OnDemand Tennessee CLE Courses

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  1. Medicaid and Estate Planning: A Balancing Act
    Best SellerTrusts

    Medicaid and Estate Planning: A Balancing Act

    Qualifying for Medicaid nursing home coverage can impede traditional estate planning tactics. This legal course will give you the tools to reconcile the two plans to work in concert instead of against each other. Revise your trust drafting and intravisos transfer approaches, get an update on the latest rules and limitations shaping estate plans, and hear hard-won real-life lessons from seasoned practitioners. Help your clients at every stage of their lives - register today! Get an update on the rules of Medicaid and the latest tax changes. Make the best use of POAs and guardianships to protect the rights of the elderly. Improve drafting with a review of sample trust provisions. Develop a concrete plan for estate administration and Medicaid recovery.

    Recorded March 14, 2025.
    OnDemand
    Details
  2. Estate Planning With IRAs After the Final Rules (With Case Studies)
    Best SellerTrusts

    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
    Details
  3. Considering Expatriation: Legal and Tax Answers
    ImmigrationFastTrack

    Considering Expatriation: Legal and Tax Answers

    U.S. expats have complex obligations due to the unique nature of the U.S. tax system, and it's critical to plan ahead and comply with all relevant rules to avoid penalties. This legal update will outline critical factors that must shape your clients' decision to move abroad. Clarify the rules of noncitizens owning property in the U.S., ensure all taxes are paid, and learn what it takes to renounce U.S. citizenship. Get the answers to questions your clients haven't thought to ask - register today! Navigate foreign account reporting requirements to protect your clients' financial interests in international transactions. Help clients minimize their tax burden while remaining compliant with U.S. law. Advise clients who are considering citizenship renunciation on its tax implications.

    Recorded March 19, 2025.
    OnDemand
    Details
  4. B2B Law Essentials
    Business & Securities Law

    B2B Law Essentials

    Representing B2B companies comes with its own unique set of challenges, from multi-party negotiations to unique risk management tactics. Whether you're just building your B2B law practice or are looking for a refresher, this course will give you the foundational skills and know-how to become an indelible partner in your B2B business client's daily operations. Grow your practice - register today! Get practical tips for positioning your practice to attract and keep B2B clients. Learn the basics of corporate governance, as well as regulatory and risk management best practices. Enhance your knowledge of B2B contract drafting and multi-party negotiations. Come away better equipped to tackle in-depth due diligence in multi-entity transactions. Ensure your clients' ongoing regulatory compliance with timely updates and well-structured internal controls. Discover insights pertaining to B2B dispute resolution, B2B taxation, and more.

    Recorded April 01, 2025.
    OnDemand
    Details
  5. 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
    Details
  6. Estate and Medicaid Planning
    Trusts
    4.54

    Estate and Medicaid Planning

    A combined approach to planning for both elder care and the estate together is the only way to ensure the two plans don't work against each other. This practical overview will give you actionable methods for qualifying for Medicaid while leveraging the best tax and estate administration planning. Draft better trusts and proxy documents and take all the clients' assets into consideration. Register today! Get an update on the rules of Medicaid and the latest tax changes. Make the best use of POAs and guardianships to protect the rights of the elderly. Explore available Medicaid waiver programs that may allow your clients to maintain independence longer. Improve drafting with a review of sample will and trust provisions. Develop a concrete plan for estate administration and Medicaid recovery.

    Recorded November 13, 2024.
    OnDemand
    Details
  7. Final Rule on Section 752 Partnership Recourse Liabilities
    Business & Securities LawFastTrack

    Final Rule on Section 752 Partnership Recourse Liabilities

    Get an overview of the final regulations regarding the allocation of partnership recourse liabilities under IRC Section 752. The course will cover key changes, including rules for overlapping risk, tiered partnerships, related parties, and the ordering rule. Hear practical guidance for attorneys advising clients on partnership matters. Protect your clients - register today! Clarify the key provisions of the final regulations on partnership recourse liabilities. Apply the new rules for allocating liabilities to various partnership structures. Update partnership agreements to ensure compliance with the new rules. Advise clients on the implications of the regulations for their businesses.

    Recorded February 27, 2025.
    OnDemand
    Details
  8. LLC Tax Transformation: Mastering the Entity Metamorphosis
    Business & Securities Law

    LLC Tax Transformation: Mastering the Entity Metamorphosis

    Data solutions are changing the way business clients handle their taxes, and attorneys advising them must stay ahead of the curve to keep their advice prudent and relevant. That, in concert with changing tax compliance laws, creates the perfect timing for "spring-cleaning" and re-building tax structures no longer serving their function. Get a rapid-fire overview of your options and cautions for mistakes to avoid - register today! Gain insights into the latest tax developments, like CTA BOI reporting, and learn how to implements the changes in your practice. Discuss when and why you would change LLC tax status. Plan conversions between partnership and disregarded entity structures.

    Recorded February 04, 2025.
    OnDemand
    Details
  9. Tax Issues in Estate Administration: Rules, Valuations, Reporting, and More
    Tax

    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
    Details
  10. 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
    Details
  11. Drafting and Administering Wills
    Trusts

    Drafting and Administering Wills

    Build your skills! In this full-day program, our seasoned instructors delve into essential guidelines for creating and administering wills. Examine best practices for drafting for flexibility, uncover practical guidance for drafting tax provisions, and discovery tactics for addressing issues with will validity. Secure your spot now - register today! Get up to speed on the latest trends in will drafting. Determine which provisions you need to include in a will. Gain expert advice for addressing unique issues in wills. Review the process of administering a will. Demonstrate best practices for handling authentication issues in probate.

    Recorded January 23, 2025.
    OnDemand
    Details
  12. Probate Horror Stories: Nightmare PRs, Warring Beneficiaries, and Vampire Creditors
    Trusts
    4.37

    Probate Horror Stories: Nightmare PRs, Warring Beneficiaries, and Vampire Creditors

    It was a dark and stormy night. While you relaxed in your favorite armchair with a fresh NBI coursebook, you heard a faint knock on your window. The pale face of your client's disinherited child appeared. "I'm on the second floor!" flitted through your mind. Your phone rang, the caller ID flashing "IRS." The call was coming from inside the house! If only you could reach the safety deposit box where containing the well-crafted testamentary documents that would banish all the ghosts! With shaking hands, you turned the key and opened it. Nothing. Empty. Walls closing in, executors wailing at the door, you run, stumble, fall and... awaken relieved, with this course in your hands. In this spooky session, our brilliant attorney faculty will give you the tools to defeat probate nightmares at Halloween and year-round. Don't be scared - get prepared! Register today! Venture into the latest legal and regulatory danger zones and get tips for safely navigating them. Detangle tax consequences of estate income, decedent's final return, beneficiary distributions, and more. Learn how to find missing documents, wrangle difficult personal representatives, and resolve disputes. Share your own ghoulish stories and ask the oracles for interpretation.

    Recorded October 14, 2024.
    OnDemand
    Details
  13. IRAs and Retirement Assets in Estate Planning: Recent Changes and New Tactics
    Trusts
    4.23

    IRAs and Retirement Assets in Estate Planning: Recent Changes and New Tactics

    IRA rules are in flux, and the changes will have a significant impact on the way we treat retirement assets in estate planning. Are you prepared? This practical update will give you the latest information and new practical guidance for planning in the changing environment. From beneficiary designations through creditor claims and tax consequences, you'll come away with the knowledge you can put to use immediately. Register today! Tailor your approaches to the specific types of retirement assets, taking into account their unique advantages and limitations. Clarify all the contribution limits and RMD requirements essential to effective planning. Identify key mistakes in beneficiary designations and learn how the new rules will affect future decision-making. Explore new planning options and priorities in planning for inherited IRAs. Keep your practice beyond reproach with a legal ethics guide tailored to the concerns of your practice.

    Recorded July 26, 2024.
    OnDemand
    Details
  14. IRA Distributions Under the SECURE Act and SECURE 2.0
    Trusts

    IRA Distributions Under the SECURE Act and SECURE 2.0

    The SECURE Act and SECURE 2.0 have changed the way IRA distributions are handled and upended the way IRAs are planned and administered. This incisive legal update focus on the distributions aspect of the new laws and offers practical tips for planners. Register today! Calculate penalties and explore remedies for missed RMDs. Understand taxation of IRA distributions under the new laws. Work through common beneficiary challenges. Prepare to answer your clients' questions.

    Recorded February 10, 2025.
    OnDemand
    Details
  15. 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
    Details

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.

View All Tennessee CLE Courses