Trusts, Estates & Probate

4.58

Trust and Probate Pain Points: A Technical Deep Dive

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 55 minutes
Kathleen Adcock
Carla Sigler
Arthur Fowler
Cathryn McNary
Samuel Knell
Barbara Lohr Van Sant
With Kathleen D. Adcock from McMillan Metro Faerber, P.C. + 5 others
Recorded May 06, 2025.
Product ID 100291

Buy This Course

Course Includes
$429

OnDemand Video

Course Book Download

Overview

Untangle Intricate Legal Challenges and Asset Conundrums

This course targets seasoned trusts and estates attorneys, diving deep into nuanced legal challenges that transcend foundational practice. Together with faculty, you'll address multifaceted scenarios involving emerging legal technologies, complex creditor dilemmas, real property disposition, and more. Measure and mitigate risks and optimize strategies - register today!

  • Stay current on the latest trends and challenges of trusts and estates practice.
  • Tackle drafting errors that derail estate plans and leave clients legally and financially vulnerable.
  • Master sophisticated techniques for managing estate debts.
  • Develop advanced skills in pursuing and supporting creditor claims.
  • Gain strategic approaches to resolving complex real property challenges.
  • Acquire insights into nuanced trust administration and modification challenges.

Abbreviated Agenda

  1. Estate Closing Problems
  2. Dire Consequences of Poor Drafting
  3. Trust Administration Troubles
  4. Payment on Debts
  5. Representing Creditors of the Estate
  6. Tough Real Property Issues
  7. Modifying Irrevocable Trusts
  8. What's New in Trusts and Estates Practice?

Related Topics

Product ID 100291

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 6 Total Credits

Earn Until

OnDemand - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program may qualify for up to 6.0 hours of credit, which includes 6.0 hours of MCLE credit and 0.0 hours of MECLE credit.

Video Download - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program may qualify for up to 6.0 hours of credit, which includes 6.0 hours of MCLE credit and 0.0 hours of MECLE credit.

Arizona CLE Approved · 6 Total Credits
  • 6 Estate and Trust Law

Earn Until

OnDemand - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit and including 6.0 hours of advanced level training in the area of Estate and Trust Law.

Video Download - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit and including 6.0 hours of advanced level training in the area of Estate and Trust Law.

California CLE Approved · 6 Total Credits
  • 6 Estate Planning, Trust and Probate Law

Earn Until

OnDemand - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 6.0 units in the area of Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.

Video Download - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 6.0 units in the area of Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.

Colorado CLE Approved · 7 Total Credits

Earn Until

OnDemand - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 6 Total Credits

Earn Until

OnDemand - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 6 Total Credits

Earn Until

OnDemand - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 7 Total Credits
  • 7 Wills, Trusts and Estates

Earn Until

OnDemand - Florida CLE - 7: Approved by The Florida Bar, this program may qualify for up to 7.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Will, Trusts and Estates

Video Download - Florida CLE - 7: Approved by The Florida Bar, this program may qualify for up to 7.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Will, Trusts and Estates

Georgia CLE Approved · 6 Total Credits

Earn Until

OnDemand - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program may qualify for up to 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Video Download - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program may qualify for up to 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 6 Total Credits

Earn Until

OnDemand - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 6.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 6.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Idaho CLE Approved · 6 Total Credits

Earn Until

OnDemand - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 6 Total Credits

Earn Until

OnDemand - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.

Maine CLE Approved · 6 Total Credits

Earn Until

OnDemand - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Video Download - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Minnesota CLE Approved · 6 Total Credits

Earn Until

OnDemand - Minnesota CLE - 6: Approved for up to 6.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 6: Approved for up to 6.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 6 Total Credits

Earn Until

OnDemand - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Video Download - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Montana CLE Approved · 6 Total Credits

Earn Until

OnDemand - Montana CLE - 6: This program has been submitted for continuing legal education credit in Montana. Approval pending.

Video Download - Montana CLE - 6: This program has been submitted for continuing legal education credit in Montana. Approval pending.

North Dakota CLE Approved · 6 Total Credits

Earn Until

OnDemand - North Dakota CLE - 6: North Dakota attorneys completing this program may claim up to 6.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 6: North Dakota attorneys completing this program may claim up to 6.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 6 Total Credits

Earn Until

OnDemand - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 6.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 6.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

New Hampshire CLE Approved · 6 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Jersey CLE Approved · 7.2 Total Credits

Earn Until

OnDemand - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 6 Total Credits

Earn Until

OnDemand - New Mexico CLE - 6: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 6.0 hour of self-study credit, including 0.0 hours of self-study ethics credit.

Video Download - New Mexico CLE - 6: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 6.0 hour of self-study credit, including 0.0 hours of self-study ethics credit.

Nevada CLE Approved · 6 Total Credits

Earn Until

OnDemand - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 7 Total Credits
  • 7 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 7.0 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 7.0 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Oklahoma CLE Approved · 7 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 7.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 7.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 6 Total Credits

Earn Until

OnDemand - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 6.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Video Download - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 6.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 6 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 6.0 hours of distance learning credit, including 6.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 6.0 hours of distance learning credit, including 6.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Tennessee CLE Approved · 6 Total Credits

Earn Until

OnDemand - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Vermont CLE Approved · 6 Total Credits

Earn Until

OnDemand - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 6.0 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period.

Video Download - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 6.0 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period.

Washington CLE Approved · 6 Total Credits

Earn Until

OnDemand - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 6.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 6.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 7 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 7: Approved for up to 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.

Video Download - Wisconsin CLE - 7: Approved for up to 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.

West Virginia CLE Approved · 7.2 Total Credits

Earn Until

OnDemand - West Virginia CLE - 7.2: This program may qualify for up to 7.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Video Download - West Virginia CLE - 7.2: This program may qualify for up to 7.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 6 Total Credits

Earn Until

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Missouri CLE Approved · 6 Total Credits

Earn Until

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Estate Closing Problems

    1. What Constitutes a "Full Accounting"
    2. The Account Won't Balance
    3. Discharge of the Fiduciary
    4. Getting Paid: Personal Representative, Trustee, and Attorney Fees
      1. What's a Reasonable Fee?
      2. Justifying Extraordinary Fees
      3. Fee Requests and Disputes

  2. Dire Consequences of Poor Drafting

  3. Trust Administration Troubles

    1. Asset Valuation Questions That Flood Attorney Listservs
    2. Trusts as Beneficiaries and LLC Members
    3. Dangerously Overlooked Mandatory Notices
    4. Trust Litigation Case Law Update

  4. Payment on Debts

    1. Notices and Claim Evaluation
    2. Delinquent HOA Fees and Reverse Mortgage Issues
    3. What to Do If You Anticipate Insolvency
    4. Dealing With Secured Creditors

  5. Representing Creditors of the Estate

    1. Tricky Time Limits on Creditor Claims
    2. Supporting the Claim
    3. Objecting to Disallowed Claims
    4. When Can Creditors Petition to Open an Estate?
    5. Exceptions to Look Out For

  6. Tough Real Property Issues

  7. Modifying Irrevocable Trusts

    1. What Can/Must Be Done When a Trust Becomes Irrevocable at Grantor's Death
    2. Modification by Settlement Agreement
    3. Seeking Guidance of the Court

  8. What's New in Trusts and Estates Practice?

    1. Federal Laws and Rules Update and Increased Reporting Requirements
    2. Specialized Trust Structures
    3. Emerging Technology in Estate Planning: Cryptoassets, Cybersecurity, etc.

Who Should Attend

This legal course is designed for attorneys. Accountants, fiduciaries, and experienced paralegals will also benefit.

Speakers

Kathleen D Adcock
Kathleen D.
Adcock
McMillan Metro Faerber, P.C.
Carla S Sigler
Carla S.
Sigler
Sigler Law, Inc.
Arthur M Fowler III
Arthur M.
Fowler, III
Fowler Baker Shade PLLC
Cathryn N McNary
Cathryn N.
McNary
Southwest Missouri Bank
Samuel R Knell
Samuel R.
Knell
Bass, Berry & Sims PLC
Barbara Lohr Van Sant
Barbara
Lohr Van Sant
Barbara Lohr Van Sant PC LLO
Speaker bio
Kathleen D Adcock

Kathleen D. Adcock

McMillan Metro Faerber, P.C.
Kathleen Adcock

is a partner at McMillan Metro Faerber, P.C., where she handles estate planning, probate and trust administration, and guide clients through the process of establishing and maintaining tax-exempt organizations. Ms. Adcock earned her B.A. degree from Yale College, and her J.D. and LL.M. degrees (taxation) from the University of Baltimore Law School. She also holds an M.B.A. degree from Merrick School of Business. Ms. Adcock is a member of the Maryland State Bar Association, District of Columbia Bar and American Bar Association. She is admitted to practice law in Maryland, Washington D.C. and the U.S. Tax Court. A frequent speaker for the Maryland Department of Aging Senior Centers on estate planning and probate topics, Ms. Adcock has presented on tax topics to the Maryland State Bar Association and D.C. Bar Association; and is a contributing author to Using & Drafting Trusts in Estate Planning (M.S.B.A.).

View full profile
Speaker bio
Carla S Sigler

Carla S. Sigler

Sigler Law, Inc.
Carla Sigler

is a solo practitioner at Sigler Law, Inc. She serves clients with integrity and skill in the areas of criminal defense, family law, business litigation, estate planning, successions, and represents government agencies and serves as the Vinton Magistrate Judge. As an experienced appellate advocate, she won a murder case before the United States Supreme Court while serving as an Assistant District Attorney. Ms. Sigler also is available for legal writing and research and appellate advocacy work and consultation. She earned her B.S. degree from McNeese State University and her J.D. degree from Paul M. Hebert LSU Law Center. Ms. Sigler is a member of the Southwest Louisiana Bar Association and the Texas State Bar. She is also a member of several federal bars, including the U.S. Supreme Court, U.S. Court of Appeals for the Fifth Circuit, and U.S. District Court, Middle and Western districts of Louisiana. In her practice Ms. Sigler represents a number of succession clients in issues involving real estate sales and fiduciary litigation. She has been appointed by courts to serve as an administrator in succession cases and has been asked to provide expert testimony.

View full profile
Speaker bio
Arthur M Fowler III

Arthur M. Fowler, III

Fowler Baker Shade PLLC
Arthur Fowler

is an attorney with Fowler Baker Shade PLLC in Johnson City, Tennessee. He focuses his practice on probate and land disputes. Mr. Fowler graduated from Hampden-Sydney College with his B.A. degree, after which he attended Macquarie University in Sydney, Australia and obtained a Post Graduate Diploma in accounting. Upon returning to Tennessee, he attended The University of Memphis, Cecil C. Humphreys Law School, graduating, cum laude, with his J.D. degree.

View full profile
Speaker bio
Cathryn N McNary

Cathryn N. McNary

Southwest Missouri Bank
Cathryn McNary

is an assistant vice president and trust officer at Southwest Missouri Bank, where she provides assistance in estate planning strategies as well as fiduciary services. She is a graduate of Missouri State University and the University of Arkansas School of Law. Ms. McNary has experience in the areas of estate planning, probate and agricultural law and was recently named one of Springfield Business Journal's 2021 Trusted Advisors. She is a member of the Missouri and Jasper County Bar Associations, and is admitted to practice law in Missouri.

View full profile
Speaker bio
Samuel R Knell

Samuel R. Knell

Bass, Berry & Sims PLC
Samuel Knell

is an attorney at Bass, Berry & Sims PLC. He focuses his practice on estate planning and the administration of trusts and estates. Mr. Knell regularly works with high-net-worth individuals, families, businesses, trust companies, family offices, and fiduciaries on the implementation of generational wealth transfer and business succession plans through the use of sophisticated tax-advantaged strategies. In addition, he assists clients with various charitable planning techniques. Prior to joining Bass, Berry & Sims, Mr. Knell earned an LL.M. in Taxation from the University of Florida Levin College of Law as well as an accounting and law degree from the University of Tennessee. During his time in law school, Mr. Knell was a student attorney at the Wills Clinic where he served low-income individuals and families in preparing and executing their estate planning documents, including wills and powers of attorney. He is a member of the American Bar Association, Tennessee Bar Association, and Estate Planning Counsel of Middle Tennessee. Mr. Knell is admitted to practice law in Tennessee, Kentucky, Florida, and Wyoming.

View full profile
Speaker bio
Barbara Lohr Van Sant

Barbara Lohr Van Sant

Barbara Lohr Van Sant PC LLO
Barbara Lohr Van Sant

is the principal of the Omaha law firm of Barbara Lohr Van Sant PC LLO. Ms. Van Sant practices in the areas of estate planning, elder law probate, real estate law, bankruptcy law and municipal law. She has been an instructor at the College of St. Mary, Metro Community College, Bellevue College in Nebraska and Citrus Community College in Florida. Ms. Van Sant is a member of the Nebraska Bar Association (Real Estate, Probate and Bankruptcy sections). She earned her B.A. degree at Creighton University and her J.D. degree at Creighton University School of Law.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us