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.
- New York CLE17
- Alabama CLE11
- Alaska CLE10
- Arizona CLE13
- Arkansas CLE10
- California CLE12
- Colorado CLE10
- Connecticut CLE12
- Delaware CLE11
- Florida CLE13
- Georgia CLE10
- Hawaii CLE10
- Idaho CLE10
- Illinois CLE15
- Indiana CLE13
- Iowa CLE10
- Kansas CLE11
- Kentucky CLE13
- Louisiana CLE11
- Maine CLE10
- Minnesota CLE10
- Mississippi CLE10
- Missouri CLE15
- Montana CLE10
- Nebraska CLE10
- Nevada CLE11
- New Hampshire CLE11
- New Jersey CLE16
- New Mexico CLE10
- North Carolina CLE12
- North Dakota CLE10
- Northern Mariana Islands CLE10
- Ohio CLE11
- Oklahoma CLE11
- Oregon CLE10
- Pennsylvania CLE16
- Rhode Island CLE10
- South Carolina CLE11
- Tennessee CLE11
- Texas CLE10
- Utah CLE11
- Vermont CLE10
- Virginia CLE13
- Washington CLE11
- West Virginia CLE10
- Wisconsin CLE11
- Wyoming CLE10
NY SpecificTrustsNew York 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 29, 1:00 PM
NY SpecificTrustsNew York 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.
Live Online + OnDemandJun 5, 1:00 PM
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
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
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
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
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
TaxNavigating Tax Issues in Probate: A Guide for Non-Tax Specialists
Are you confident in your ability to manage the tax liability of the decedent and the estate, plan for the tax implications of all probate actions, and ensure all the necessary tax returns are completed accurately and on time? Enhance your probate tax skills - register today! Stay up to date on the current tax rates, exemptions, and deductions. Discuss when, why, and how to record the value of the assets for tax purposes. Make the best use of the tax savings that charitable giving affords. Hear practical tips for impeccable tax returns.
Live Online + OnDemandMay 27, 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
CT SpecificTrustsConnecticut 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. Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.
Live Online + OnDemandJun 5, 12:30 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
TrustsNew!Income Taxation of Trusts, Estates, and Individuals
Income tax is one of the top priority drivers when it comes to wealth preservation and transfer. Get the fundamental overview of income taxation of trusts and estates and practical guidance on planning tools to control tax burdens. Register today! Get an update on the governing laws and regulations. Distinguish between taxable and accounting income. Explore common trust deductions and learn how to claim them correctly. Review the key income tax forms and checklists to prevent inconsistencies and errors. Learn how the estate's deductions and administrative expenses are properly recorded. Guard your professional reputation with a tailored legal ethics instruction.
Live Online + OnDemandJun 27, 2:00 PM
Live In-PersonPA SpecificTrustsPennsylvania Probate and Trust Administration
Working through issues that arise through probate and trust administration can be daunting. Are you well-equipped with the tools you need to succeed? This insightful course will take you through steps in probate administration, including information on creditor and debt issues, tax and more. You will also get valuable insight on trust administration, including the handling of accounting, distributions and taxes. Don't miss this opportunity to hone your probate and trust administration skills - register today! Take a closer look at the initial steps for filing the estate. Discuss what needs to be done to handle creditor claims and debts. Make sure everything is in order for the final distribution of the estate. Review what issues need to be addressed concerning taxes in probate administration. Get the latest information on taxation concerns associated with trusts. Explore the different types of trusts and how they are used. Learn ways to manage, sell and distribute property and assets in trust administration. Gain a better understanding of the distinctions between trust fiduciary accounting and income tax accounting.
Pittsburgh, PAAug 15, 12:30 PM- NJ SpecificTrusts
New Jersey 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 + OnDemandJun 9, 12:30 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.