Wyndham Garden Hotel - Austin
3401 South Interstate Highway 35
Austin, TX 78741
Tax Law: 6.75
Regulatory Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
Everything You Need to Know about Effectively Administering an Estate
Are you fully confident in your knowledge of the latest court and tax rules and the most effective transfer tools to ensure each client's estate is laid to rest according to the decedent's wishes, with minimal tax burden? This comprehensive instruction will give you all the skills you need to administer estates that include trusts and/or business interests without a hitch. Register today!
This basic level seminar is designed for:
including - Ethics: 1.00 Tax Law: 6.75
This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.75 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 - Regulatory Ethics: 1.00 Taxes: 1.00 Specialized Knowledge: 6.00
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 8.0 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. List two common forms of administration. 2. List the first steps of the estate administration process. 3. Explain key intestacy laws you must know. 4. Explain what happens when the trust becomes irrevocable. 5. Distinguish between ethical and unethical practices. 6. List at least two executor/trustee disputes. 7. Recall what estate and gift tax forms are used in estate administration and when. 8. List three items that must be included in the final accounting. Field(s) of Study -- Regulatory Ethics; Taxes; Specialized Knowledge.
NBI, Inc. is an IRS qualified sponsor of continuing professional education for Enrolled Agents.
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 0.70 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. List two common forms of administration. 2. List the first steps of the estate administration process. 3. Explain key intestacy laws you must know. 4. Explain what happens when the trust becomes irrevocable. 5. Distinguish between ethical and unethical practices. 6. List at least two executor/trustee disputes. 7. Recall what estate and gift tax forms are used in estate administration and when. 8. List three items that must be included in the final accounting.
MATTHEW JUSTIN BADDERS is an attorney with Drought, Drought, & Bobbitt LLP, San Antonio’s oldest law firm, where he represents and advises trustees, executors, and business owners. In addition to his law practice, Mr. Badders administers a diverse portfolio of real estate for his family. He was previously a senior vice president, trust officer, and development officer for Frost Bank. Mr. Badders earned his law degree from the University of Texas in Austin and his bachelor's degree in philosophy from Trinity University. (San Antonio location)
DEVIN BLACK is an attorney and principal with Black Law Firm, PLLC. Mr. Black counsels corporate, start-up, and non-profit clients in all facets of corporate matters, focusing on assisting clients in business, employment, and complex transactional matters. Additionally, his practice includes internal investigations, federal and state agency compliance, formation, contracts, non-disclosure agreements, non-compete agreements, estate planning, and assisting trustees and executors with estate administration. Mr. Black was unanimously elected the chair of the State Bar of Texas Business Organizations Manual Publication Committee and is a member of the Business and Litigation sections of the Austin Bar Association, the Williamson County Bar Association, and the American Bar Association. He earned his B.A. degree from California State University-Sacramento and his J.D. degree from the University of the Pacific. Mr. Black is admitted to practice in both federal and state courts in Texas and California. (Austin location)
DAVID H. MORRIS is managing partner of Morris & Wise in San Marcos, Texas, where his main areas of practice are probate, guardianship, real estate, business, corporations and general counsel. He is a member of the State Bar of Texas (section memberships include: Corporate Counsel, Real Estate, Probate and Trusts, Business, Litigation, Computer and Technology), the Hays County Bar Association, the Texas Land and Title Association, and the Central Texas Dispute Resolution Center (Advisory Board). Mr. Morris earned his B.S. degree from Texas State University, a diploma from the University of Houston College of Law and Universidad Panamericana Escuela de Derecha, and his J.D. degree from South Texas School of Law. (Austin and San Antonio locations)
KYLE ROBBINS is the founder and sole owner of The Law Offices of Kyle Robbins, PLLC. Mr. Robbins practices in the areas of trusts, power of attorney, wills and living wills, probate and estate planning. He received his B.S. degree from Oklahoma State University and his J.D. degree from the University of Texas School of Law. Mr. Robbins is a member of the State Bar of Texas, the Estate Planning Council of Central Texas, Austin Young Lawyers Association, and the Travis County Bar Associatio
JESSICA A. NEWILL is an attorney with Gardner Law. She is board certified in estate planning and probate law by the Texas Board of Legal Specialization. Ms. Newill serves as vice chair of the business section and head of the estate planning and probate practice. Her experience is in representing clients in estate planning, probate, complex trust and estate administrations, guardianship actions, and probate litigation. Ms. Newill is admitted to practice in Texas and Nevada. She earned her B.A. degree, magna cum laude, and J.D. degree from the University of Missouri at Kansas City. (San Antonio location)
ALEIDA A. VILLARREAL is an attorney with the Law Office of Aleida A. Villarreal, PLLC. She practices in the areas of wills, trusts, probate and elder law. Ms. Villarreal is a member of the State Bar of Texas and the National Association of Elder Law Attorneys (NAELA). She is also a member of the San Antonio Estate Planners Council and the San Antonio Bar Association. Ms. Villarreal earned her J.D. degree from Texas Tech University School of Law. (San Antonio location)
DELILAH D. WALTER is an attorney with the Weisinger Law Firm, PLLC, in Selma. Ms. Walter practices in the areas of estate planning, probate, guardianship, adoption and real estate law. She received her B.A. degree from the University of Texas at Austin and her J.D. degree from St. Mary’s University School of Law. (Austin and San Antonio locations)
$349 / Each Additional
$339 / New Professional