
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.
- Delaware CLE27
- Alabama CLE27
- Alaska CLE26
- Arizona CLE29
- Arkansas CLE26
- California CLE28
- Colorado CLE26
- Connecticut CLE28
- Florida CLE29
- Georgia CLE26
- Hawaii CLE26
- Idaho CLE26
- Illinois CLE31
- Indiana CLE29
- Iowa CLE26
- Kansas CLE27
- Kentucky CLE29
- Louisiana CLE27
- Maine CLE26
- Minnesota CLE26
- Mississippi CLE26
- Missouri CLE31
- Montana CLE26
- Nebraska CLE26
- Nevada CLE27
- New Hampshire CLE27
- New Jersey CLE32
- New Mexico CLE26
- New York CLE33
- North Carolina CLE28
- North Dakota CLE26
- Northern Mariana Islands CLE26
- Ohio CLE27
- Oklahoma CLE27
- Oregon CLE26
- Pennsylvania CLE32
- Rhode Island CLE28
- South Carolina CLE27
- Tennessee CLE27
- Texas CLE26
- Utah CLE27
- Vermont CLE26
- Virginia CLE29
- Washington CLE27
- West Virginia CLE26
- Wisconsin CLE27
- Wyoming CLE26
- Best SellerTrusts
Finnegan 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 Law
Elder 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 - 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 - Best SellerTrusts
Trust and Probate Pain Points: A Technical Deep Dive
This course targets seasoned trusts and estates attorneys, diving deep into nuanced legal challenges that transcend foundational practice. Together with faculty, you'll address multifaceted scenarios involving emerging legal technologies, complex creditor dilemmas, real property disposition, and more. Measure and mitigate risks and optimize strategies - register today! Stay current on the latest trends and challenges of trusts and estates practice. Tackle drafting errors that derail estate plans and leave clients legally and financially vulnerable. Master sophisticated techniques for managing estate debts. Develop advanced skills in pursuing and supporting creditor claims. Gain strategic approaches to resolving complex real property challenges. Acquire insights into nuanced trust administration and modification challenges.
Live Online + OnDemandMay 6, 2:00 PM - Best SellerTrusts
Special 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 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 - Best SellerTrusts
Estate 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 - Best SellerTrusts
Everyday Probate Disputes: Family Squabbles, Bickering Beneficiaries, Neglectful Executors, and More
Handling probate cases sometimes feels like herding cats: beneficiaries fight over "unfair" distributions, lay executors mismanage estate assets, documents get lost and destroyed. This legal course is designed to help you tame the chaos. Come away with tips for speeding up the process, preventing interferences, and ensuring equitable distribution. Build your skills - register today! Explore seemingly minor conflicts that can drastically impact the efficiency of probate proceedings. Examine how estates are often mismanaged by family member executors (and what to do about it). Forestall common beneficiary complaints and prevent family feuds from derailing probate. Determine what to do with old debts and missing assets.
Live Online + OnDemandMay 20, 6:00 PM - 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 - Trusts
Representing Creditors in Probate
Probate offers a narrow path for creditors to recover the debts they're owed. In most cases, you must know how to navigate the probate process and file a claim against the estate. This legal guide offers a step-by-step guide to pursuing debt while staying compliant with the law. Register today! Clarify how the nature of the debt impacts recovery options. Get instructions on how to file and pursue a claim against the estate. Don't miss your chance to fight against a disallowed claim under the tight time limits! Review permissible vs. prohibited conduct under the FDCPA.
Live Online + OnDemandMay 19, 3:00 PM - Trusts
Advanced 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 SellerTrusts
Estate 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 - Trusts
Probate 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 - Trusts
Drafting 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 - Tax
Navigating 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
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.