Estate Planning Law Archives - NOSSCR CLE Catalog

Featured Estate Planning Law Online CLEs

Screening Probate Cases Before You File: Fiduciary Breaches, Validity Challenges, Cost-Benefit Strategy

Shana DeMooy · Michael Brody

Session I - Screening Probate Cases: Spotting Fiduciary Duty Breaches Before Litigation – Shana DeMooy This session will teach attorneys how to effectively screen probate cases at the earliest stage to determine whether litigation is warranted, with a strong focus on breach of fiduciary duty claims—one of the fastest-growing areas in probate litigation. By combining…

Live Video-Broadcast: February 20, 2026

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A, B, C’s of Revocable and Irrevocable Trusts

Joseph M. Donohue · Georgia Bender Donohue, Beasley & Ferber PLLC

Fri, February 27, 2026

2h CLE

On-Demand

Live Replay

Transferring Qualified Small Business Stock to Trusts: Income, Gift, and Estate Tax Risks and Planning Strategies

Rebecca Pugliesi · John Bunge Plante & Moran, PLLC

Fri, February 27, 2026

2h CLE

Live Webcast

Safely Transferring Real Estate Between LLCs and Trusts—Advanced Legal Strategies

· Peter Kogan Coblentz Patch Duffy & Bass LLP

Mon, February 23, 2026

2h CLE

On-Demand

Live Replay

Screening Probate Cases Before You File: Fiduciary Breaches, Validity Challenges, Cost-Benefit Strategy

Shana DeMooy · Michael Brody Reminger

Fri, February 20, 2026

2h CLE

Live Webcast

Estate Planning and Tax Law: Latest Updates and Advanced Strategies

Salvatore J. LaMendola Giarmarco, Mullins & Horton

Thu, February 19, 2026

2h CLE

Live Webcast

The Ultimate Guide to ABLE Accounts and Special Needs Trusts: Eligibility and Requirements, Application, Funding, and Tax Planning (2026 Edition)

Thomas V. Sannicandro · Michael C. Ringel · Jennifer McInerney SanLaw Legal

Thu, February 12, 2026

2h CLE

On-Demand

Live Replay

Trust Structuring, Drafting and Design: From Foundational Trust Concepts to Advanced Planning Techniques

Maria Bourdeau · Thomas Norelli Kirkland & Ellis LLP

Thu, January 29, 2026

2h CLE

On-Demand

Estate Planning for Art Collectors: Strategies for Managing and Transferring Art and Collectible Assets

Rebecca Lockwood · Anita Heriot · Brad Cohen Sotheby’s

Thu, January 22, 2026

2h CLE

On-Demand

Protecting Public Benefits in Estate Plans, Trusts, and Settlements: A Practical Guide for Attorneys

Ben Tiefenback · Joanne Marcus Commonwealth Community Trust

Wed, January 21, 2026

2h CLE

On-Demand

Comprehensive Estate Planning & Probate Essentials: What Lawyers Must Know

Jennifer Norton · James T. McNary Norton Estate Planning & Elder Law

Fri, January 9, 2026

2h CLE

On-Demand

Protecting Seniors and Their Assets Legal Strategies for Preventing and Remedying Financial Exploitation

Charles P. Golbert · Tom Tuohy Cook County Public Guardian

Fri, December 19, 2025

2h CLE

On-Demand

Integrating Estate Planning and Elder Law Documentation: From Wills and Trusts to Capacity and Medicaid

Debby Rosenfeld · Ronald Fatoullah Meltzer, Lippe, Goldstein & Breitstone, LLP

Fri, November 21, 2025

2h CLE

On-Demand

Trusts and Taxes: Hidden Liabilities Every Attorney Should Anticipate

David A. Warren · William Lipkind Bridgeford Trust Company

Tue, November 18, 2025

2h CLE

On-Demand

84th Institute on Federal Taxation 2025 (presented by NYU School of Professional Studies)

Jennifer Acuña · Daniel J. Winnick · Cory Stigile · Chad D. Nardiello · David B. Porter · Brian A. Sullivan · Sharyn M. Fisk · Elizabeth Thomas Dold · J. Rose Zaklad · Steven P. Johnson · Joshua Odintz · Alan I. Appel · Michael J. Miller · Joseph M. Calianno · William S. Dixon · Sam K. Kaywood · William B. Sherman · David M. Rievman · Alexander Lee · Trevor R. Allen · Joe Soltis · Myra A. Sutanto Shen · Timothy Shapiro · Karen Gilbreath Sowell · Jodi J. Schwartz · Lulu Ma · Isaac J. Wheeler · William Alexander · Lewis R. Steinberg · Anne Kim · Andrea M. Whiteway · Ryan P. McCormick · Robert D. Schachat · Lou Weller · Andrew Weiner · James O. Lang · Sanford C. Presant · Adam S. Feuerstein · Kelsey Lemaster · Larry J. Brant · Ronald A. Levitt · Stephen R. Looney · Stephen M. Breitstone · Jerome M. Hesch · Terence Floyd Cuff · Jerald David August · C. Wells Hall · Bryan C. Skarlatos · Michel R. Stein · G. Michelle Ferreira · Joshua E. Husbands · Gary L. Fletcher · Brian G. Smith · Stacia C. Kroetz · Elizabeth Garlovsky · Keri D. Brown KPMG

Sun, November 16, 2025

45.42h CLE

Live Webcast