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 WebinarFriday, November 22, 20241:00 PM - 2:15 PM Eastern Time (EDT)
Live Webinar: An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices
This CLE course offers attorneys an in-depth exploration of the critical role appraisals play in estate planning, estate litigation, and other legal contexts involving personal property valuation. Participants will gain an advanced understanding of how to effectively engage and work with personal property appraisers, with a focus on ethical considerations, best practices, and potential pitfalls. Through practical guidance on the do’s and don’ts of appraisals, attendees will lea... More Info
$291.25General Credits -
Live WebinarWednesday, January 22, 20251:00 PM - 2:00 PM Eastern Time (EDT)
Live Webinar: 10 Mistakes to Avoid When Working with Asset Protection Trusts
This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. Led by Asset Protection Attorney Blake Harris, the course covers key elements including choosing the optimal jurisdiction, interpreting relevant case law, and ensuring proper trust funding. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Discovering the Lost Coin: Helping Clients Recover from Online Scams
If you've represented clients affected by online fraud involving losses exceeding $100,000, this course is essential. In this CLE, we delve into the emerging "Pig Slaughtering Scams"—a modern variation of Ponzi schemes targeting unsuspecting individuals. We explore how these scams are uncovered, examine different recovery strategies, and discuss litigation approaches specifically designed for handling these cases. More Info
$552General Credits -
On-DemandOnline & iOS/Android App
The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment
With the Federal Estate Tax exclusion exceeding $13.6 million, many estates may not require a 706 filing. However, this exclusion is anticipated to decrease by 50% at the end of 2025, making it crucial to consider the need for a portability election after the death of the first spouse, which requires filing a 706. Additionally, the statute of limitations remains open unless Form 706 is filed. This course will guide you through the essential steps of filing the 706 and explore advanced... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Essential Estate Documents: Don't Delay Until It's Too Late
This CLE program tackles a widespread issue: the tendency to delay or overlook critical documents essential for life's inevitable events—death, incapacity, or providing for those who will need to take over. In this one-hour course, we'll explore the fundamental documents and recommended language, discuss their role and timing, and highlight commonly overlooked considerations. The course will focus on three key documents: the Will, Power of Attorney, and Advance Directive. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Protecting Your Family Home Through Trusts
As seniors age, they may face urgent needs for long-term nursing home care without having sufficient private funds or long-term care insurance to cover the costs. Often, their primary asset is their home, leading to the misconception that selling it and using the proceeds for care is the only solution. This CLE course will explore strategies to preserve this valuable asset for the Medicaid applicant and their loved ones. We will delve into the benefits of exempt transfers and the use o... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Navigating Florida's Legal Tools for Mental Illness: Marchman Act, Guardianship, and Baker Act
Florida provides three key legal avenues for protecting individuals grappling with substance use and mental health disorders: the Marchman Act, Guardianship, and the Baker Act. This CLE presentation offers a comprehensive analysis of how these statutes can be utilized individually and in concert to support vulnerable loved ones. We will delve into the unique purposes and applications of each statute, exploring when and why one may be preferable over another, and the circumstances under... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Understanding Financial Solutions While Planning for Possible Long-term Care
This CLE course offers a detailed examination of strategies for safeguarding a client's assets while preparing for the potential need for long-term care, whether in a facility or at home, through Medicaid. Participants will gain insights into the Medicaid Asset Protection Trust, a legal structure allowing clients to transfer property and financial assets while still qualifying for government benefits. The settlor (the person who establishes the trust) can continue to live in their home,... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
The Mathematics of Charitable Planning
Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners. The most popular techniques for tax and charitable benefits include: Charitable Remainder Trusts Charitable Lead Annuity Trusts Qualified Charitable Dispositions of IRAs Transfer of Remainder Interests This infor... More Info
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$552General Credits -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$551.5General Credits -
On-DemandOnline & 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
$291.25General Credits -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$551.75General Credits -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$551.5General Credits -
On-DemandOnline & 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
$551.5General Credits -
On-DemandOnline & 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
$341.25Ethics Credits -
On-DemandOnline & 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
$291.25General Credits -
On-DemandOnline & 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
$651.5Ethics Credits -
On-DemandOnline & 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
$551.5General Credits -
On-DemandOnline & 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
$291General Credit -
On-DemandOnline & 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
$291.25General Credits
