Help Your Clients Meet Their Estate Planning Needs
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!
including - Ethics: 1.00
This seminar meets the requirements of the NALA Certifying Board for 5.40 hours, including 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
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.
Get this course plus 12 months of unlimited CLE with an NBI OnDemand CLE Pass.