DoubleTree by Hilton Dallas - Love Field
3300 West Mockingbird Lane
Dallas, TX 75235
Estate Planning and Probate: 6.00
Tax Law: 6.00
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 Estate Planning and Probate: 6.00 Tax Law: 6.00
This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and legal assistants.
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.
EVALEEN M. DAVIS is the principal of the Law Office of Evaleen M. Davis in Plano. Ms. Davis has focused in estate planning, probate, corporate law, and tax planning, including compliance for exempt organizations, as well as asset protection. She is board certified in estate planning and probate law by the Texas Board of Legal Specialization. She has previously lectured on claims procedures in probate and is a frequent lecturer at the Dallas Police and Fire Pension System pre-retirement programs. Ms. Davis earned her B.A. degree from the University of Texas at Arlington and her J.D. degree from Texas Tech University School of Law.
MARILYN D. GARNER is an attorney with Marilyn D. Garner Law Office in Arlington. Ms. Garner practices in the areas of bankruptcy and estate planning. With more than 30 years of legal experience, she is equipped to handle a wide variety of legal services. In addition to widely respected debt relief practice, the firm is prepared to serve in the area of will and estate planning. Ms. Garner received her B.A. degree from Kent State University and earned her J.D. degree from Cleveland Marshal College of Law.
LAURA STARR is a partner with Starr Law Firm, P.C. Ms. Starr focuses her practice in the areas of estate planning, probate, guardianships and real estate transactions. She is a member of the Texas Bar College, and the Dallas (North Texas Probate Bench Bar Planning Committee), Plano, Collin County, Chicago, Illinois State and American bar associations. Ms. Starr received her B.S. degree from Texas Christian University and earned her J.D. degree, with a business law certificate, from DePaul University College of Law.
PAUL F. WRIGHT is a senior partner with The Wright Firm LLP, and the managing partner of the firm’s Dallas office. His practice concerns fiduciary and business litigation, contested and uncontested probate and guardianship matters, as well as estate and business planning. His litigation practice focuses on resolving estate and trust disputes, as well as representing closely-held and middle-market businesses. Mr. Wright’s transaction practice involves counseling individuals, families, widows, business owners and professionals (primarily physicians) in estate and tax planning; wealth preservation; post-divorce planning; and asset rehabilitation and advising business owners regarding on-going legal matters that affect businesses. Mr. Wright is a licensed attorney and a certified public accountant and is board certified in estate planning and probate law by the Texas Board of Legal Specialization. He is a member of the Dallas Bar Association, the American Bar Association, the Texas Society of CPA’s, the National Academy of Elder Law Attorneys, and the National College of Probate Judges. Mr. Wright earned his B.S. degree in accounting from the University of North Texas, his M.S. degree in taxation from the University of North Texas, and his J.D. degree from South Texas College of Law.
$349 / Each Additional
$339 / New Professional