NALA - 6.00
Course book included with all formats
People don't like to contemplate their own death, but they do need to consider what will happen to their assets when they die. Tax issues, medical decisions, and a wide range of planning documents make the process even more complicated. But you can give your clients peace of mind by creating effective wills and trusts that carry out all of their wishes.
This comprehensive guide will help you master the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents such as powers of attorney. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Tackle the ethical issues related to estate planning, both from the attorney's perspective and from that of the client who must make end-of-life medical decisions. Have the skills and information you need right at your fingertips-order today!
Includes - Ethics - 1.00 Estate Planning and Probate Law - 6.00
NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program may qualify for up to 6.0 hours of online CLE credit, including 1.0 ethics. No more than 6.0 hours of online CLE credit may be earned during a reporting period. This program qualifies for Estate Planning and Probate Law specialization certification credit.
NALA - 6.00
Includes - Ethics - 1.00
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 in addition to a general civil practice he focuses on the areas of estate planning, administration, and litigation, especially fiduciary litigation. He is a member of the North Carolina State Bar Association, North Carolina Bar Association and the 15-B Judicial District Bar and is admitted to practice before the U.S. District Court, Western District 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.
JAMES F. MORGAN is a member of Morgan, Herring, Morgan, Green & Rosenblutt, L.L.P. His areas of practice include personal injury, probate, wills, trials, zoning and governmental relations. Mr. Morgan is a member of the North Carolina Trial Lawyers Association and a member of the North Carolina Counsel of Bar Presidents. His bar admissions include North Carolina and the U.S. District Court, Middle District of North Carolina. He earned his B.A. degree from Guilford College and his J.D. degree from Cumberland School of Law, Samford University, Birmingham, Alabama.