NAELA's Annual Conference will be held in Bellevue, Washington, May 8 & 9, 2025

Details for NAELA's Annual Conference and Pre-Conference Workshop (each requires separate registration)


Mastering Complex Trusts Pre-Conference Workshop

Wednesday, May 7, 2025

7:00 a.m. – 8:00 a.m. Continental Breakfast
8:00 a.m. – 5:30 p.m. Programming

Topics include:

    •   Revocable Living Trusts with Pour Over Wills 
    • First Party (Self-Settled) Special Needs Trusts 
    •   Irrevocable Income Only Trusts 
    •   The Intersection of Trusts and Retirement Accounts 
    •   Third-Party Special Needs Trusts 

Join this engaging full-day workshop and walk away ready to implement what you have learned. Full session list found HERE.


Annual Conference

Thursday, May 8, 2025

8:15 a.m. – 9:45 a.m. Coffee with Exhibitors
9:45 a.m. – 5:00 p.m. Programming
12:30 p.m. – 1:30 p.m. Networking Lunch
5:30 p.m. – 6:30 p.m. Welcome Reception

 

Friday, May 9, 2025

7:15 a.m. – 8:15 a.m. Continental Breakfast
8:15 a.m. – 4:45 p.m. Programming

Join us for NAELA’s only in-person national meeting in 2025 in Bellevue, Washington. This year's program offers general sessions as well as breakout sessions covering timely, practical education. Here’s a peek into just a few session topics:

    •   Privacy Issues in Guardianship
    •   VSED - The Realities, Preparation and Incorporating this Choice into Legal Documents 
    •   Update on Federal Estate Tax Impacting Trusts and Estates   
    •   Irrevocable Life Insurance Trusts (ILITS) 101  
    •   Medicaid Divorce; For Better, For Worse, but Not for the Nursing Home
    •   Tools and Lessons Learned From the Bankruptcy of A Professional Trustee

Full session list found HERE.


CLE Information

NAELA will be filing for continuing legal education (CLE) credit in all mandatory CLE states. Each state has different rules and regulations, so approvals will vary from state to state and credit hours will vary. Below are the hours NAELA is requesting for each program.

2025 Trusts Workshop = 495 minutes = 8.25 general hours (60 minute state) and 9.9 general hours (50 minute state)

2025 NAELA Annual Conference = 630 minutes = 10.5 general / 1.0 ethics (60 minute state) & 12.6 general / 1.0 ethics (50 minute state)

Refund Policy
Cancellations before March 31, 2025, will be refunded the registration amount minus a $100 administrative fee. No refunds will be issued after April 7, 2025; however, complimentary access to all 2025 Annual Conference materials will be provided to all registrants, including those who did not attend in person.
 
Event Sponsors

We'd like to thank our sponsors for their generous support of this event.

    

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