New Jersey Diversity, Inclusion and Elimination of Bias CLE Courses

19 Courses
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  1. Taking Your Wills and Trusts From Boilerplate to Bespoke
    Best SellerTrusts

    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
  2. 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
  3. Strategic M&A and Divestiture Structuring Techniques
    Business & Securities Law

    Strategic M&A and Divestiture Structuring Techniques

    Advising business clients on the legal implications of complex deal structures requires a wealth of specialized knowledge. This legal course reviews the many varied M&A options through the analogy of interpersonal relationships. Discuss the short- and long-term benefits and challenges of phased acquisitions, leveraged buyouts, divestitures, special purpose vehicles, and other structures. Take a deeper dive into the world of business deal-making - register today! Explore the structures of famously complex mergers and acquisitions. Analyze the potential uses of divestiture and how it can be leveraged in combination with SPVs. Discuss when spinning a portion of a company into its own business is beneficial. Compare an outright sale with a phased acquisition and determine when the gradual approach makes more sense. Use sale leasebacks safely for a quick influx of cash - manage their inherent legal risks with iron-clad contract language. Leverage Morris Trust transactions for tax-efficient re-structuring. This program was designed in conjunction with NBI's esteemed 2024-2025 Content Advisory Committee Member Julie Globus.

    Recorded March 05, 2025.
    OnDemand
  4. LLC Taxation: Partnership vs. S-Corp
    Tax
    4.5

    LLC Taxation: Partnership vs. S-Corp

    Should the LLC elect to be taxed as a Partnership or an S-Corporation? Your clients are relying on you to help them make the right decision. Join our knowledgeable faculty for a deep dive into the intricate and strategic tax considerations for LLC tax elections. Get the knowledge you need to effectively advise your clients - register today! Explore the tax implications of electing LLC status as a Partnership vs. S-Corporation. Learn the changes you need to make to the operating agreement depending on the tax election. Understand how recent developments in tax law and IRS guidance impact your decision-making.

    Recorded November 07, 2024.
    OnDemand
  5. LLCs in Estate Planning and Probate: Complex Challenges
    Trusts
    4.32

    LLCs in Estate Planning and Probate: Complex Challenges

    Go beyond basic operating agreements (OAs) when incorporating business succession in estate plans. Delve into the intricate world of LLCs in estate planning and probate and equip yourself with the knowledge and strategies to navigate the complexities that arise. Register today! Get a quick update on the factors affecting the creation of LLCs. Understand the unique characteristics of LLCs and their impact on estate planning and probate. Identify and troubleshoot complex challenges associated with LLCs in estate planning and administration. Think through the income and estate tax implications of transferring LLC interests to beneficiaries.

    Recorded May 22, 2024.
    OnDemand
  6. Advanced Estate Planning 2024
    Trusts
    4.18

    Advanced Estate Planning 2024

    Skip the basics and focus on the advanced aspects of your practice and the latest updates affecting estate planning today. In this full-day updates course, our seasoned faculty will share their more sophisticated planning tools, in addition to provide practical tips for getting more out of standard estate planning instruments. Find new approaches to controlling tax burdens and draft 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 estate/gift tax provisions are affecting planning decisions. Discover cutting-edge trust tools and learn how to increase flexibility in your instruments. Weigh the pros and cons of electronic wills and hear the latest case law regarding their treatment in estate administration. Safeguard seniors with declining competence from undue influence and other threats. Learn how to include digital assets and cryptocurrency into your estate planning documents.

    Recorded December 04, 2024.
    OnDemand
  7. Advanced Estate Administration: Final Accounting Strategies
    Trusts
    4.39

    Advanced Estate Administration: Final Accounting Strategies

    The final accounting is the apogee of all the hard work the personal representative does in administering the estate. While simple on its face, it can be incredibly frustrating to ensure it's accurate and balanced. This practical guide skips the basics and offers complex strategies and case studies to help you prevent costly delays and disputes. Shed light on the gray areas: from valuation of rare assets to income-producing property, and more. Refine and update your approaches - register today! Improve the way you structure final accountings to streamline the process and prevent mistakes. Explore tough scenarios in valuing and recording receipts. Identify key problem areas in balancing final accounts and get tools for finding and correcting top issues. Learn how to handle objections to final accounting. Benefit from seasoned practitioners' experience and analysis. Ensure tax reporting stands up to scrutiny.

    Recorded December 18, 2024.
    OnDemand
  8. Advanced Trust Tactics for Experienced Practitioners
    Trusts
    3.96

    Advanced Trust Tactics for Experienced Practitioners

    The use of trusts in estate planning, disability, business succession, and investment is changing. Are you keeping up with the latest case law, drafting trends, and tax tactics? This advanced-level guide is designed for experienced practitioners looking to up their game. Elevate your practice with case law updates and sample trust language analysis. Register today! Stay ahead of the curve with a summary of the latest trends to watch. Help your clients maximize their charitable giving potential. Explore top trust disputes and come away with working solutions. Come away with specific trust language suggestions. Draft flexibility into your estate plans without sacrificing their effectiveness.

    Recorded August 14, 2024.
    OnDemand
  9. Complex Tax Issues for LLCs
    Business & Securities Law
    4.79

    Complex Tax Issues for LLCs

    Go beyond basic LLC formation tax options and delve into the complex practical tax dilemmas your clients will face throughout the life of an LLC. From transfer of appreciated assets to death of a member, this course skips the intros and gets right to the point. Build your skills - register today! Learn sophisticated tax minimization techniques from experienced attorney faculty. Make the best use of Keogh plans. Steer clear of the dangers of self-employment tax. Plan for taxation of sale of an interest, including the holding period.

    Recorded June 23, 2023.
    OnDemand
  10. Advanced Tax Planning in Real Estate Investment
    Tax

    Advanced Tax Planning in Real Estate Investment

    Tax rules regulating real estate investment are constantly changing, requiring you to adjust and update your approaches. This timely tax briefing will outline current tax challenges and tactics you need to know and apply immediately. Skip the basics - get quick actionable tidbits on tax consequences of top investment vehicles, new reporting requirements, depreciation tactics, like-kind exchanges, and more. Get up to speed - register today! Discuss how effective LLCs and trusts are now in purchasing real estate. Get an update on the passive activity loss rules. Adjust to the new realities of like-kind exchanges.

    Recorded October 16, 2024.
    OnDemand
  11. Advanced LLCs: Disputes, Death of Member(s),  and Other Challenges
    Business & Securities Law
    4.0

    Advanced LLCs: Disputes, Death of Member(s), and Other Challenges

    LLCs are no longer the new kid on the block: their uses are varied and complex, and new entities are coming to challenge them for primacy. Are you up to date on the best ways to protect your clients and ensure they optimize their use of advantages LLCs afford? Skip the basics and delve into the complex issues of tailoring LLCs for specific uses, facing CTA compliance challenges, tackling internal disputes and third-party claims, and much more! Stay ahead of the curve - register today! Discuss the pros and cons of the new DAO structures compared to LLCs. Ensure all your clients comply with the new CTA reporting requirements. Power up your OA skills with tips for tailoring provisions to the unique goals and circumstances of each business. Improve tax efficiency with guidance from the pros. Clarify the rights of the deceased LLC members and ensure business continuity in the event of a disability or death.

    Recorded August 07, 2024.
    OnDemand
  12. IRAs Planning: Advanced Issues 2023
    Trusts
    4.46

    IRAs Planning: Advanced Issues 2023

    This in-depth expert-led legal analysis sums up recent IRA law changes and offers guidance on how to adopt your planning techniques to the new realities. Walk through complex scenarios, troubleshoot RMDs, and find solutions to questions you haven't even thought to ask yet. Whether you represent elderly clients, draft estate plans, or advise on retirement planning, this course is for you. Register today! Clarify new required minimum distribution (RMD) rules and come away with new RMD planning approaches. Prevent excise tax for missed RMDs. Identify creative and effective IRA tax-saving opportunities. Work through tough planning scenarios to come away with actionable tactics. Maximize the stretch under the new rules.

    Recorded July 12, 2023.
    OnDemand
  13. Advanced Estate Planning Conundrums: What Would You Do?
    TrustsNew!

    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
  14. Advanced Estate Administration
    Trusts
    4.45

    Advanced Estate Administration

    The seemingly simple tasks of probate and trust administration hide inside them a plethora of complex problems and opportunities. Are you up to the challenge? This course is designed for seasoned attorneys looking to upgrade their competence. Delve into the complex challenges, legal nuances, and evolving trends associated with managing and settling estates. Register today! Explore advanced tax-planning techniques to minimize tax liabilities for clients. Navigate the complexities of estate administration involving assets located in multiple jurisdictions. Come away with practical tips for handling difficult trustees and personal representatives. Get a tailored guide to legal ethics compliance that focuses on key estate administration tasks and problems. This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Louis Silverman.

    Recorded July 31, 2024.
    OnDemand
  15. Real Estate Tax Planning Updates and Strategies
    Tax
    4.47

    Real Estate Tax Planning Updates and Strategies

    Tax-saving opportunities abound for real estate investors and owners. Yet many are overlooked or underutilized. In this beyond-the-basics 2023-2024 planning guide, experienced faculty will share their strategies to cutting their clients' tax bills. Discover the techniques, follow the rules, and avoid penalties - register today! Explore tax-saving tactics for real estate investment and property transactions. Clarify what real estate businesses can and cannot deduct. Analyze how recent legislation is shaping real estate tax planning methods. Adapt your like-kind exchange tactics to the recent law changes. Make the best use of QOZ investment opportunities.

    Recorded December 08, 2023.
    OnDemand

New Jersey Diversity, Inclusion and Elimination of Bias CLE Courses

Enhance your cultural competence and promote a more inclusive legal profession with NBI's New Jersey diversity, inclusion, and elimination of bias CLE courses. These important courses are designed to help you understand and address issues related to diversity, equity, and inclusion within the legal system. By recognizing and mitigating implicit biases, creating inclusive work environments, and providing culturally competent legal services, our courses cover a range of topics essential to fostering a more diverse and equitable legal system in New Jersey. By participating in our diversity, inclusion, and elimination of bias CLE courses, you can gain valuable insights and strategies to become a more inclusive and culturally aware legal professional, ultimately contributing to greater access to justice and improved legal services for all clients.

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