Discover How to Draft Sound Guardianship Documents, Trust Provisions, Wills, and More
This program walks you through the nuts and bolts of creating various estate planning documents. Find out what you need to know about will and trust drafting, financial POAs and medical decision-making, unearth different uses of LLCs in estate planning, and much more. Don't miss this opportunity to hone your skills - register today!
Examine sample guardianship documents.
Explore the dos and don'ts of beneficiary account designations.
Discover guidelines for crafting will distributions provisions, dispute resolution provisions, etc.
Uncover practical guidance for developing special use provisions in trusts.
Identify essential guidelines for filling out tax forms.
Who Should Attend
This estate planning documents primer is designed for attorneys. Accountants, tax professionals, trustees, fiduciaries, wealth managers, and paralegals may also benefit.
Capacity and Guardianship Documents (With Samples)
Beneficiary Account Designations (With Samples)
Financial POAs and Medical Decision-Making (With Samples)
Drafting Wills (With Sample Language)
Essential Trust Provisions (With Samples)
Top Uses of LLCs in Estate Planning
Essential Tax Forms
The Legal Ethics Guide for Trusts and Estates Attorneys
Regulatory Ethics: 1.00Taxes: 1.00Specialized Knowledge: 5.00
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 7.0 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 internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to:1. Repeat two best practices for crafting a caregiver agreement.2. Discuss one current trend in will execution.3. List two guidelines for communicating with the IRS.Field(s) of Study -- Taxes; Regulatory Ethics; Specialized Knowledge.
Robin Boren-Coleman Sexton is vice president and senior estate advisory specialist with Wells Fargo Wealth Management with over 25 years of experience. Ms. Boren-Coleman Sexton partners with high-net worth clients, internal wealth management specialists, and local professionals in the tax and legal communities to efficiently administer complex trusts and estates, and provide customized services to clients throughout Southern California. She earned her B.A. degree from American University and her J.D. degree from Thomas Jefferson School of Law.
Christopher L Cauble is a partner in the firm of Cauble & Whittington,LLP in Grants Pass practicing in the area of probate and trust litigation, including litigating claims; money that has been stolen by PR's or fiduciaries; defending or prosecuting will contests; and elder abuse litigation. He also deals with all estate and probate related tax issues. Mr. Cauble is admitted to practice in Oregon and before the U.S. Tax Court, U.S. District Court District of Oregon, as well as the 9th Circuit Court of Appeals and the United States Supreme Court. He earned his B.A. degree from Willamette University and his J.D. degree, cum laude, from Gonzaga University School of Law.
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