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.
- Oregon CLE25
- Alabama CLE26
- Alaska CLE25
- Arizona CLE28
- Arkansas CLE25
- California CLE26
- Colorado CLE25
- Connecticut CLE27
- Delaware CLE26
- Florida CLE28
- Georgia CLE25
- Hawaii CLE25
- Idaho CLE25
- Illinois CLE30
- Indiana CLE28
- Iowa CLE25
- Kansas CLE26
- Kentucky CLE28
- Louisiana CLE26
- Maine CLE25
- Minnesota CLE25
- Mississippi CLE25
- Missouri CLE30
- Montana CLE25
- Nebraska CLE25
- Nevada CLE26
- New Hampshire CLE26
- New Jersey CLE33
- New Mexico CLE25
- New York CLE34
- North Carolina CLE27
- North Dakota CLE25
- Northern Mariana Islands CLE25
- Ohio CLE26
- Oklahoma CLE26
- Pennsylvania CLE33
- Rhode Island CLE27
- South Carolina CLE26
- Tennessee CLE26
- Texas CLE25
- Utah CLE26
- Vermont CLE25
- Virginia CLE28
- Washington CLE26
- West Virginia CLE25
- Wisconsin CLE26
- Wyoming CLE25
Best SellerTrustsTrust 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 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
TrustsSpecial 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
Best SellerTrustsEveryday 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
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
Best SellerTaxNavigating 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
TrustsRepresenting 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
TrustsGrantor Trust Options and Their Pros and Cons
Grantor trusts are powerful and versatile planning tools, but are you confident in your knowledge of the pros and cons of their variations? This legal briefing outlines the main elements and uses of grantor trusts in estate planning: from basic revocable living trusts to specialized solutions like QPRTs. Get the basics down - register today! Explore the top types of grantor trusts in use right now. Review common distribution schemes and their effects. Clarify the role of trustees in grantor trusts. Discover the legal mechanisms behind IDGTs and zeroed-out GRATs.
Live Online + OnDemandMay 30, 6:00 PM
TrustsFinalizing Probate
Finalizing probate is putting together the final pieces of the puzzle that was someone's life. Ideally, all creditor claims are resolved, taxes filed, assets accounted for and ready to be disbursed. But what if things go wrong? This fast-paced course reviews common problems you may encounter and offers solutions for those looking to deepen their probate mastery. Come away with practical insights into the final stages of probate administration. Register today! Get troubleshooting tips for when the final accounting doesn't balance. Discuss when and how to obtain beneficiary consent for disbursements. Support the appropriateness of estate expenditures. Learn from recent case law to prevent similar mistakes.
Live Online + OnDemandMay 22, 5:00 PM
Best SellerTrustsProbate 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
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
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
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
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.