Nothing beats real-life experience, so we've asked our faculty to share theirs. In this incisive overview, you'll hear trusts and estates practice wisdom not found in law school. Experienced attorney faculty will share what they wish they knew about choice of fiduciaries, advising clients on LTC, collaboration with other professionals, the unintended consequences of best-laid plans, and more. Register today!
Avoid common newbie mistakes in drafting estate planning documents.
Learn how to manage client expectations and what happens if you don't.
Gain a better understanding of how estate plans play out at administration.
Improve communication with all the parties involved - and simplify many future tasks for yourself.
Who Should Attend
This legal guide is designed for attorneys. It will also benefit accountants, fiduciaries, and paralegals.
What I Wish I Knew About Starting Cases on the Right Foot and Educating Clients on What Trusts Do NOT Do
What I Wish I Knew About Drafting Wills and Trusts
What I Wish I Knew About Helping Clients Choose Fiduciaries
What I Wish I Knew About Unintended Consequences of Planning
What I Wish I Knew About Taxes
What I Wish I Knew About Long-Term Care's Role in Estate Plans
What I Wish I Knew About Running a Trusts and Estates Practice
What I Wish I Knew About Estate Administration
What I Wish I Knew About Proper Communication/Cooperation with Fiduciaries, Account Custodians, and Others
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 3.50 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 internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. Recall one simple estate planning tax mistake. 2. List at least three professionals estate planning attorneys are likely to encounter in their practice. 3. List at least three common will provisions.Field(s) of Study -- Specialized Knowledge.
KORT D.L. PETERSON is of counsel with Adams, Hemingway, Wilson Rutledge, LLC, where he practices in the areas of estate and tax planning, corporate, and transactional law. Mr. Peterson assists clients with the design and implementation of sophisticated estate and business succession plans, helping guide clients through administrating complex trusts and estates. He also advises businesses on a wide variety of tax issues, including the formation and operation of captive insurance companies. He represents clients before the IRS and the U.S. Tax Court. Mr. Peterson is a member of the Federalist Society and the Macon Bar Association. He received his B.S. degree, summa cum laude, from Kennesaw State University; his J.D. degree from Washington & Lee University School of Law; his LL.M. degree in taxation from Georgetown University Law School; and a certificate in estate planning from Georgetown University Law Center.
CORYN ROSENSTOCK is an attorney with Frost Law, practicing out of the firm's Rockville, Maryland office. Her practice includes drafting wills, trusts, financial powers of attorney, advance medical directives, HIPAA release forms, and prenuptial and postnuptial agreements for the firm's Maryland and Florida clients, as well as drafting special needs trusts for Maryland residents. Ms. Rosenstock guides clients through the process of establishing small family businesses in Maryland and Florida and through the process of modifying or terminating Maryland trusts. She also advises clients in all stages of the Maryland probate process. Ms. Rosenstock earned her J.D. degree from The George Washington University Law School and her B.A. degree from the University of Maryland, College Park.
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