Probate Process, Procedures, and Documents: All the Forms and Checklists in One Place
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Kentucky CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Oregon CLE |
|
6 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
| New York CPE for Accountants |
|
7 Total |
| CPE for Accountants/NASBA |
|
7 Total |
Tue, Feb 02, 00:00 AM – 00:00 PM
Tue, Feb 02, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Navigate Probate With Confidence
When the client is no longer there to make their voice heard, the task of interpreting their wishes to accurately settle the estate falls on your shoulders. Do you have all the tools you will need? This program will provide you with a comprehensive overview of the probate process, equipping you with the checklists, forms, and documents you will need to guide your clients through each time-sensitive procedure. Learn what to do and when to do it, from the initial petition to the final accounting. Register today!
- Don't miss a step - learn how to map out the entire probate process by utilizing a master checklist.
- Examine the essential content of the initial petition and understand the procedure for filing it.
- Receive practical tips on valuing and recording assets to be included in the estate inventory.
- Handle creditor notices and responses.
- Understand key provisions of trusts and their impact on the probate process.
- Learn what must be included in the final accounting and review sample tax returns.
Abbreviated Agenda
- Probate Process and Executor Duties: The Master Checklist With Deadlines
- Initial Petition and Letters of Authority: Content and Procedure
- Estate Inventory: Valuing and Recording Assets
- Creditor Notices and Responses
- Trusts: Key Provisions, Trustee Duties, and the Trust's Impact on Probate
- Final Accounting: What Must and Should Be Included
- TAX Returns and Schedules for the Estate and the Decedent: Forms, Deadlines, Extensions (With Sample Returns)
- Wills: Key Provisions, Validity, Interpreting Unique Instructions
- Estate Closing and Distributions: Notices of Proposed Action, Petition to Discharge the Fiduciary, and Other Key Documents
- Ethical Practice Considerations and Concerns in Probate
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Kentucky CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Oregon CLE |
|
6 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
| New York CPE for Accountants |
|
7 Total |
| CPE for Accountants/NASBA |
|
7 Total |
Credit Details by Jurisdiction
Live Webinar Registration
CLE
Credits
Alaska CLE Reciprocity · 6 Total Credits
- 1 MECLE Ethics
Live - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 credit hours, including 1.0 ethics/professionalism credit.
Arkansas CLE Approved · 6 Total Credits
- 1 Ethics
Live - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 6.0 hours of continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
California CLE Approved · 6 Total Credits
- 1 Legal Ethics
Live - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 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 · 7 Total Credits
- 1.2 Professional Responsibility
Live - Colorado CLE - 7: 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 7.0 hours of General Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Connecticut CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.
Delaware CLE Approved · 6 Total Credits
- 1 Ethics
Live - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.
Florida CLE Approved · 7 Total Credits
- 1 Professional Responsibility
Live - Florida CLE - 7: Approved by The Florida Bar for a maximum of 7.0 general hours of CLER credit including 1.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).
Georgia CLE Approved · 6 Total Credits
- 1 Ethics
Live - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Hawaii CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Live - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 6 Total Credits
- 1 Legal Ethics
Live - Iowa CLE - 6: "Probate Process, Procedures, and Documents: All the Forms and Checklists in One Place" 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 6.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics credit.
Idaho CLE Pending · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Illinois CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Illinois CLE - 6: Ethics Pending. This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit and has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.
Indiana CLE Approved · 6 Total Credits
- 1 Ethics
Live - Indiana CLE - 6: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics.
Kansas CLE Approved · 7 Total Credits
- 1 Ethics/Professionalism
Live - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.
Kentucky CLE Approved · 6 Total Credits
- 1 Ethics
Live - Kentucky CLE - 6: This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 6.0 credits, including 1.0 ethics credits.
Maine CLE Approved · 6 Total Credits
- 1 Ethics
Live - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 6.0 hours of CLE credit including 1.0 ethics hours.
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Minnesota CLE Approved · 6 Total Credits
- 1 Ethics
Live - Minnesota CLE - 6: This course has been approved by the Minnesota Board of Continuing Legal Education for 6.0 hours of standard CLE credit, including 1.0 hour of ethics credit.
Missouri CLE Approved · 7.2 Total Credits
- 1.2 Ethics, Professionalism or Malpractice Prevention
Live - Missouri CLE - 7.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 7.20 hours of CLE credit, which includes 1.20 hour of ethics, professionalism or malpractice prevention credit.
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Live - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of CLE credit.
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Montana CLE Approved · 6 Total Credits
- 1 Professional Fitness and Integrity
Live - Montana CLE - 6: Approved for 6.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 6 Total Credits
- 6 Estate Planning and Probate Law
- 1 Professional Responsibility
Live - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 6.0 hours of CLE credit, including 1.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.
Nebraska CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Jersey CLE Approved · 7.2 Total Credits
- 1.2 Ethics/Professionalism
Live - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of total CLE credit. Of these, 1.20 qualifies as hours of credit for ethics/professionalism.
New Mexico CLE Approved · 6 Total Credits
- 1 Ethics
Live - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 6.0 hours of credit, including 1.0 hour of ethics.
Nevada CLE Approved · 6 Total Credits
- 1 Ethical Considerations
Live - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.
New York CLE Approved · 7 Total Credits
- 6 Areas of Professional Practice
- 1 Ethics/Professionalism
Live - New York CLE - 7: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and 1.0 hour can be applied toward the Ethics/Professionalism requirement. This nontraditional format program is appropriate 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 · 6 Total Credits
- 6 New Lawyer Training
- 1 Professional Conduct
Live - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction. This course is approved for 6.0 hours of New Lawyer Training credit. NLT credit is only available on “Live Webcast” and "Webcast Replay" versions of this program.
Oklahoma CLE Approved · 7 Total Credits
- 1 Legal Ethics
Live - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 7.0 hours of CLE credit, which includes 1.0 hour of legal ethics.
Oregon CLE Approved · 6 Total Credits
- 1 Ethics
Live - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program is approved for 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.
Pennsylvania CLE Approved · 6 Total Credits
- 1 Ethics
Live - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 6.0 hours, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.
Rhode Island CLE Upon Request · 7 Total Credits
- 1 Legal Ethics
Live - Rhode Island CLE - 7: 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 · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.
Texas CLE Approved · 6 Total Credits
- 6 Estate Planning and Probate
- 1 Legal Ethics/Professional Responsibility
Live - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 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: 6.0 - Estate Planning and Probate Law
Utah CLE Approved · 6 Total Credits
- 1 Ethics
Live - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 6.0 hours of Live CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 6 Total Credits
- 1 Ethics
Live - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 6.0 hours of credit, including 1.0 hour of ethics.
Washington CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Live - Washington CLE - 6: Approved for 6.0 hours of Washington continuing legal education credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.
Wisconsin CLE Approved · 7 Total Credits
- 1 Ethics/Professional Responsibility
Live - Wisconsin CLE - 7: Approved for 7.0 hours of CLE credit by the Board of Bar Examiners, including 1.0 hour of ethics and professional responsibility (EPR) credit.
West Virginia CLE Approved · 7.2 Total Credits
- 1.2 Ethics
Live - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of credit, which includes 1.20 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Upon Request · 6 Total Credits
- 1 Ethics
Live - Wyoming CLE - 6: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Other
Credits
New York CPE for Accountants Approved · 7 Total Credits
- 6 Advisory Services
- 1 Taxation
Live - New York CPE for Accountants - 7: National Business Institute is an approved sponsor with the New York State Board of Public Accountancy. This program is designed to qualify for 7.0 hours of CPE credit for accountants (Sponsor License # 000232).
CPE for Accountants/NASBA Approved · 7 Total Credits
- 5 Specialized Knowledge
- 1 Taxes
- 1 Regulatory Ethics
Live - CPE for Accountants/NASBA - 7: 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 7.0 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 · 6 Total Credits
- 1 MECLE Ethics
Earn Until
OnDemand - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Video Download - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 on-demand credit hours, including 1.0 ethics/professionalism credit.
Arkansas CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Video Download - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
Video Download - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
California CLE Approved · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of participatory credit, of which 1.0 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 - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of self-study credit, of which 1.0 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 · 7 Total Credits
- 1.2 Professional Responsibility
Earn Until
OnDemand - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Video Download - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Connecticut CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.
Florida CLE Approved · 7 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).
Video Download - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).
Georgia CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Video Download - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Hawaii CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Earn Until
OnDemand - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Video Download - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Iowa CLE - 6: "Probate Process, Procedures, and Documents: All the Forms and Checklists in One Place" 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 6.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics unmoderated activity credit.
Idaho CLE Pending · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.
Video Download - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.
Illinois CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Illinois CLE - 6: Ethics Pending. This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit and has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.
Video Download - Illinois CLE - 6: Ethics Pending. This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit and has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.
Indiana CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Indiana CLE - 6: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics.
Kansas CLE Approved · 7 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.
Video Download - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.
Kentucky CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Kentucky CLE - 6: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 6.0 credits, including 1.0 ethics credits.
Video Download - Kentucky CLE - 6: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 6.0 credits, including 1.0 ethics credits.
Maine CLE Approved · 6 Total Credits
Earn Until
OnDemand - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Video Download - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Minnesota CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Video Download - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Missouri CLE Approved · 6 Total Credits
Earn Until
OnDemand - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Video Download - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Montana CLE Approved · 6 Total Credits
- 1 Professional Fitness and Integrity
Earn Until
OnDemand - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
Video Download - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 6 Total Credits
- 6 Estate Planning and Probate Law
- 1 Professional Responsibility
Earn Until
OnDemand - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.
Video Download - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.
North Dakota CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.
Video Download - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.
Nebraska CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
Video Download - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
Video Download - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Jersey CLE Approved · 7.2 Total Credits
- 1.2 Ethics/Professionalism
Earn Until
OnDemand - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.
Video Download - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.
New Mexico CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Video Download - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Nevada CLE Approved · 6 Total Credits
- 1 Ethical Considerations
Earn Until
OnDemand - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.
Video Download - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.
New York CLE Approved · 7 Total Credits
- 6 Areas of Professional Practice
- 1 Ethics/Professionalism
Earn Until
OnDemand - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Video Download - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the Ethics/Professionalism 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 · 6 Total Credits
- 1 Professional Conduct
Earn Until
OnDemand - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.
Video Download - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.
Oklahoma CLE Approved · 7 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.
Video Download - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.
Oregon CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Oregon CLE - 6: There was an error building the wording.
Video Download - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.
Pennsylvania CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Video Download - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Rhode Island CLE Upon Request · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Rhode Island CLE - 6: 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 - 6: 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 · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Video Download - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.
Texas CLE Approved · 6 Total Credits
- 6 Estate Planning and Probate
- 1 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 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: 6.0 - Estate Planning and Probate Law
Video Download - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 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: 6.0 - Estate Planning and Probate Law
Utah CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Video Download - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Video Download - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Video Download - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Washington CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Earn Until
OnDemand - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.
Video Download - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.
Wisconsin CLE Approved · 7 Total Credits
Earn Until
OnDemand - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.
Video Download - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.
West Virginia CLE Approved · 7.2 Total Credits
- 1.2 Ethics
Earn Until
OnDemand - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Video Download - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Upon Request · 6 Total Credits
- 1 Ethics
OnDemand - Wyoming CLE - 6: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Video Download - Wyoming CLE - 6: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Course Book (PDF Download)
CLE
Credits
Maine CLE Approved · 6 Total Credits
Earn Until
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Missouri CLE Approved · 6 Total Credits
Earn Until
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Earn Until
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Other
Agenda
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Probate Process and Executor Duties: The Master Checklist With Deadlines
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Initial Petition and Letters of Authority: Content and Procedure
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Estate Inventory: Valuing and Recording Assets
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Creditor Notices and Responses
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Trusts: Key Provisions, Trustee Duties, and the Trust's Impact on Probate
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Final Accounting: What Must and Should Be Included
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TAX Returns and Schedules for the Estate and the Decedent: Forms, Deadlines, Extensions (With Sample Returns)
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Wills: Key Provisions, Validity, Interpreting Unique Instructions
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Estate Closing and Distributions: Notices of Proposed Action, Petition to Discharge the Fiduciary, and Other Key Documents
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Ethical Practice Considerations and Concerns in Probate
- Defining Who You Represent
- Avoiding Conflicts of Interest
- Client Communications
- Client Confidentiality
- Attorney's Fees
- Practicing Law in More Than One State
Who Should Attend
This program is designed for attorneys. It will also benefit accountants and CPAs, tax professionals, trust officers, and paralegals.
Speakers
Speaker bio
Patricia D. Blanco
is an attorney in the Miami office of Wicker Smith. She practices in the areas of estates, trusts, guardianship, and real estate matters. Ms. Blanco handles all facets of estate and guardianship administration, as well as complex estate and guardianship litigation. She earned her B.S. degree from Florida International University and her J.D. degree from St. Thomas University School of Law. Ms. Blanco is admitted to practice in Florida and is fluent in Spanish.
Speaker bio
Kenneth J. Fair
is a Partner with Wright Close Barger & Guzman, LLP in Houston, where he focuses his practice on general commercial litigation, with an emphasis on complex probate, trust, and fiduciary litigation. He represents executors, trustees, beneficiaries, and other interested parties in will contests, disputes concerning the interpretation of wills and trusts, removal actions, and fiduciary-liability matters. Mr. Fair also handles disputes involving real estate brokerage contracts, corporate governance, bankruptcy, and construction contracts. His practice includes both trial and appellate litigation, and he is admitted to practice before the Supreme Court of the United States, the U.S. Court of Appeals for the Fifth Circuit, and multiple federal district courts, in addition to all Texas state courts. A significant portion of Mr. Fair's career has involved the development and publication of practical legal resources. Before entering private practice, he served as a staff writer and Senior Development Editor for Jones McClure Publishing, publisher of the O'Connor's series of legal practitioner guides. He is a co-author of O'Connor's Texas Estates Code Plus, now in its eleventh edition, and has previously served as a contributing editor for O'Connor's Texas Causes of Action, O'Connor's Family Law Handbook, and O'Connor's Texas Rules-Civil Trials. Mr. Fair has also authored and presented continuing legal education materials concerning probate, trust and guardianship litigation, discovery, and litigation strategy. His presentations have included programs for the State Bar of Texas Advanced Estate Planning and Probate Course, South Texas College of Law's Wills and Probate Institute, the Houston Bar Association, and other professional organizations. His published CLE materials including Discovery Toolkit: Probate, Trust and Guardianship Litigation and Discovery Toolkit: Litigation and Discovery Issues. Mr. Fair has been recognized by The Best Lawyers in America in the area of Trusts and Estates Litigation and has been selected to the Texas Super Lawyers list for Estate & Trust Litigation. He is a member of the Houston Bar Association and Texas Bar College. Mr. Fair earned his J.D. from the University of Chicago Law School in 1998 and his B.A. in Mathematics from Rice University in 1995. He is admitted to practice in Texas and before numerous federal courts.
Speaker bio
J. Mason Williams, IV
is an attorney with Widerman Malek Attorneys at Law in Melbourne, Florida. His practice encompasses a broad range of business and civil matters, including intellectual property, corporate and business law, construction, government contracts, estate planning, real estate, litigation, and related disputes. Mr. Williams brings a distinctive combination of legal and engineering experience to his practice. Before entering the legal profession, he worked as a Civil Engineer and Engineer-in-Training with BRPH, providing him with practical experience in engineering and technical matters that complements his work on construction, business, and other complex legal issues. His legal experience includes litigation and dispute-related matters as well as intellectual property and business issues. He has also handled matters involving estates and probate and has served as a personal representative in estate proceedings. His multidisciplinary background enables him to approach technically complex matters from both legal and practical perspectives. Prior to joining Widerman Malek, Mr. Williams served as a Judicial Extern with Florida's Fifth District Court of Appeal and as a Certified Legal Intern with both the Brevard County Attorney's Office and the State Attorney's Office for the Eighteenth Judicial Circuit. These experiences provided him with exposure to appellate practice, governmental legal issues, and civil and criminal proceedings. Mr. Williams earned his J.D. degree from Barry University – Dwayne O. Andreas School of Law and his B.S. degree from the University of Florida. He is based in Melbourne, Florida, and has practiced with Widerman Malek since 2012.
Speaker bio
Christopher E. 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.
Speaker bio
Jordan D. Roth
is an attorney with McDonald Hopkins LLC in West Palm Beach, Florida, where he is a member of the firm’s Litigation Department. His practice focuses on litigation and disputes involving banking, construction and development, real estate, and probate and estate matters. Mr. Roth represents businesses, financial institutions, and other clients in a variety of commercial disputes. His experience includes matters involving banking and financial issues, construction and development, real estate disputes, and trust and estate litigation. His practice provides him with experience addressing complex business disputes and the legal issues that arise when commercial, financial, and property interests intersect. Prior to joining McDonald Hopkins, Mr. Roth developed his litigation experience handling civil matters and gaining exposure to complex business and commercial disputes. He brings a practical, detail-oriented approach to litigation and works with clients through the various stages of dispute resolution. Mr. Roth earned his J.D. from Florida International University College of Law in 2021. He is admitted to practice in Florida and is based in McDonald Hopkins’ West Palm Beach office.
Speaker bio
Alyson C. Kendust
is an attorney in the Corporate, Business and Tax Department at Lowndes, where she focuses her practice on sophisticated estate planning and complex estate and trust administration. She advises individuals and families on estate and tax planning, probate and trust administration, and related wealth-planning matters. She also has experience representing businesses in corporate matters and advising restaurant and hospitality clients on alcohol licensing, regulatory compliance, and related issues. Before joining Lowndes, Ms. Kendust practiced in Bethesda, Maryland, handling complex probate and trust administration, elder law, and estate planning matters for high-net-worth individuals. She has also represented restaurants and alcohol distributors in administrative hearings, beverage licensing, and legislative matters. Ms. Kendust earned her J.D., with a Certificate in Intellectual Property, from The Catholic University of America Columbus School of Law, where she received Book Awards in Advanced Trial Practice and Agency & Partnership. She earned her B.A. in Political Science from the University of Florida’s Hume Honors College. She is admitted to practice in Florida and Maryland and is a Level 2 Sommelier through the United States Sommelier Association. Ms. Kendust regularly speaks on estate planning, estate and trust administration, and hospitality and alcohol-law matters. She recently presented a continuing legal education program on integrating core estate-planning documents, charitable planning, and IRC § 6166 strategies. She has also authored and co-authored articles on estate planning, estate tax planning, and Florida hospitality and alcohol regulations.
Speaker bio
Joshua A. Decker
is of counsel with Spencer Fane LLP and focuses his practice on estate planning, tax planning, and trust and estate administration. He helps families navigate all areas of estate planning with special knowledge in special needs planning and charitable giving. Mr. Decker also advises executors, trustees, and personal representatives as they navigate the often overwhelming process of probate and trust administration. This also includes guiding families through guardianship and conservatorship proceedings for incapacitated individuals. He earned his bachelor's degree from University of Kansas and his J.D. degree from Washburn University School of Law. Mr. Decker is admitted to practice in Missouri, Kansas and U.S. District Court for the District of Kansas.
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