New Mexico MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for New Mexico. Please make your selection below of New Mexico 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.
New Mexico MCLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited CLE Provider in New Mexico. To view our full accreditation details please .
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Fiduciary Responsibility Related to Art Assets
Art assets always seem like a good investment, if you know what you’re doing. This CLE course will provide a complete picture of how to manage fiduciary responsibility with regards to art assets. The course will cover selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, as well as the type of due diligence people need to be doing. Appraisals and the many ways in which Covid-19 has changed the landscape will discussed including general t... More Info
$291General Credit -
How to Handle Appraisals for Donations of Property
The Internal Revenue Service frowns upon the overvaluation of real estate gifts. Appraisers thinking they are doing the donor a favor by providing a high range may actually do more damage than good. This CLE course will explain that whether it’s real estate, art, or any other property, the appraisal process must be carefully managed. The course will also detail the 30% limit on adjusted gross income on gifts and how that may impact appraisals. More Info
$291General Credit -
Investment Strategies for Trusts
In order to invest a trust asset, a trustee must consider and balance a variety of factors to ensure they are acting in the best interest of beneficiaries. Compliance with legal principles regarding asset management, particularly in the absence of specific guidance in trust documents, is likewise crucial. This CLE course will explain the best strategies for trustees to follow and use particular examples such as the Uniform Prudent Investor Act, adopted by many states, which requires t... More Info
$291General Credit -
Unequal Inheritances: A Final Parental Communication
This CLE course will address the issue of dispositive provisions and how they may impact estate planning in the case of a will or removable trust. The course will explain what these provisions entail and how to analyze them effectively. The course will address the issue of whether they should be equal or fair and how to explain the various factors to your clients to come to the best determination. More Info
$291General Credit -
SECURE Act Update: Where Do We Go from Here?
It’s been almost a year since the enactment of the Setting Every Community Up for Retirement Enhancement Act (SECURE) and practitioners still do not know how the new law impacts their clients, or their strategies and practices for retirement planning. What are the best practices in light of this new law? How do I advise my clients properly? This CLE course will explain the new law as well as offer tools and tips for how to strategize retirement planning and its process with the new law... More Info
$291General Credit -
Best Technologies for Practice Development
Estate planning practices, like those in other markets, have been drastically altered by technology. With most firms going paperless and utilizing cloud-based software, document generation software and other products to facilitate better interactions with clients as well as improved management and efficiency, the industry is seeing a serious upheaval in the way it functions. Remote work as a result of COVID-19 has had an impact as well. This CLE course will explore these changes and ho... More Info
$291General Credit -
Key Federal & State Estate Planning Considerations and Opportunities
This CLE course will provide a comprehensive overview of the best estate-planning strategies. The course will look at the issues from both a state and trust situs perspective, as well as from a federal standpoint, and will present how potential future changes in the tax law may impact the area. More Info
$291General Credit -
Financial Planning for Lawyers
Financial planning is about more than just retirement. This CLE course will address a variety of financial planning issues such as student loan debt, taxes, financial aid eligibility, and salary disbursement. The course will discuss the interrelationships between these factors and how to create annual budgets that account for them. Tax reduction strategies, family planning, loan repayment, planning for aging parents and estate planning will all be presented. More Info
$291.1General Credits -
The Role of the Court Evaluator: How to Distinguish Yourself and Properly Protect an AIP
Looking to serve on the Part 36 list as a court evaluator? This CLE course is for you. Learn to properly perform your duties, assist in resolutions and protect the interests of the Alleged Incapacitated Individual. Tips on what the court is looking for during the course of the investigation and how to best provide that information will also be presented. More Info
$291.1General Credits -
The Associate’s Guide to Estate Planning
Learn the basics of estate planning from the typical documents in an estate plan to practical pointers in estate plan drafting so that you can anticipate your clients’ needs. This informative CLE course, perfect for novice attorneys looking for a first primer to those looking to brush up on the essentials, will explain each of the documents required, address the methods for passing property in the case of death and how these different methods may impact one’s plan, positively and negatively.... More Info
$291.2General Credits
