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 CLE217
- Alabama CLE109
- Alaska CLE224
- Arizona CLE234
- Arkansas CLE139
- California CLE240
- Colorado CLE228
- Connecticut CLE248
- Florida CLE194
- Georgia CLE112
- Hawaii CLE224
- Idaho CLE226
- Illinois CLE247
- Indiana CLE156
- Iowa CLE146
- Kansas CLE154
- Kentucky CLE152
- Louisiana CLE151
- Maine CLE225
- Minnesota CLE222
- Mississippi CLE138
- Missouri CLE239
- Montana CLE232
- Nebraska CLE222
- Nevada CLE235
- New Hampshire CLE235
- New Jersey CLE157
- New Mexico CLE228
- New York CLE278
- North Carolina CLE90
- North Dakota CLE230
- Northern Mariana Islands CLE223
- Ohio CLE116
- Oklahoma CLE230
- Oregon CLE226
- Pennsylvania CLE266
- Rhode Island CLE161
- South Carolina CLE102
- Tennessee CLE158
- Texas CLE140
- Utah CLE96
- Vermont CLE225
- Virginia CLE119
- Washington CLE235
- West Virginia CLE227
- Wisconsin CLE165
- Wyoming CLE139
Best SellerTrusts4.53How 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.OnDemand5 hours 58 minutes
Best SellerTrusts4.63Legal 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 SellerTrusts4.46Medicaid 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 SellerTrustsFinnegan 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.
Live Online + OnDemandApr 29, 2:00 PM
Best SellerTrusts4.49Understanding 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 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 SellerElder Law4.52Medicaid 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 SellerTrusts4.06Estate 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 SellerTrustsSpecial Needs Trusts: Attorney and Trustee Perspectives
Special needs trusts (SNTs) are a powerful tool that enables individuals with disabilities to get the help they need without sacrificing essential quality of life, but the key to their proper function goes beyond skillfully drafted provisions. We've invited attorney and professional SNT trustee faculty to share their experiences and tips for the most effective use of SNTs: from benefits eligibility to maximizing expenses and properly managing assets. Adopt a holistic approach to SNTs - register today! Learn how critical SNT provisions are interpreted at trust administration. Explore what trustees can and cannot do to enhance beneficiaries' lives. Discuss fiduciary responsibilities and issues of which to be aware. Clarify the limiting effects of benefits requirements that define the use of SNTs. Work through legal ethics dilemmas you will likely face in your special needs practice.
Live Online + OnDemandMay 8, 2:00 PM
Business & Securities LawPassthrough Perils in 2025: Navigating the New LLC Landscape
LLCs laws are changing, and cryptocurrencies and blockchain are disrupting businesses across all industries. Do you have the information to provide the most effective, up-to-the-minute advice? Hear the latest on LLC entity choice, formation, taxation, operation, and dissolution. Let us equip you with best practices for drafting and reviewing operating agreements. Register today! Hear about federal laws changing the way LLCs are used. Track key tax changes affecting LLC formation and operation. Address key operating challenges including data privacy and security. Let the latest case law inform your asset protection approaches. Come away with a list of recommended new OA changes to keep the LLC protected.
Live Online + OnDemandMay 2, 2:00 PM
Trusts4.3"It's Not a Movie" - Dispelling Pop Culture Myths About Estate Planning
"Fiction is the lie through which we tell the truth." - Albert Camus For this course, we've asked our top trusts and estates attorney faculty for their favorite movies and TV shows that address inheritance, disability, aging, and other practice-related topics We then compiled a master watch list to discuss and use examples of the most accurate and egregiously (hilariously) incorrect representations of trusts and estates practice to highlight practical challenges and help you counter bad planning. Improve your client skills and come away with a deeper understanding of underlying issues that derail best-laid estate plans. Register today! Learn what fiction gets right and wrong about dementia and disability realities. Dispel the "will reading scene" and ensure ethical communication with clients and third parties. Guard against POA and guardianship abuse and neglect. Discuss key business succession issues and pave the way to smooth transition.
Recorded March 13, 2025.OnDemand5 hours 55 minutes
Business & Securities Law4.38LLC 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
Trusts4.64Drafting 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
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
Best SellerTrustsEstate Planning for Dysfunctional Families
Understanding the law is essential for any good estate planner. But unearthing the dynamics of each client's family and tailoring the legal documents to their unique needs is what makes great estate planning advisers. This legal guide focuses on the many ways family dynamics can derail perfectly drafted estate plans and offers practical solutions for creating order amid conflict. Refine your skills - register today! Identify warning signs of family conflict in estate planning. Ensure ongoing protections with the right choice of personal representatives and trustees. Create robust estate planning documents that anticipate and minimize potential litigation. Discuss what tactics won't work without family cohesion. Tackle undue influence allegations in late-in-life marriages and caretaker relationships.
Live Online + OnDemandMay 13, 3:00 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.