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.
- Kentucky CLE4
- Alabama CLE3
- Alaska CLE4
- Arizona CLE4
- Arkansas CLE4
- California CLE4
- Colorado CLE4
- Connecticut CLE4
- Delaware CLE3
- Florida CLE4
- Georgia CLE3
- Hawaii CLE4
- Idaho CLE4
- Illinois CLE4
- Indiana CLE5
- Iowa CLE4
- Kansas CLE4
- Louisiana CLE4
- Maine CLE4
- Minnesota CLE4
- Mississippi CLE4
- Missouri CLE4
- Montana CLE4
- Nebraska CLE4
- Nevada CLE4
- New Hampshire CLE4
- New Jersey CLE4
- New Mexico CLE4
- New York CLE4
- North Carolina CLE4
- North Dakota CLE4
- Northern Mariana Islands CLE4
- Ohio CLE4
- Oklahoma CLE4
- Oregon CLE4
- Pennsylvania CLE4
- Rhode Island CLE4
- South Carolina CLE3
- Tennessee CLE4
- Texas CLE3
- Utah CLE3
- Vermont CLE4
- Virginia CLE3
- Washington CLE4
- West Virginia CLE4
- Wisconsin CLE4
- Wyoming CLE4
- Ohio Certified Paralegals4
- California MCLE Paralegal4
- Delaware Certified Paralegal Program4
- Florida Registered Paralegal4
- Indiana Paralegal CLE4
- Montana CLE Credit for Paralegals4
- NFPA4
- New Mexico Paralegal Division, State Bar of4
- North Carolina Continuing Paralegal Education6
- Texas State Bar of Paralegal Division4
TrustsWrapping 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.OnDemand5 hours 54 minutes
Trusts4.48Drafting 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.OnDemand5 hours 52 minutes
Trusts4.1Probate 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.OnDemand5 hours 52 minutes
Trusts4.59Wills vs. Trusts: The Ultimate Guide
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.
Recorded October 03, 2024.OnDemand5 hours 52 minutes
Featured Courses
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.