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.
- Mississippi CLE137
- Alabama CLE107
- Alaska CLE227
- Arizona CLE237
- Arkansas CLE138
- California CLE243
- Colorado CLE231
- Connecticut CLE251
- Delaware CLE221
- Florida CLE192
- Georgia CLE110
- Hawaii CLE227
- Idaho CLE229
- Illinois CLE250
- Indiana CLE155
- Iowa CLE144
- Kansas CLE153
- Kentucky CLE150
- Louisiana CLE150
- Maine CLE228
- Minnesota CLE224
- Missouri CLE242
- Montana CLE235
- Nebraska CLE225
- Nevada CLE238
- New Hampshire CLE238
- New Jersey CLE159
- 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
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
Ethics & Specialty CreditsEthical Issues You Can't Ignore When Representing a Client in Decline
When you're representing a client in decline, it's like navigating a corn maze. While every move you make is critical, you can't make each decision by yourself; you need to find a balance between letting your client choose their path while providing guidance that aligns with their best interests. In this fast-paced program, our seasoned faculty present you with best practices for handling ethical issues when representing a client in decline. Whether you just launched your legal career, or you're a veteran in the legal profession, you're sure to find value in this course - register today! Identify critical factors to take into consideration when assessing client capacity. Review the limits of confidentiality when involving family or third parties in decision-making. Uncover practical guidance for balancing client autonomy with advocacy.
Live Online + OnDemandMay 21, 7:00 PM
Trusts4.55Estate Planning and Probate Ethics: Who is Your Client?
This incisive course addresses unique ethical complexities trusts and estates practitioners face when representing unique types of clients. Seasoned attorney faculty will explore the application of specific rules of professional conduct - conflicts of interest, confidentiality, attorney duties of loyalty - to various parties in estate planning matters. Navigate intricate matters of inheritance planning and probate administration responsibly and effectively - register today! Clearly define the attorney-client relationship and communicate roles and obligations to third parties. Analyze ethical obligations and responsibilities concerning client representation, confidentiality, and conflicts of interest. Identify additional ethical challenges when representing fiduciaries. Learn what unique ethics challenges beneficiary clients present.
Recorded September 25, 2024.OnDemand1 hour 4 minutes
Ethics & Specialty CreditsEthical Client Trust Accounting for Trusts and Estates Attorneys
Estate planning lawyers who routinely handle client funds face several crucial legal ethics issues concerning client trust accounts. This practical legal ethics guide addresses some of the top concerns, from commingling of funds and proper recordkeeping to handling interest earned. Ensure impeccable handling of clients' monies - register today! Distinguish between separate types of client trust accounts. Learn what can be done with the interest on the lawyer trust account. Use clear and transparent recordkeeping to prevent mistakes and funds commingling. Learn what to do in the event of a fee dispute.
Recorded August 02, 2024.OnDemand 58 minutes
Ethics & Specialty Credits4.38Legal Ethics of Representing Fiduciaries
From best practices for setting fees and charges to essential guidelines for identifying and handling conflicts of interest, serving as counsel to fiduciaries raises a variety of unique ethical concerns. Join our veteran attorney faculty as they discuss solutions for the top ethical problems that crop up when representing fiduciaries. Explore the importance of identifying who you're representing, acknowledge the ethical risks concerning third-party payors, and much more. Gain the knowledge you need to ethically represent fiduciaries with confidence - register today! Clearly identify and communicate who the client is to prevent conflict of interest. Walk through common confidentiality issues that arise when representing fiduciaries. Identify the top ethical risks associated with representing fiduciaries. Examine best practices for terminating the relationship. This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Steven Sorenson.
Recorded April 17, 2024.OnDemand2 hours 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 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
Elder 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 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 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
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
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
Trusts"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
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
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.