Louisiana CLE Courses

NBI's Louisiana Mandatory Continuing Legal Education (MCLE) courses make it easy for Louisiana attorneys to complete their entire 12.50 credit hour MCLE requirement, including 1.00 hour of ethics and 1.00 hour of professionalism. Our extensive library includes live, in-person programs to satisfy the 8.5-hour in-person requirement as well as courses tailored for newly admitted Louisiana attorneys. Browse by format, topic, or CLE credit type to find convenient, engaging courses that keep you compliant and up to date.

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  1. Tax 101 for Estate Planners
    Tax

    Tax 101 for Estate Planners

    You don't need to know how to guide clients through complex IRS audits, but understanding "the rules of the game" in estate planning is essential. Undue tax burdens are one of the biggest nightmares your clients are looking to prevent. This course provides a solid tax basics foundation for your planning efforts. Get a critical overview of intervivos and post-mortem tax rules and planning approaches, basic forms, and tips from experienced practitioners. Steer clear of liability while leveraging tax-planning techniques. Register today! Understand the federal tax system, including exemption amounts and tax rates. Explore income taxation of trusts and estates, including fiduciary income tax principles. Learn planning techniques to minimize tax liability. Steer clear of legal ethics dangers associated with tax in estate planning.

    Live Online + OnDemandSep 18, 2:00 PM
    Details
  2. Probate and Estate Administration Basics
    Best SellerTrusts, Estates & Probate
    4.21

    Probate and Estate Administration Basics

    This must-have course provides a comprehensive roadmap through the intricacies of estate administration. Learn to confidently handle initial proceedings, manage assets, and navigate reporting challenges. Gain practical insights from seasoned attorneys to ensure smooth and effective case closure. Register today! Get a practical overview of intestacy laws and administration procedures. Learn how to qualify more estates for small estate administration. Pick up tips for managing the estate and handling creditor claims. Get practical guidance for post-mortem planning and trust administration. Prevent disputes and estate re-opening with detailed discussion of final accounting and disbursements.

    Coming Soon! OnDemand recording will be available on September 18, 2025.
    OnDemand
    Details
  3. Estate vs. Medicaid Planning: Top Mistakes Part I
    Trusts, Estates & Probate

    Estate vs. Medicaid Planning: Top Mistakes Part I

    While maintaining the fragile balance between estate and Medicaid planning, it's easy to make mistakes. This incisive course examines the critical intersection between the two. Through thorough discussion of common mistakes and questions, we'll give you the foundational skills you'll need to fulfill the needs of your aging clients. Register today! Identify and avoid common gifting traps that trigger adverse income tax consequences. Work through essential tax issues surrounding annuities in Medicaid planning. Navigate proxy designation conflicts between estate and Medicaid planning goals. Tailor your planning approaches to single vs. married clients.

    Live Online + OnDemandOct 16, 3:00 PM
    Details
  4. Wills and Trusts: The Ultimate Guide
    Best SellerTrusts, Estates & Probate

    Wills and Trusts: The Ultimate Guide

    Choosing the right estate planning tools for a client is critical to ensure the plan works years after it's crafted. This straightforward guide weighs the pros and cons of wills and various trusts and offers drafting advice from skilled attorneys to help you avoid mistakes. Learn how to get a clear picture of the client's needs and priorities, outline trustee powers and duties, map out distributions, and more! This course bridges theoretical concepts with immediately applicable drafting skills to help you hit the ground running. Register today! Take the guesswork out of choosing the right planning approach to each client's unique needs and goals. Build skills for constructing legally sound documents that clearly reflect client intentions. Compare revocable and irrevocable trusts' key advantages and appropriate applications. Craft distribution plans that align with client wishes and financial goals.

    Live Online + OnDemandSep 29, 3:00 PM
    Details
  5. AI Assistance in Estate Planning Practice
    Trusts, Estates & Probate

    AI Assistance in Estate Planning Practice

    There's never enough time in the day for a trusts and estates attorney. What would you do with an extra hour or two? Generative AI has real power to save you much-needed time and give you a fresh perspective on approaching specific client scenarios. This fast-paced course outlines some of the most effective ways you can leverage general and legal AI tools to draft better estate planning documents, improve legal research, and automate tasks. Register today! Weigh your tech options carefully and pick those that match your practice best. Improve AI outputs with specific guidance on prompts language. Ensure safe usage and adopt best practices to prevent mistakes. *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 + OnDemandSep 16, 6:00 PM
    Details
  6. Estate vs. Medicaid Planning: Top Mistakes Part II
    Trusts, Estates & Probate

    Estate vs. Medicaid Planning: Top Mistakes Part II

    This three-hour practice course builds on the foundational concepts presented in Part I. Explore planning challenges and common pitfalls in the dual considerations of estate and Medicaid planning. Designed for attorneys, financial advisors, and elder law specialists, this session explores nuanced issues including beneficiary designations, capacity requirements, and critical trust strategies. Register today! Resolve conflicts between heir expectations and Medicaid planning requirements. Navigate capacity considerations when executing estate and Medicaid planning documents. Recognize often-overlooked income sources that impact eligibility. Prevent trust mistakes that can cost clients their Medicaid nursing home coverage.

    Live Online + OnDemandOct 17, 3:00 PM
    Details
  7. Estate and Trust Administration: Key Tasks, Forms, Procedures and More
    Trusts, Estates & Probate
    4.42

    Estate 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.

    Recorded June 30, 2025.
    OnDemand
    Details
  8. Asset Ownership and Transfers: Estate Planning Attorney's Guide
    Trusts, Estates & Probate

    Asset Ownership and Transfers: Estate Planning Attorney's Guide

    Navigating asset ownership and transfer is at the heart of estate planning, and understanding the key methods can help you protect clients' wealth and ensure it's distributed according to their wishes. This comprehensive guide breaks down the essentials of asset ownership and how to transfer assets during life and after it. Build your core knowledge in trusts and estates law - register today! Gain a clear understanding of how wills, testamentary trusts, and beneficiary designations work. Explore how to determine who inherits property when there is no will. Ensure proper transfer of assets into trusts. Anticipate the tax implications of different asset transfer methods.

    Live Online + OnDemandOct 15, 2:00 PM
    Details
  9. Trusts in Estate Administration
    Trusts, Estates & Probate

    Trusts in Estate Administration

    Administering trust-based estates requires specialized skills and impeccable attention to detail. This essentials course will help you succeed in guiding trustees through their duties and preventing and resolving disputes. Register today! Walk through the key steps of trust administration from grantor's death to fiduciary discharge. Ensure each trust is administered in accordance with trust codes and tax laws. Identify and address conflicts that arise between trustees and beneficiaries. Help trustees minimize the risk of fiduciary duty breach and liability. Explore common client complaints and discover ways of preventing them.

    Live Online + OnDemandOct 7, 3:00 PM
    Details
  10. Wills vs. Trusts: The Ultimate Guide
    Trusts, Estates & Probate
    4.59

    Wills vs. Trusts: The Ultimate Guide

    Estate planning is a delicate balancing act of finding the right solutions to the clients' unique circumstances and (often conflicting) priorities. This essential wills and trusts guide walks you through the decision-making process and offers practical knowledge for drafting essential estate planning documents. Register today! Recognize when you should use a will and when a trust is a better option. Get the sample documents you need to draft airtight wills. Know when to use revocable vs. irrevocable trusts. Draft personalized trust forms and plan out distributions.

    Recorded October 03, 2024.
    OnDemand
    Details
  11. Wrapping Up Estate Administration 101: Final Accounting, Tax, Distributions, and More
    Trusts, Estates & Probate
    4.34

    Wrapping Up Estate Administration 101: Final Accounting, Tax, Distributions, and More

    Work on the final accounting begins at the first steps of the estate administration and continues until it wraps up all the hard work. Every cent of estate assets, every receipt, expense, and payout must be recorded and balanced before the personal representative is discharged. Are you confident you're not misrepresenting or leaving anything out? This essential overview will walk you through the key steps of structuring, completing, and balancing the final accounting. Identify key mistakes and pain points and come away with helpful troubleshooting examples. Register today! Optimize your estate inventory practices to build a solid foundation for the final account. Properly handle and record distributions. Identify what needs to be filed and when. Walk through the final accounting report and spot problems that may cause it not to balance. Identify top mistakes that can derail the estate closing.

    Recorded March 11, 2025.
    OnDemand
    Details
  12. Irrevocable Trusts - Simplified
    Trusts, Estates & Probate

    Irrevocable Trusts - Simplified

    How confident are you in using irrevocable trusts? Are your clients comfortable permanently giving up control of their major assets to a trustee? This course will give you the skills and tools to harness the power of these vital estate planning tools. Demystify the purposes, structure, tax implications, and administration of irrevocable trusts. This session emphasizes practical applications, compliance with trust law, and recent developments. Learn to distinguish trust types, manage fiduciary obligations, and assess key drafting and tax considerations for irrevocable trust planning. Register today! Build a clear foundation to explain irrevocable trusts to clients. Identify the right trust type to meet each client's planning goals. Avoid errors with proven tips for effective drafting and funding. Spot key tax issues and structure trusts for compliance and efficiency. Guide trustees in meeting their legal duties and avoiding liability. Stay current on case law and IRS trends affecting trust practice.

    Live Online + OnDemandNov 14, 3:00 PM
    Details
  13. Estate Inventory: The Attorney's Guide
    Trusts, Estates & Probate

    Estate Inventory: The Attorney's Guide

    Estate inventories are the foundation of successful probate and estate administration. One error in an estate inventory can trigger delays, penalties, or disputes. In this course, you'll learn how to locate, classify, and accurately value all types of estate property. Gain essential tools to uncover hard-to-find assets, identify potential liabilities, and address claims and disputes. Ensure your estate inventories are precise, organized, and on-time - register today! Identify and categorize all assets, including digital accounts, business interests, and jointly held property. Gain practical valuation tactics and tips for working with appraisers and valuation experts. Discuss methods for handling valid debts, liens, and creditor claims. Receive step-by-step guidance on compiling, organizing, and filing a complete and compliant estate inventory.

    Live Online + OnDemandNov 25, 4:00 PM
    Details
  14. Avoiding Benefits Disruption in Estate Plans, Trusts, and Settlements
    Disability & Social Security

    Avoiding Benefits Disruption in Estate Plans, Trusts, and Settlements

    Picture this: Your client finally settles a long-awaited personal injury case. Relief turns to panic when their SSI and Medicaid benefits are suddenly cut off - and they call you, confused and upset. Or maybe you draft a will for a parent of a child with disabilities, not realizing a simple inheritance could jeopardize that child's lifetime of support. These situations aren't rare - and they're preventable. This course gives you the tools to spot the landmines before they explode, with clear, practical strategies for preserving public benefits eligibility in the face of income, settlements, retirement, or major life changes. Whether you're advising aging clients, working on a PI case, drafting an estate plan, or handling a family matter - you need to know how benefits like SSI, SSDI, Medicaid, and Medicare actually work together (or don't). Prevent problems and errors - register today! Keep clients from losing crucial monthly support after returned to work, getting a payout or hitting an asset limit. Untangle who pays when - from Medicare to Medicaid - and make sure your clients aren't left with a bill. Use the right legal structures - like SNTs, ABLE accounts, and annuities - top preserve eligibility and protect assets. Spot overlapping rules, reporting deadlines, and benefit coordination issues before they escalate.

    Live Online + OnDemandNov 19, 3:00 PM
    Details
  15. Trust Protectors 101
    Trusts, Estates & Probate

    Trust Protectors 101

    This practical CLE course will equip you with the essential knowledge and skills to effectively advise clients, draft provisions, and administer trusts that include trust protectors. We will focus on the tangible aspects of incorporating trust protectors, including analyzing the critical powers to grant, understanding the fiduciary (and non-fiduciary) implications, and anticipating potential challenges. Learn how to draft precise and effective trust protector clauses, navigate the selection and appointment process, and confidently guide clients through the benefits and complexities of using this estate planning tool. Register today! Distinguish the role of trust protectors from trustees, settlors, and beneficiaries. Outline specific areas of oversight and accountability in the trust document. Learn how to communicate with fiduciaries and trust protectors more effectively.

    Live Online + OnDemandOct 8, 6:00 PM
    Details

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Louisiana CLE Courses

Learn More About Louisiana CLE Courses

NBI is a trusted MCLE sponsor offering a comprehensive selection of Louisiana CLE courses for attorneys statewide—from New Orleans and Baton Rouge to Shreveport, Lafayette, and beyond. Our diverse catalog spans core practice areas such as family law, estate planning, and professional responsibility, along with emerging topics like artificial intelligence and social media management. Whether you prefer live in-person seminars, interactive webcasts, or flexible OnDemand programs, NBI delivers expert-led CLE courses designed to enhance your skills, expand your knowledge, and fit seamlessly into your schedule.

 

Louisiana attorneys must meet Louisiana CLE Requirements as set by the Louisiana Supreme Court and the Louisiana State Bar Association (LSBA), including both general credit hours and professionalism credits. NBI’s accredited courses are pre-approved where applicable, ensuring compliance while offering practical, high-quality legal education. Our live and OnDemand formats make it easy to fulfill your annual CLE obligations, earn professionalism credit, and stay current with legal developments—all while enjoying the convenience and trusted accreditation that attorneys have relied on for decades.

 

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.

 

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