Hilton Garden Inn Erie
2225 Downs Drive
Erie, PA 16509
CPE for Accountants
CPE for Accountants/NASBA - 8.00
Financial Planners - 8.00
IACET - 0.70
PACE - 8.00
Course book included with all formats
Handling Probate from Initial Notices through the Estate Closing
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - register today!
This basic level seminar is designed for professionals who want to be more effective in handling the probate process, including:
Includes - Ethics - 1.20
This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 8.0 hours of total CLE credit. Of these, 1.20 qualify as hours of credit for ethics/professionalism.
Includes - Ethics - 1.00 Areas of Professional Practice - 7.00
This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 8.0 credit hours. 7.0 hours can be applied to the Areas of Professional Practice requirement and 1.0 hour can be applied toward the ethics and professionalism requirement. This live format program is appropriate for newly admitted and experienced attorneys.
Includes - Ethics - 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 6.50 hours, including 5.50 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.
CPE for Accountants
CPE for Accountants/NASBA - 8.00
Includes - Behavioral Ethics - 1.00 Taxes - 1.00 Specialized Knowledge - 6.00NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 8.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182.
Financial Planners - 8.00
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 8.0 hours of CE credit for CFP® Certificants. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Upon completion of this course, attendee will be able to: 1. Restate from recall the timeline for the estate in probate court. 2. Recall the order of succession in an intestate estate. 3. List key steps of inventory process. 4. Distinguish probate from non-probate assets. 5. Restate when and how notices to creditors are to be sent/posted. 6. State when estate income tax return is due and how to request a deadline extension. 7. Identify impermissible behavior that violates ethical rules. 8. Provide one example of solution to liquidity problem. 9. List at least two instances in which one can re-open the estate after the closing. 10. List at least three causes of action for probate litigation.
JENNIFER BITTEL is an attorney with Zacharia Brown where she concentrates her practice in the areas of estate law, including estate administration and trust and estate planning, family law, zoning and real estate matters. Ms. Bittel received her B.S. degree from the University of Pittsburgh and earned her J.D. degree from the University of Miami School of Law in Coral Gables, Florida. She is admitted to the highest court of the Commonwealth, the Pennsylvania Supreme Court and is admitted to the United States District Court for the Western District of Pennsylvania. Ms. Bittel is a member of the Allegheny County Bar Association, and the Westmoreland County Bar Association (Elder Law/Orphan's Court Committee).
HILARY KINAL is a sole practitioner in Ambridge, practicing in family law, wills and estates, and special education and public school law; and is a previous lecturer for National Business Institute in his areas of expertise. He is the author of "Gifted Issues" (New Chapter 16), Exceptional Children's Conference, 2001 (PBI) 2002 and 2005. Mr. Kinal earned his B.A. degree, cum laude, from Harvard University; and his J.D. degree, cum laude, from George Washington University. He is a former U.S. Army judge advocate, and a member of the Pennsylvania and the Beaver County bar associations.
THOMAS J. MINARCIK is an attorney with Elderkin Law, practicing in the areas of taxation, estate planning, estate administration, bankruptcy, real estate, business planning, and tax planning and immigration. Mr. Minarcik teaches a class at Gannon University. He is a member of Estate Planning Council of Erie. He received his undergraduate degree from the University of Virginia and earned his J.D. degree, cum laude, from Cleveland-Marshall College of Law.
JEFFREY C. YOUNGS is an attorney with Pepicelli Youngs & Youngs PC, with offices in Meadville and Erie, Pennsylvania. Mr. Youngs' practice primarily includes elder law, estate planning, estate probate and administration, and other areas including car crashes, real estate, Social Security disability appeals, and workers' compensation. He is the attorney for the Crawford County Register and Recorders Office, where he presides over Register hearings, and is regularly consulted by the Bar and advises on unusual issues involving estate probate and administration. Mr. Youngs received his B.A. degree from Allegheny College and earned his J.D. degree from Ohio Northern University.November 30 - Pittsburgh
JAMES R. FENCHEL II is a certified elder law attorney (CELA) through the National Elder Law Foundation. He is the managing partner of Fenchel Law Offices, a firm with locations in both Allegheny and Beaver counties. The firm is a general practice firm with a strong focus on elder law issues. Mr. Fenchel's practice includes estate planning, estate administration, incapacity work, and Medicaid planning. The firm also is one of the few in western Pennsylvania which employs a geriatric care manager as part of their staff. Mr. Fenchel is a member of NAELA and has lectured numerous times on elder law issues. He graduated, magna cum laude, from Washington & Jefferson College; and earned his J.D. degree from the University of Pittsburgh School of Law.
CHARLES B. HADAD is a partner in The Lynch Law Group, LLC. He is chair of the firm's estates and trusts practice group, and a member of the firm's corporate and business succession group. Mr. Hadad concentrates his practice in the areas of estate planning, estate administration, probate, trust administration, real estate transactions, and corporate and business planning. He advises clients in all facets of estate planning and estate administration. Mr. Hadad is an experienced litigator for Orphans' Court and has successfully represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty in the course of estate and trust administration. He earned his B.A. degree in history and business administration from the University of Pittsburgh; and his J.D. degree, with honors, from the Thomas M. Cooley Law School. He is a member of the Pennsylvania and Allegheny County (Probate & Trust Section Council) bar associations, and the Pittsburgh Estate Planning Council.
MICHAEL W. NALLI is a sole practitioner with Michael W. Nalli PC, concentrating his law practice in the areas of estate planning and administration, elder law, guardianship, and real estate. Mr. Nalli has given frequent lectures in the area of elder law and has been a frequent guest speaker on the topics of estate planning (wills, trusts and powers of attorney), estate administration, and elder law. In addition to working in private practice, he was an assistant district attorney for the Beaver County Office of the District Attorney. He is a member of the Beaver County Bar Association (Mock Trial Committee), the Pennsylvania Bar Association, and the National Academy of Elder Law Attorneys. Mr. Nalli earned his B.A. degree, summa cum laude, from Geneva College; and his J.D. degree from Duquesne University.
EMILY SKRZYSOWSKI is an attorney with Jones, Gregg, Creehan & Gerace, LLP. She focuses her practice on estate administration, legal writing and wills. She received her B.A. degree from Marshall University and earned her J.D. degree from West Virginia University College of Law.
LEEANN G. SYME is an attorney with John W. Giltinan, Esq., P.C., and practices in the areas of elder law, estate and trust planning, special needs planning and estate administration. She earned her undergraduate degree from the University of Pittsburgh and her J.D. degree from Duquesne University, where she was a member of the Duquesne Law Review. Ms. Syme is a frequent lecturer to professional and community groups on areas related to her practice.
$349 / Each Additional
$339 / New Professional