OnDemand Tennessee CLE Courses

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  1. Taking Your Wills and Trusts From Boilerplate to Bespoke
    Best SellerTrusts
    4.44

    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.

    Recorded April 14, 2025.
    OnDemand
  2. Navigating the Sale of Real Estate in Probate
    Real Estate
    4.73

    Navigating the Sale of Real Estate in Probate

    Gain the confidence needed to navigate the complexities of real estate sales in probate! Join us to discover key considerations for valuing and selling inherited properties, along with strategies for resolving title issues and family disputes. Understand the key considerations and legal framework of real estate in probate. Learn effective strategies for valuing and selling real estate in probate. Gain insights into resolving title issues and disputes among heirs. Don't miss this opportunity to equip yourself with essential knowledge - register now to secure your spot!

    Recorded April 25, 2025.
    OnDemand
  3. Trust and Probate Pain Points: A Technical Deep Dive
    Best SellerTrusts
    4.58

    Trust and Probate Pain Points: A Technical Deep Dive

    This course targets seasoned trusts and estates attorneys, diving deep into nuanced legal challenges that transcend foundational practice. Together with faculty, you'll address multifaceted scenarios involving emerging legal technologies, complex creditor dilemmas, real property disposition, and more. Measure and mitigate risks and optimize strategies - register today! Stay current on the latest trends and challenges of trusts and estates practice. Tackle drafting errors that derail estate plans and leave clients legally and financially vulnerable. Master sophisticated techniques for managing estate debts. Develop advanced skills in pursuing and supporting creditor claims. Gain strategic approaches to resolving complex real property challenges. Acquire insights into nuanced trust administration and modification challenges.

    Coming Soon! OnDemand recording will be available on May 20, 2025.
    OnDemand
  4. Harnessing the Synergetic Power of LLCs and IRAs
    Trusts
    4.28

    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.

    Recorded April 24, 2025.
    OnDemand
  5. Special Needs Trusts: Attorney and Trustee Perspectives
    Best SellerTrusts
    4.46

    Special Needs Trusts: Attorney and Trustee Perspectives

    Special needs trusts (SNTs) are a powerful tool that enables individuals with disabilities to get the help they need without sacrificing essential quality of life, but the key to their proper function goes beyond skillfully drafted provisions. We've invited attorney and professional SNT trustee faculty to share their experiences and tips for the most effective use of SNTs: from benefits eligibility to maximizing expenses and properly managing assets. Adopt a holistic approach to SNTs - register today! Learn how critical SNT provisions are interpreted at trust administration. Explore what trustees can and cannot do to enhance beneficiaries' lives. Discuss fiduciary responsibilities and issues of which to be aware. Clarify the limiting effects of benefits requirements that define the use of SNTs. Work through legal ethics dilemmas you will likely face in your special needs practice.

    Coming Soon! OnDemand recording will be available on May 22, 2025.
    OnDemand
  6. Puzzling Over Probate Assets
    Best SellerTrusts
    4.24

    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.

    Recorded April 21, 2025.
    OnDemand
  7. Estate Planning With IRAs After the Final Rules (With Case Studies)
    Best SellerTrusts
    4.11

    Estate Planning With IRAs After the Final Rules (With Case Studies)

    Final IRA regulations are out, and it's crucial to understand the latest changes and their impact on retirement assets in the context of estate plans. This legal guide offers a cogent review of the final rules and actionable strategies in the form of common scenarios, case studies, and sample trust language. Whether addressing beneficiary designations, mitigating creditor claims, or planning for the likely tax consequences, you'll get knowledge you can use right away. Register today! Analyze the latest rules, IRS guidance, and case law shaping IRA planning. Gain clarity on current contribution limits and Required Minimum Distributions (RMDs) rules for effective planning. Recognize common pitfalls in beneficiary designations and understand how the latest regulations will affect your future decision-making. Explore innovative planning options and prioritize your approach when dealing with inherited IRAs.

    Recorded March 03, 2025.
    OnDemand
  8. Individual Wealth, Trusts, and Estates Tax Forecast for 2025 and Beyond
    TrustsFastTrack
    4.71

    Individual Wealth, Trusts, and Estates Tax Forecast for 2025 and Beyond

    2025 is slated to be the year of change for estate planners. What will the new administration bring? How will the expiration of the TCJA tax provisions be handled? How are the role and priorities of the IRS changing? Be prepared for the likely (and potentially surprising) outcomes with an incisive forecast from our tax specialist faculty. Delve into potential policy shifts under the new administration, explore proactive planning strategies for clients, and prepare for specific areas of scrutiny. Stay ahead of the curve - register today! Discuss the chances of TCJA tax cut extension and prepare for new tax burdens if they don't. Ensure compliance and minimize risk when it comes to business reporting and asset transfers. Get tips for building flexibility into your plans.

    Recorded February 27, 2025.
    OnDemand
  9. "It's Not a Movie" - Dispelling Pop Culture Myths About Estate Planning
    Trusts
    4.32

    "It's Not a Movie" - Dispelling Pop Culture Myths About Estate Planning

    "Fiction is the lie through which we tell the truth." - Albert Camus For this course, we've asked our top trusts and estates attorney faculty for their favorite movies and TV shows that address inheritance, disability, aging, and other practice-related topics We then compiled a master watch list to discuss and use examples of the most accurate and egregiously (hilariously) incorrect representations of trusts and estates practice to highlight practical challenges and help you counter bad planning. Improve your client skills and come away with a deeper understanding of underlying issues that derail best-laid estate plans. Register today! Learn what fiction gets right and wrong about dementia and disability realities. Dispel the "will reading scene" and ensure ethical communication with clients and third parties. Guard against POA and guardianship abuse and neglect. Discuss key business succession issues and pave the way to smooth transition.

    Recorded March 13, 2025.
    OnDemand
  10. Estate Planning Financial Instruments: Aligning Expertise With Emerging Rules and Trends
    Trusts
    4.47

    Estate Planning Financial Instruments: Aligning Expertise With Emerging Rules and Trends

    While estate planners are experts in navigating the legal complexities of wealth transfer, a deeper understanding of investment strategies can significantly enhance their clients' outcomes. This course is a rapid-fire review of the current financial planning tools and rules that affect estate plans. Give real and current context to your estate planning tactics - register today! Get an overview of the plethora of current portfolio analysis tools and learn to eke out meaning from blunt numbers. Review major asset types and their common tax implications. Build synergies with your clients' financial adviser teams: learn how to speak their language. Learn how to tailor your estate plans to complement your clients' assets, goals, and risk tolerance levels.

    Recorded February 26, 2025.
    OnDemand
  11. Beyond Breach: Exploring Fiduciary Claims in Probate
    Trusts
    4.67

    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.

    Recorded March 21, 2025.
    OnDemand
  12. Tax Issues in Estate Administration: Rules, Valuations, Reporting, and More
    Tax
    4.38

    Tax Issues in Estate Administration: Rules, Valuations, Reporting, and More

    Frustrated by the complex world of estate administration and the many tax issues that come with it? Overcome your frustrations with this course on taxes and estate administration. Gain the essential knowledge to navigate the world of estate taxes, from understanding tax forms to mastering complex tax returns. This course equips you with the tools to minimize tax liabilities, avoid costly errors, and effectively represent your clients in estate administration matters. Register today! Stay up-to-date on the latest tax law changes and their impact on estate administration. Gain a deep understanding of complex estate tax rules and regulations. Learn proven strategies for calculating and distributing assets according to a will or trust. Develop proficiency in understanding and filing estate tax returns. Consider ethical guidelines in representing clients during estate administration. Acquire practical tools and knowledge for resolving estate tax disputes.

    Recorded January 15, 2025.
    OnDemand
  13. 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
  14. Drafting Third-Party Special Needs Trusts: Advanced Tactics and Sample Trust Language
    Trusts
    4.59

    Drafting Third-Party Special Needs Trusts: Advanced Tactics and Sample Trust Language

    There's a number of challenging aspects and specific uses to consider when drafting third-party special needs trusts. Balancing flexibility with restrictions, coordinating all moving parts, and planning for future uncertainties make drafting third-party SNTs particularly complex. This focused legal course walks through sample trust language and offers hard-won advice from experienced attorneys to ensure these uniquely versatile tools are used to their full potential. Hone your skills - register today! Craft language that provides enough direction to the trustee to meet the beneficiary's needs without jeopardizing public benefits. Choose the right trustee who understands the beneficiary's unique needs. Avoid unintentional tax consequences. Handle ambiguities in regard to future needs.

    Recorded June 25, 2024.
    OnDemand
  15. Making Changes to Irrevocable Trusts: Top Ways to Right the Ship
    Trusts
    4.53

    Making Changes to Irrevocable Trusts: Top Ways to Right the Ship

    Irrevocable trusts often hold sway over beneficiaries many decades after they're drafted. To ensure the grantor's intent is honored, an adjustment is often needed. This solutions-focused course will equip you with the tools to reshape irrevocable trusts and keep them in step with changing laws and life's evolving needs. Register today! Explore every lever you can pull to adapt trusts to changing circumstances. Master the potent power of appointment to reshape beneficiary designations and trust terms. Negotiate win-win scenarios with modification by beneficiary consent. Identify common barriers to modification. Determine when reformation is the right path forward.

    Recorded June 19, 2024.
    OnDemand

OnDemand Tennessee CLE Courses

Enhance your legal skills with our On-Demand Tennessee CLE Courses, available anytime and anywhere. NBI’s comprehensive online library features a wide range of topics essential for legal professionals. Perfect for those with busy schedules, our on-demand courses allow you to earn your CLE credits at your convenience while staying current with the latest developments in law.

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