Montana CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Montana. Please make your selection below of Montana CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
Montana CLE
Accreditation Info
United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .
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Live WebinarTuesday, December 2, 20251:00 PM - 2:00 PM Eastern Time (EDT)
Live Webinar: Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning
Vulnerable plaintiffs—such as individuals with disabilities, minors, or seniors—require thoughtful settlement planning to ensure their long-term needs are met without jeopardizing access to critical public benefits. This CLE course offers a practical guide to the legal strategies and financial tools available to support these clients. Topics include: Choosing between Pooled Special Needs Trusts, Settlement Preservation Trusts, and standalone options Coordinating settlements with pub... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Best Practices on Retainers and Collections with Clients and Ethics Rules
Effective billing and collections are essential to a successful legal practice, yet they often present difficult challenges. This CLE program examines best practices for structuring engagement agreements, establishing billing routines, and addressing delinquent accounts in a way that supports client relationships while protecting the firm’s financial health. The presenters will highlight strategies to prevent fee disputes, manage client expectations, and improve overall collections. In... More Info
$651.5Total Credits0.5 Ethics -
On-DemandOnline & iOS/Android App
Planning With Purpose: Legal Insights into Charitable Giving
Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area. The session will examine a range of giving vehicles, including charitable bequests made through wills and trusts, the establishment of charitable trusts, and the use of donor-advised funds and private foundations. Additional strategi... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers
Estate planning and elder law attorneys are often the first call when nursing home abuse or neglect occurs. Even without handling litigation, you can play a vital role in spotting viable claims, guiding families, and working with injury counsel. This CLE offers a practical overview of how to: Recognize legal claims versus non-actionable complaints Refer clients ethically and structure co-counsel or referral agreements Understand the litigation process and your supportive role Naviga... More Info
$552General Credits -
On-DemandOnline & iOS/Android App
The Probate Process from Start to Finish
A full description of this course will be coming soon. Stay tuned! More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Estate Planning for the Cognitively Impaired
This CLE course equips attorneys with practical strategies for estate planning when working with clients who may face cognitive decline. Participants will gain tools to craft durable estate plans, including methods to document client intent clearly and fortify documents against legal challenges. The course delves into judicial perspectives on undue influence, offering techniques to prevent and defend against such claims. Attendees will explore ethical approaches to assessing cli... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits
This engaging CLE session delves into the critical considerations for attorneys representing clients with disabilities or their families in estate planning, family law, and personal injury cases. Navigating the intricacies of public benefits and future planning presents distinct challenges that demand precision. A pooled special needs trust (PSNT) offers a powerful tool to maintain eligibility for means-tested government programs while enhancing the individual’s well-being. Join us to... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Trust Protectors: The Good, The Bad and The Ugly
Dive into this dynamic CLE program that thoroughly examines the pivotal role of Trust Protectors in modern trust administration. This session offers a comprehensive look at the statutory frameworks in various states that authorize Trust Protectors, alongside a critical analysis of their practical implications. Attendees will explore the scope of powers typically assigned to Trust Protectors, evaluate the strategic reasons for and against their appointment, and review illuminating case... More Info
$291.25General Credits -
On-DemandOnline & iOS/Android App
A Deep Dive into Trusts: What You Need to Be Aware Of
Step into the world of trusts with this dynamic CLE course crafted for attorneys who want to sharpen their estate planning expertise. Trusts offer a versatile solution for clients aiming to secure their assets, dictate how their wealth passes on after they’re gone, or brace for potential incapacity— all with the added benefit of keeping family harmony intact. We’ll kick things off by comparing trusts to wills, highlighting when one outshines the other. Then, we’ll unravel the differenc... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Best Practices In The Use of Trusts
Dive into this comprehensive CLE program designed to equip attorneys with the knowledge to harness trusts effectively for estate planning, tax efficiency, and special needs considerations. The course examines the critical factors that drive successful trust strategies, offering practical guidance on navigating complex planning challenges. With a strong focus on the core elements of trust documents—such as trustee succession, trust powers, and termination provisions—each session deliver... More Info
$291General Credit
