Hilton Garden Inn Myrtle Beach/Coastal Grand Mall
2383 Coastal Grand Circle
Myrtle Beach, SC 29577
Regulatory Ethics: 1.00
Specialized Knowledge: 3.00
Chartered Advisor for Senior Living: 7.00
Chartered Financial Consultant: 7.00
Chartered Life Underwriter: 7.00
Registered Health Underwriter: 7.00
Course book included with all formats
Help Your Clients Meet Their Estate Planning Needs
Do you have a clear understanding of the basic tax issues, medical decisions, and planning documents that can complicate the estate planning and probate processes? Are you prepared to answer your clients' tough questions about planning for final wishes? Attend this seminar to gain insight into the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Register today!
This basic level seminar will provide fundamentals of drafting wills and trusts for:
including - Ethics: 1.00
This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 hours, of which 1.0 hour relates to ethical considerations.
including - Regulatory Ethics: 1.00 Specialized Knowledge: 3.00 Taxes: 3.00
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 live setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. State two statutory requirements for wills. 2. List at least three uses of living trusts in estate planning. 3. Describe the choices involved with planning methods for controlling medical treatment. 4. Identify two tax considerations in estate planning. 5. Distinguish between ethical and unethical practices. Field(s) of Study -- Regulatory Ethics; Taxes; Specialized Knowledge.
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 0.60 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. State two statutory requirements for wills. 2. List at least three uses of living trusts in estate planning. 3. Describe the choices involved with planning methods for controlling medical treatment. 4. Identify two tax considerations in estate planning. 5. Distinguish between ethical and unethical practices.
including - Ethics: 1.00
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.0 hours, including 1.0 ethics, of continuing legal assistant education credit required to maintain the CLA (Certified Legal Assistant) credential.
including - Chartered Advisor for Senior Living: 7.00 Chartered Financial Consultant: 7.00 Chartered Life Underwriter: 7.00 Registered Health Underwriter: 7.00
This seminar qualifies for 7.0 PACE (Professional Achievement in Continuing Education) credit hours for CLU, RHU, CASL and/or ChFC.
NBI, Inc. is a NFPA approved CLE provider.
R. MICHAEL MUNDEN is a tax attorney who has been practicing in Myrtle Beach since 1978, and is the principal of R. Michael Munden, Esq., P.A. He also holds the CPA, ChFC and CLU designations. Mr. Munden is a frequent speaker on tax, estate planning, probate and retirement plan topics. He is a certified public accountant in South Carolina (not currently actively practicing). Mr. Munden is a member of the Horry County and American bar associations, and the American Institute of Certified Public Accountants. He is a lecturer at the Wall College of Business at Coastal Carolina University and past chair of the Coastal Planned Giving Advisory Council. He earned his B.S. and J.D. degrees from the University of South Carolina, and his ChFC and CLU degrees from American College.
BRIAN T. TREACY is the owner of the Elder Law & Estate Planning Center, Brian T. Treacy, Esq. He has been practicing law for more than 30 years and has dedicated the past 23 years to elder law and estate planning. His law practice is primarily devoted to addressing the aging and financial issues facing elder citizens, their families, and the disabled community. Mr. Treacy has extensive experience in helping seniors and the disabled maximize resources, retain their independence for as long as possible, and protect their assets as the aging process progresses. He is licensed to practice law in South Carolina and New Jersey, and is accredited by the Veteran's Administration. In addition to state and local bar associations, Mr. Treacy is a member of the South Carolina Chapter of the National Academy of Elder Law Attorneys' Elder Law Section. He earned his undergraduate degree from the University of Rhode Island and his J.D. degree from Tulane School of Law.
THOMAS W. WINSLOW is a founding partner of Goldfinch Winslow, LLC, in Murrells Inlet, South Carolina. He has vast experience with medical malpractice, personal injury, employment law, criminal matters, real estate, probate, homeowners associations, police and jail misconduct, maritime law, and products liability. Mr. Winslow is admitted to practice in South Carolina and Washington, D.C., and before the U.S. District Court for the District of South Carolina. He is a certified mediator with the state of South Carolina. Mr. Winslow earned his B.A. degree from the University of South Carolina, his J.D. degree from Loyola School of Law, and his LL.M. degree in maritime law from the Charleston School of Law.
$339 / Each Additional
$329 / New Professional