OnDemand Washington CLE Courses
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Best SellerTrusts4.55How 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.
Recorded April 15, 2025.OnDemand5 hours 58 minutes
Best SellerTrusts4.36Taking 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.OnDemand5 hours 54 minutes
Best SellerTrusts4.46Medicaid 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.OnDemand5 hours 46 minutes
Best SellerTrusts4.49Understanding 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.
Recorded February 05, 2025.OnDemand5 hours 54 minutes
Best SellerTax4.63Tax Basis in Probate
Understanding the concept of tax basis and the stepped-up basis rule is essential for every attorney handling trusts and estates cases, especially new attorneys. Master these principles to help your clients maximize the tax benefits of inherited assets and ensure a smooth transition of wealth to the next generation. Register today! Clarify the role of tax basis in the transfer of assets from decedent to beneficiaries. Prevent mistakes in calculating stepped-up basis (consider IRD and other exceptions and special rules!). Avoid serious tax consequences for failure to correctly report the stepped-up basis.
Coming Soon! OnDemand recording will be available on May 06, 2025.OnDemand1 hour 28 minutes
Trusts4.03Creditor Claims, Distributions, and Estate Closings: Lessons From Estate Administration Attorneys
In this storytelling course, seasoned practitioners will share their hard-won advice through case studies and hypotheticals on effective (and not-so-effective) ways of managing, distributing, and wrapping up the estate. Learn from others' experience and come away better prepared for the final steps of estate administration. Register today! Get realistic answers to top creditor claims questions. Work through common beneficiary issues. Discuss how to handle distributions when liquidity is an issue. Predict and prepare for what can often go wrong at final accounting.
Recorded March 25, 2025.OnDemand2 hours 55 minutes
Best SellerTrusts4.76Mega 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 58 minutes
Best SellerTrusts4.3Puzzling 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.OnDemand5 hours 55 minutes
Trusts4.64Opening and Managing the Estate: Life Lessons From Seasoned Attorneys
Estate administration is all about stories. Our faculty dip into their considerable experience satchels and fish out the most interesting and important life lessons of starting each probate to prevent problems down the line. Learn though case studies, war stories, and hypotheticals and come away better prepared for whatever may come. Register today! Explore common issues unique to small estates. Get tips for marshalling assets and recognizing hidden treasures in basements and garages. Find out what's needed to open the estate without a hitch. Discover what to expect from personal representatives and how to ensure good working relationships.
Recorded March 24, 2025.OnDemand2 hours 55 minutes
Trusts4.34Wrapping Up Estate Administration 101: Final Accounting, Tax, Distributions, and More
Work on the final accounting begins at the first steps of the estate administration and continues until it wraps up all the hard work. Every cent of estate assets, every receipt, expense, and payout must be recorded and balanced before the personal representative is discharged. Are you confident you're not misrepresenting or leaving anything out? This essential overview will walk you through the key steps of structuring, completing, and balancing the final accounting. Identify key mistakes and pain points and come away with helpful troubleshooting examples. Register today! Optimize your estate inventory practices to build a solid foundation for the final account. Properly handle and record distributions. Identify what needs to be filed and when. Walk through the final accounting report and spot problems that may cause it not to balance. Identify top mistakes that can derail the estate closing.
Recorded March 11, 2025.OnDemand5 hours 54 minutes
TrustsFastTrack4.71Individual 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 57 minutes
Best SellerTrusts4.06Estate 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.OnDemand6 hours 4 minutes
Trusts4.32"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.OnDemand5 hours 55 minutes
Trusts4.64Drafting a Simple Revocable Living Trust (With Bonus Special Use Clauses)
This comprehensive course equips you with the knowledge and practical skills to draft revocable living trusts. Through a step-by-step approach, you'll gain a thorough understanding of the essential elements, explore special use clauses, and leverage sample language to streamline the drafting process. Build your skills - register today! Structure client intake to ensure no critical information falls through the cracks. Lay out trustee duties to ensure proper trust management and beneficiary care. Examine critical trust provisions, clause by clause, and learn to tailor them to specific cases. Explore special use clauses like pet care, special needs, and more. Gain trust review techniques that minimize errors and ensure timely updates.
Recorded December 30, 2024.OnDemand5 hours 49 minutes
Trusts4.13Probate 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.
Recorded December 10, 2024.OnDemand5 hours 52 minutes
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.
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