Trusts, Estates & Probate

Live Online

Choosing a Trust: Key Beneficiary, Tax, and Distribution Considerations

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
New York CPE for Accountants Approved 3.5 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
CPE for Accountants/NASBA Approved 3.5 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Live Online
3 hours
Jennifer Galstad-Lee
Bridget Burns
Kyle Bate
With Jennifer Galstad-Lee from Avara Law, LLC + 2 others

Mon, Jan 25, 00:00 AM – 00:00 PM

Product ID 102940

Register For Course

Course Includes
$299

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Match Every Client to the Trust Structure That Actually Fits

Picking the wrong trust structure can cost your client a fortune in avoidable taxes, expose assets to creditors, or leave a vulnerable beneficiary without protection. And by the time the mistake surfaces, it is often too late to fix. Attorneys need a reliable way to match client goals, tax exposure, and family circumstances to the right structure the first time. This practical course walks you through a clear decision framework for choosing between revocable and irrevocable trusts, assessing tax and asset protection tradeoffs, and designing trusts for beneficiaries with unique needs. Walk away with a repeatable process to sharpen your client conversations and strengthen your estate planning practice. Register today!

  • Build a decision framework for matching trust structure to client goals.
  • Navigate federal tax considerations that drive trust design.
  • Evaluate asset protection structures and their real-world limitations.
  • Design trusts that fit beneficiaries with unique needs and risks.
  • Compare trustee options and avoid common funding and administration pitfalls.
  • Build flexibility into irrevocable trusts as client circumstances change.

Abbreviated Agenda

  1. Aligning Trust Structure With Client Goals
  2. Tax Considerations in Trust Selection
  3. Asset Protection Structures
  4. Beneficiary-Specific Trust Design
  5. Trustee Selection and Administration
  6. Building Flexibility for Changing Circumstances

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Related Topics

Product ID 102940

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
New York CPE for Accountants Approved 3.5 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
CPE for Accountants/NASBA Approved 3.5 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total

Credit Details by Jurisdiction

Live Webinar Registration

CLE Credits
Alaska CLE Reciprocity · 3 Total Credits

Live - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 3 Total Credits

Live - Alabama CLE - 3: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 3.0 credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 3 Total Credits

Live - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 3.0 hours of 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 · 3 Total Credits

Live - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 3 Total Credits

Live - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 3.0 hours, of which 0.0 hour will apply to legal ethics. 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.

Colorado CLE Approved · 4 Total Credits

Live - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program has been accredited for 4.0 hours of General Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 3 Total Credits

Live - Connecticut CLE - 3: 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 3.0 hours toward your annual CLE requirement in Connecticut, including 0.0 hour(s) of ethics/professionalism.

Delaware CLE Approved · 3 Total Credits

Live - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 3.5 Total Credits
  • 3.5 Wills, Trusts and Estates
  • 3.5 Tax

Live - Florida CLE - 3.5: Approved by The Florida Bar for a maximum of 3.50 general hours of CLER credit including 0.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certifications: 3.50 - Tax Law; 3.50 - Wills, Trusts and Estates

Georgia CLE Approved · 3 Total Credits

Live - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 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 · 3 Total Credits

Live - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 3 Total Credits

Live - Iowa CLE - 3: "Choosing a Trust: Key Beneficiary, Tax, and Distribution Considerations" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 3.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics credit.

Idaho CLE Pending · 3 Total Credits

Live - Idaho CLE - 3: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 3 Total Credits

Live - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 3 Total Credits

Live - Indiana CLE - 3: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 3.0 hours of distance education, which includes 0.0 hour of ethics.

Kansas CLE Approved · 3.5 Total Credits

Live - Kansas CLE - 3.5: Approved by Kansas CLE for 3.50 hours of continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Kentucky CLE Approved · 3 Total Credits

Live - Kentucky CLE - 3: This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 3.0 credits, including 0.0 ethics credits.

Louisiana CLE Approved · 3 Total Credits
  • 3 Tax Law
  • 3 Estate Planning and Administrative

Live - Louisiana CLE - 3: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 3.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer based ethics credit. This course will apply toward the fulfillment of the newly admitted member requirement. This program is approved for 3.0 hours (based on a 60-minute credit hour) of credit by the Louisiana Specialization Board in the area of Tax Law and 3.0 hours of credit in the area of Estate Planning and Administration.

Maine CLE Approved · 3 Total Credits

Live - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 3.0 hours of CLE credit including 0.0 ethics hours.

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Minnesota CLE Approved · 3 Total Credits

Live - Minnesota CLE - 3: This course has been approved by the Minnesota Board of Continuing Legal Education for 3.0 hours of standard CLE credit, including 0.0 hour of ethics credit.

Missouri CLE Approved · 3.6 Total Credits

Live - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 hours of CLE credit, which includes 0.0 hour of ethics, professionalism or malpractice prevention credit.

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Live - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of CLE credit.

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Montana CLE Approved · 3 Total Credits

Live - Montana CLE - 3: Approved for 3.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 3 Total Credits
  • 3 Estate Planning and Probate Law

Live - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 3.0 hours of CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

Nebraska CLE Approved · 3 Total Credits

Live - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 3 Total Credits

Live - New Hampshire CLE - 3: 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 · 3.6 Total Credits

Live - New Jersey CLE - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 hours of total CLE credit. Of these, 0.0 qualifies as hours of credit for ethics/professionalism.

New Mexico CLE Approved · 3 Total Credits

Live - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 3.0 hours of credit, including 0.0 hour of ethics.

Nevada CLE Approved · 3 Total Credits

Live - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 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 · 3.5 Total Credits
  • 3.5 Areas of Professional Practice

Live - New York CLE - 3.5: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 3.50 credit hours. 3.50 hours can be applied to the areas of professional practice requirement. This nontraditional format program is approved for newly admitted 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.

Ohio CLE Approved · 3 Total Credits
  • 3 New Lawyer Training

Live - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 3.0 hours of New Lawyer Training credit. NLT credit is only available on “Live Webcast” and "Webcast Replay" versions of this program.

Oklahoma CLE Approved · 3.5 Total Credits

Live - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 3.50 hours of CLE credit, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 3 Total Credits

Live - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program is approved for 3.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 3 Total Credits

Live - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 3.0 hours, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse CLE credit.

Rhode Island CLE Upon Request · 3.5 Total Credits

Live - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

South Carolina CLE Approved · 3 Total Credits

Live - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 3 Total Credits

Live - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 3 Total Credits
  • 3 Tax Law
  • 3 Estate Planning and Probate

Live - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 3.0 - Estate Planning and Probate Law; 3.0 - Tax Law

Utah CLE Approved · 3 Total Credits

Live - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 3.0 hours of Live CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 3 Total Credits

Live - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 3 Total Credits

Live - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 3.0 hours of credit, including 0.0 hour of ethics.

Washington CLE Approved · 3 Total Credits

Live - Washington CLE - 3: Approved for 3.0 hours of Washington continuing legal education credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 3.5 Total Credits

Live - Wisconsin CLE - 3.5: Approved for 3.50 hours of CLE credit by the Board of Bar Examiners, including 0.0 hour of ethics and professional responsibility (EPR) credit.

West Virginia CLE Approved · 3.6 Total Credits

Live - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of credit, which includes 0.0 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 3 Total Credits

Live - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Paralegal Credits
California MCLE Paralegal Approved · 3 Total Credits

Live - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 3 Total Credits

Live - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 3.5 Total Credits

Live - Florida Registered Paralegal - 3.5: This course qualifies for 3.50 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Indiana Paralegal CLE Approved · 3 Total Credits

Live - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Montana CLE Credit for Paralegals Approved · 3 Total Credits

Live - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of CLE credit, including 0.0 hour of ethics, by the Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 3 Total Credits

Live - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits

Live - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general and 0.0 ethics (for a total of 3.0 hours CLE).

Ohio Certified Paralegals Approved · 3 Total Credits

Live - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 0 Total Credits

Live - NFPA - 0: NBI, Inc. is an NFPA-approved CLE provider. As such, members can claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. The course duration is 180 minutes, which includes 0 minutes of ethics.

Texas State Bar of Paralegal Division Approved · 3 Total Credits

Live - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Other Credits
New York CPE for Accountants Approved · 3.5 Total Credits
  • 3.5 Advisory Services

Live - New York CPE for Accountants - 3.5: National Business Institute is an approved sponsor with the New York State Board of Public Accountancy. This program is designed to qualify for 3.50 hours of CPE credit for accountants (Sponsor License # 000232).

CPE for Accountants/NASBA Approved · 3.5 Total Credits
  • 3.5 Specialized Knowledge

Live - CPE for Accountants/NASBA - 3.5: NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 3 Total Credits

Earn Until

OnDemand - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Video Download - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 3 Total Credits

Earn Until

OnDemand - Alabama CLE - 3: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 3.0 on-demand credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 3 Total Credits

Earn Until

OnDemand - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 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 - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 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 · 3 Total Credits

Earn Until

OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 3 Total Credits

Earn Until

OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 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.

Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 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.

Colorado CLE Approved · 4 Total Credits

Earn Until

OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 3 Total Credits

Earn Until

OnDemand - Connecticut CLE - 3: 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 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 3: 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 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 3 Total Credits

Earn Until

OnDemand - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 3.5 Total Credits
  • 3.5 Wills, Trusts and Estates
  • 3.5 Tax

Earn Until

OnDemand - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 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). Certifications: 3.50 - Tax Law; 3.50 - Wills, Trusts and Estates

Video Download - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 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). Certifications: 3.50 - Tax Law; 3.50 - Wills, Trusts and Estates

Georgia CLE Approved · 3 Total Credits

Earn Until

OnDemand - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 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 - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 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 · 3 Total Credits

Earn Until

OnDemand - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 3 Total Credits

Earn Until

OnDemand - Iowa CLE - 3: "Choosing a Trust: Key Beneficiary, Tax, and Distribution Considerations" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 3.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics unmoderated activity credit.

Idaho CLE Pending · 3 Total Credits

OnDemand - Idaho CLE - 3: This program has been submitted for continuing legal education credit in the state of Idaho.

Video Download - Idaho CLE - 3: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 3 Total Credits

Earn Until

OnDemand - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Indiana CLE - 3: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 3.0 hours of distance education, which includes 0.0 hour of ethics.

Kansas CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Kansas CLE - 3.5: Approved by Kansas CLE for 3.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 3.5: Approved by Kansas CLE for 3.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Kentucky CLE Approved · 3 Total Credits

Earn Until

OnDemand - Kentucky CLE - 3: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 3.0 credits, including 0.0 ethics credits.

Video Download - Kentucky CLE - 3: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 3.0 credits, including 0.0 ethics credits.

Louisiana CLE Approved · 3 Total Credits
  • 3 Tax Law
  • 3 Estate Planning and Administrative

Earn Until

OnDemand - Louisiana CLE - 3: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 3.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer-based ethics credit. This course will apply toward the fulfillment of the newly admitted member requirement. This program is approved for 3.0 hours (based on a 60-minute credit hour) of credit by the Louisiana Specialization Board in the area of Tax Law and 3.0 hours of credit in the area of Estate Planning and Administration.

Maine CLE Approved · 3 Total Credits

Earn Until

OnDemand - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Video Download - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Minnesota CLE Approved · 3 Total Credits

Earn Until

OnDemand - Minnesota CLE - 3: Approved for 3.0 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 - 3: Approved for 3.0 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 · 3.6 Total Credits

Earn Until

OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Montana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE - 3: This program qualifies for 3.0 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 - 3: This program qualifies for 3.0 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 Carolina CLE Approved · 3 Total Credits
  • 3 Estate Planning and Probate Law

Earn Until

OnDemand - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 3.0 hours of online CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

Video Download - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 3.0 hours of online CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

Nebraska CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 3 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 3: 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 - 3: 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 · 3.6 Total Credits

Earn Until

OnDemand - New Jersey CLE - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 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 - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 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 · 3 Total Credits

Earn Until

OnDemand - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 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 - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 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 · 3.5 Total Credits
  • 3.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hours can be applied to the areas of professional practice requirement and is approved for newly admitted 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 - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hours can be applied to the areas of professional practice requirement and is approved for newly admitted 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.

Ohio CLE Approved · 3 Total Credits

Earn Until

OnDemand - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 3 Total Credits

Earn Until

OnDemand - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 3.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Video Download - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 3.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 3 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 3.0 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 - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Rhode Island CLE Upon Request · 3.5 Total Credits

Earn Until

OnDemand - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Video Download - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

South Carolina CLE Approved · 3 Total Credits

Earn Until

OnDemand - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 3 Total Credits

Earn Until

OnDemand - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 3 Total Credits
  • 3 Tax Law
  • 3 Estate Planning and Probate

Earn Until

OnDemand - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 3.0 - Estate Planning and Probate Law; 3.0 - Tax Law

Video Download - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 3.0 - Estate Planning and Probate Law; 3.0 - Tax Law

Utah CLE Approved · 3 Total Credits

Earn Until

OnDemand - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 3.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Video Download - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 3.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 3 Total Credits

Earn Until

OnDemand - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 3 Total Credits

Earn Until

OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 0 Total Credits

OnDemand - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

Video Download - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

Wisconsin CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - West Virginia CLE - 3.6: This program qualifies for 3.60 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 - 3.6: This program qualifies for 3.60 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.

Wyoming CLE Approved · 3 Total Credits

Earn Until

OnDemand - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Video Download - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Paralegal Credits
California MCLE Paralegal Approved · 3 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 3 Total Credits

Earn Until

OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 3.5 Total Credits

Earn Until

OnDemand - Florida Registered Paralegal - 3.5: This course qualifies for 3.50 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Video Download - Florida Registered Paralegal - 3.5: This course qualifies for 3.50 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Indiana Paralegal CLE Approved · 3 Total Credits

Earn Until

OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Montana CLE Credit for Paralegals Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 3 Total Credits

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Ohio Certified Paralegals Approved · 3 Total Credits

Earn Until

OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 0 Total Credits

Earn Until

OnDemand - NFPA - 0: NBI, Inc. is an NFPA-approved CLE provider. As such, members can claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. The course duration is 180 minutes, which includes 0 minutes of ethics.

Video Download - NFPA - 0: NBI, Inc. is an NFPA-approved CLE provider. As such, members can claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. The course duration is 180 minutes, which includes 0 minutes of ethics.

Texas State Bar of Paralegal Division Approved · 3 Total Credits

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 3 Total Credits

Earn Until

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
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Agenda

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  1. Aligning Trust Structure With Client Goals

    1. When a Trust Is - and Isn't - the Right Planning Tool
    2. Revocable vs. Irrevocable: Core Distinctions and Client Fit
    3. Identifying Primary Objectives: Probate Avoidance, Tax Planning, Asset Protection, Control
    4. Mapping Client Circumstances to Trust Type: A Decision Framework

  2. Tax Considerations in Trust Selection

    1. Federal Estate Tax Exemption Levels
    2. State Estate and Inheritance Tax Exposure
    3. Grantor vs. Non-Grantor Trust Income Tax Treatment
    4. Tax Basis and Step-Up Planning
    5. Generation-Skipping Transfer Tax Planning

  3. Asset Protection Structures

    1. Domestic Asset Protection Trusts: State-by-State Variations
    2. Choosing Trust Situs and Governing Law
    3. Spendthrift Provisions and Creditor Protection
    4. Divorce Protection for Beneficiaries
    5. Offshore Trust Structures: When They Make Sense

  4. Beneficiary-Specific Trust Design

    1. Trusts for Minor Beneficiaries: Age-Based and Milestone Distributions
    2. Special Needs Trusts: Preserving Government Benefit Eligibility
    3. Trusts for Beneficiaries With Creditor, Addiction, or Spending Concerns

  5. Trustee Selection and Administration

    1. Individual vs. Corporate Trustees: Weighing the Tradeoffs
    2. Directed Trusts and Dividing Trustee Responsibilities
    3. Successor Trustee Planning and Family Dynamics
    4. Funding the Trust: Practical Retitling and Common Pitfalls
    5. Ongoing Administrative Costs and Tax Filing Obligations

  6. Building Flexibility for Changing Circumstances

    1. Trust Protector Provisions
    2. Decanting Statutes and Trust Modification Options
    3. Case Study: Structuring a Trust for a Blended Family Client

Who Should Attend

This applied program is designed for attorneys. Paralegals working in estate planning and trust administration will also benefit, as will accountants and financial advisors who support clients on trust and estate matters.

Speakers

Jennifer Galstad-Lee
Jennifer
Galstad-Lee
Avara Law, LLC
Bridget B Burns
Bridget B.
Burns
White and Bright, LLP
Kyle B Bate
Kyle B.
Bate
Warner Angle Hallam Jackson & Formanek PLC
Speaker bio
Jennifer Galstad-Lee

Jennifer Galstad-Lee

Avara Law, LLC
Jennifer Galstad-Lee

is a dual-licensed CPA-Attorney at Avara Law, LLC, specializing in U.S. international taxation, tax controversies, U.S. inbound business formation and structuring, and estate planning for domestic and international individuals. Her practice areas are tax, business, wills, trusts, and estates. Ms. Galstad-Lee offers comprehensive tax advice, business, and estate planning to clients with cross-border activities, holistically crafted with accounting and financial expertise from 20+ years of public accounting practice. She volunteers as an attorney with the Pro Bono Resource Center of Maryland, providing legal support to those in need. As a Community Educator for the Alzheimer’s Association, Ms. Galstad-Lee helps raise awareness and educate the public about Alzheimer’s and dementia. Additionally, she serves as Treasurer for Equipment Connections for Children, a nonprofit organization that provides adaptive equipment to children with special needs. Ms. Galstad-Lee received her B.A. from Korea University and her J.D. from the Catholic University of America, Columbus School of Law. She is admitted to practice law in the District of Columbia, Maryland, and before the U.S. Tax Court.

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Speaker bio
Bridget B Burns

Bridget B. Burns

White and Bright, LLP
Bridget Burns

is a partner in the law firm of White and Bright, LLP in Escondido, California. She focuses her practice on all aspects of trust and estate law, including complex estate plans, asset protection, and probate and trust administration. Prior to joining White and Bright, LLP, Ms. Burns practiced at a boutique law firm focused on estate planning and asset protection, where she was the head of the asset protection department. In addition to assisting clients with all basic and advanced estate planning needs. She earned her B.A. degree from the University of San Diego and her J.D. degree from New York University School of Law. Ms. Burns is a member of the State Bar of California, North County Bar Association, San Diego County Bar Association and Lawyers Club of San Diego.

View full profile
Speaker bio
Kyle B Bate

Kyle B. Bate

Warner Angle Hallam Jackson & Formanek PLC
Kyle Bate

is an attorney at Warner Angle Hallam Jackson & Formanek PLC. His estate planning practice includes wills, trusts, and probate and trust administration. Mr. Bate works with businesses and nonprofit organizations on entity formation and business matters. He also advises businesses and individuals on various tax issues and dealings with the Internal Revenue Service. While in law school, Mr. Bate served as a judicial extern to the Honorable G. Murray Snow of the United States District Court for the District of Arizona and to the Honorable Thomas D. Thalken of the United States District Court for the District of Nebraska. He also earned CALI Excellence for the Future Awards in Business Planning, Nonprofit Organizations, Trusts & Estates I, and Legal Research. Mr. Bate earned his LL.M. in Taxation from the University of Florida Levin College of Law. During his LL.M. program, he worked as a graduate assistant to Professor Karen C. Burke.

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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.
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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.
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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.
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