Wisconsin CLE Courses
TrustsWI SpecificWisconsin 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 March 12, 2025.OnDemand6 hours 39 minutes
TrustsWI SpecificWisconsin 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 16, 2:00 PM
TrustsWI Specific4.73Wisconsin 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 September 20, 2024.OnDemand6 hours 34 minutes
TrustsWI SpecificAdvanced Estate Administration: A Wisconsin Guide
Get right to the heart of the complex and diverse problems that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, taxes, final account discrepancies, and more. Enhance your mastery of estate administration - register today! Clear the gray areas when sorting through probate and non-probate assets. Review difficult scenarios in administering estates that include trusts. Guard the estate against unverified creditor claims and make certain all the qualified debts are paid in full. Ensure tax reporting for the estate and the decedent is beyond reproach.
Recorded November 22, 2024.OnDemand5 hours 49 minutes
TrustsWI SpecificWisconsin 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 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. 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 March 22, 2024.OnDemand6 hours 35 minutes
Labor & EmploymentWI SpecificWisconsin Human Resource Law Boot Camp
The rapid pace of change in the employment law arena requires constant vigilance on the part of HR professionals. It's all too easy to miss a seemingly minor detail and have your employer face a financially debilitating lawsuit as a result. Don't let your company's employment policies and procedures fall into legal obsolescence and fail to provide safeguards. Let our experienced attorney faculty provide you with up-to-date information on the FLSA, social media policies, employee relations, and more. Take away indispensable legal information you can use to reinforce your company's HR practices - register today! Get the latest FLSA perspectives and ensure your wage and hour practices are up to speed. Determine if the language of your organization's handbook contains potential legal landmines. Handle hiring and firing issues with confidence - know which practices will land you in hot water. Ensure your company's social media policy provides maximum legal protections. Confidently investigate misconduct, create performance improvement plans, and more.
Recorded October 30, 2024.OnDemand5 hours 52 minutes
Real EstateWI SpecificWisconsin Real Estate Law 101
With the broad range of legal disciplines involved in real estate law, it is easy to get overwhelmed. This insightful online seminar will arm you with the tools you need to handle each issue that arises. Get an in-depth review of the key aspects you need to know to make your mark in this field. Whether you are new to the real estate practice or looking to enhance your knowledge of this practice area - this course is for you! Register today! Gain a better understanding of legal issues surrounding the purchase and sale of real estate. Carefully analyze and review legal descriptions, deeds, and land surveys. Discuss ways to conduct an effective title search. Take a closer look at the process for drafting and enforcing leases. Review the essential steps for a real estate closing.
Recorded September 10, 2024.OnDemand5 hours 55 minutes
Real 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 SellerGenerative AIHarnessing AI in Legal Practice: 2025 Edition
What if you could streamline your workflow and save time on day-to-day legal tasks? This CLE program shows you how to do just that! Join our experienced practitioners as they walk you through the dos and don'ts of using artificial intelligence (AI) in the law firm. From insights into the latest AI tools attorneys are using to techniques for prompt writing, build your knowledge - register today! Enhance your understanding of how AI works and discover its use cases for lawyers. Stay informed of the latest AI tools that attorneys are using. Examine legal best practices for prompt writing. Find out how to use AI for predictive analytics, e-discovery, and more. *Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Coming Soon! OnDemand recording will be available on April 10, 2025.OnDemand3 hours
Best SellerContract LawDrafting Crystal Clear Contracts
Even if a less than clear agreement holds up in court, you probably have better things to do than parse words with clients, co-counsel or adversaries. Join our distinguished faculty as they share their top structural and stylistic tips for drafting better contracts. Identify phrases that can mar any agreement and explore risk-shifting and negotiating strategies for commercial contracts. Don't miss this exciting opportunity to improve your writing skills - register today! Get structural techniques for framing airtight agreements. Discover wording and linguistic mistakes to deftly avoid. Learn how to shift risk in terms that anyone can understand.
Recorded March 11, 2025.OnDemand 58 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 SellerLabor & EmploymentEmployment Law 2025
Whether you're new to labor and employment law, or you just need a refresher, this program is chock-full of information to get you up to speed on the latest updates! Stay posted on labor law changes, examine guidelines for interviewing job applicants, develop strategies for managing FMLA- and ADA-related leave, and much more. Build your skills - register today! Stay informed of the latest guidance from the NLRB. Discover the legal essentials of hiring and terminating employees. Analyze the interactions between the ADA, the FMLA, and workers' compensation laws. Keep up to date on recent FLSA developments. Uncover practical guidance for addressing sexual harassment claims.
Recorded March 19, 2025.OnDemand5 hours 57 minutes
Best SellerPersonal Injury & NegligencePersonal Injury From Start to Finish
Whether you are new to personal injury practice or just looking for a refresher, this course is full of valuable information to help you through your next case. Let our experienced faculty walk you through the procedures of a personal injury case from the initial intake through trial. Gain valuable insight on critical steps, including: damages calculations; examination of insurance coverage; the basics of liens and subrogation and much more! Don't miss this chance to build your skills in personal injury litigation - register today! Discuss effective ways to outline your litigation strategy during the initial meeting with your client. Learn how to evaluate and calculate damages in personal injury. Review ways to obtain insurance information and successfully negotiate with the insurance adjuster. Explore the basics of liens and subrogation in personal injury cases. Analyze which experts are best to consult to substantiate your case. Learn how to prepare for and successfully navigate through a personal injury trial.
Recorded March 12, 2025.OnDemand5 hours 55 minutes
Best SellerGenerative AILegal Ethics and AI: 2025 Updates and Current Issues
In a world where artificial intelligence (AI) technology is reshaping legal practice, staying informed is not just beneficial - it's essential. Join our faculty for a timely exploration of the latest ethical issues and guidance regarding AI applications in law. Don't fall behind on your ethical obligations by getting too far ahead with AI: protect your clients and your reputation with responsible legal AI use. Register today! Review the latest cases and guidance shaping AI ethics in law. Prevent competency violations by understanding what AI is and what it can and cannot do. Explore best practices for protecting client data when using AI tools. Anticipate when and how you must disclose AI usage to clients and courts. *Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Recorded March 06, 2025.OnDemand2 hours 57 minutes
Wisconsin CLE Courses
Learn More About Wisconsin CLE Courses
NBI provides a diverse catalog of Wisconsin CLE courses across numerous legal practice areas and specialties. To help you get the most out of our courses, NBI offers several different formats to meet your learning needs and fit your schedule. NBI courses are taught by expert instructors with years of experience in their field. Our accreditation experts ensure that each and every Wisconsin CLE course is pre-approved where possible and appropriately accredited pursuant to Wisconsin CLE Requirements. You can count on NBI to provide you with the knowledge you need to provide top-notch legal representation. Your clients depend on you. You can depend on NBI.