North Carolina CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for North Carolina. Please make your selection below of North Carolina 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.
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Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning
When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and strategies available to support these individuals. We will explore the key differences between Pooled First-Party Special Needs Trusts and Settlement Preservation Trusts, including how they c... More Info
$501General Credit -
Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers
Estate planning and elder law attorneys may unexpectedly become the first point of contact when a client’s loved one suffers nursing home neglect or abuse. While you may not litigate personal injury cases, you play a critical role in identifying viable claims, guiding families, and partnering with specialized nursing home injury lawyers. This CLE presentation offers a practical roadmap with four key sections: Vetting Nursing Home Cases – How to tell a legal case from a non-legal compl... More Info
$1002General Credits -
Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits
If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorneys must act carefully to safeguard the person’s eligibility for public benefits and to supplement those benefits to improve their quality of life. A pooled special needs trust (PSNT) is a... More Info
$501General Credit -
Trust Protectors: The Good, The Bad and The Ugly
This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same. In this session, you will learn: Why should you use Trust Protectors? Why should you not use Trust Protectors? What powers are typically conferred on Trust Protectors? The session will also contain a review of case law highlighting some of the problems and pitfalls encountered by persons who have served as Trust Pro... More Info
$501.25General Credits