Maine Ethics CLE Courses

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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Best SellerBusiness & Securities Law
LLC Operating Agreements: Start to Finish
Drafting an airtight LLC agreement is the best way to protect your client from future disputes and litigation. Gain a better understanding of what should be taken into consideration and what crucial provisions need to be included in your agreements to ensure a favorable outcome in settlement or court if member conflicts arise. Register today! Get a step-by-step walkthrough of details to consider when drafting an LLC agreement. Gain a better understanding of formation provisions in the operating agreement. Identify practical implications of majority, super-majority and unanimity voting. Learn different options for tax entity selection. Increase your knowledge of transfer restrictions, right of first refusal, impasse (put/call) capital call and dissolution provisions. Receive practical advice for common ethical issues that may arise, including conflicts of interest and confidentiality issues.
Live Online + OnDemandApr 30, 2:00 PM
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Best SellerTrusts
Finnegan is DEAD! A Walk Through a Fictional Probate Case
Finnegan O'Malley, aged 92, passed away peacefully in his sleep while attempting to break the world record for the longest continuous nap. His last will and testament was found rolled up inside his favorite leprechaun-shaped cookie jar. You're advising his long-suffering nephew Seamus, who nearly fainted when he realized the extent of his duties as a personal representative. Follow this slightly whimsical yet no less legally enlightening case from start to conclusion and let it prepare you for the daily toils and troubles of probate practice. Register today! See the ridiculous extent of Finnegan's estate and get tips for inventory and management. Learn what to do with creditor claims, even wildly outlandish ones. Follow the very real probate timeline and deadlines to ensure timely administration. Understand tax-reporting requirements in probate. Discover how to predict, prevent, and resolve common (and sometimes slightly absurd) disputes. This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member attorney Louis Silverman.
Live Online + OnDemandApr 29, 2:00 PM
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Business & Securities Law
Passthrough Perils in 2025: Navigating the New LLC Landscape
LLCs laws are changing, and cryptocurrencies and blockchain are disrupting businesses across all industries. Do you have the information to provide the most effective, up-to-the-minute advice? Hear the latest on LLC entity choice, formation, taxation, operation, and dissolution. Let us equip you with best practices for drafting and reviewing operating agreements. Register today! Hear about federal laws changing the way LLCs are used. Track key tax changes affecting LLC formation and operation. Address key operating challenges including data privacy and security. Let the latest case law inform your asset protection approaches. Come away with a list of recommended new OA changes to keep the LLC protected.
Live Online + OnDemandMay 2, 2:00 PM
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Elder Law
Leveraging 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
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Family Law
Tax in Divorce: The Attorney's All-in-One Guide!
Build your knowledge! In this practical introduction to tax in divorce, our accomplished faculty fills you in on the tax implications of retirement accounts, marital residence division, and so much more. Make certain you handle each divorce case in a way that minimizes tax surprises and ensures a fair division of assets and liabilities - register today! Enhance your understanding of essential tax documents. Identify tax considerations when dividing up the marital residence. Discover the tax implications of dividing retirement accounts. Find out how to determine who gets to claim the children as dependents. Determine the pros and cons of different filing status options in divorce. This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member Erika MacCormac.
Live Online + OnDemandMay 1, 3:00 PM
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Trusts
The 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
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Trusts
Advanced 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
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Trusts
Understanding 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
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Real Estate
1031 Exchanges: 2025 Guide
Like-kind exchanges are an effective tax tactic but have been under legislative fire in the recent years. Are you confident old approaches still work? Whether you're new to the technique or just looking for a refresher, this practical overview will give you all the information you need to use 1031 exchanges tax efficiently and without error. Register today! Get a legal update and outlook for the future of the practice. Explore types of exchanges and their best uses. Review common mistakes made in choice of property and timing of the exchange. Make certain tax reporting is beyond reproach. Examine conversions to and from investment property and prevent key problems.
Live Online + OnDemandJun 11, 2:00 PM
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Trusts
Probate 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
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TrustsNew!
Income 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
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Business & Securities LawNew!
LLCs: Member-Managed vs. Manager-Managed
How are operating agreements written to accommodate for different managerial situations? What tax procedures direct the actions of a manager vs. a member? Learn how to advise LLC members in structuring their enterprise and how to overcome difficult tax or member-manager disputes. Register today! Prepare for organizing and advising LLC members on the various procedures of LLCs. Learn how to create comprehensive operating agreements that address common management misconceptions. Acknowledge the benefits and drawbacks of both member-managed and manager-managed LLCs. Prevent common tax hurdles and streamline the LLC process. Resolve member-manager complaints and correct misconduct.
Live Online + OnDemandJun 26, 2:00 PM
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Business & Securities LawNew!
Contracts for the Sale of Goods: A Detailed Overview
Goods contracts are the grease on the wheels of commerce today. To make supply and consumer relationships work, each simple agreement must be clear and enforceable. Have you reviewed yours lately? This legal course offers a comprehensive overview of the Article 2 of the UCC and other law governing the sale of goods. Attendees will gain a solid foundation in the legal principles and tactical considerations relevant to drafting, negotiating, and trouble-shooting contracts involving the sale of goods. Build your skills - register today! Clarify the scope and applicability of Article 2 of the UCC. Identify and analyze the essential elements of a valid sales contract. Spot, use, and balance out pro-buyer and pro-seller contract language. Apply UCC Rules governing contract formation and performance. Plan for and allocate tax liability in sale of goods transactions. Employ remedies available for non-performance and breach of contract.
Live Online + OnDemandJun 25, 2:00 PM
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Maine Ethics CLE Courses

Fulfill your ethics requirements with our Maine Ethics CLE Courses. NBI provides courses that address crucial ethical issues and help you maintain the highest standards of professional conduct. These courses are designed to ensure you adhere to ethical guidelines while enhancing the integrity and quality of your legal practice.

View All Maine Specialty Credit CLE Courses

Maine Ethics CLE Courses

How to Use Trusts to...

LLC Operating Agreements: Start to Finish

Finnegan is DEAD! A Walk Through a Fictional Probate Case

Passthrough Perils in 2025: Navigating the New LLC Landscape

Leveraging the Power of Trusts in Medicaid and Disability Planning

Tax in Divorce: The Attorney's All-in-One Guide!

The Probate Playbook: Beginner's Guide to Client Communication and Procedures

Advanced Estate Planning Conundrums: What Would You Do?

Understanding Trusts: Why Some Structures Provide More Protections Than Others

1031 Exchanges: 2025 Guide

Probate Process From Start to Finish

Income Taxation of Trusts, Estates, and Individuals

LLCs: Member-Managed vs. Manager-Managed

Contracts for the Sale of Goods: A Detailed Overview

Maine Ethics CLE Courses