Trusts, Estates & Probate

Live Online

Top 5 Probate Problems and How to Solve Them

Credits Available
Credit Status Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Approved 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
New York CPE for Accountants Approved 4.5 Total
CPE for Accountants/NASBA Approved 4.5 Total
Live Online
4 hours
Christopher Denney
Elsa Van Gorp Rene
With Christopher E. Denney from Silvermark CPAs & Advisors + 2 others

Fri, Jan 29, 00:00 AM – 00:00 PM

Product ID 102954

Register For Course

Course Includes
$389

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Practical Fixes for Probate's Toughest Problems

Probate rarely proceeds as planned. Fiduciary disputes stall administration, missing heirs and family conflicts delay distributions, digital assets and cryptocurrency go untraced, and a single misstep with the inherited IRA rules can trigger IRS penalties for a client who was counting on sound advice. Left unresolved, these problems turn routine estates into prolonged fights that drain assets, damage family relationships, and expose fiduciaries and their attorneys to liability. This program delivers current, practical strategies for identifying and resolving probate's five most persistent problem areas. Move stalled estates toward resolution while protecting your clients, and yourself, along the way - register today!

  • Regain control when personal representatives are absent, disputed, or unfit to serve.
  • Resolve family controversies, missing-heir problems, and contested heirship claims.
  • Locate, secure, and properly administer cryptocurrency and other digital assets.
  • Manage creditor claims and limit fiduciary and attorney liability exposure.
  • Apply the inherited IRA ten-year rule and other tax elections with confidence.

Abbreviated Agenda

  1. Personal Representative Problems
  2. Heirship and Beneficiary Disputes
  3. Creditor Claims and Liability Exposure
  4. Digital Assets and Cryptocurrency
  5. Financial and Tax Hurdles

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Related Topics

Product ID 102954

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Approved 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
New York CPE for Accountants Approved 4.5 Total
CPE for Accountants/NASBA Approved 4.5 Total

Credit Details by Jurisdiction

Live Webinar Registration

CLE Credits
Alaska CLE Reciprocity · 4 Total Credits

Live - Alaska CLE - 4: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 4.0 hours of credit, which includes 4.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 4 Total Credits

Live - Alabama CLE - 4: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 4.0 credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 4 Total Credits

Live - Arkansas CLE - 4: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 4.0 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 · 4 Total Credits

Live - Arizona CLE - 4: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 4.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 4 Total Credits
  • 3 Estate Planning, Trust and Probate Law
  • 1 Taxation Law

Live - California CLE - 4: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 4.0 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. This course has been approved for 3.0 units in the area of Estate Planning, Trust and Probate Law and 1.0 hour in the area of Taxation Law by the California Board of Legal Specialization.

Colorado CLE Approved · 5 Total Credits

Live - Colorado CLE - 5: 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 5.0 hours of General Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 4 Total Credits

Live - Connecticut CLE - 4: 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 4.0 hours toward your annual CLE requirement in Connecticut, including 0.0 hour(s) of ethics/professionalism.

Delaware CLE Approved · 4 Total Credits

Live - Delaware CLE - 4: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 4.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 5 Total Credits

Live - Florida CLE - 5: Approved by The Florida Bar for a maximum of 5.0 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).

Georgia CLE Approved · 4 Total Credits

Live - Georgia CLE - 4: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 4.0 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 · 4 Total Credits

Live - Hawaii CLE - 4: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 4.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 4 Total Credits

Live - Iowa CLE - 4: "Top 5 Probate Problems and How to Solve Them" 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 4.0 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 · 4 Total Credits

Live - Idaho CLE - 4: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 4 Total Credits

Live - Illinois CLE - 4: This program has been approved by the Illinois MCLE Board for 4.0 hours of CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 4 Total Credits

Live - Indiana CLE - 4: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 4.0 hours of distance education, which includes 0.0 hour of ethics.

Kansas CLE Approved · 4.5 Total Credits

Live - Kansas CLE - 4.5: Approved by Kansas CLE for 4.50 hours of continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Kentucky CLE Approved · 4 Total Credits

Live - Kentucky CLE - 4: This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 4.0 credits, including 0.0 ethics credits.

Maine CLE Approved · 4 Total Credits

Live - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 4.0 hours of CLE credit including 0.0 ethics hours.

Course Book - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Minnesota CLE Approved · 4 Total Credits

Live - Minnesota CLE - 4: This course has been approved by the Minnesota Board of Continuing Legal Education for 4.0 hours of standard CLE credit, including 0.0 hour of ethics credit.

Missouri CLE Approved · 4.8 Total Credits

Live - Missouri CLE - 4.8: 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 - 4.8: 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 · 4 Total Credits

Live - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of CLE credit.

Course Book - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Mississippi CLE Approved · 4 Total Credits

Live - Mississippi CLE - 4: This course has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 4.0 hours of Online credit, which includes 0.0 hour of ethics/professionalism.

Montana CLE Approved · 4 Total Credits

Live - Montana CLE - 4: Approved for 4.0 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 · 4 Total Credits
  • 4 Estate Planning and Probate Law

Live - North Carolina CLE - 4: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 4.0 hours of CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

North Dakota CLE Approved · 4 Total Credits

Live - North Dakota CLE - 4: This program has been approved by the North Dakota Commission for Continuing Legal Education for 4.0 hours of CLE credit, including 0.0 hour of ethics credit.

Nebraska CLE Approved · 4 Total Credits

Live - Nebraska CLE - 4: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 4.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 4 Total Credits

Live - New Hampshire CLE - 4: 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 · 4.8 Total Credits

Live - New Jersey CLE - 4.8: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.80 hours of total CLE credit. Of these, 0.0 qualifies as hours of credit for ethics/professionalism.

New Mexico CLE Approved · 4 Total Credits

Live - New Mexico CLE - 4: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 4.0 hours of credit, including 0.0 hour of ethics.

Nevada CLE Approved · 4 Total Credits

Live - Nevada CLE - 4: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 4.0 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 · 4.5 Total Credits
  • 4.5 Areas of Professional Practice

Live - New York CLE - 4.5: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 4.50 credit hours. 4.50 hours can be applied to the areas of professional practice requirement. This nontraditional format program 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.

Ohio CLE Approved · 4 Total Credits
  • 4 Estate Planning, Trust and Probate

Live - Ohio CLE - 4: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 4.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 4.0 hours of specialization credit by the Ohio State Bar Association in the category of Estate Planning, Trust and Probate.

Oklahoma CLE Approved · 5 Total Credits

Live - Oklahoma CLE - 5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 5.0 hours of CLE credit, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 4 Total Credits

Live - Oregon CLE - 4: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program is approved for 4.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 4 Total Credits

Live - Pennsylvania CLE - 4: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 4.0 hours, including 4.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse CLE credit.

Rhode Island CLE Approved · 4.5 Total Credits

Live - Rhode Island CLE - 4.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 4.50 hours of CLE credit in Rhode Island, including 0.0 of legal ethics.

South Carolina CLE Approved · 4 Total Credits

Live - South Carolina CLE - 4: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 4.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 4 Total Credits

Live - Tennessee CLE - 4: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 4.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 4 Total Credits
  • 4 Estate Planning and Probate

Live - Texas CLE - 4: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 4.0 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: 4.0 - Estate Planning and Probate Law

Utah CLE Approved · 4 Total Credits

Live - Utah CLE - 4: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 4.0 hours of Live CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 4 Total Credits

Live - Virginia CLE - 4: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 4.0 hours of credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 4 Total Credits

Live - Vermont CLE - 4: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 4.0 hours of credit, including 0.0 hour of ethics.

Washington CLE Approved · 4 Total Credits

Live - Washington CLE - 4: Approved for 4.0 hours of Washington continuing legal education credit, which includes 4.0 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 · 4.8 Total Credits

Live - West Virginia CLE - 4.8: This program qualifies for 4.80 hours of credit, which includes 0.0 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 4 Total Credits

Live - Wyoming CLE - 4: The Wyoming State Board of Continuing Legal Education has granted 4.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Other Credits
New York CPE for Accountants Approved · 4.5 Total Credits
  • 3.5 Advisory Services
  • 1 Taxation

Live - New York CPE for Accountants - 4.5: National Business Institute is an approved sponsor with the New York State Board of Public Accountancy. This program is designed to qualify for 4.50 hours of CPE credit for accountants (Sponsor License # 000232).

CPE for Accountants/NASBA Approved · 4.5 Total Credits
  • 3.5 Specialized Knowledge
  • 1 Taxes

Live - CPE for Accountants/NASBA - 4.5: 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 4.50 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 · 4 Total Credits

Earn Until

OnDemand - Alaska CLE - 4: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 4.0 hours of credit, which includes 4.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Video Download - Alaska CLE - 4: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 4.0 hours of credit, which includes 4.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 4 Total Credits

Earn Until

OnDemand - Alabama CLE - 4: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 4.0 on-demand credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 4 Total Credits

Earn Until

OnDemand - Arkansas CLE - 4: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 4.0 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 - 4: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 4.0 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 · 4 Total Credits

Earn Until

OnDemand - Arizona CLE - 4: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 4.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 4: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 4.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 4 Total Credits
  • 3 Estate Planning, Trust and Probate Law
  • 1 Taxation Law

Earn Until

OnDemand - California CLE - 4: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 4.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 3.0 units in the area of Estate Planning, Trust and Probate Law and 1.0 hour in the area of Taxation Law by the California Board of Legal Specialization.

Video Download - California CLE - 4: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 4.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 3.0 units in the area of Estate Planning, Trust and Probate Law and 1.0 hour in the area of Taxation Law by the California Board of Legal Specialization.

Colorado CLE Approved · 5 Total Credits

Earn Until

OnDemand - Colorado CLE - 5: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 5.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 5: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 5.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 4 Total Credits

Earn Until

OnDemand - Connecticut CLE - 4: 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 4.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 4: 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 4.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 4 Total Credits

Earn Until

OnDemand - Delaware CLE - 4: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 4.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 5 Total Credits

Earn Until

OnDemand - Florida CLE - 5: Approved by The Florida Bar, this program qualifies for 5.0 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).

Video Download - Florida CLE - 5: Approved by The Florida Bar, this program qualifies for 5.0 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).

Georgia CLE Approved · 4 Total Credits

Earn Until

OnDemand - Georgia CLE - 4: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 4.0 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 - 4: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 4.0 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 · 4 Total Credits

Earn Until

OnDemand - Hawaii CLE - 4: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 4.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 4: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 4.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 4 Total Credits

Earn Until

OnDemand - Iowa CLE - 4: "Top 5 Probate Problems and How to Solve Them" 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 4.0 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 · 4 Total Credits

OnDemand - Idaho CLE - 4: This program has been submitted for continuing legal education credit in the state of Idaho.

Video Download - Idaho CLE - 4: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 4 Total Credits

Earn Until

OnDemand - Illinois CLE - 4: This program has been approved by the Illinois MCLE Board for 4.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 4: This program has been approved by the Illinois MCLE Board for 4.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 4 Total Credits

Earn Until

OnDemand - Indiana CLE - 4: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 4.0 hours of distance education, which includes 0.0 hour of ethics.

Kansas CLE Approved · 4.5 Total Credits

Earn Until

OnDemand - Kansas CLE - 4.5: Approved by Kansas CLE for 4.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 4.5: Approved by Kansas CLE for 4.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Kentucky CLE Approved · 4 Total Credits

Earn Until

OnDemand - Kentucky CLE - 4: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 4.0 credits, including 0.0 ethics credits.

Video Download - Kentucky CLE - 4: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 4.0 credits, including 0.0 ethics credits.

Maine CLE Approved · 4 Total Credits

Earn Until

OnDemand - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Video Download - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Course Book - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Minnesota CLE Approved · 4 Total Credits

Earn Until

OnDemand - Minnesota CLE - 4: Approved for 4.0 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 - 4: Approved for 4.0 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 · 4.8 Total Credits

Earn Until

OnDemand - Missouri CLE - 4.8: 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 - 4.8: 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 - 4.8: 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 · 4 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.

Mississippi CLE Approved · 4 Total Credits

Earn Until

OnDemand - Mississippi CLE - 4: This course has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 4.0 hours of Online credit, which includes 0.0 hour of ethics/professionalism.

Montana CLE Approved · 4 Total Credits

Earn Until

OnDemand - Montana CLE - 4: This program qualifies for 4.0 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 - 4: This program qualifies for 4.0 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 · 4 Total Credits
  • 4 Estate Planning and Probate Law

Earn Until

OnDemand - North Carolina CLE - 4: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 4.0 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 - 4: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 4.0 hours of online CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

North Dakota CLE Approved · 4 Total Credits

Earn Until

OnDemand - North Dakota CLE - 4: North Dakota attorneys completing this program may claim 4.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 4: North Dakota attorneys completing this program may claim 4.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 4 Total Credits

Earn Until

OnDemand - Nebraska CLE - 4: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 4.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 4: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 4.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 4 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 4: 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 - 4: 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 · 4.8 Total Credits

Earn Until

OnDemand - New Jersey CLE - 4.8: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.80 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 - 4.8: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.80 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 · 4 Total Credits

Earn Until

OnDemand - New Mexico CLE - 4: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 4: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 4 Total Credits

Earn Until

OnDemand - Nevada CLE - 4: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 4.0 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 - 4: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 4.0 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 · 4.5 Total Credits
  • 4.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 4.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 4.50 credit hours. 4.50 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 - 4.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 4.50 credit hours. 4.50 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.

Ohio CLE Approved · 4 Total Credits
  • 4 Estate Planning, Trust and Probate

Earn Until

OnDemand - Ohio CLE - 4: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 4.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 4.0 hours of specialization credit by the Ohio State Bar Association in the category of Estate Planning, Trust and Probate.

Video Download - Ohio CLE - 4: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 4.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 4.0 hours of specialization credit by the Ohio State Bar Association in the category of Estate Planning, Trust and Probate.

Oklahoma CLE Approved · 5 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 5.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 5.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 4 Total Credits

Earn Until

OnDemand - Oregon CLE - 4: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 4.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Video Download - Oregon CLE - 4: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 4.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 4 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 4: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 4.0 hours of distance learning credit, including 4.0 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 - 4: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 4.0 hours of distance learning credit, including 4.0 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 Approved · 4.5 Total Credits

Earn Until

OnDemand - Rhode Island CLE - 4.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 4.50 hours of CLE video replay credit in Rhode Island, including 0.0 of legal ethics.

Video Download - Rhode Island CLE - 4.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 4.50 hours of CLE video replay credit in Rhode Island, including 0.0 of legal ethics.

South Carolina CLE Approved · 4 Total Credits

Earn Until

OnDemand - South Carolina CLE - 4: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 4.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 4: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 4.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 4 Total Credits

Earn Until

OnDemand - Tennessee CLE - 4: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 4.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 4 Total Credits
  • 4 Estate Planning and Probate

Earn Until

OnDemand - Texas CLE - 4: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 4.0 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: 4.0 - Estate Planning and Probate Law

Video Download - Texas CLE - 4: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 4.0 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: 4.0 - Estate Planning and Probate Law

Utah CLE Approved · 4 Total Credits

Earn Until

OnDemand - Utah CLE - 4: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 4.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Video Download - Utah CLE - 4: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 4.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 4 Total Credits

Earn Until

OnDemand - Virginia CLE - 4: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 4.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 4: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 4.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 4 Total Credits

Earn Until

OnDemand - Vermont CLE - 4: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 4.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 4: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 4.0 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 · 4.8 Total Credits

Earn Until

OnDemand - West Virginia CLE - 4.8: This program qualifies for 4.80 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 - 4.8: This program qualifies for 4.80 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.

Wyoming CLE Approved · 4 Total Credits

Earn Until

OnDemand - Wyoming CLE - 4: The Wyoming State Board of Continuing Legal Education has granted 4.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Video Download - Wyoming CLE - 4: The Wyoming State Board of Continuing Legal Education has granted 4.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 4 Total Credits

Earn Until

Course Book - Maine CLE - 4: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 4.0 hours of self-study CLE credit.

Missouri CLE Approved · 4.8 Total Credits

Earn Until

Course Book - Missouri CLE - 4.8: 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 · 4 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 4: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 4.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Personal Representative Problems

    1. Resolving Priority Disputes When Appointing a Personal Representative Without a Will
    2. Confronting Incapacity, Resignation, or Removal of a Wayward Fiduciary
    3. Addressing Theft, Mismanagement, and Breach of Fiduciary Duty
    4. Recent Developments Expanding (or Limiting) Personal Representative Authority and Liability

  2. Heirship and Beneficiary Disputes

    1. Handling Family Controversies and Blended-Family Complications
    2. Proving Non-Marital Children, Common-Law Marriage, and Equitable Adoption Claims
    3. Locating Missing Heirs Using Modern Search and Genealogy Tools
    4. Using Virtual Representation to Bind Unknown or Unborn Beneficiaries
    5. Determining Heirs in a Tardy or Reopened Probate

  3. Creditor Claims and Liability Exposure

  4. Digital Assets and Cryptocurrency

    1. Applying RUFADAA: What Fiduciaries Can (and Cannot) Access
    2. Locating, Securing, and Valuing Cryptocurrency and Other Digital Property
    3. Meeting New IRS and Broker Reporting Requirements for Digital Assets
    4. Handling Digital Business Assets, Online Accounts, and Social Media Access
    5. Avoiding Fiduciary Liability for Mishandled Digital and Online Property

  5. Financial and Tax Hurdles

    1. Navigating the Inherited IRA Ten-Year Rule and Required Minimum Distributions
    2. Avoiding the RMD-Restart Trap after the IRS Grace Period Ends
    3. Calculating the Elective, Omitted Spouse, and Omitted Child Share
    4. Protecting Shares of Minors and Disabled or Means-Tested Beneficiaries
    5. Avoiding Bookkeeping, Accounting, and Fiduciary Income Tax Mistakes
    6. Resolving Tax Claims, Liens, and the Insolvent Estate

Who Should Attend

This program is designed for attorneys. Paralegals, tax professionals, accountants, trust officers, and estate and financial planners may also benefit.

Speakers

Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Elsa Van Gorp Rene
Elsa
Van Gorp Rene
Kluger, Kaplan, Silverman, Katzen & Levine, P.L.
MP
Michele
Pacheco
Lagerlof, LLP
Speaker bio
Christopher E Denney

Christopher E. Denney

Silvermark CPAs & Advisors
Christopher Denney

, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, CFF, CEPA, IFRS, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants, and the ABV Section; Indiana CPA Society; National Association of Certified Valuation Analysts; and Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree in accounting from Ball State University and both of his M.S. degrees, in taxation and professional accountancy, from Indiana University.

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Speaker bio
Elsa Van Gorp Rene

Elsa Van Gorp Rene

Kluger, Kaplan, Silverman, Katzen & Levine, P.L.
Elsa Van Gorp Rene

is of counsel at Kluger, Kaplan, Silverman, Katzen & Levine, P.L. with a primary focus on probate, trust and guardianship disputes. Prior to joining Kluger Kaplan, she represented heirs, beneficiaries, fiduciaries, creditors and other interested parties in probate litigation, contested guardianship, and elder abuse cases at prominent probate and litigation firms in Miami, Florida. Previously, Ms. Van Gorp Rene served as a Miami-Dade Assistant Public Defender for more than five years where she gained extensive courtroom skills and experience through trials, evidentiary hearings, and motion practice advocating for individuals facing charges ranging from misdemeanors to serious felonies. She has taken hundreds of depositions, tried more than 20 jury and bench trials, and argued countless motions. Ms. Van Gorp Rene earned her J.D. degree from the Mitchell Hamline School of Law and her B.A. degree in Philosophy with a minor in Social Justice from the University of Minnesota. She is a member of The Florida Bar’s Elder Law, Real Property, Probate, and Trust Law, and Trial Lawyers sections, a volunteer member of the Abuse, Neglect & Exploitation Committee of the Elder Law Section, and a Director and Committee Co-Chair for Miami-Dade Chapter of the Florida Association of Women Lawyers (MDFAWL). Ms. Van Gorp Rene also serves as a pro bono attorney ad litem representing youth in dependency court through Lawyers for Children America and by mentoring youth aging out of the foster care system and transitioning to independence.

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Speaker bio
MP

Michele Pacheco

Lagerlof, LLP
Michele Pacheco

is an attorney at Lagerlof, LLP whose practice focuses on trust and estate litigation. She represents fiduciaries and beneficiaries in complex disputes, guiding clients through sensitive and often high-stakes matters involving trusts and estates, and also represents clients in guardianship and conservatorship litigation. She brings a steady, detail-oriented approach to her work and is known for navigating legal issues and client relationships with precision, rigor, and thoughtful communication. She works closely with clients to help them understand the legal process, develop effective strategies, and pursue practical resolutions in contested trust, estate, and probate matters. Ms. Pacheco understands that disputes in this area often involve deeply personal and emotional circumstances, and she approaches each case with professionalism, care, and a strong commitment to achieving favorable outcomes for her clients. She earned her Bachelor of Arts in Behavioral Science from San Jose State University and her Juris Doctor from Golden Gate University School of Law. During law school, she was the two-time recipient of the Witkin Award for Academic Excellence in Research and Writing. She also served as Production Editor for the Annual Survey of International & Comparative Law, Vice President of the San Francisco Student Trial Lawyers Association, and a Teaching Assistant for Torts at Golden Gate University School of Law. She is admitted to practice in California and the United States District Court for the Northern District of California. She is a member of the California Lawyers Association, Trust & Estates Section; the Silicon Valley Bar Association; the Los Angeles County Bar Association, where she participates in both the Trust & Estates and Litigation Sections; and the Pasadena Bar Association.

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