Hilton Garden Inn Raleigh-Durham Airport
1500 RDU Center Drive, Morrisville
Morrisville, NC 27560
Estate Planning and Probate Law: 6.50
Regulatory Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
Key Estate Administration Oversights and How to Prevent Them
Estate administration is a highly detailed process involving many people and widely varied assets. Don't let simple (and not so simple) mistakes slip by you and wreak havoc. This practical course will take you through the administration process step by step, teach you how to spot red flags and potential oversteps, and help you find solutions along the way. Register today!
This intermediate level seminar is designed for:
including - Ethics: 1.00 Estate Planning and Probate Law: 6.50
NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 6.50 hours of CLE credit, including 1.0 ethics. This program qualifies for Estate Planning and Probate Law specialization certification credit.
including - Ethics: 1.00
This course has been submitted to the Supreme Court of Ohio Commission on Continuing Legal Education for review.
including - Regulatory 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 an Intermediate level program presented in a group live setting. Accountants should have a basic understanding of estate administration. No advanced preparation is required. Upon completion of this course, attendee will be able to: 1. Recall two unasked questions that cause problems down the road. 2. List key steps in estate administration process. 3. List two creditor mistakes. 4. Explain when to make a portability election. 5. List two common distributions mistakes. 6. Distinguish between ethical and unethical behaviors. 7. Explain when estate administration can escalate into litigation. Field(s) of Study -- Specialized Knowledge; Regulatory Ethics; Taxes.
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. Recall two unasked questions that cause problems down the road. 2. List key steps in estate administration process. 3. List two creditor mistakes. 4. Explain when to make a portability election. 5. List two common distributions mistakes. 6. Distinguish between ethical and unethical behaviors. 7. Explain when estate administration can escalate into litigation.
CHARLIE D. BROWN is a board-certified specialist in estate planning and probate law by the North Carolina State Bar, focusing his practice on the transfer and protection of assets. Mr. Brown is the principal attorney at the law firm of Brown Estate Planning & Elder Law, with offices in Burlington and Raleigh. He was previously a trust officer with Wachovia Bank and a senior tax advisor with Arthur Andersen. His practice involves estate planning, Medicaid and elder law issues, business succession planning, trust and estate taxation, trust and estate administration and dispute resolution, and the creation and administration of charitable foundations. Mr. Brown earned his B.A. degree, magna cum laude, and his M.B.A. degree at Wake Forest University and his J.D. degree at Wake Forest University School of Law.
JASON R. JONES is an attorney with Loftin & Loftin PA, in Hillsborough, North Carolina, where he focuses on the areas of estate planning, administration, and litigation, especially fiduciary litigation. Mr. Jones has been trained in collaborative law and seeks to help pioneer the implementation of that approach in trust and estate dispute resolution. He is a member of the North Carolina State Bar; North Carolina Bar Association; 15-B Judicial District Bar; U.S. District Court, Western District of North Carolina; U.S. District Court, Middle District of North Carolina; U.S. Court of Appeals, 4th Circuit; and The Cherokee Supreme Court, Eastern Band of Cherokee Indians. Mr. Jones earned his B.A. degree from North Carolina State University and his J.D. degree from the University of North Carolina.
MISTY L. PIEKAAR MCWILLIAMS is an attorney at Piekaar Law Firm, PLLC, and has advised many clients on estate planning strategies that address the consequences of transferring assets, tax liabilities, business interests and proper planning for retirement, marriage and incapacity. She also has assisted many clients with estate administration, elder law and guardianships. Ms. Piekaar is a member of the North Carolina Bar Association, Wake County Bar Association, and the Estate Planning Section of the North Carolina Bar Association. She received her J.D. degree from North Carolina Central University School of Law and her undergraduate degree in international studies from the University of North Carolina at Chapel Hill.
MARIAH STREET is an attorney and the owner of Legacy Street Law, where her mission is to advise clients and educate the community on the importance of estate planning and how to adequately plan for the future. She has worked with many clients in creating estate plans that best reflect their unique needs, family dynamics, and preferences. Ms. Street focuses her practice in the areas of estate planning, estate administration, and guardianship. She is a member of the North Carolina Bar Association and the Estate Planning Section of the North Carolina Bar Association. She received her J.D. degree from North Carolina Central University School of Law and her undergraduate degree in both political science and public policy from the University of North Carolina at Chapel Hill.
$339 / Each Additional