North Dakota CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for North Dakota. Please make your selection below of North Dakota 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.
North Dakota 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 WebinarWednesday, September 30, 20261:00 PM - 2:00 PM Eastern Time (EDT)
Live Webinar: Trust & Estate Administration: A Step-by-Step Guide from Funeral to Final Distribution
Successfully administering an estate requires more than understanding probate procedures—it demands careful management of legal, financial, and fiduciary obligations throughout the administration process. This CLE program provides attorneys with a practical roadmap for handling estates from the appointment of the personal representative through the final settlement of the estate. The course explores the duties of fiduciaries, the collection and transfer of estate assets, creditor and b... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts
This CLE course explores the intersection of trust administration, charitable planning, and income tax strategy, with a focus on how trustees and advisors can effectively incorporate charitable giving into trust structures. As tax laws continue to evolve and the IRS increases its scrutiny of charitable deductions claimed by trusts, practitioners must understand the technical requirements governing these planning opportunities. Participants will examine the rules surrounding charitable d... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Skipping Ahead Without Tripping: Hot Issues in GST Planning
Generation-skipping transfer (GST) tax planning presents unique challenges that require careful drafting, thoughtful exemption allocation, and a thorough understanding of the tax rules governing multigenerational wealth transfers. Even well-intentioned estate plans can produce unexpected GST tax consequences if exemption allocations are overlooked or trust provisions are not properly structured. This CLE course provides a practical examination of advanced GST planning techniques, and th... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA
Section 1202 has become an increasingly important planning tool for entrepreneurs and affluent families seeking to reduce or eliminate federal capital gains taxes on the sale of qualifying business interests. As the legal and tax landscape continues to evolve, practitioners must understand how recent legislative changes and sophisticated planning techniques can expand the benefits available to eligible taxpayers. This CLE program examines the fundamentals of Qualified Small Business Sto... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
Spousal Lifetime Access Trusts (SLATs) continue to play a significant role in sophisticated wealth transfer planning by allowing married couples to shift appreciating assets out of a taxable estate without completely relinquishing financial access. When properly structured, SLATs can provide substantial estate and GST tax advantages while offering flexibility that many irrevocable planning techniques cannot. This CLE course examines the practical considerations involved in designing, fu... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Use of Asset Protection Trusts for Tax Planning Purpose
Self-settled asset protection trusts have become an increasingly important planning tool for attorneys representing high-net-worth clients seeking to mitigate creditor risk while preserving long-term wealth. This CLE program examines the legal authority governing these trusts, including jurisdictional requirements, trust design considerations, and the practical issues attorneys must evaluate when determining whether a self-settled trust is an appropriate planning strategy. Attendees wil... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled
This CLE program provides attorneys with practical guidance on protecting settlement proceeds for clients who are vulnerable, disabled, or otherwise in need of financial safeguards. The course explores the use of pooled special needs trusts, settlement preservation pooled trusts, and structured settlements as tools for preserving assets and supporting long-term planning goals. Presenters will discuss how to evaluate client circumstances and determine appropriate planning options, includ... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era
The aging of the American population is reshaping the landscape of estate, probate, and fiduciary litigation. As older adults control an increasingly significant share of personal wealth, courts are seeing a growing number of disputes involving alleged incapacity, undue influence, breach of fiduciary duty, contested estate planning documents, and claims of elder financial abuse. These cases often present complex factual records, heightened family conflict, and challenging evidentiary issues.... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies
This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term benefits for beneficiaries. Attendees will gain a working understanding of the key legal and drafting considerations involved in effective trust administration and design, including trustee a... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
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
$291General Credit
