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.
- Delaware CLE220
- Alabama CLE105
- Alaska CLE227
- Arizona CLE237
- Arkansas CLE137
- California CLE242
- Colorado CLE231
- Connecticut CLE251
- Florida CLE190
- Georgia CLE108
- Hawaii CLE227
- Idaho CLE229
- Illinois CLE249
- Indiana CLE154
- Iowa CLE143
- Kansas CLE152
- Kentucky CLE148
- Louisiana CLE149
- Maine CLE228
- Minnesota CLE223
- Mississippi CLE136
- Missouri CLE243
- Montana CLE235
- Nebraska CLE226
- Nevada CLE238
- New Hampshire CLE238
- New Jersey CLE158
- New Mexico CLE231
- New York CLE279
- North Carolina CLE86
- North Dakota CLE232
- Northern Mariana Islands CLE226
- Ohio CLE112
- Oklahoma CLE233
- Oregon CLE229
- Pennsylvania CLE269
- Rhode Island CLE157
- South Carolina CLE98
- Tennessee CLE154
- Texas CLE140
- Utah CLE92
- Vermont CLE228
- Virginia CLE115
- Washington CLE238
- West Virginia CLE229
- Wisconsin CLE161
- Wyoming CLE138
Live In-PersonPA SpecificTrustsNew!Pennsylvania 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. Get the latest information on taxation concerns associated with trusts. 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.
Pittsburgh, PAAug 15, 12:30 PM
Best SellerReal EstateTransferring 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 55 minutes
Best SellerTrustsMedicaid 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.OnDemand5 hours 46 minutes
Best SellerTrustsUnderstanding Trusts: Why Some Structures Provide More Protections Than Others
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today! Learn what not to do when selecting and drafting a trust to avoid common mistakes. Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of trusts. Save money on taxes with effective use of trusts. Determine whether a client qualifies as a beneficiary of a special needs trust. Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.
Recorded February 05, 2025.OnDemand5 hours 54 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 SellerElder LawElder 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.
Live Online + OnDemandApr 25, 2:00 PM
Best SellerTrustsEstate 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.OnDemand6 hours 4 minutes
Best SellerTrustsCreditor Claims, Distributions, and Estate Closings: Lessons From Estate Administration Attorneys
In this storytelling course, seasoned practitioners will share their hard-won advice through case studies and hypotheticals on effective (and not-so-effective) ways of managing, distributing, and wrapping up the estate. Learn from others' experience and come away better prepared for the final steps of estate administration. Register today! Get realistic answers to top creditor claims questions. Work through common beneficiary issues. Discuss how to handle distributions when liquidity is an issue. Predict and prepare for what can often go wrong at final accounting.
Recorded March 25, 2025.OnDemand2 hours 55 minutes
Best SellerTrustsHow 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.
Live Online + OnDemandApr 15, 2:00 PM
Business & Securities LawSingle Member LLCs: Top 10 Tips and Traps
The use of single member LLCs (SMLLCs) poses a number of questions about how to properly structure and use these entities. Our experienced faculty have put together 10 tips and traps regarding their use. Register today! Identify key dangers SMLLCs face. Distinguish between LLCs and trusts in asset protection. Heed our warnings regarding asset protection scams. Get specific advice on preventing fraudulent transfers. Learn why and how to educate your clients.
Recorded February 13, 2025.OnDemand2 hours 57 minutes
TrustsOpening and Managing the Estate: Life Lessons From Seasoned Attorneys
Estate administration is all about stories. Our faculty dip into their considerable experience satchels and fish out the most interesting and important life lessons of starting each probate to prevent problems down the line. Learn though case studies, war stories, and hypotheticals and come away better prepared for whatever may come. Register today! Explore common issues unique to small estates. Get tips for marshalling assets and recognizing hidden treasures in basements and garages. Find out what's needed to open the estate without a hitch. Discover what to expect from personal representatives and how to ensure good working relationships.
Recorded March 24, 2025.OnDemand2 hours 55 minutes
Best SellerTrustsTaking 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.
Live Online + OnDemandApr 14, 2:00 PM
Best SellerElder LawMedicaid Planning: The Complete Toolkit for Attorneys
Long-term care becomes a necessity for most elderly clients, and, short of exorbitant LTC insurance and out-of-pocket expenses, the only reasonable option is Medicaid coverage. Help your clients in need of nursing home coverage ensure Medicaid eligibility without losing the family home and leaving loved ones impoverished. Our experienced faculty will explore excluded assets, useful conversion and transfer techniques, and learn what can ruin eligibility. Build your skills - register today! Dispel common Medicaid myths and determine whether Medicaid is the right option for your client. Get an update on the current Medicaid eligibility categories and requirements. Come away with a list of excluded assets and ways to maximize the use of the exclusions. Clarify how the lookback requirement works in daily practice and what often triggers penalty periods.
Recorded March 27, 2025.OnDemand6 hours 1 minute
Best SellerBusiness & Securities LawLLC Formation and Operation: 2025 Legal Guide
The many uses of LLCs and their benefits are undeniable. However, the laws are changing, and to keep LLCs from becoming vulnerable, you need an updated analysis of how to create and operate them. This legal course outlines each step of LLC formation and operation with a view to the future. Dig into how LLCs are taxed, critical formalities that preserve the corporate veil, and get guidance for sale and transfer of interest. Register today! Get a refresher on the basics of LLC creation and management. Find out how the Corporate Transparency Act is changing LLC practices. Lay out member duties and powers and address potential disputes. Discuss critical factors in early decisions on entity selection and creation. Explore best practices for LLC taxation. Boost your LLCs' corporate veil protections with best advice for sound formalities and operation.
Recorded March 12, 2025.OnDemand5 hours 52 minutes
TrustsDrafting a Simple Revocable Living Trust (With Bonus Special Use Clauses)
This comprehensive course equips you with the knowledge and practical skills to draft revocable living trusts. Through a step-by-step approach, you'll gain a thorough understanding of the essential elements, explore special use clauses, and leverage sample language to streamline the drafting process. Build your skills - register today! Structure client intake to ensure no critical information falls through the cracks. Lay out trustee duties to ensure proper trust management and beneficiary care. Examine critical trust provisions, clause by clause, and learn to tailor them to specific cases. Explore special use clauses like pet care, special needs, and more. Gain trust review techniques that minimize errors and ensure timely updates.
Recorded December 30, 2024.OnDemand5 hours 49 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.