Trusts, Estates & Probate

Firearms and Other Unique Assets in Estate Administration

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 33 minutes
Lauren Harris
With Lauren A. Harris from Lauren Harris Law Frim, PLLC
Recorded September 11, 2025.
Product ID 100719

Buy This Course

Course Includes
$229

OnDemand Video

Course Book Download

Overview

Comply With Specialized Rules and Limit Executor Liability

Highly regulated assets in estate administration necessitate extra care and attention due to the specific rules and procedures governing their transfer. Get an update on the relevant laws and regulations and come away with practical guidance for limiting executor liability. Register today!

  • Identify unique challenges in handling firearms and cryptocurrency in estates.
  • Determine the value of investment accounts and cryptocurrency accurately.
  • Clarify limitations on NFA firearms possession by prohibited persons.
  • Advise personal representatives on documenting unique assets properly. 
  • Find out when and how to seek specialist insight.

Abbreviated Agenda

  1. Tightly Regulated Assets and Their Unique Challenges
    1. Firearms: Classification and Prohibited Persons
    2. Digital Assets
    3. Investment Accounts and IRAs
    4. Cannabis-Related Business Interests
    5. Other Highly Regulated Assets in Probate
  2. Valuation and Transfer
  3. Executor Liability Risks
  4. Regulatory Compliance Tips
  5. Proper Documentation
  6. Seeking Guidance From Specialists

Related Topics

Product ID 100719

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total

Credit Details by Jurisdiction

CLE Credits
Alaska CLE Reciprocity · 1.5 Total Credits

Earn Until

OnDemand - Alaska CLE - 1.5: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.50 hours of credit, which includes 1.50 hours of MCLE credit and 0.0 hour of MECLE credit.

Video Download - Alaska CLE - 1.5: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.50 hours of credit, which includes 1.50 hours of MCLE credit and 0.0 hour of MECLE credit.

Arkansas CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Arkansas CLE - 1.5: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.50 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 1.5: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.50 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.50 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.50 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 1.5 Total Credits
  • 1.5 Estate Planning, Trust and Probate Law

Earn Until

OnDemand - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.50 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 1.5 units in the area of Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.

Video Download - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.50 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 1.5 units in the area of Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.

Colorado CLE Approved · 2 Total Credits

Earn Until

OnDemand - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Connecticut CLE - 1.5: 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 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 1.5: 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 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Delaware CLE - 1.5: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.50 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 2 Total Credits
  • 2 Wills, Trusts and Estates

Earn Until

OnDemand - Florida CLE - 2: Approved by The Florida Bar, this program qualifies for 2.0 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: 2.0 - Wills, Trusts and Estates

Video Download - Florida CLE - 2: Approved by The Florida Bar, this program qualifies for 2.0 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: 2.0 - Wills, Trusts and Estates

Georgia CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Georgia CLE - 1.5: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.50 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 - 1.5: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.50 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 · 1.5 Total Credits

Earn Until

OnDemand - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Idaho CLE Upon Request · 1.5 Total Credits

Earn Until

OnDemand - Idaho CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the state of Idaho.

Video Download - Idaho CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the state of Idaho.

Illinois CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit.

Video Download - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit.

Kansas CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Kansas CLE - 1.5: Approved by Kansas CLE for 1.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 1.5: Approved by Kansas CLE for 1.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Maine CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.50 hours of self-study CLE credit

Video Download - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.50 hours of self-study CLE credit

Minnesota CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Minnesota CLE - 1.5: Approved for 1.50 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 - 1.5: Approved for 1.50 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 · 1.8 Total Credits

Earn Until

OnDemand - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.80 self-study CLE credit hours.

Video Download - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.80 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.

Montana CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Montana CLE - 1.5: This program qualifies for 1.50 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 1.5: This program qualifies for 1.50 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

North Dakota CLE Upon Request · 1.5 Total Credits

Earn Until

OnDemand - North Dakota CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Video Download - North Dakota CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Nebraska CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 1.5: 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 - 1.5: 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 Mexico CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - New Mexico CLE - 1.5: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 1.5: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Nevada CLE - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.50 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 - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.50 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 · 1.5 Total Credits
  • 1.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours. 1.50 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 - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours. 1.50 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 · 2 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Upon Request · 1.5 Total Credits

Earn Until

OnDemand - Oregon CLE - 1.5: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Video Download - Oregon CLE - 1.5: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Pennsylvania CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Tennessee CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Tennessee CLE - 1.5: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.50 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Vermont CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Washington CLE - 1.5: This program qualifies for 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 1.5: This program qualifies for 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 1.5: Approved for 1.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 1.5: Approved for 1.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 1.8 Total Credits

Earn Until

OnDemand - West Virginia CLE - 1.8: This program qualifies for 1.80 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.

Video Download - West Virginia CLE - 1.8: This program qualifies for 1.80 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.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Firearms and Other Unique Assets in Estate Administration

    1. Tightly Regulated Assets and Their Unique Challenges
      1. Firearms: Classification and Prohibited Persons
      2. Digital Assets
      3. Investment Accounts and IRAs
      4. Cannabis-Related Business Interests
      5. Other Highly Regulated Assets in Probate
    2. Valuation and Transfer
    3. Executor Liability Risks
    4. Regulatory Compliance Tips
    5. Proper Documentation
    6. Seeking Guidance From Specialists

Who Should Attend

This legal guide is designed for attorneys. Paralegals will also benefit.

Speakers

Lauren A Harris
Lauren A.
Harris
Lauren Harris Law Frim, PLLC
Speaker bio
Lauren A Harris

Lauren A. Harris

Lauren Harris Law Frim, PLLC
Lauren Harris

is an attorney at The Law Offices of Lauren A. Harris. For over thirteen years, she has practiced in the areas of: insurance defense, commercial litigation, business law, soft intellectual property, personal injury, medical malpractice, consumer litigation, appellate, administrative law, and has otherwise handled a wide-ranging variety of legal matters before administrative agencies, in representative capacities, and before the courts of this state on behalf of her clients. Ms. Harris earned her undergraduate degree from the University of North Texas and her J.D. degree from Texas A & M University School of Law (f/k/a Texas Wesleyan University School of Law). She is certified by the SBOT as a guardianship attorney, able to present as an ad litem under Tx. Estates Code, Subchapter E, Sec. 1054.201-203, as well as a certified mediator in the state of Texas, also admitted before the U.S. District Courts for both the Northern and Eastern districts of Texas. Ms. Harris considers herself to be adept in both transactional matters, as well as a formidable litigator.

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