to control and manage future distributions with key trust provisions and trustee powers. Save money on taxes with effective use of defective trusts. Guard your professional reputation with a trusts-specific legal ethics primer. Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.

    Live Online + OnDemandApr 15, 2:00 PM
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  6. Beyond Breach: Exploring Fiduciary Claims in Probate
    Trusts

    Beyond Breach: Exploring Fiduciary Claims in Probate

    While it's easy to make a claim of breach of fiduciary duty, it can be difficult to prove. This practical legal briefing will break down top types of claims by and against personal representatives in probate, give a refresher of fiduciary duties, and offer some effective resolution approaches that can get all the parties back on track. Combat fiduciary misconduct - register today! Outline top current causes of fiduciary disputes in estate administration. Get a refresher on the legal requirements and procedures of bringing a fiduciary claim. Learn how to resolve disputes over accuracy or completeness of fiduciary accountings.

    Live Online + OnDemandMar 21, 5:00 PM
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  7. Workplace Investigations: A Checklist for Attorneys and HR Professionals
    Best SellerLabor & Employment

    Workplace Investigations: A Checklist for Attorneys and HR Professionals

    Whether an employee alleges discrimination against a protected class, or a worker makes a harassment complaint, it's critical that you conduct every workplace investigation by the book. In this step-by-step guide, our esteemed practitioners walk you through the dos and don'ts of initiating the process, collecting evidence, and determining the appropriate actions to take. Lay the groundwork for a legally sound workplace investigation - register today! Acquire tips for planning and structuring a workplace investigation. Discover effective strategies for interviewing witnesses. Demonstrate best practices for drafting a comprehensive investigative report. Develop strategies for minimizing - and preparing for - potential litigation risks.

    Live Online + OnDemandApr 11, 3:00 PM
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  8. Taking Your Wills and Trusts From Boilerplate to Bespoke
    Trusts

    Taking Your Wills and Trusts From Boilerplate to Bespoke

    Take your drafting skills to the next level! In this incisive legal course, experienced faculty will share their tips for tailoring wills and trusts to the specific needs of clients, resolving disputes, and adapting to changing tax and tech climates. Stay on the cutting edge of the practice - register today! Get a summary of the trends to watch, notable case law, new practice tools, and more. Help your clients maximize their charitable giving potential. Explore current top trust disputes and potential working resolutions. Come away with specific will and trust language suggestions.

    Live Online + OnDemandApr 14, 2:00 PM
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  9. Cybersecurity 2025: Beyond the Breach
    Technology

    Cybersecurity 2025: Beyond the Breach

    Data attacks are increasing in frequency and impact. All business clients now need to keep up with data security risks to protect themselves. We've compiled an updated legal guide to help companies comply with data privacy laws, guard against ransomware attacks, and respond to suspected breaches. Answer your clients' questions and protect their interests. Register today! Stay current on the latest federal laws and international legal requirements. Learn how to assess business risks and identify the types of data to protect. Create solid data privacy policies, including access rules and breach response instructions. Adopt best practices for responding to data breaches and mitigating damage.

    Live Online + OnDemandApr 7, 3:00 PM
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  10. Puzzling Over Probate Assets
    Best SellerTrusts

    Puzzling Over Probate Assets

    Effective estate administration is a bit like a jigsaw puzzle where the final image is the decedent's intent for final distribution. Its completion is impossible without thoroughly understanding the unique nature of assets comprising each estate. This detailed CLE course outlines the rules and procedures of marshalling, managing, and distributing assets in probate. It also offers a deeper look into real property, digital assets, IRAs, and family business assets. Whether you're advising personal representatives or administering the estate yourself, this course will give you the tools you need. Register today! Ensure all assets are accounted for and improve your initial questionnaire. Determine accurate value of assets and lay solid ground for the final account with thorough inventory. Get tips from the pros for selling, managing, and transferring estate assets. Learn how to identify, access, and appraise digital assets. Tackle top tax reporting issues in probate. Discuss issues pertaining to real estate, retirement accounts, and family businesses in probate.

    Live Online + OnDemandApr 21, 2:00 PM
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  11. Business Valuations Deep Dive: Professional Practice Edition
    Business & Securities Law

    Business Valuations Deep Dive: Professional Practice Edition

    Business valuations are an indelible part of a wide range of legal practice areas: from M&A to family law, estate planning, and bankruptcy. This intersectional guide to the top methodologies and case law of business valuations (including complex and intangible assets) will prepare you for the battle of the experts that is common in determining the true value of the company. Skip the basics and get the latest wisdom from experienced practitioners - register today! Explore why context is so critical when determining value. Weigh the pros and cons of the most widely used methodologies, as well as the more experimental approaches. Learn when regression analysis is the more accurate option. Discuss critical dates used in valuations and their effect on the findings. This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Julie Globus.

    Live Online + OnDemandApr 16, 3:00 PM
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  12. Harnessing the Synergetic Power of LLCs and IRAs
    Trusts

    Harnessing the Synergetic Power of LLCs and IRAs

    Combined IRA/LLC structures are a popular real estate investment tool because of the flexibility and ease of use they afford. But setting up and operating this structure requires meticulous attention to detail and adherence to the rules. This focused legal course offers you instructions for executing it effectively. Hone your skills - register today! Get an update on the latest IRA creation and administration rules. Tailor LLC operating agreements to work in tandem with SDIRAs. Analyze the ins and outs of using IRA/LLC structures to invest in real estate. Understand the tax aspects of LLC/IRA structures.

    Live Online + OnDemandApr 24, 6:00 PM
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  13. Preparing for Spring 2025 HR Legal Developments
    Labor & Employment

    Preparing for Spring 2025 HR Legal Developments

    Get up to speed on the latest HR legal developments in just six hours! In this updates course, our esteemed instructors delve into recent case law, analyze essential guidelines for handling FMLA leave requests, and much more. Whether you're new to HR law, or you have a storied career, this course offers practical knowledge for all. Ensure you're prepared to navigate current HR law challenges - register today! Take a pulse on the latest federal legislative changes pertaining to HR. Discover current legal issues concerning AI in the workplace. Find out what's happening in leave and accommodation law. Develop strategies for advising employers on workplace harassment and bullying. Uncover practical knowledge to help guide employers though effective internal investigations.

    Live Online + OnDemandApr 22, 3:00 PM
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  14. Mega Gifts in Anticipation of Estate Tax Exemption Sunset in 2025
    Trusts

    Mega Gifts in Anticipation of Estate Tax Exemption Sunset in 2025

    The current sky-high gift tax exclusion amount that is slated to end in 2025 creates a once-in-a-lifetime opportunity for affluent clients to save on intra-vivos transfers if they act fast. But many are reluctant to shift their wealth to the next generation with no controls. This strategic briefing outlines practical solutions to taking advantage of this time-sensitive tax-saving technique while controlling risk and future distributions. Determine who can benefit, how to execute the gifts and keep IRS reporting beyond reproach, and create planning solutions beyond outright gifts. Help your clients succeed - register today!

    Live Online + OnDemandApr 17, 7:00 PM
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  15. Small Business Loans From Lender and Borrower Perspectives
    Banking & Finance

    Small Business Loans From Lender and Borrower Perspectives

    Attorneys play several critical roles in small business lending, serving both lenders and borrowers. This legal course reviews the process from both perspectives and offers best practices for both. Manage risk, ensure that the loan terms are fair and reasonable, and protect your clients' interests throughout each transaction. Register today! Explore SBA loans: lending limits, terms, guarantee amounts, and more. Get an update on small business lending laws and regulations, including the recent CFPB rule. Explore lender considerations and creditors' rights. Get an overview of the due diligence process and documentation.

    Live Online + OnDemandApr 2, 4:00 PM
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Louisiana CLE Courses

Learn More About Louisiana CLE Courses

NBI provides a diverse catalog of Louisiana 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 Louisiana CLE course is pre-approved where possible and appropriately accredited pursuant to Louisiana 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.