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!

Course Media Options

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  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    How The New Proposed Tax Bill Can Impact Your Retirement Account

    This CLE Course will provide in detail the key provisions impacting retirement accounts such as: $10 million Cap on retirement accounts if your income is above $450,000. The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA.. The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies t... More Info

    $50
    1.25General Credits
  • On-Demand
    CDs, DVDs, USB Stick

    Attorney's Guide to Traditional and Combination Long Term Care Insurance Coverage

    Join our expert panel as they discuss what the practitioner needs to know about the current elder law trends, including the benefits of pre-crisis planning, estate planning updates, proposed legislative changes and the importance of long term care insurance. Our panelists will also discuss traditional and combo long term insurance plans, including: how long term case works; costs and benefits; previous problems; integration with Medicaid planning or stand alone plans; integration with... More Info

    $75
    1.75General Credits
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    The Patent Process for the Curious: What Lawyers Need to Know

    As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Patent prosecution requires a special license which in turn requires passing its own exam and an undergraduate degree in a science or engineering. Because it is such a specialized area of practice, with about only 40,000 active practitioners in the US... More Info

    $50
    1General Credit
  • On-Demand
    CD/DVD/USB, Online, iOS/Android App

    New York’s Brand-New Power of Attorney

    This CLE will discuss the brand new Power of Attorney law that took effect recently. Elizabeth Forspan, Esq. will go through the major changes to the form and how attorneys and others should plan accordingly. Elizabeth will review the key items to include in new powers of attorney being prepared. More Info

    $50
    1General Credit

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