Red Lion Cheyenne
204 West Fox Farm Road
Cheyenne, WY 82007
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
The Wyoming State Board of Continuing Legal Education has granted 6.0 hours of Continuing Legal Education Credit, including 1.0 hour of ethics.
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. Identify two tax considerations in estate planning. 4. Distinguish between ethical and unethical practices. 5. Describe the choices involved with planning methods for controlling medical treatment. 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. Identify two tax considerations in estate planning. 4. Distinguish between ethical and unethical practices. 5. Describe the choices involved with planning methods for controlling medical treatment.
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 - Ethics: 1.00
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 1.0 hour of ethics.
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.
ANDREW G. OH-WILLEKE is a sole practitioner in Denver, Colorado, with 15 years of experience in medium sized and large law firms. His practice includes business transactions; tax planning; estate planning, including asset protection planning; commercial litigation in and out of bankruptcy court; probate administration; and tax litigation. Mr. Oh-Willeke is a past professor at the College for Financial Planning. He earned his J.D. degree, cum laude, from the University of Michigan. Mr. Oh-Willeke is admitted to practice law in Colorado and New York.
KELLSIE SINGLETON is a partner at Singleton Law Offices, LLC. She previously worked in the Wyoming Attorney General's Office and represented Wyoming Medicaid (Division of Healthcare Financing). While with the state, Ms. Singleton represented the agency in administrative hearings (eligibility and provider recovery) and represented Medicaid's interest in probate, estate recovery, and third-party liability matters. She graduated law school in 2015, with honors. During law school, she was the student director for the Estate Planning Practicum. While in that capacity, she prepared wills, powers of attorney, and advance health care directives for low-income individuals. While at the University of Wyoming She also interned at the University's Office of General Counsel, conducted legal research in the College of Business, and wrote for the Wyoming Law Review.
$339 / Each Additional
$329 / New Professional