Utah MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Utah. Please make your selection below of Utah 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.
Utah MCLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an approved UT CLE Sponsor. All courses offered on UnitedCLE.com for Utah attorneys have been individually approved by The Utah State Board of Continuing Legal Education. To view our full accreditation details please .
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Live WebinarThursday, March 26, 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
$291General Credit -
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
$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
