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.
- Illinois CLE250
- Alabama CLE107
- Alaska CLE227
- Arizona CLE237
- Arkansas CLE138
- California CLE243
- Colorado CLE231
- Connecticut CLE251
- Delaware CLE221
- Florida CLE192
- Georgia CLE110
- Hawaii CLE227
- Idaho CLE229
- Indiana CLE155
- Iowa CLE144
- Kansas CLE153
- Kentucky CLE150
- Louisiana CLE150
- Maine CLE228
- Minnesota CLE224
- Mississippi CLE137
- Missouri CLE242
- Montana CLE235
- Nebraska CLE225
- Nevada CLE238
- New Hampshire CLE238
- New Jersey CLE158
- New Mexico CLE231
- New York CLE279
- North Carolina CLE88
- North Dakota CLE233
- Northern Mariana Islands CLE226
- Ohio CLE114
- Oklahoma CLE233
- Oregon CLE229
- Pennsylvania CLE269
- Rhode Island CLE159
- South Carolina CLE100
- Tennessee CLE156
- Texas CLE139
- Utah CLE94
- Vermont CLE228
- Virginia CLE117
- Washington CLE238
- West Virginia CLE230
- Wisconsin CLE163
- Wyoming CLE138
IL SpecificTrustsIllinois 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.
Live Online + OnDemandJun 9, 1:30 PM
IL SpecificTrustsIllinois Trusts Guide
This practical introduction to trusts will help you build a better understanding of how they're chosen, created, and used. Break down the different types of trusts, the trust language used in drafting and case law, key tax planning and reporting issues, and essential trust administration tasks. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Register today! Master essential trust principles. Explore top trusts currently in practice: their unique features, requirements, and uses. Identify key revocable trust mistakes and get guidance for preventing problems. Explore tax saving tactics tailored to unique client needs. Get suggestions for the use of specific language in trusts. Clarify the requirements for the formation of a special needs trust. Come away with practical examples and trust language needed to put your new knowledge to use right away.
Live Online + OnDemandMay 28, 2:00 PM
IL SpecificTrustsStep-by-Step Guide to Drafting Wills and Trusts in Illinois
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 January 30, 2025.OnDemand5 hours 50 minutes
IL SpecificTrustsIllinois 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 March 21, 2025.OnDemand6 hours 34 minutes
IL SpecificTrustsIllinois 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 03, 2024.OnDemand6 hours 1 minute
IL SpecificTrustsIllinois 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 24, 2024.OnDemand6 hours 32 minutes
IL SpecificTrusts4.15Trusts in Illinois 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 17, 2024.OnDemand6 hours 34 minutes
IL SpecificTrustsIllinois Estate Planning 2024: New Laws, Old Tools, and the Changes You Need to Make
This timely practice 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.
Recorded January 25, 2024.OnDemand5 hours 55 minutes
IL SpecificTrusts4.27Illinois 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.
Recorded December 06, 2023.OnDemand6 hours 32 minutes
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 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
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 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 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
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.