Trusts, Estates & Probate CLE Courses

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.

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  1. Medicaid and Estate Planning: A Balancing Act
    Best SellerTrusts
    4.46

    Medicaid and Estate Planning: A Balancing Act

    Qualifying for Medicaid nursing home coverage can impede traditional estate planning tactics. This legal course will give you the tools to reconcile the two plans to work in concert instead of against each other. Revise your trust drafting and intravisos transfer approaches, get an update on the latest rules and limitations shaping estate plans, and hear hard-won real-life lessons from seasoned practitioners. Help your clients at every stage of their lives - register today! Get an update on the rules of Medicaid and the latest tax changes. Make the best use of POAs and guardianships to protect the rights of the elderly. Improve drafting with a review of sample trust provisions. Develop a concrete plan for estate administration and Medicaid recovery.

    Recorded March 14, 2025.
    OnDemand
    Details
  2. Wrapping Up Estate Administration 101: Final Accounting, Tax, Distributions, and More
    Trusts
    4.34

    Wrapping Up Estate Administration 101: Final Accounting, Tax, Distributions, and More

    Work on the final accounting begins at the first steps of the estate administration and continues until it wraps up all the hard work. Every cent of estate assets, every receipt, expense, and payout must be recorded and balanced before the personal representative is discharged. Are you confident you're not misrepresenting or leaving anything out? This essential overview will walk you through the key steps of structuring, completing, and balancing the final accounting. Identify key mistakes and pain points and come away with helpful troubleshooting examples. Register today! Optimize your estate inventory practices to build a solid foundation for the final account. Properly handle and record distributions. Identify what needs to be filed and when. Walk through the final accounting report and spot problems that may cause it not to balance. Identify top mistakes that can derail the estate closing.

    Recorded March 11, 2025.
    OnDemand
    Details
  3. Estate Planning With IRAs After the Final Rules (With Case Studies)
    Best SellerTrusts
    4.06

    Estate Planning With IRAs After the Final Rules (With Case Studies)

    Final IRA regulations are out, and it's crucial to understand the latest changes and their impact on retirement assets in the context of estate plans. This legal guide offers a cogent review of the final rules and actionable strategies in the form of common scenarios, case studies, and sample trust language. Whether addressing beneficiary designations, mitigating creditor claims, or planning for the likely tax consequences, you'll get knowledge you can use right away. Register today! Analyze the latest rules, IRS guidance, and case law shaping IRA planning. Gain clarity on current contribution limits and Required Minimum Distributions (RMDs) rules for effective planning. Recognize common pitfalls in beneficiary designations and understand how the latest regulations will affect your future decision-making. Explore innovative planning options and prioritize your approach when dealing with inherited IRAs.

    Recorded March 03, 2025.
    OnDemand
    Details
  4. Drafting Essential Estate Planning Documents
    Trusts
    4.48

    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.

    Recorded November 22, 2024.
    OnDemand
    Details
  5. Probate Process From Start to Finish
    Trusts
    4.13

    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.

    Recorded December 10, 2024.
    OnDemand
    Details
  6. IRAs and Retirement Assets in Estate Planning: Recent Changes and New Tactics
    Trusts
    4.26

    IRAs and Retirement Assets in Estate Planning: Recent Changes and New Tactics

    IRA rules are in flux, and the changes will have a significant impact on the way we treat retirement assets in estate planning. Are you prepared? This practical update will give you the latest information and new practical guidance for planning in the changing environment. From beneficiary designations through creditor claims and tax consequences, you'll come away with the knowledge you can put to use immediately. Register today! Tailor your approaches to the specific types of retirement assets, taking into account their unique advantages and limitations. Clarify all the contribution limits and RMD requirements essential to effective planning. Identify key mistakes in beneficiary designations and learn how the new rules will affect future decision-making. Explore new planning options and priorities in planning for inherited IRAs. Keep your practice beyond reproach with a legal ethics guide tailored to the concerns of your practice.

    Recorded July 26, 2024.
    OnDemand
    Details
  7. Estate and Trust Administration: Key Tasks, Forms, Procedures and More
    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
    Details

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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.