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.

141 Courses
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  1. Texas Probate and Trust Administration
    TrustsTX Specific

    Texas 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. 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.

    Recorded March 06, 2025.
    OnDemand
    Details
  2. Texas Probate Process: In 7 Simple Steps
    TrustsTX Specific

    Texas 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.

    Recorded December 13, 2024.
    OnDemand
    Details
  3. Step-by-Step Guide to Drafting Wills and Trusts in Texas
    TrustsTX Specific

    Step-by-Step Guide to Drafting Wills and Trusts in Texas

    Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today! Get practical will and trust drafting skills to speed up the process and give the testator's last wishes power. Stave off conflicts of interest with a clear determination of who your client is from the start. Learn how to deal with interested relatives who want to be present at all the planning meetings. Explore the pros and cons of using a revocable living trust in the will's stead and find out when it's a better option. Explore the functions and mechanics of major trust structures - and make certain you choose the right tool for each job. Give each provision full power with precise word choices - get sample forms to speed up the process. Make sure your remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are assigned. Anticipate key tax issues, including individual income tax planning and trust taxation. Phrase the fiduciary and beneficiary designations to leave no room for misinterpretation. Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation. Learn how to verify and document the testator's competency to close the door on any potential will contests.

    Recorded August 06, 2024.
    OnDemand
    Details
  4. Trusts in Texas From A to Z
    TrustsTX Specific

    Trusts in Texas From A to Z

    Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today! Weigh all the pros and cons to select the best trust options for specific client situations. Anticipate tax consequences of various trusts. Use sample trust language our faculty provide to save drafting time and avoid mistakes. Clarify the powers and duties of trustees in different trusts. Compare living and testamentary trusts for straightforward estate planning. Distinguish between accounting and taxable income and learn how trust income tax is reported. Understand how recent tax laws changed the practice of marital trusts and learn when they are still useful. Review common ethical missteps that can cost you your license - and how to avoid them.

    Recorded May 14, 2024.
    OnDemand
    Details
  5. Texas Probate Process from Start to Finish
    TrustsTX Specific
    4.53

    Texas 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.

    Recorded September 30, 2024.
    OnDemand
    Details
  6. Estate Planning in Texas: From A to Z
    TrustsTX Specific

    Estate Planning in Texas: From A to Z

    This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributions in probate, prepare clients for incapacity and nursing home care, and more. Whether you're just getting started or looking for a practical refresher, you'll find our expert faculty's insights helpful. Get the tools and tactics you'll need to ensure your client's estates function as intended. Register today! Explore the top types of wills and trusts used in the practice, and pick the right one for each client. Build Medicaid eligibility planning into your overall plans and avoid unintentional tax and creditor exposure. Prevent POA abuse through wise choice of proxy and careful drafting. Help clients plan for medical decision-making and diminishing capacity. Plan for the tax consequences of trusts and other planning techniques and find ways to minimize the tax burden. Spot common mistakes that will land you in hot water in joint representation of spouses.

    Recorded November 20, 2024.
    OnDemand
    Details
  7. Texas Estate Administration From Start to Finish
    TrustsTX Specific
    4.2

    Texas Estate Administration From Start to Finish

    Whether you're new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today! Learn how to meet every deadline, follow procedures, and complete essential forms. Identify key estate administration pitfalls you need to avoid. Come away with helpful forms, sample documents, and checklists to assist in the process. Acquire strategies to ensure you can help your clients through every step of the probate process. Manage your client's entire estate administration procedures properly and effectively. Learn how to tackle complex estate administration issues such as tax issues, jointly held assets, and will contests. Understand how to properly transfer and distribute assets. Explore proper procedures and processes when dealing with insurance claims and debt during estate administration. Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes. Get the latest information on allowances and elections against the will. Identify how to properly distribute assets to minors, surviving spouses and trusts.

    Recorded June 20, 2024.
    OnDemand
    Details
  8. How to Use Trusts to...
    Best SellerTrusts
    4.51

    How to Use Trusts to...

    With the financial future of your clients in your hands, do you have all the tools you'll need to protect them? Make the best use of the unique characteristics of different trusts to perfectly match the unique needs and circumstances of each case. This fast-paced, full-day primer will provide you with a comprehensive how-to guide on the wide variety of trusts available. Register today! Understand the fundamental law and mechanics of trusts and their key functions. Help clients plan for disability with special needs trusts and qualified income trusts. Choose the best vehicle for guarding against creditors: understand the purpose behind the various types of trusts. Harness the versatility of revocable living trusts when transferring assets. Combine the use of trusts and LLCs for protecting and managing family assets, including a family business. Learn how to control and manage future distributions with key trust provisions and trustee powers. Save money on taxes with effective use of defective trusts. Guard your professional reputation with a trusts-specific legal ethics primer. Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.

    Recorded April 15, 2025.
    OnDemand
    Details
  9. Finnegan is DEAD! A Walk Through a Fictional Probate Case
    Best SellerTrusts
    4.49

    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.

    Recorded April 29, 2025.
    OnDemand
    Details
  10. Transferring Real Estate Title to an LLC or Trust
    Best SellerReal Estate
    4.59

    Transferring Real Estate Title to an LLC or Trust

    Protection from creditors, control, tax advantages - there are many reasons clients may wish to use LLCs or trusts for real estate ownership. This guide will equip you with the essential knowledge you need to help clients make the best decision, navigate the process for transferring titles, and address common issues. Help clients capitalize on the benefits while avoiding financial and legal pitfalls - register today! Understand the benefits and potential downsides of using LLCs, trusts, or both as vehicles for property ownership. Walk through the steps you must take to successfully and seamlessly transfer title. Anticipate how transfers will impact the terms of the mortgage, insurance, and taxes.

    Recorded December 20, 2024.
    OnDemand
    Details
  11. Elder Law and Asset Protection Essentials
    Best SellerElder Law
    4.45

    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.

    Recorded April 25, 2025.
    OnDemand
    Details
  12. Taking Your Wills and Trusts From Boilerplate to Bespoke
    Best SellerTrusts
    4.44

    Taking Your Wills and Trusts From Boilerplate to Bespoke

    Take your drafting skills to the next level! In this incisive legal course, experienced faculty will share their tips for tailoring wills and trusts to the specific needs of clients, resolving disputes, and adapting to changing tax and tech climates. Stay on the cutting edge of the practice - register today! Get a summary of the trends to watch, notable case law, new practice tools, and more. Help your clients maximize their charitable giving potential. Explore current top trust disputes and potential working resolutions. Come away with specific will and trust language suggestions.

    Recorded April 14, 2025.
    OnDemand
    Details
  13. Tax Basis in Probate
    Tax
    4.67

    Tax Basis in Probate

    Understanding the concept of tax basis and the stepped-up basis rule is essential for every attorney handling trusts and estates cases, especially new attorneys. Master these principles to help your clients maximize the tax benefits of inherited assets and ensure a smooth transition of wealth to the next generation. Register today! Clarify the role of tax basis in the transfer of assets from decedent to beneficiaries. Prevent mistakes in calculating stepped-up basis (consider IRD and other exceptions and special rules!). Avoid serious tax consequences for failure to correctly report the stepped-up basis.

    Recorded April 22, 2025.
    OnDemand
    Details
  14. Estate Planning: New Laws, Old Tools, and the Changes You Need to Make
    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
    Details
  15. Navigating the Sale of Real Estate in Probate
    Real Estate
    4.73

    Navigating the Sale of Real Estate in Probate

    Gain the confidence needed to navigate the complexities of real estate sales in probate! Join us to discover key considerations for valuing and selling inherited properties, along with strategies for resolving title issues and family disputes. Understand the key considerations and legal framework of real estate in probate. Learn effective strategies for valuing and selling real estate in probate. Gain insights into resolving title issues and disputes among heirs. Don't miss this opportunity to equip yourself with essential knowledge - register now to secure your spot!

    Recorded April 25, 2025.
    OnDemand
    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.