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.
Best SellerEthics & Specialty CreditsCivility and Professionalism: The Heart of the Legal Profession
In this indispensable program, our veteran practitioners delve into best practices for maintaining professionalism in today's ever-evolving legal landscape. Uncover practical guidance for balancing transparency and diplomacy in attorney-client communications, find the happy medium between firm culture and personal standards of professionalism, and review the professional - and personal - benefits of pro bono representation. Don't let this opportunity slip by to enrich your knowledge - register today! Explore the effects of AI on attorney professionalism. Gain tips for communicating with opposing counsel, the court, and clients. Determine how to maintain professionalism in different firm cultures. Find out how to turn skills into bridges for professional growth. *Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Live Online + OnDemandMay 16, 6:00 PM
Best SellerEthics & Specialty CreditsAttorney Ethics: Examining Real-Life Scenarios and Tried-and-True Solutions
In this incisive program, our experienced faculty provide you with the tools you need to resolve ethical dilemmas that attorneys encounter in everyday practice. Examine the consequences of confidentiality breaches, follow essential guidelines for dealing with conflicts of interest, and take a pulse on current trends in legal ethics. Get the basics down - register today! Get tips for solving client communication issues. Formulate strategies for addressing conflicts of interest. Get advice for handling ethical issues concerning social media. Identify lessons learned from the latest disciplinary rulings.
Recorded March 31, 2025.OnDemand1 hour 55 minutes
Best SellerEthics & Specialty Credits4.41The Attorney's Guide to Setting Boundaries and Achieving a Work-Life Balance
Say “Goodbye” to chronic stress and job dissatisfaction, and “Hello” to enhanced mental health and productivity! In this insightful course, our experienced attorney faculty walk you through the fundamentals of setting boundaries and finding a work-life balance in the legal profession. Find out how to set realistic deadlines, demonstrate best practices in communicating boundaries, and hear real-world tips for identifying your support network. Register today! Get a quick refresher on the warning signs of burnout and mental health issues. Identify best practices for setting boundaries. Discover useful tips for managing stress in legal practice.
Recorded December 04, 2024.OnDemand 58 minutes
Best SellerTrustsLegal Ethics in Probate
Legal ethics duties and dilemmas in probate practice are unique and require a special set of skills to ensure compliance. This specialized ethics guide breaks down key ethical challenges probate practitioners are likely to face in their daily work and offers best practices for meeting the highest standards of the profession. Don't let your daily routine slide into noncompliance - register today! Determine what ethical duties to the decedent remain and how to fulfill them. Avoid simple mistakes that can cost you your law license. Learn from the mistakes of others - analyze recent discipline decisions stemming from probate cases. Face scope of representation challenges head-on. Uncover conflicts of interest that often go undetected and learn how to resolve them. Keep up with what duties of competence and diligence mean in real-life probate practice.
Recorded March 20, 2025.OnDemand 58 minutes
Best SellerEthics & Specialty CreditsLights, Camera, Action: Ethical Lessons From the Cinema and Popular Shows
From the red carpet to real life, sometimes the best way to figure out how to deal with ethical dilemmas is to learn from other attorneys. Starring our esteemed practitioners, this engaging program explores the dos and don'ts of legal ethics through the lens of widely watched TV shows and movies. Take a front-row seat to ethical decision-making - register today! Analyze scenes of relationship conflicts in fan-favorite TV shows. Scrutinize examples of attorney-client privilege errors in hit TV series. Explore the ethical don'ts of evidence as depicted in Law & Order. This program was designed in conjunction with NBI's esteemed 2024-2025 Content Advisory Committee Member Steven Sorenson.
Recorded February 27, 2025.OnDemand1 hour 55 minutes
Best SellerPersonal Injury & NegligenceManaging Client Expectations in Personal Injury Cases
A potential client walks into your office, inspired by sensational headlines about multimillion-dollar verdicts in personal injury cases, expecting similar results for their own claim. While you think they have a case, their figure is off by a few zeros. How do you bag the case and rein in their expectations? In this legal ethics course, you'll explore how your duties apply to managing client expectations and get valuable insights to prevent client misunderstandings and grievances down the road. Give your clients the representation they deserve - grounded in reality, informed by expertise, and guided by ethical practice. Register today! Learn how your legal ethics obligations apply to setting and managing client expectations. Anticipate and dispel common misconceptions clients have about personal injury cases. Develop skills for addressing disappointment when outcomes don't align with expectations.
Coming Soon! OnDemand recording will be available on April 28, 2025.OnDemand1 hour
Ethics & Specialty CreditsBreaking Free: Addressing Compulsive Behavior in Legal Practice
How do compulsive behaviors like impulsive shopping and problem gambling affect a lawyer's career and overall well-being? Join our expert faculty as they explore common compulsive behaviors in the legal profession and reveal real-world solutions for coping with them. Don't miss this opportunity to enhance your knowledge - register today! Discover how compulsive behavior affects attorneys and their families. Identify the warning signs of compulsive behavior. Develop strategies for coping with compulsive tendencies.
Recorded March 20, 2025.OnDemand 58 minutes
Ethics & Specialty CreditsFastTrack4.63Do You Have an Ethical Duty to Understand AI Now?
Generative AI burst onto the legal scene recently and has already permeated every aspect of daily practice. Now attorney ethics boards are trying to make sense of what attorney duties are regarding its safe use. In this brief legal ethics update we analyze recent state legal ethics opinions on whether understanding AI is now part of the attorney legal ethics duty of technology competence. Get a cogent summary of the key issues in question and stay ahead of the curve when it comes to ethical compliance. Register today! Hear the latest legal ethics decisions regarding AI use. Identify new data privacy and client confidentiality risks and get tips for avoiding them. Learn when you must or should disclose the use of AI to the client and to the court. Get practical guidance on managing AI use by associates and staff.
Recorded September 26, 2024.OnDemand 57 minutes
Ethics & Specialty CreditsThe Lawyer's Duty: Ethical Considerations in Settlement Decisions
Settlement decisions can be a hotbed of ethical issues. Personal interests may cloud your judgment or lead to biased advice. Advocacy can cross the line into manipulation. Clients may have regrets and feel ill-informed. Avoid these and other griefs: join our faculty for an exploration of ethical issues and solutions in legal settlements. Provide honest assessments, ensure informed consent, and maintain fairness throughout the process - register today! Avoid misleading assessments that can erode trust and lead clients astray. Ensure clients clearly understand settlement terms, risks, and alternatives. Identify and manage conflicts that may affect the settlement process.
Recorded March 18, 2025.OnDemand 57 minutes
Ethics & Specialty CreditsThe Ethical Essentials of Joint Representations
In this incisive program, our veteran faculty dish out real-world tips for overcoming ethical challenges in joint representations. Uncover practical guidance for identifying conflicts of interest in joint representations, employ best practices for drafting waivers, and delve into the ethical dos and don'ts of negotiating on behalf of multiple clients. Don't miss this opportunity to enhance your knowledge - register today! Determine when it makes sense to proceed with a joint representation. Formulate strategies for addressing attorney-client privilege and confidentiality issues. Examine best practices for handling client disputes in joint representations.
Live Online + OnDemandApr 22, 3:00 PM
Ethics & Specialty Credits4.67Good Sportsmanship: Countering Incivility in Legal Practice
In this engaging and strategic program, our expert practitioners explore the attorney's duties of civility and professionalism through the lens of a basketball player. From an overview of the lawyer's obligations as an officer of the court to best practices for dealing with unruly attorneys who don't play by the rules, ensure you're doing your part to raise the bar and practice with civility. You don't want to miss this unique course - register today! Examine best practices for ensuring effective communication with clients, the court, and beyond. Hear slam-dunk strategies for defusing tense and emotionally volatile situations. Identify the potential consequences of inappropriate conduct and ethical violations.
Recorded March 08, 2024.OnDemand 55 minutes
Ethics & Specialty CreditsBuilding Resilience and Grit in Legal Practice
Do you understand the difference between grit and resilience? How can you cultivate a growth mindset? What are some stress-management strategies lawyers can use to improve their resilience? In this insightful briefing, our veteran faculty answer these questions and provide you with practical guidance for persevering through everyday challenges in legal practice. Register today! Discover the difference between a growth vs. a fixed mindset. Formulate effective stress management strategies. Hear tips for building your support network. Review the importance of prioritizing a work-life balance.
Recorded February 03, 2025.OnDemand 58 minutes
Ethics & Specialty Credits4.37Tackling Perfectionism and Achieving Attorney Wellness
High expectations from clients. Emotionally draining cases. Long hours and a never-ending workload. When it comes to the legal profession, the pressure's always on, and it sometimes feels like there's little to no room for mistakes. In this insightful program, our experienced faculty share their inside perspective on the root causes of perfectionism in legal practice, as well as strategies for improving your mental health. Free yourself from your inner critic - register today! Discover common causes and signs of perfectionism. Explore the correlation between perfectionism, depression, and other mental illnesses. Develop strategies for overcoming perfectionism in the legal profession.
Recorded September 29, 2023.OnDemand 58 minutes
Business & Securities LawLegal Ethics of Doing Business With Clients
Are you crossing an ethical line by doing business with your clients, intentionally or unwittingly? Attorneys must navigate a delicate balance between professional obligations and personal interests daily. This legal briefing outlines common scenarios that present ethical dangers and offers specific advice for upholding your reputation and protecting your clients. Register today! Chart the right course of action when an attorney's personal financial interests conflict with the client's best interests. Outline common misleading statements and omissions that could land you in hot water. Ensure all fees charged in connection with each business transaction are clearly disclosed and reasonable. Learn when you should encourage clients to seek independent legal advice.
Recorded February 07, 2025.OnDemand 58 minutes
Ethics & Specialty CreditsWe're Not Joking: 5 Ethical Errors Real Attorneys Made (and What You Can Learn From Them)
From the attorney who shows up to the wrong courthouse to the lawyer who accidentally spills coffee down their suit, no one is immune to slipping up every now and then. When an attorney commits an ethical violation, however, the repercussions can be much more severe. In this engaging program, our veteran faculty discuss cautionary tales of unbelievable ethical mistakes real attorneys made and what you can take away from them. Safeguard your law practice from ethical missteps - register today! Gain tips for maintaining your composure in high-pressure situations. Examine the pitfalls and perils of over-billing clients. Identify the dos and don'ts of marketing your practice. Discuss the ethical risks of using email in the practice of law.
Live Online + OnDemandMay 29, 6:00 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.