168 South Los Robles
Pasadena, CA 91101
Behavioral Ethics: 1.00
Specialized Knowledge: 5.00
Course book included with all formats
Draft Enforceable Estate Planning Documents With These Practical Techniques
Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today!
This basic level seminar offers foundational will and trust drafting skills that will benefit:
including - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
including - Behavioral Ethics: 1.00 Taxes: 1.00 Specialized 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 live setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. Describe how to verify the testator's competency. 2. Explain when a trust is preferable to a simple will. 3. List key tax issues associated with estate planning. 4. Recall what must be done to help the client delegate medical treatment decision-making power. 5. Distinguish between ethical and unethical practices. 6. State the effect of marital agreements on estate planning. Field(s) of Study -- Specialized Knowledge; Behavioral Ethics; Taxes.
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. Describe how to verify the testator's competency. 2. Explain when a trust is preferable to a simple will. 3. List key tax issues associated with estate planning. 4. Recall what must be done to help the client delegate medical treatment decision-making power. 5. Distinguish between ethical and unethical practices. 6. State the effect of marital agreements on estate planning.
January 21 - San Bernardino
HERB CHAVERS is the owner of Herb Chavers, APLC, where he practices in the areas of estate planning, long term care planning, Medi-Cal crisis planning, Veterans planning, and trust administration. Mr. Chavers is an estate planning, trust and probate law specialist as certified by the State Bar of California, Board of Legal Specialization and accredited for the preparation, presentation, and prosecution of claims for Veterans benefits before the Department of Veterans Affairs. He is admitted to practice in California. Mr. Chavers is member of the State Bar of California, Riverside County Bar Association, California Association of Nursing Home, WealthCounsel, ElderCounsel, and the Riverside Estate Planning Council. He earned his B.S. and B.A. degrees from California Baptist College and his J.D. degree from Western State University College of Law.
ANDREW W. GILLILAND is a sole practitioner with Andrew W. Gilliland, Attorney at Law with offices in Riverside, California and Salt Lake County, Utah. He loves working with clients to resolve their planning needs focusing his practice on estate planning, probate, and guardianship. Mr. Gilliland has a diverse background in working with clients in estate planning, business, and taxation. He is licensed to practice in California and Utah. Mr. Gilliland earned his B.A. degree from Brigham Young University, his J.D. degree from the University of Utah S.J. Quinney College of Law, and his LL.M. degree in taxation from the Fredrick G. Levin College of Law at the University of Florida.
R. SAM PRICE is the managing attorney of the growing boutique law practice, Price Law Firm, APC, where he focuses his practice on estate planning, probate and trusts. Mr. Price is certified as a specialist in estate planning, trust & probate law by the California Board of Legal Specialization. He represents clients in probate matters and prosecutes and defends clients in probate and trust litigation. Mr. Price assists clients with protecting their family through estate planning and helps successor trustees administer trusts after the passing of the settlor. He earned his B.A. degree in business administration from California State University; his J.D. degree, cum laude, from Western New England College School of Law; and his LL.M. degree in taxation from New York University School of Law.
January 24 - Pasadena
DEBORAH BALLINS SCHWARZ practices with DBS Law Group, a Professional Corporation, that focuses on the needs of seniors and the disabled, bringing with her more 37 years of experience as a lawyer. Her practice focuses on planning and collaboration of resources for the special needs community along with providing a comprehensive analysis for long term care needs, customized estate planning, and assessment of government benefits, including Veteran's benefits and Medi-Cal. Ms. Ballins Schwarz also handles contested conservatorships with the goal of maintaining her client's or a loved one's dignity, should a conservatorship be necessary to protect them due to her extensive litigation background. She is a certified specialist in estate planning, trust & probate law by the State Bar of California; and is a VA certified attorney. Ms. Ballins Schwarz graduated from Loyola Law School and was a member of the Law Review. She received her LL.M. degree in taxation from Loyola Law School.
SUSANNE B. COHEN is of counsel with Hahn & Hahn LLP, where she is a member of the firm's trusts and estates and litigation practice groups. Ms. Cohen is experienced in advising and representing clients in trusts and estates and elder financial abuse litigation. She advises and assists clients with trusts, estates, and conservatorship administration matters. Ms. Cohen also advises and assists clients with estate and special needs planning and represents fiduciary clients in court supervised cases. She is a contributing author for CEB and Matthew Bender practice guides on conservatorships, trust litigation, and Medi-Cal planning. She is a member of the State Bar of California, the State Bar of Arizona, the Bar Association of San Francisco, the East Bay Trusts & Estates Lawyers, and the Academy of Special Needs Planners. Ms. Cohen earned her B.A. degree from Vasser College and her J.D. degree from Loyola Law School of Los Angeles.
JONATHAN D. PRIMUTH is a partner at Primuth, Driskell & Terzian, LLP, in Pasadena, California. He focuses his practice on estate planning and administration. Mr. Primuth practiced at the international law firms of Latham & Watkins; and Paul, Hastings, Janofsky & Walker, handling a wide variety of civil litigation and transactional matters for large and medium sized businesses. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association (Trusts and Estates Section), and the State Bar of California (Trusts and Estates Section). Mr. Primuth earned his J.D. degree from the University of California, Los Angeles (UCLA) School of Law, where he interned for the Honorable William P. Gray in the United States District Court.
$389 / Each Additional
$379 / New Professional