Ramada Midtown Grand Island
2503 S Locust Street
Grand Island, NE 68801
including -
Ethics: 1.00
including -
Behavioral Ethics: 1.00
Taxes: 1.00
Specialized Knowledge: 6.00
including -
Certified Financial Planner: 8.00
Chartered Financial Consultant: 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 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 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:
including - Ethics: 1.00
NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.67 CLE credits, including 1.0 hour of professional responsibility credit.
including - Behavioral Ethics: 1.00 Taxes: 1.00 Specialized Knowledge: 6.00
NBI, 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, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group live setting. No advanced preparation or prerequisites are required. 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. Identify impermissible behavior that violates ethical rules. 4. Restate when and how notices to creditors are to be sent/posted. 5. State when estate income tax return is due and how to request a deadline extension. 6. List at least two instances in which one can re-open the estate after the closing. 7. List at least three causes of action for probate litigation. Field(s) of Study -- Taxes; Specialized Knowledge; Behavioral Ethics.
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. Identify impermissible behavior that violates ethical rules. 4. Restate when and how notices to creditors are to be sent/posted. 5. State when estate income tax return is due and how to request a deadline extension. 6. List at least two instances in which one can re-open the estate after the closing. 7. List at least three causes of action for probate litigation.
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. NBI, Inc. is authorized by IACET to offer 0.70 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)
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. Identify impermissible behavior that violates ethical rules. 4. Restate when and how notices to creditors are to be sent/posted. 5. State when estate income tax return is due and how to request a deadline extension. 6. List at least two instances in which one can re-open the estate after the closing. 7. List at least three causes of action for probate litigation.
including - Certified Financial Planner: 8.00 Chartered Financial Consultant: 8.00
This seminar qualifies for 8.0 PACE (Professional Achievement in Continuing Education) credit hours for CFP, ChFC.
DANIEL D. MCMAHON is the owner of MCM Law Office LLC, where he focuses his law practice on estate planning, probate, business, and real estate law. Mr. McMahon is also the municipal attorney for the communities of Blue Hill, Ayr, Holstein, and Cowles. Mr. McMahon earned his B.S. degree from Creighton University and his J.D. degree from Creighton University School of Law. Prior to opening his own law office, Mr. McMahon was an attorney with Sullivan Shoemaker, P.C., L.L.O., where he worked on cases in a variety of legal areas, including estate planning, probate, real estate, business formation, contracts, civil litigation, and personal injury. (Grand Island location)
JEFFREY T. PALZER is managing partner of the Omaha law firm of Kellogg & Palzer, P.C., where he practices in the areas of estate planning, probate and trust administration, elder law, guardianship, conservatorship, small business planning and business transitions. He works in the areas of estate planning with a variety of clients, both individuals and trust departments. Mr. Palzer has presented at numerous seminars on estate planning, charitable giving, special needs trusts, elder law and business planning, including the Schools of Banking, Nebraska Association of Financial Planners, National Business Institute, and the Institute for Priestly Formation. He currently serves on the Planned Giving Committee for the Institute for Priestly Formation and previously served on the Estate Planning Committee for the Omaha Archdiocese Committee on Development. He was an adjunct faculty member at Creighton University, where he taught legal writing and lawyering skills and served as the director of the Legal Writing Center. He earned his B.A. degree from Augustana College in Rock Island, Illinois, and his J.D. degree, cum laude, from Creighton University School of Law. Mr. Palzer serves as legal advisor to several area non-profit organizations, and is active in men's ministry. (Omaha location)
JULIA K. PALZER is an attorney at the law firm of Kellogg & Palzer, P.C., where she practices in the areas of estate planning, probate, estate administration, trusts, wills and business planning. Ms. Palzer is a member of the Nebraska State Bar Association (Executive Committee for the Women in the Law Section) and the Omaha Bar Association. She is a graduate of the NSBA's Leadership Academy. Ms. Palzer is admitted to practice in Nebraska and the U.S. District Court, District of Nebraska. She is a former assistant dean of admissions, assistant director of career services and external relations, and taught legal writing and lawyering skills at Creighton University School of Law. Ms. Palzer earned her B.S. degree from the University of Nebraska at Omaha and her J.D. degree, cum laude, from Creighton University School of Law. (Omaha location)
WILLIAM E. SEIDLER JR. is a shareholder in the Omaha law firm of Seidler & Seidler, P.C., where he practices in the areas of conservatorship, guardianship, contested wills, estate litigation, contested trusts and estates, trust litigation and probate litigation. Mr. Seidler has spoken to professional groups on elder law, estate planning, probate law, and corporate law. He is a member of the Omaha, Nebraska State, and American bar associations. Mr. Seidler earned his B.A. degree at Drake University and his J.D. degree at Creighton University School of Law. (Grand Island and Omaha locations)
MATTHEW K. STADLER is a partner with RG & Associates Certified Public Accountants, LLC. He has performed business valuation for many purposes, including, but not limited to, estate and gift tax, buying and selling a business, divorce and separation, succession planning, and mergers and acquisitions. Mr. Stadler has been involved in more than 200 valuations over his career and is accredited in business valuation through the AICP. He has been a CPA since 1998 and has been involved in business valuation since 2002. Mr. Stadler earned his undergraduate degree from the University of Nebraska-Kearney, and his M.P.A. and J.D. degrees from the University of Nebraska-Lincoln. (Omaha location)
JEFFREY L. STOEHR is a sole practitioner in Omaha, Nebraska, at the Law Offices of Jeffrey L. Stoehr P.C., LLO. He has a general practice as a sole practitioner, with emphasis on estate probate and administration, estate planning, tax, corporate law, domestic matters, real estate and medical malpractice. He is involved in litigation in all areas of practice. Mr. Stoehr has made presentations and lectures to private groups, as well as through the bar association, and regularly in seminars and workshops of the type being presented here. He is a member of the Omaha, Nebraska State and American bar associations, as well as a member of the Real Property, Probate and Trust Law Section in Nebraska. He earned his B.S. degree and his J.D. degree from the University of Nebraska at Lincoln. (Omaha location)
BARBARA A. WROBLEWSKI is a partner with Wroblewski & Gawrych Law Office LLC, where she practices in the areas of elder law, estate planning, guardianships/conservatorships, probate, and real estate. Ms. Wroblewski is admitted to practice in Nebraska. She is a member of the Nebraska State Bar Association. Ms. Wroblewski earned her B.S.Ed. degree from the University of Nebraska at Kearney and her J.D. degree from the University of Nebraska at Lincoln. (Grand Island location)
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