New Jersey CLE - Trusts and Estates Courses
New Jersey CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a New Jersey Accredited CLE Provider. To view our full accreditation details please .
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Live WebinarWednesday, February 18, 20261:00 PM - 2:00 PM Eastern Time (EDT)
Live Webinar: The Attorney’s Guide to Strategic Trust Planning
Trusts are a central component of modern estate planning, yet they are often misunderstood or improperly matched to client objectives. This CLE program introduces the legal framework governing trusts and examines how trusts are used to address common planning goals, including lifetime asset management, incapacity planning, and post-mortem distribution. The course analyzes the practical differences between revocable and irrevocable trusts, focusing on issues such as retained control, mod... More Info
$291.1General Credits -
Live WebinarWednesday, March 4, 202612:00 PM - 1:00 PM Eastern Time (EDT)
Live Webinar: Mastering Offshore Asset Protection Planning
A full description of this course will be coming soon. Stay tuned! More Info
$291.1General Credits -
Live WebinarFriday, March 6, 20261:00 PM - 2:00 PM Eastern Time (EDT)
Live Webinar: Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight
This CLE session examines the legal and regulatory framework governing foreign (offshore) corporate trustees, with particular emphasis on trustee governance, fiduciary obligations, and regulatory supervision in established offshore jurisdictions. The program explores how corporate trustees are authorized and regulated, the compliance standards that shape trustee discretion and administration, and the oversight tools used by regulators to address breaches and misconduct. Attendees will... More Info
$291.1General Credits -
On-DemandOnline & iOS/Android App
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
$291.1General Credits -
On-DemandOnline & iOS/Android App
Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act
This CLE program offers an in-depth look at how the due-on-sale clause in mortgage agreements intersects with common estate planning strategies involving real property. Designed for estate planning and real estate practitioners alike, the course unpacks the legal risks and planning opportunities that arise when clients transfer mortgaged real estate into revocable or irrevocable trusts, or limited liability companies (LLCs). Attendees will gain a clear understanding of how and when a du... More Info
$291.1General Credits -
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
$551.6General Credits -
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
$291.1General Credits -
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
$552.3General 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
$291.1General Credits -
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
$291.1General Credits
