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.
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
Instantly Print Your CLE Certificates
-
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
Administering an estate involves a series of legal, financial, and fiduciary responsibilities that require careful planning and attention to detail. This CLE program provides a practical overview of the estate administration process, from the initial probate filing through the final distribution and closing of the estate. Participants will learn how to identify, collect, and safeguard estate assets, navigate probate procedures, prepare accountings, satisfy creditor claims, and complete require... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts
Charitable giving through trusts has become an increasingly important planning strategy, offering opportunities to achieve philanthropic objectives while addressing complex income tax and estate planning considerations. However, evolving IRS guidance, heightened scrutiny of the Internal Revenue Code Section 642(c) deduction, and recent tax law developments require trustees and practitioners to carefully evaluate available planning options. This CLE course examines the practical use of c... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Skipping Ahead Without Tripping: Hot Issues in GST Planning
Generation-skipping transfer (GST) tax planning remains one of the most technically demanding areas of estate planning, where seemingly minor drafting or allocation errors can produce significant and unintended tax consequences. This CLE course examines current issues and common pitfalls in GST planning, with a practical focus on preserving GST tax benefits while avoiding costly mistakes. The program will explore the strategic use of automatic and affirmative GST exemption allocations,... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA
Qualified Small Business Stock (QSBS) continues to be one of the most powerful tax planning opportunities available to founders, investors, and high-net-worth families. Recent legislative developments under the One Big Beautiful Bill Act (OBBBA) have created new considerations and planning opportunities that attorneys and advisors must understand when counseling clients on the acquisition, ownership, and transfer of QSBS. This CLE program will provide an overview of the requirements and... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
Spousal Lifetime Access Trusts (SLATs) remain a powerful estate planning tool for clients seeking to utilize gift and generation-skipping transfer (GST) tax exemptions while preserving indirect access to transferred assets through a spouse. This CLE program will examine the key tax, estate planning, and drafting considerations involved in creating and administering SLATs, including the use of grantor trust rules to enhance wealth transfer opportunities and strategies for maximizing the benefit... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Use of Asset Protection Trusts for Tax Planning Purpose
As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal framework underlying these trusts, including key jurisdictional considerations, trust design features, and practical implementation issues. Attendees will gain an understanding of when a self-set... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Structured Settlements and Pooled Trusts: Protecting Clients who are Vulnerable or Disabled
This CLE presentation provides practical strategies to help attorneys protect clients who are vulnerable or disabled and who are receiving a settlement or judgment. It focuses on when to use a pooled special needs trust for clients with disabilities, how to use settlement preservation pooled trusts for clients such as minors who are vulnerable but may not be disabled, and how structured settlements can be integrated into a comprehensive planning strategy. Presenters will outline how to... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
How Not to Hoodwink Grandma: Fiduciary Litigation in the Great Wealth Transfer Era
As the U.S. population continues to age, attorneys are increasingly confronting disputes involving diminished capacity, undue influence, and contested transfers of wealth. The growing senior population—and the significant intergenerational transfer of assets now underway—has fueled a sharp rise in fiduciary litigation, including will contests, trust disputes, guardianship proceedings, and claims involving financial exploitation of vulnerable adults. This CLE program examines the legal a... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies
This CLE course will introduce the use of trusts in the context of estate planning, special needs, and tax considerations. Each section of the course will introduce and explain the issues that need to be addressed in maximizing the benefits of trust planning for your clients. Significant attention will be given to the most important elements of the trust document, including but not limited to trust powers, trustee succession, and trust termination. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Foreign Corporate Trustees: Governance, Qualifications, and Regulatory Oversight
This CLE program provides a practical, practice-oriented examination of foreign (offshore) corporate trustees, focusing on governance structures, regulatory oversight, and the fiduciary duties imposed under leading offshore trust regimes. The course addresses how professional trustees are licensed and supervised, the standards that govern trustee decision-making, and the regulatory mechanisms used to enforce compliance. Participants will gain a working understanding of how offshore cor... More Info
$501General Credit