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.

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United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .

Trusts and Estates Courses

  • Live Webinar
    Monday, April 8, 2024
    2:00 PM - 3:00 PM Eastern Time (EDT)

    Live Webinar: The Mathematics of Charitable Planning

    A full description of this course will be coming soon. Stay tuned! More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    The Mathematics of Estate Tax Planning

    There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being specific to the parties involved will result in less-than-optimal planning results as well as unnecessary federal estate tax payments. More problematic is the failure to consider income tax implication... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    New Jersey Attorney Trust And Business Accounting Fundamentals

    The Court Rules and the RPCs, require attorneys practicing in the State of New Jersey to maintain trust and business accounts. This comprehensive CLE course focuses on the various rules and practical ethics of establishing the trust and business accounts. The course will also offer practical tips on maintaining these types of accounts as well as strategies for avoiding the myriad potential pitfalls and errors that many new attorneys encounter. More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Corporate Transparency Act: Lessons from Round One of Implementation

    Pursuant to the Corporate Transparency Act ("CTA"), many legal entities, both foreign and domestic, operating in the United States, have contemplated whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"). This CLE course, presented by an interdisciplinary panel of specialists, will address the commercial practicalities of compliance with the CTA as well as the complexities. While the reporting requirements will only in... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    The Nuts and Bolts of Guardianships

    Guardianship proceedings differ from advanced directives such as health care proxies and powers of attorney. This CLE course will address the basics of guardianship proceedings, also known as conservatorships in some states, when such proceedings should be commenced and what courts look for in these proceedings. The course will also explain the Uniform Health Care Decisions Act, which was passed in many states and explain a variety of issues related to guardianships/conservatorships th... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Offshore Versus Domestic Asset Protection, What You Need To Know

    Presented by a seasoned Asset Protection Attorney, this CLE course will offer an extensive examination of the most prevalent domestic and international tools designed to protect your clients' assets from legal disputes. The course will cover: An Explanation of Asset Protection The Role of Asset Protection in today's increasingly litigious society A historical timeline tracing the evolution of the Asset Protection Industry A review of the most commonly employed strategies for asset... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

    This CLE program equips attorneys with vital insights for effectively navigating the intricate intersection of love, marriage, and estate matters. The course explores essential topics, including prenuptial agreements, collaborative estate planning, tax implications, and considerations for legacy planning. Attorneys will acquire practical tools to facilitate effective communication among clients regarding their estates, assist in the management of shared assets, and contribute to planni... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

    The goal of Asset Protection & Estate Planning Program for Business & Investment Clients is to address both legacy and family considerations as well as provide complete asset protection while optimizing tax benefits. This CLE course will provide everything you need to know to design a program that is both easy-to-use and flexible enough to apply even as a portfolio grows. The programs must also be able to hold up under any legal scrutiny and be fully integrated so that assets are not le... More Info

    $55
    2General Credits
  • On-Demand
    Online & iOS/Android App

    Business Valuation for Attorneys

    There is a valuation process that takes place with every client, and determining the value of a client’s business or business interest is often critical to meeting their needs and can impact the outcome of their case. Valuation is therefore crucial to a variety of legal issues such as divorce, estate planning, partnership disputes, sales and other transactions. This CLE course will offer a review of the potential needs and basic tenets of valuations. The course will explain the options... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Will, Trusts, and Advanced Directives: Know What is Right for Your Client

    This comprehensive CLE course will present effective planning tools related to Last Wills & Testaments and trusts. The course will introduce succession planning, estate planning and how to plan using wills and trusts, as well as more advanced directives including POA’s, living wills and health care proxies. Medicaid planning, tax planning and asset protection when creating estate plans as well as the impact of the Uniform Health Care Decisions Act that advocates the inclusion of standa... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    How to Prepare for Long-Term Care Costs

    The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportunities available to business owners who seek to protect themselves and their families by leveraging their businesses. The course will also cover Medicaid planning and other products that addre... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

    Matrimonial law requires attorneys to possess a wide breadth of knowledge since it intersects with many other areas of laws including immigration, contracts, criminal law, property, insurance, trusts, estates and taxes. The place where matrimonial and real estate law overlap is particularly complex and fascinating. Divorcing couples typically jointly own at least one piece of property, usually the marital residence, though some couples may own many properties. From rental properties,... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

    This CLE presentation will delve into the various legal and planning considerations that are important to anyone who has moved to, or is contemplating moving to Florida, or owns a second home in Florida. The presentation will cover a wide range of topics, such as the criteria for appointing a personal representative of a Floridian’s estate, the homestead protection available in Florida, and how to take advantage of it. Additionally, the presentation will discuss the language that can b... More Info

    $55
    1.5General Credits
  • On-Demand
    Online & iOS/Android App

    Skip Tracing for Lawyers

    Located a missing person is sometimes required of attorneys in most areas of practice, though more often for those practicing trust and estates, malpractice, debt collection, personal injury, and real estate law. Typically, with enough information, creativity and resources, attorneys can locate individuals without the services of private investigators or skip tracers. This informative CLE course, developed by a seasoned investigative attorney, will help lawyers develop basic people sea... More Info

    $29
    1.25General Credits
  • On-Demand
    Online & iOS/Android App

    Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

    The US is considered one of the world’s most litigious societies. But charging others and being charged are two entirely separate matters. This CLE course will help attorneys better advise their clients in how to survive a lawsuit by utilizing offshore asset protection to shield assets from frivolous claims. The course will address how to use various locations such as the Cook Islands, Saint Kitts and Nevis, Belize, and Switzerland, the different types of protections, and their purpose... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Estate Planning: Common Issues; Practical Answers

    Practitioners across all disciplines are no strangers to complaints about grantor trusts, and it's likely that such grievances will continue to arise. Grantor trusts have become a cornerstone of most contemporary estate plans. One of the many "benefits" of grantor trusts is that the individual who establishes the trust, known as the settlor, is responsible for paying income tax on any income earned within the trust. This is an excellent strategy for accelerating the growth of trust assets and... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Rules and Principles of The Division of Real Estate Between Married and Unmarried Partners

    Divorce is difficult – both emotionally and financially. Separating lives that were once united is complicated from every respect and the division of assets is one of the most combative issues couples face. This CLE course will focus on the division of real estate and the importance of prenuptial and mid-marriage agreements in protecting a spouse’s interest in a property, particularly when a down payment was provided by a family member. The course will explain the various pitfa... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    The Hidden Secrets of Constructive Trust Litigation

    Imagine your client, with full knowledge and faculties, has executed a deed signing away his property with the “understanding” that he would eventually get it back. Would the statute of frauds bar relief? Interesting question. This CLE course will address all the Hidden Secrets of Constructive Trust Litigation. Presented by the author of "Litigating Constructive Trusts" which addresses the main issues relevant to constructive trust cases, the course will address the issue from an offen... More Info

    $55
    1.75General Credits
  • On-Demand
    Online & iOS/Android App

    The Secure ACT: Five Key Considerations

    This CLE course will explain the SECURE Act (Setting Every Community Up For Retirement Enhancement) and its impact on the nation’s retirement system. The course will address the five main focus areas of the SECURE Act and how, as an attorney, the law may affect your financial plan. The course will cover topics such as the new age requirements for RMD’s and age limitations on traditional IRA’s, distribution options for beneficiaries, flexibility and options with regards to 529 p... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Discovery in Surrogates Court: The Good, The Bad, and The Ugly

    Surrogate Court practice can be overwhelming for even the seasoned attorney. This CLE course, designed for both experienced state planners looking to up their game and those new to the practice, will offer a comprehensive review of the laws, rules and procedures related to litigating issues in Surrogate’s Court. The course will address these issues from the viewpoints of both the petitioner and the respondent and will present practical tips that will increase efficiency and help guide... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Estate Planning for Attorneys Who Help Business Owners

    Clients who own small businesses have particular needs and concerns with regards to estate planning. This CLE course will prepare estate planning attorneys to serve those clients as part of their overall estate planning. The course will go far beyond the issue of wills and delve into operations, employees, customers, vendors, leases, licenses and a slew of other issues as part of their estate plan. The course will assist attorneys in managing their clients’ expectations as well... More Info

    $55
    1.5General Credits
  • On-Demand
    Online & iOS/Android App

    Love and Legislation Makes a Family: The Child Parent Act 1 Year In

    Until recently, New York had one of the most antiquated surrogacy laws in the nation. The laws included a ban on enforceable compensated surrogacy arrangements which imposed harsh penalties on anyone who participated in compensated surrogacy. This remained until the recent passage of the Child Parent Security Act (CPSA) is fairly comprehensive, yet does not cover situations where the surrogate supplies the egg. The CPSA addresses parentage of children born through third party reproduc... More Info

    $55
    1.5General Credits
  • On-Demand
    Online & iOS/Android App

    What Happens To Your Practice If You Die Or Become Disabled

    No one wants to think about the possibility of tragedy but that doesn’t mean it doesn’t exist. What will happen to your practice if you become disabled or pass away? Have you dealt with the practicalities? This CLE course will offer preventative steps to ethically comply with client obligations as well ensure your family is protected and the value of practice recovered. Designed primarily for small or solo firms, the course will raise awareness and make sure you are prepared in... More Info

    $34
    1.25Ethics Credits
  • On-Demand
    Online & iOS/Android App

    Split-Dollar Life Insurance Planning After the Levine Case

    In Marion Levine v. Commr. 158 T.C., a resounding victory was recently given to a taxpayer who pursued what many view as an aggressive spit-dollar life insurance plan for the purpose of minimizing estate taxes. This CLE course will explain the case and split-dollar planning as well as review prior cases that were decided against other taxpayers who used similar techniques. The course will explain what the taxpayer did right in the Levine case, the mistakes made in prior cases and how a... More Info

    $29
    1.25General Credits
  • On-Demand
    Online & iOS/Android App

    Ethics “Gotchas” That Every Estate Planners Must Know

    Given the dynamic nature of today’s estate and tax laws, attorneys have plenty to keep up with. With regards to estate planning, it’s critical for attorneys to know about their obligation to their clients under the Rules of Professional Responsibility lest they be faced with expensive and time-consuming ethics investigations which could result in a revocation of their license. This lively CLE course, presented by a trial lawyer with over 20 years of trust and estate litigation experience,... More Info

    $65
    1.5Ethics Credits
  • On-Demand
    Online & iOS/Android App

    Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner

    The guardianship process is notoriously lengthy and complicated. The Uniform Laws Commission (ULC) put forward a set of rules aimed to make guardianship easier for attorneys to understand. The rules, in whole or in part, have since been adopted by 46 states. This CLE course will offer an overview of the practical application of the new ULA rules. The ULA updated the provisions to include inter alia, property management protections, provision with regards to minors subjected to guardian... More Info

    $55
    1.5General Credits
  • On-Demand
    Online & iOS/Android App

    Asset Protection for Cryptocurrency

    In an increasingly litigious society, asset protection is more important than ever and cryptocurrency is therefore having its heyday. Simultaneously, it is the targeted asset in more and more lawsuits with Blockchain technology making it increasingly easier to see the amount of cryptocurrency an individual owns. This CLE course will offer strategies for protecting cryptocurrency assets in a lawsuit. More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    The CCA 202152018, released at the end of 2021, addresses the valuation challenge regarding the consideration that should be given to a potential sale when valuing an asset. Its impact on grantor retained annuity trusts (GRATs) and how an appraiser valuates the implications of a potential sale from no sale, conversations with buyers, letters of intent, binding contracts and so forth across the continuum. The recent changes place a possible sale fairly close to an actual sale in the pro... More Info

    $29
    1.25General Credits
  • On-Demand
    Online & iOS/Android App

    The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    There are many ethical questions that arise when dealing with Estate and Elder Law. This CLE course will explore the fiduciary duties and who is owed duties as well as who is eligible to serve as a fiduciary. The limits of their duties and responsibilities, some of which trace back centuries or more also include obligations of loyalty, fair dealing, good faith and honesty. The course will attempt to utilize a practical approach to the role of the fiduciary and include real-world examp... More Info

    $65
    1.5Ethics Credits
  • On-Demand
    Online & iOS/Android App

    Understanding Asset Protection

    Learn how to protect yourself from the effects of lawsuits through personal asset protection. This CLE course will offer an in-depth guide for protecting your personal wealth including a basic history, exemption status under federal and state law, risk analysis and definitions. The course will also delve into protections for different types of assets such as physical and real asset, liquid, domestic, offshore and others. Protection tools such as Limited Liability Companies, Family Limi... More Info

    $55
    1.5General Credits
  • On-Demand
    Online & iOS/Android App

    How The New Proposed Tax Bill Can Impact Your Retirement Account

    The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the elimination of Backdoor Roth IRA and of Mega Backdoor Roth IRA’s. Other provisions to be discussed include: Asset holding prohibitions Investment using IRA’s in entities for which you are an owner Statute of limitations extensions And more More Info

    $29
    1.25General Credits
  • On-Demand
    Online & iOS/Android App

    The Patent Process for the Curious: What Lawyers Need to Know

    Patent law is one of the lesser known areas of law, in particular from a procedural standpoint. Special licensing and exclusive exams, as well as an undergraduate degree in science or engineering, dictate who can practice patent law and only practitioners will have real in-depth knowledge. With only about 40,000 active practitioners in the US, course work in the field is extremely limited. Regardless, it isn’t uncommon for an attorney with little or no background in patent prosecution... More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    New York’s Brand-New Power of Attorney

    Recently new Power of Attorney laws came into effect. In this comprehensive CLE course, Elizabeth Forspan, Esq. of Forspan Klear LLP will explain the primary changes to the POA form and how to plan in accordance with these new changes. The course will review key items to include when preparing new Power of Attorney forms. More Info

    $29
    1General Credit
  • On-Demand
    Online & iOS/Android App

    Estate Planning to Prevent Sudden Wealth Syndrome

    Without time and support to adjust to the sudden change, even sudden wealth can be a burden. In fact, the term Sudden Wealth Syndrome was coined to explain what happens when unexpected or abrupt fortune creates overwhelming pressures, leading to emotional or behavioral issues. Often the result of this syndrome is to squander the inheritance. This CLE course will explain how to protect your client against their own imprudence, and the potential legal consequences of failing to do so. The... More Info

    $55
    1.5General Credits
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