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Overview
Develop Your Investment Literacy: Current Rules, Tactics, and Market Trends
While estate planners are experts in navigating the legal complexities of wealth transfer, a deeper understanding of investment strategies can significantly enhance their clients' outcomes. This course is a rapid-fire review of the current financial planning tools and rules that affect estate plans. Give real and current context to your estate planning tactics - register today!
- Get an overview of the plethora of current portfolio analysis tools and learn to eke out meaning from blunt numbers.
- Review major asset types and their common tax implications.
- Build synergies with your clients' financial adviser teams: learn how to speak their language.
- Learn how to tailor your estate plans to complement your clients' assets, goals, and risk tolerance levels.
Abbreviated Agenda
- Current Investment and Anti-Money-Laundering (AML) Laws and Regs
- Major Asset Classes and Their Tax Treatment
- Asset Allocation
- Common Risk Management Tactics
- Portfolio Analysis Tools
- Investment Vehicles and Tactics: Stocks, Bonds, Mutual Funds, Annuities, IRAs, etc.
- Personal Loans and Promissory Notes
- Charitable Giving Vehicles
- Life Insurance
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1.5 Total | 02-26-2027 |
| Arizona CLE |
|
1.5 Total | 02-26-2027 |
| California CLE |
|
1.5 Total | 02-26-2027 |
| Colorado CLE |
|
2 Total | 12-31-2027 |
| Connecticut CLE |
|
1.5 Total | 02-26-2027 |
| Delaware CLE |
|
1.5 Total | 02-26-2027 |
| Georgia CLE |
|
1.5 Total | 12-31-2026 |
| Hawaii CLE |
|
1.5 Total | 02-26-2027 |
| Iowa CLE |
|
1.5 Total | |
| Idaho CLE |
|
1.5 Total | 02-26-2030 |
| Illinois CLE |
|
1.5 Total | 02-25-2027 |
| Kentucky CLE |
|
1.5 Total | |
| Maine CLE |
|
1.5 Total | 02-25-2027 |
| Minnesota CLE |
|
1.5 Total | 02-26-2027 |
| Missouri CLE |
|
1.8 Total | 02-26-2027 |
| Northern Mariana Islands CLE |
|
1.5 Total | 02-26-2027 |
| Montana CLE |
|
1.5 Total | 02-26-2028 |
| North Dakota CLE |
|
1.5 Total | |
| Nebraska CLE |
|
1.5 Total | 02-26-2027 |
| New Hampshire CLE |
|
1.5 Total | 02-26-2028 |
| New Mexico CLE |
|
1.5 Total | 02-26-2027 |
| Nevada CLE |
|
1.5 Total | 02-26-2028 |
| New York CLE |
|
1.5 Total | 02-26-2028 |
| Oklahoma CLE |
|
2 Total | 02-26-2027 |
| Oregon CLE |
|
1.5 Total | 02-26-2028 |
| Pennsylvania CLE |
|
1.5 Total | 02-26-2027 |
| Rhode Island CLE |
|
1.5 Total | |
| Tennessee CLE |
|
1.5 Total | 02-25-2027 |
| Vermont CLE |
|
1.5 Total | 02-26-2027 |
| Washington CLE |
|
1.5 Total | 02-25-2030 |
| Wisconsin CLE |
|
1.5 Total | 12-31-2026 |
| West Virginia CLE |
|
1.8 Total | 02-26-2027 |
Credit Details by Jurisdiction
CLE
Credits
Alaska CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Alaska CLE - 1.5: This program may qualify for up to 1.50 hours of technology-delivered credit, which includes 1.50 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.
Video Download - Alaska CLE - 1.5: This program may qualify for up to 1.50 hours of technology-delivered credit, which includes 1.50 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.
Arizona CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.50 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit.
Video Download - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.50 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit.
California CLE Approved · 1.5 Total Credits
- 1.5 Estate Planning, Trust and Probate Law
Earn Until
OnDemand - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 1.50 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 1.5 units in the area of Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.
Video Download - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 1.50 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 1.5 units in the area of Estate Planning, Trust and Probate Law by the California Board of Legal Specialization.
Colorado CLE Approved · 2 Total Credits
Earn Until
OnDemand - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Video Download - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Connecticut CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Connecticut CLE - 1.5: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 1.5: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Delaware CLE - 1.5: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.50 hours of eCLE credit, including 0.0 hour of ethics.
Georgia CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Georgia CLE - 1.5: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program may qualify for up to 1.50 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.
Video Download - Georgia CLE - 1.5: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program may qualify for up to 1.50 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.
Hawaii CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.
Video Download - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.
Iowa CLE Upon Request · 1.5 Total Credits
OnDemand - Iowa CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Idaho CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Idaho CLE - 1.5: Approved for 1.50 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.
Video Download - Idaho CLE - 1.5: Approved for 1.50 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.
Illinois CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.
Video Download - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.
Kentucky CLE Approved · 1.5 Total Credits
OnDemand - Kentucky CLE - 1.5: Application for approval of this activity for a maximum of 1.50 credits, including 0.0 ethics credits, is PENDING before the Kentucky Bar Association Continuing Legal Education Commission.
Video Download - Kentucky CLE - 1.5: Application for approval of this activity for a maximum of 1.50 credits, including 0.0 ethics credits, is PENDING before the Kentucky Bar Association Continuing Legal Education Commission.
Maine CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 1.50 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.
Video Download - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 1.50 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.
Minnesota CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Minnesota CLE - 1.5: Approved for up to 1.50 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Video Download - Minnesota CLE - 1.5: Approved for up to 1.50 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Missouri CLE Approved · 1.8 Total Credits
Earn Until
OnDemand - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 1.80 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.
Video Download - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 1.80 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.
Northern Mariana Islands CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.
Montana CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Montana CLE - 1.5: This program may qualify for up to 1.50 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.
Video Download - Montana CLE - 1.5: This program may qualify for up to 1.50 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.
North Dakota CLE Upon Request · 1.5 Total Credits
OnDemand - North Dakota CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Video Download - North Dakota CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Nebraska CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.
Video Download - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.
New Hampshire CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - New Hampshire CLE - 1.5: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
Video Download - New Hampshire CLE - 1.5: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Mexico CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - New Mexico CLE - 1.5: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 1.50 hour of self-study credit, including 0.0 hours of self-study ethics credit.
Video Download - New Mexico CLE - 1.5: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 1.50 hour of self-study credit, including 0.0 hours of self-study ethics credit.
Nevada CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Nevada CLE - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 1.50 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
Video Download - Nevada CLE - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 1.50 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
New York CLE Approved · 1.5 Total Credits
- 1.5 Areas of Professional Practice
Earn Until
OnDemand - New York CLE - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours. 1.50 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Video Download - New York CLE - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours. 1.50 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Oklahoma CLE Approved · 2 Total Credits
Earn Until
OnDemand - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Video Download - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Oregon CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Oregon CLE - 1.5: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 1.50 hours of general continuing legal education credit and 0.0 hour of ethics credit.
Video Download - Oregon CLE - 1.5: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 1.50 hours of general continuing legal education credit and 0.0 hour of ethics credit.
Pennsylvania CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.
Video Download - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.
Rhode Island CLE Upon Request · 1.5 Total Credits
OnDemand - Rhode Island CLE - 1.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.
Video Download - Rhode Island CLE - 1.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.
Tennessee CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Tennessee CLE - 1.5: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.50 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.
Vermont CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.
Video Download - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.
Washington CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Washington CLE - 1.5: This program may qualify for up to 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.
Video Download - Washington CLE - 1.5: This program may qualify for up to 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.
Wisconsin CLE Approved · 1.5 Total Credits
Earn Until
OnDemand - Wisconsin CLE - 1.5: Approved for up to 1.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.
Video Download - Wisconsin CLE - 1.5: Approved for up to 1.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.
West Virginia CLE Approved · 1.8 Total Credits
Earn Until
OnDemand - West Virginia CLE - 1.8: This program may qualify for up to 1.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.
Video Download - West Virginia CLE - 1.8: This program may qualify for up to 1.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.
Select Jurisdiction
CLE
Agenda
-
Estate Planning Financial Instruments: Aligning Expertise With Emerging Rules and Trends
- Current Investment and Anti-Money-Laundering (AML) Laws and Regs
- Major Asset Classes and Their Tax Treatment
- Asset Allocation
- Common Risk Management Tactics
- Portfolio Analysis Tools
- Investment Vehicles and Tactics: Stocks, Bonds, Mutual Funds, Annuities, IRAs, etc.
- Personal Loans and Promissory Notes
- Charitable Giving Vehicles
- Life Insurance
Who Should Attend
This legal course is designed for attorneys. Accountants, CPAs, fiduciaries, trustees, and paralegals will also benefit.
Speakers
Speaker bio
K. Kyle McKay
is an attorney and the owner of The McKay Law Firm, LLC, in St. Louis, Missouri. He practices in the areas of estate planning, probate, trust administration, and small business consulting. Mr. McKay is the Prosecuting Attorney for the City of O'Fallon. He is a member of The Missouri Bar and the United States District Court, Eastern District of Missouri. Mr. McKay earned his undergraduate degree from University of Central Missouri and his J.D. degree from Saint Louis University School of Law.
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