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Overview
Tailor Your Estate Plans to Your Clients' Unique Assets
Handling such highly regulated assets like firearms requires close monitoring of the changing laws and very careful drafting. If done wrong, the use, ownership, and transfer of firearms is fraught with risk for civil and criminal liability. This legal update will give you current guidance on the effective use of trusts in passing these unique assets to beneficiaries. Register today!
- Get an update on federal firearms laws and gauge the likely effects of ongoing legislation.
- Review the latest versions of the ATF forms you'll need.
- Walk through the key provisions of a gun trust.
- Protect fiduciaries from liability when administering estates that include guns.
Abbreviated Agenda
- Does Your Client Need an NFA Trust? Pros, Cons, and Types of Gun Trusts
- ATF Form Requirements for Trusts
- Are the Beneficiaries Allowed to Hold NFA Items?
- Key Trust Provisions and Beneficiary Designations (With Examples)
- Why Properly Funding the NFA Trust Is So Important
- Gun Trust Administration, Preventing Trustee Liability
- Rules for Non-NFA Firearms as Estate Assets
- Guns in Probate: What Fiduciaries Must Know About Possession, Transport, and Sale
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1.5 Total | 01-16-2028 |
| Alabama CLE |
|
1.5 Total | 12-31-2026 |
| Arkansas CLE |
|
1.5 Total | 06-30-2026 |
| Arizona CLE |
|
1.5 Total | 01-16-2028 |
| California CLE |
|
1.5 Total | 01-16-2028 |
| Colorado CLE |
|
2 Total | 12-31-2028 |
| Connecticut CLE |
|
1.5 Total | 01-16-2028 |
| Delaware CLE |
|
1.5 Total | 01-16-2028 |
| Florida CLE |
|
1 Total | 07-31-2027 |
| Georgia CLE |
|
1.5 Total | 12-31-2027 |
| Hawaii CLE |
|
1.5 Total | 01-16-2028 |
| Iowa CLE |
|
1.5 Total | 01-16-2027 |
| Illinois CLE |
|
1.5 Total | 01-15-2028 |
| Indiana CLE |
|
1.5 Total | 01-16-2027 |
| Kansas CLE |
|
1.5 Total | 01-15-2027 |
| Kentucky CLE |
|
1.5 Total | 06-30-2026 |
| Maine CLE |
|
1.5 Total | 01-15-2028 |
| Minnesota CLE |
|
1.5 Total | 01-16-2028 |
| Missouri CLE |
|
1.8 Total | 01-16-2028 |
| Northern Mariana Islands CLE |
|
1.5 Total | 01-16-2028 |
| Mississippi CLE |
|
1.5 Total | 07-31-2026 |
| Montana CLE |
|
1.5 Total | 01-16-2029 |
| North Dakota CLE |
|
1.5 Total | 01-16-2029 |
| Nebraska CLE |
|
1.5 Total | 01-16-2028 |
| New Hampshire CLE |
|
1.5 Total | 01-16-2029 |
| New Jersey CLE |
|
1.8 Total | 10-23-2026 |
| New Mexico CLE |
|
1.5 Total | 01-16-2028 |
| Nevada CLE |
|
1.5 Total | 01-16-2029 |
| New York CLE |
|
1.5 Total | 01-16-2029 |
| Ohio CLE |
|
1.5 Total | 12-31-2026 |
| Oklahoma CLE |
|
2 Total | 01-16-2028 |
| Oregon CLE |
|
1.5 Total | 01-16-2029 |
| Pennsylvania CLE |
|
1.5 Total | 01-16-2028 |
| Rhode Island CLE |
|
1.5 Total | 06-30-2026 |
| South Carolina CLE |
|
1.5 Total | 12-31-2026 |
| Tennessee CLE |
|
1.5 Total | 01-15-2028 |
| Texas CLE |
|
1.5 Total | 12-31-2026 |
| Utah CLE |
|
1.5 Total | 12-31-2026 |
| Virginia CLE |
|
1.5 Total | 10-31-2026 |
| Vermont CLE |
|
1.5 Total | 01-16-2028 |
| Washington CLE |
|
1.5 Total | 01-15-2031 |
| Wisconsin CLE |
|
1.5 Total | 12-31-2027 |
| West Virginia CLE |
|
1.8 Total | 01-16-2028 |
| Wyoming CLE |
|
1.5 Total | 10-23-2026 |
Select Jurisdiction
CLE
Agenda
-
Gun Trusts 2026
- Does Your Client Need an NFA Trust? Pros, Cons, and Types of Gun Trusts
- ATF Form Requirements for Trusts
- Are the Beneficiaries Allowed to Hold NFA Items?
- Key Trust Provisions and Beneficiary Designations (With Examples)
- Why Properly Funding the NFA Trust Is So Important
- Gun Trust Administration, Preventing Trustee Liability
- Rules for Non-NFA Firearms as Estate Assets
- Guns in Probate: What Fiduciaries Must Know About Possession, Transport, and Sale
Who Should Attend
This timely legal course is designed for attorneys. Accountants, trust administrators, and paralegals may also benefit.
Speakers
Speaker bio
Tod M. Leaven
is a partner at Leaven Law Firm, where he focuses his practice on Veterans law and firearms law. He served in the United States Army from 1998 to 2004, including the initial Kosovo Occupation with the 501st Military Intelligence Battalion, 1st Armored Division, and the Iraq War with the 3rd Squadron of the 7th Cavalry Regiment, 3rd Infantry Division. After his years of service, Mr. Leaven received his bachelor’s degree, summa cum laude, from the University of North Carolina at Asheville and his J.D. from the University of North Carolina School of Law and now an adjunct professor. He is admitted to practice law in North Carolina, Georgia, and Tennessee.
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