State-Specific Tennessee CLE Courses
TN SpecificTrustsTennessee Probate Process from Start to Finish
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - register today! Learn the procedure, rules and practical steps to effectively administer a probate. Determine what form of administration is appropriate for a specific probate case. Clarify the order of inheritance for an estate when there is no will. Locate assets and obtain ownership documents more easily with a list of local and online resources. Get a complete view of the sequence of events that must happen before the estate can be closed. Identify common actions that trigger malpractice liability and get tips for staying in the clear. Get practical advice for honoring or contesting all claims against the estate. Find new ways to resolve liquidity issues that delay estate closing and final distributions and payments. Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.
Live Online + OnDemandMar 31, 12:30 PM
TN SpecificTrusts4.5Step-by-Step Guide to Drafting Wills and Trusts in Tennessee
Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today! Get practical will and trust drafting skills to speed up the process and give the testator's last wishes power. Stave off conflicts of interest with a clear determination of who your client is from the start. Learn how to deal with interested relatives who want to be present at all the planning meetings. Explore the pros and cons of using a revocable living trust in the will's stead and find out when it's a better option. Explore the functions and mechanics of major trust structures - and make certain you choose the right tool for each job. Give each provision full power with precise word choices - get sample forms to speed up the process. Make sure your remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are assigned. Anticipate key tax issues, including individual income tax planning and trust taxation. Phrase the fiduciary and beneficiary designations to leave no room for misinterpretation. Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation. Learn how to verify and document the testator's competency to close the door on any potential will contests.
Recorded July 11, 2024.OnDemand5 hours 55 minutes
TN SpecificTrusts4.15Trusts in Tennessee From A to Z
Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today! Weigh all the pros and cons to select the best trust options for specific client situations. Anticipate tax consequences of various trusts. Use sample trust language our faculty provide to save drafting time and avoid mistakes. Clarify the powers and duties of trustees in different trusts. Compare living and testamentary trusts for straightforward estate planning. Distinguish between accounting and taxable income and learn how trust income tax is reported. Understand how recent tax laws changed the practice of marital trusts and learn when they are still useful. Review common ethical missteps that can cost you your license - and how to avoid them.
Recorded November 13, 2024.OnDemand6 hours 25 minutes
Elder LawTN SpecificProtecting Assets While Qualifying for Medicaid in Tennessee
Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today! Learn what the income eligibility requirements are when applying for Medicaid. Protect your clients' interests by knowing what's exempt and what's not. Employ the most practical and effective asset transfer methods to comply with the spend-down requirement. Explore crisis planning methods to restore Medicaid benefits as quickly as possible. Guide clients through the Medicaid qualification process by knowing what's involved.
Recorded October 09, 2024.OnDemand5 hours 49 minutes
Litigation & AppealsTN SpecificLitigating Civil Cases in Tennessee From Start to Finish
Don't miss this opportunity to develop practical skills in civil litigation! In this online seminar, veteran attorney faculty will provide you with real-world insights and concrete instruction. From initial filings to trial, uncover best practices that will help you work your way to a favorable case resolution. Learn how to be an effective advocate for your clients in civil proceedings - register today! Hear top words of advice on motions, discovery, jury selection, and other select issues. Discover how to spruce up your motion practice skills. Get the evidence you need during discovery and learn how to get it admitted. Learn how to prove the authenticity of social media posts, text messages, and more. Ask the right questions in voir dire to effectively ferret out juror biases and attitudes. Develop your case presentation skills for trial, from opening statements to closing arguments. Examine key ethics traps and receive practical guidance for complying with the rules.
Recorded August 09, 2024.OnDemand5 hours 52 minutes
TN SpecificTrustsAdvanced Estate Administration: A Tennessee Guide
Get right to the heart of the complex and diverse problems that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, taxes, final account discrepancies, and more. Enhance your mastery of estate administration - register today! Clear the gray areas when sorting through probate and non-probate assets. Review difficult scenarios in administering estates that include trusts. Guard the estate against unverified creditor claims and make certain all the qualified debts are paid in full. Ensure tax reporting for the estate and the decedent is beyond reproach.
Recorded August 07, 2024.OnDemand5 hours 55 minutes
TN SpecificTrusts4.5Tennessee Estate Administration From Start to Finish
Whether you're new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today! Learn how to meet every deadline, follow procedures, and complete essential forms. Identify key estate administration pitfalls you need to avoid. Come away with helpful forms, sample documents, and checklists to assist in the process. Acquire strategies to ensure you can help your clients through every step of the probate process. Manage your client's entire estate administration procedures properly and effectively. Learn how to tackle complex estate administration issues such as tax issues, jointly held assets, and will contests. Understand how to properly transfer and distribute assets. Explore proper procedures and processes when dealing with insurance claims and debt during estate administration. Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes. Get the latest information on allowances and elections against the will. Identify how to properly distribute assets to minors, surviving spouses and trusts.
Recorded June 25, 2024.OnDemand6 hours 34 minutes
TN SpecificTrustsTennessee Probate Process: In 7 Simple Steps
This step-by-step practical instruction offers essential knowledge of probate processes and best practices for handling each unique case effectively. Learn how to tackle crucial first steps; handle the personal executive; gather, value, and distribute all assets; and successfully complete the final accounting and tax returns. Arm yourself with the foundational knowledge and best practices you need to ensure a smooth administration from start to finish. Register today! Don't overlook anything important: confidently navigate critical first steps. Understand executor powers, duties, responsibilities, and compensation guidelines. Learn how to effectively marshal and inventory all assets. Pick up tips for validating, prioritizing, and satisfying creditor claims. Get practical guidance for post-mortem planning, trust administration, and tax hurdles. Put the decedent's affairs to rest by making distributions, filing the final tax return, and completing the final accounting. Discover how to litigate deed contests, lost or contested wills, fiduciary misconduct, and more.
Recorded December 10, 2024.OnDemand5 hours 52 minutes
Family LawTN SpecificTop Challenges in Tennessee Family Law
Resolving the wide variety of issues that must be addressed in family law can be challenging. This course will tackle some of the biggest problems in family cases, including tough discovery and evidence issues, complex assets, military divorce matters and much more. Don't miss this opportunity to take your family law skills to the next level with these helpful tactics for overcoming key challenges - register today! Discover effective ways to find and untangle complex assets involved in divorce. Review ways to overcome complicated problems that arise with determining child and spousal support. Take the confusion out of the tricky considerations surrounding a military divorce. Discuss efficient methods to confront heated custody and parenting time dilemmas. Learn approaches for dealing with parental alienation and abuse allegations.
Recorded May 21, 2024.OnDemand5 hours 49 minutes
Litigation & AppealsTN SpecificAdvanced Trial Tactics in Tennessee
Have you perfected your process of trial preparation into an art of war? Are you getting all you can out of the opportunities witnesses and opposing counsel let slip during trial? Do your juries leave the courtroom wanting to reach the verdict that you've clearly stated you want? Join seasoned trial lawyers for an engaging day of learning and tactics exchange and take your courtroom presentation skills to the next level of excellence. Register today! Explore the most effective approaches to case theme development and information organization to help in your trial preparation efforts. Masterfully use openers and direct examination to inoculate jurors against the opponent's major arguments. Choose the right form of exhibit for each key piece of evidence and enhance the visual experience to facilitate comprehension, evoke emotion, and help memory. Use powerful summation strategies to distill the maelstrom of information into juror understanding and acquiescence. Make the best use of video-recorded testimony to refresh witness recollection, demonstrate inconsistencies, and impeach experts. Learn from others' mistakes and successes, and get practical strategies for handling surprises in the courtroom.
Recorded April 12, 2024.OnDemand5 hours 46 minutes
State-Specific Tennessee CLE Courses
Content That’s Tailored to the Unique Needs of Tennessee Practitioners
Ensure compliance with local regulations through our State-Specific Tennessee CLE Courses. NBI offers courses tailored to meet the unique needs and requirements of Tennessee legal professionals. Our state-specific courses provide relevant and practical knowledge to help you stay compliant and advance your legal expertise.
View All Tennessee CLE Courses