Capital Center Property LLC
201 N Illinois Street, Suite 200
Indianapolis, IN 46204
CPE for Accountants
CPE for Accountants/NASBA - 8.00
Financial Planners - 8.00
IACET - 0.70
Course book included with all formats
A Comprehensive Guide to Probate
Are you confident you can handle a probate case when it lands on your desk? Are you familiar with the proper procedures to use along with the applicable laws? This insightful course will give you detailed, step-by-step information to proficiently navigate through the process - register today!
This basic level seminar will provide those who have limited probate experience with tips on successfully handling a probate case. This comprehensive seminar will benefit attorneys, accountants and CPAs, financial planners and wealth managers, tax professionals, trust officers, and paralegals.
Includes - Ethics - 1.00
This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive up to 6.70 hours of CLE credit, which includes 1.0 hour of ethics. Newly admitted attorneys may receive 6.70 hours of new attorney CLE.
CPE for Accountants
CPE for Accountants/NASBA - 8.00
Includes - Regulatory Ethics - 1.00 Specialized Knowledge - 3.00 Taxes - 4.00NBI, 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. State from recall what you need to do to for an estate timetable. 2. List three responsibilities or duties of the executor. 3. State three potential problems that may arise in the inventory. 4. List at least three disclaimers that can be used in estate administration. 5. Describe three ways to manage a spouse's elective share. 6. State from recall the documents needed for the final tax return. 7. Restate the order of inheritance in case of intestacy. 8. Distinguish between ethical and unethical practices.
December 4 - Indianapolis
DAVID D. DEETER is an attorney with the Indianapolis law firm of Dale & Eke, P.C., where he practices in the areas of estate planning and probate. He has lectured to various professionals on estate planning topics. Mr. Deeter earned his B.A. degree from the University of Notre Dame, while attending the University of Innsbruck, Innsbruck, Austria, during his sophomore year. He earned his J.D. degree, cum laude, from Indiana University School of Law, Indianapolis. Mr. Deeter is a member of the Indiana State Bar Association (Probate and Real Property Section), and the Indianapolis and American bar associations. He is admitted to practice before the U.S. District Court for the Southern District of Indiana. Mr. Deeter is a past president and a board member of the Estate Planning Council of Indianapolis, as well as past president and a board member of the Notre Dame Club of Indianapolis. He is a board certified Indiana trust and estate lawyer certified by the Trust and Estate Specialty Board of the Indiana State Bar Association.
JULIE C. DIXON is a shareholder at Ciyou & Dixon, P.C., where she practices in the areas of family law, including complex financial components of domestic relations and business matters; and estates. Ms. Dixon has co-written, taught and researched several articles on family law and domestic relations matters. She earned her B.S. degree from the Indiana University, Bloomington, and her J.D. degree from the Indiana University School of Law, Indianapolis. Ms. Dixon is a member of the Indianapolis and Indiana State bar associations.
REGINA HOLZHAUSEN, J.D., C.P.A., C.F.P., is Trust Operations Manager at MainSource Bank. Previously she was a trust director for PNC Bank for many years. She is a member of the Indianapolis Bar Association (member, Probate and Trust Section) and the Indiana State Bar Association (member, Probate and Trust Section). Ms. Holzhausen earned her B.S. degree from the University of the State of New York and her J.D. degree from Indiana University Robert H. McKinney School of Law. She is a frequent presenter on continuing legal education, including seminars for the Indianapolis Bar Association, Johnson County Bar Association, Elkhart County Bar Association, Allen County Bar Association, ICLEF and law firms.
ANDREW SUMERFORD is an attorney with Meils Thompson Dietz & Berish, where he practices in the areas of insurance defense, estate planning, probate, family law, construction law, and general civil practice. Mr. Sumerford earned his B.S. degree from Indiana University and his J.D. degree from Indiana University School of Law - Indianapolis. He is a member of the Indiana State Bar Association.
LORA N.R. WILLIAMS is the sole owner of Williams Law Office, PC, where her primary focus is estate and business planning law practice near Greensburg, Indiana. She also maintains a creditor collections practice in central Indiana. Ms. Williams has served as president of the Indiana Board of Pharmacy, the Decatur County Family YMCA, and the Decatur County United Fund. She is the president-elect for the Greensburg Rotary Club, and she serves on the Indiana State YMCA Public Policy board. Ms. Williams is a frequent presenter for National Business Institute and she has previously taught business law courses at Indiana Wesleyan University and Butler University. She earned her B.A. degree from Purdue University, her J.D. degree from Syracuse University, and her Master in Public Administration degree from Syracuse University. Ms. Williams is a member of the Indiana State Bar Association and the Decatur County Bar Association.
December 7 - Bloomington
THOMAS R. MALAPIT JR. is a partner in the Muncie, Indiana law firm of McKinney & Malapit, P.C., where he practices in the areas of personal injury, litigation, estate planning, condemnation, criminal defense, business law, family law, and juvenile law. Mr. Malapit was admitted to bar 1997, by the Indiana Supreme Court for the state of Indiana; also admitted to practice before U.S. District Court, Northern and Southern districts of Indiana. He received his B.A. degree from Ball State University and his J.D. from Indiana University School of Law - Indianapolis. He served as deputy prosecutor, 46th Judicial Circuit, Delaware County, Indiana from 1999-2000; and currently serves as a public defender, 46th Judicial Circuit, Delaware County, Indiana (2014 - Current). He is a member of the Muncie Bar Association (treasurer, 2013 - current; board member, 2012 - Current); Indiana State Bar Association (Probate, Trust, and Real Property; Business Law; and Litigation sections); and Indiana Trial Lawyers Association.
RUSSELL T. PAARLBERG is a partner at Lanting, Paarlberg & Associates, LTD, whose areas of practice include estate planning, real estate and litigation. Mr. Paarlberg is a member of the following professional organizations: Illinois State Bar Association, Trust and Estates Section; Indiana State Bar Association, Probate, Trust and Real Property Section; Chicago Bar Association; South Suburban Bar Association; South Suburban Estate Planning Council; and the Lake County, Indiana, Bar Association. He is or has served on the following boards: The Bible League, The Chicago Christian Counseling Center, South Holland United Way, Village of South Holland Zoning Board of Appeals, South Holland Business Association, Cedar Lake Christian Conference Center, and The Family Life Child Development Center. Mr. Paarlberg earned his B.A. degree, cum laude, from Hope College, Holland, Michigan and his J.D. degree, cum laude, from Indiana University School of Law, Bloomington.
BIANCA A. SLAGLE is a paralegal with Dillman Law Group where she assists attorneys with litigation, probate, guardianship and trust administration. Ms. Slagle has experience in the law firm environment as a receptionist, legal assistant and paralegal She is a member of the Indiana Paralegal Association. Ms. Slagle earned a B.A. degree from Indiana University and an M.A. degree from Indiana University.
PETER P. TEN EYCK is an attorney with Hackman Hulett & Cracraft, LLP, where he assists clients primarily with estate and retirement planning; wills and trusts; powers of attorney; living wills; guardianships; estate and trust administration; inheritance disputes; and estate and trust litigation. Mr. Ten Eyck’s practice also encompasses business formation and succession planning; real estate and personal property matters; and general civil litigation. He earned his B.A. degree, cum laude, from DePauw University and his J.D. degree from Indiana University Maurer School of Law. He is a member of the Indiana State Bar Association and the Indianapolis Bar Association. Mr. Ten Eyck has provided pro bono legal services to the Indianapolis Bar Association’s Low Asset Will Program and Ask a Lawyer Program, the Protective Order Pro Bono Project, the Community Development Law Center, and the Heartland Pro Bono Council. He has also represented the Indianapolis and Indiana State Bar Associations at naturalization ceremonies for new U.S. Citizens.
$339 / Each Additional
$329 / New Professional