Trusts, Estates & Probate CLE Courses
NBI offers a complete library of Trusts, Estates & Probate CLE courses addressing key legal issues, developments, and leading practices for attorneys in all stages of their practice.
- Kentucky CLE26
- Alabama CLE26
- Alaska CLE26
- Arizona CLE28
- Arkansas CLE26
- California CLE26
- Colorado CLE26
- Connecticut CLE26
- Delaware CLE26
- Florida CLE26
- Georgia CLE26
- Hawaii CLE26
- Idaho CLE26
- Illinois CLE26
- Indiana CLE26
- Iowa CLE26
- Kansas CLE26
- Louisiana CLE26
- Maine CLE26
- Minnesota CLE26
- Mississippi CLE26
- Missouri CLE26
- Montana CLE26
- Nebraska CLE26
- Nevada CLE26
- New Hampshire CLE26
- New Jersey CLE26
- New Mexico CLE26
- New York CLE26
- North Carolina CLE26
- North Dakota CLE26
- Northern Mariana Islands CLE26
- Ohio CLE26
- Oklahoma CLE26
- Oregon CLE26
- Pennsylvania CLE26
- Rhode Island CLE26
- South Carolina CLE26
- Tennessee CLE26
- Texas CLE26
- Utah CLE26
- Vermont CLE26
- Virginia CLE26
- Washington CLE26
- West Virginia CLE26
- Wisconsin CLE26
- Wyoming CLE26
Best SellerTrustsFinnegan is DEAD! A Walk Through a Fictional Probate Case
Finnegan O'Malley, aged 92, passed away peacefully in his sleep while attempting to break the world record for the longest continuous nap. His last will and testament was found rolled up inside his favorite leprechaun-shaped cookie jar. You're advising his long-suffering nephew Seamus, who nearly fainted when he realized the extent of his duties as a personal representative. Follow this slightly whimsical yet no less legally enlightening case from start to conclusion and let it prepare you for the daily toils and troubles of probate practice. Register today! See the ridiculous extent of Finnegan's estate and get tips for inventory and management. Learn what to do with creditor claims, even wildly outlandish ones. Follow the very real probate timeline and deadlines to ensure timely administration. Understand tax-reporting requirements in probate. Discover how to predict, prevent, and resolve common (and sometimes slightly absurd) disputes. This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member attorney Louis Silverman.
Live Online + OnDemandApr 29, 2:00 PM
Best SellerElder LawElder Law and Asset Protection Essentials
Elder law practice demands are tightly intertwined with the asset protection needs of your clients. Are you shoring up their creditor defenses as you help them plan for retirement and possible disability? Discover the asset protection implications of medical and financial powers of attorney (POAs), develop strategies for asset protection while qualifying for Medicaid nursing home care, make the best use of LLCs, and much more. Protect your aging clients - register today! Explore the most efficient ways of qualifying for Medicaid nursing home care. Master the essentials of later-in-life asset protection. Answer your clients critical questions about retirement planning and benefits eligibility. Make the best use of marital agreements for later-in-life marriages. Guard your ethical reputation with tips for representing clients with dementia.
Live Online + OnDemandApr 25, 2:00 PM
Best SellerTrustsSpecial 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.
Live Online + OnDemandMay 8, 2:00 PM
Business & Securities LawPassthrough 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
Best SellerTrustsEstate Planning for Dysfunctional Families
Understanding the law is essential for any good estate planner. But unearthing the dynamics of each client's family and tailoring the legal documents to their unique needs is what makes great estate planning advisers. This legal guide focuses on the many ways family dynamics can derail perfectly drafted estate plans and offers practical solutions for creating order amid conflict. Refine your skills - register today! Identify warning signs of family conflict in estate planning. Ensure ongoing protections with the right choice of personal representatives and trustees. Create robust estate planning documents that anticipate and minimize potential litigation. Discuss what tactics won't work without family cohesion. Tackle undue influence allegations in late-in-life marriages and caretaker relationships.
Live Online + OnDemandMay 13, 3:00 PM
Elder LawLeveraging 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
TrustsAdvanced Estate Planning Conundrums: What Would You Do?
Skip the basics to focus on the latest updates affecting estate planning today. In this full-day course, our seasoned faculty will share their current go-to planning approaches and discuss real-life client scenarios to help you get more out of standard estate planning instruments. Find new approaches to controlling tax burdens and drafting 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 TCJA estate/gift tax provisions and recent deregulation trends will shape planning decisions. Include digital assets and cryptocurrency into your estate planning documents. Discover cutting-edge tax tools for middle-class clients. Get insights into planning for difficult clients and complex family dynamics. Build a more robust client base with tips from the pros. Build flexibility into your high-net-worth estate plans. This program was designed in conjunction with NBI’s esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.
Live Online + OnDemandJun 5, 2:00 PM
Best SellerTrustsEstate Planning: New Laws, Old Tools, and the Changes You Need to Make
This timely 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 29, 2:00 PM
TrustsProbate 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.
Live Online + OnDemandJun 4, 2:00 PM
TrustsDrafting Essential Estate Planning Documents
This comprehensive legal instruction offers essential knowledge and resources to draft key documents used to plan for clients' trusts and estates. Establish heirs and plan distributions, choose and prepare fiduciaries, outline medical decisions, and more. With experienced attorney faculty sharing their top approaches and sample documents, you'll save time drafting and advise clients on the wisest course of action for every unique situation. Register today! Get sample language for wills, trusts, beneficiary designations, and more. Understand when specific provisions and documents are used for best results. Learn to draft to prevent unintended consequences. Help clients make the tough end-of-life and organ donation decisions and communicate them clearly and properly. Guard your professional reputation with a specialized legal ethics guide.
Live Online + OnDemandJun 10, 2:00 PM
TrustsThe Probate Playbook: Beginner's Guide to Client Communication and Procedures
Administering an estate requires impeccable knowledge and strict adherence to rules, as well as a great degree of coordination between all the parties involved. In this full-day fundamentals course, experienced probate practitioners will walk you through every step of the process. Explore critical probate processes and adopt best practices for handling the challenges that may arise: managing crucial first steps; gathering, managing, and distributing assets; balancing the final account, and more. Ensure a smooth administration from start to finish. Register today! Prepare for meeting grieving clients - and tackling tough issues with tact and efficiency. Help personal representatives fulfill their duties: map out their tasks and case deadlines. Outline the rights and limitations of creditors in probate and map out the claims process. Ensure all tax liabilities are covered and returns filed before the estate is closed. Wrap up the estate properly with balanced final accountings and thorough final distributions. Get tips for litigating deed contests, lost or contested wills, fiduciary misconduct, and more.
Live Online + OnDemandJun 13, 2:00 PM
TrustsWills and Trusts From Start to Finish
Estate planning is a delicate balancing act of finding the right solutions to the clients' unique circumstances and (often conflicting) priorities. This essential wills and trusts guide walks you through the decision-making process and offers practical knowledge for drafting essential estate planning documents. Register today! Recognize when you should use a will and when a trust is a better option. Get the sample documents you need to draft airtight wills. Know when to use revocable vs. irrevocable trusts. Draft personalized trust forms and plan out distributions.
Live Online + OnDemandJun 20, 2:00 PM
TrustsUnderstanding 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.
Live Online + OnDemandJun 18, 2:00 PM
TrustsNew!Drafting 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.
Live Online + OnDemandJul 10, 2:00 PM
TrustsNew!Estate and Trust Administration: Key Tasks, Forms, Procedures and More
All the planning instruments are put to the real test when the person passes away and their affairs are to be laid to rest. Do you have the knowledge, skills, and resources to ensure the estate and trust administration go off without a hitch? This practical legal guide will take you through the process step-by-step and give you the know-how for managing estate assets, trust distributions, tax reporting, and much more. Register today! Get a first handle on tax deadlines, extensions and required supporting documents. Choose the right form of administration for each case and prepare for its unique demands. Walk through the essential elements of the estate closings. Explore key trust administration tasks and trustee duties and powers. Guard your professional reputation with a legal ethics guide that focuses on trusts and estates practice. Get practical tips for handling creditor demands and managing estate assets.
Live Online + OnDemandJun 30, 3:00 PM
Featured Courses
Trusts, Estates & Probate CLE Courses
Learn More About Trusts, Estates & Probate CLE Courses
NBI offers a complete library of Trusts, Estates & Probate CLE courses addressing key legal issues, developments, and leading practices for attorneys in all stages of their practice. Our Trusts, Estates & Probate course library includes courses offered in several different formats to meet your learning needs and fit your schedule. To ensure you get the CLE credits you need, our courses are pre-approved for CLE credit in several states. Learn from leading Trusts, Estates & Probate lawyers now.