OnDemand Washington CLE Courses

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    1. Taking Your Wills and Trusts From Boilerplate to Bespoke
      Best SellerTrusts
      4.33

      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. Medicaid and Estate Planning: A Balancing Act
      Best SellerTrusts
      4.46

      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
    3. Puzzling Over Probate Assets
      Best SellerTrusts
      4.26

      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.

      Coming Soon! OnDemand recording will be available on May 05, 2025.
      OnDemand
    4. Mega Gifts in Anticipation of Estate Tax Exemption Sunset in 2025
      Best SellerTrusts
      4.75

      Mega Gifts in Anticipation of Estate Tax Exemption Sunset in 2025

      The current sky-high gift tax exclusion amount that is slated to end in 2025 creates a once-in-a-lifetime opportunity for affluent clients to save on intra-vivos transfers if they act fast. But many are reluctant to shift their wealth to the next generation with no controls. This strategic briefing outlines practical solutions to taking advantage of this time-sensitive tax-saving technique while controlling risk and future distributions. Determine who can benefit, how to execute the gifts and keep IRS reporting beyond reproach, and create planning solutions beyond outright gifts. Help your clients succeed - register today!

      Recorded April 17, 2025.
      OnDemand
    5. 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
    6. Estate Planning With IRAs After the Final Rules (With Case Studies)
      Best SellerTrusts
      4.06

      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
    7. Passthrough Perils in 2025: Navigating the New LLC Landscape
      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
    8. Savvy Divorce Settlement Strategies for Better Outcomes
      Best SellerFamily Law
      4.0

      Savvy Divorce Settlement Strategies for Better Outcomes

      Ready to take your divorce settlement negotiation tactics to the next level? Here's how we can help! In this engaging and strategic program, our distinguished faculty reveal tried-and-true divorce settlement strategies. From tips for differentiating marital vs. non-marital property to tactics for handling difficult parties, you don't want to miss this course - register today! Demonstrate best practices for obtaining financial disclosures. Uncover practical guidance for navigating debt and property division. Gain real-world negotiation strategies from our experienced faculty. Discuss the tax implications of divorce settlements. Discover the most common errors attorneys make with settlement agreements.

      Recorded April 15, 2025.
      OnDemand
    9. 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
    10. Corporate Taxes and Tariffs Update
      TaxFastTrack

      Corporate Taxes and Tariffs Update

      The new administration's corporate tax and tariff policies are affecting every aspect of your clients' business. This urgent legal update is designed to get you up to speed on the latest trends and restrictions. Get short-term forecast and long-term outlook for tax planning tactics and legal and financial implications of tariffs for companies both domestic and international. Don't miss out on these critical updates - enroll today! Identify the latest legislative and regulatory changes impacting corporate tax obligations. Analyze the current tariffs system and its implications for trade and business operations. Recognize the impact of recent developments on international business taxation and compliance. Advise clients on operating in the climate of regulatory uncertainty.

      Live Online + OnDemandApr 28, 4:00 PM
    11. California Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make
      CA SpecificTrusts

      California Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make

      This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today! Get an incisive summary and analysis of the tax changes and their implications for existing planning tools. Learn which deductions remain and how to obtain them. Identify planning approaches that no longer help your clients. Gain practical pointers for fixing old trusts. Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.

      Live Online + OnDemandMay 5, 4:00 PM
    12. 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
    13. 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
    14. Tariff Tactics: Legal Strategies for Minimizing Duties
      Business & Securities LawFastTrack

      Tariff Tactics: Legal Strategies for Minimizing Duties

      In a world of rapidly-shifting trade policies and tariffs, businesses need sharp legal counsel to stay ahead of the game. This concise but informative program is your chance to become the trusted advisor that helps clients minimize tariff costs and optimize their global trade strategies. Arm yourself with practical knowledge and actionable strategies that will set your clients on the path to savings. Register today! Avoid unnecessary duties with precise goods valuation and correct tariff classifications. Help clients renegotiate contracts to absorb tariff costs and protect margins. Leverage drawback claims and navigate customs protests to recover duties.

      Live Online + OnDemandApr 30, 6:00 PM
    15. Leveraging the Power of Trusts in Medicaid and Disability Planning
      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

    OnDemand Washington CLE Courses

    NBI's OnDemand Washington CLE courses offer legal professionals the flexibility to meet their continuing education requirements anytime, anywhere. Covering a wide range of topics, these courses allow you to enhance your legal skills and stay updated with the latest industry trends at your convenience. Perfect for busy legal professionals, NBI's OnDemand courses ensure you remain compliant with state regulations while advancing your career.

    View All Washington CLE Courses