Estate Planning and Probate: 1.50
Course book included with all formats
The Latest Updates to Tax Rules and Planning Techniques
This practical legal update will get you up to speed on the year's developments in trusts and estates tax laws so you can make prudent decisions and offer your clients the best advice. Let our experienced faculty guide you through ongoing legislative developments, key rulings and changing IRS procedures, so you can enhance your tax planning strategies and ensure compliant returns - register today!
The essential update is for attorneys. Accountants, tax professionals, wealth managers, trust administrators/officers and paralegals will also benefit.
1:00 PM - 2:30 PM Eastern Standard Time
Presenter: Patti S. Spencer
including - Estate Planning and Probate: 1.50
This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.50 credit hours, of which 0.0 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 - Taxes: 1.50
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 1.50 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 internet-based setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendees should be able to: 1. Recall the current estate tax exemption. 2. State two recent tax changes. 3. List at least two planning approaches that account for the TCJA sunset provisions. Field(s) of Study -- Taxes.
PATTI S. SPENCER is an attorney with Metzger and Spencer, LLP, and the Spencer Law Firm LLC, in Lancaster, Pennsylvania, where she provides experience and depth in estate planning, trust and estate administration, complex tax consulting, charitable gift planning, wealth transfer vehicles and retirement plan consulting, and expert witness testimony. Ms. Spencer taught estate and gift tax for eight years as an adjunct professor at Boston University in the LL.M. program, and also was a former professor of trusts and estates at Boston University School of Law. In addition, she has spoken numerous times on topics related to her areas of expertise. Ms. Spencer is the author of a weekly column, "Taxing Matters," which appeared in the Lancaster Intelligencer Journal's Business Monday Section for 14 years. She also has written Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, which is updated annually. Ms. Spencer earned her B.A. degree from Dickinson College; her J.D. degree from Boston University; and her LL.M. degree from Boston University. She is a fellow of the American College of Trust and Estate Counsel.
$199 / Each Additional