Hilton Garden Inn Huntsville/Space Center
4801 Governors House Drive SW
Huntsville, AL 35805
including -
Ethics: 1.00
including -
Behavioral Ethics: 1.00
Taxes: 1.00
Specialized Knowledge: 6.00
including -
Chartered Advisor for Senior Living: 8.00
Chartered Financial Consultant: 8.00
Chartered Life Underwriter: 8.00
Course book included with all formats
A Step-By-Step Guide to Estate Administration
Designed for attorneys who are new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today!
This basic level seminar is designed for professionals who want to be more effective in the estate administration process, such as:
including - Ethics: 1.00
This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.70 credit hours, including 1.0 ethics credits.
including - Behavioral 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, attendees should be able to: 1. State from recall what the difference between formal and informal proceedings are. 2. Repeat what the laws of intestacy are and how they apply to estate administration. 3. Explain the sample forms and documents needed to marshal assets. 4. Recall how to properly handle late and contested claims. 5. Describe how to handle jointly-held assets. 6. List the forms needed in filing and payment of federal and state estate tax returns. 7. Describe proper settlement of the estate. 8. Restate what the breach of fiduciary responsibility is. Field(s) of Study -- Taxes; Behavioral Ethics; Specialized Knowledge.
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 8.0 hours of CE credit for CFP® Certificants. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Upon completion of this course, attendees should be able to: 1. State from recall what the difference between formal and informal proceedings are. 2. Repeat what the laws of intestacy are and how they apply to estate administration. 3. Explain the sample forms and documents needed to marshal assets. 4. Recall how to properly handle late and contested claims. 5. Describe how to handle jointly-held assets. 6. List the forms needed in filing and payment of federal and state estate tax returns. 7. Describe proper settlement of the estate. 8. Restate what the breach of fiduciary responsibility is.
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, attendees should be able to: 1. State from recall what the difference between formal and informal proceedings are. 2. Repeat what the laws of intestacy are and how they apply to estate administration. 3. Explain the sample forms and documents needed to marshal assets. 4. Recall how to properly handle late and contested claims. 5. Describe how to handle jointly-held assets. 6. List the forms needed in filing and payment of federal and state estate tax returns. 7. Describe proper settlement of the estate. 8. Restate what the breach of fiduciary responsibility is.
including - Chartered Advisor for Senior Living: 8.00 Chartered Financial Consultant: 8.00 Chartered Life Underwriter: 8.00
This seminar qualifies for 8.0 PACE (Professional Achievement in Continuing Education) credit hours for CLU, CASL and/or ChFC.
SARA G. BRAGDON is an attorney with the law firm of Akridge & Balch P.C., where her areas of practice include probate, litigation, and collections. She is a member of the Lee County Bar Association, Lee County Young Professionals, and the State Bar of Georgia. Ms. Bragdon is licensed to practice in Alabama and Georgia. She earned her B.A. degree from Auburn University and her J.D. degree from the Thomas Goode Jones School of Law.
M. BARRETT BROWN is a sole practitioner whose office is located in Dothan, Alabama. He handles a general practice law firm with a focus on Social Security disability cases. Mr. Brown earned his B.A. degree from the University of Alabama and his J.D. degree from the University of Alabama School of Law.
JOSEPH C. DENISON is a partner in the law firm of Denison and Denison, P.C., where his practice focuses on estate, tax, and business planning, including revocable, irrevocable and charitable trusts; family limited partnerships; private foundations; asset protection; and tax reduction methods. Mr. Denison was a law professor at Regent University School of Law in Virginia Beach, Virginia, where he taught in the areas of income tax, estate and gift wills, wills, trusts, estates, and estate planning. He also has taught charitable trust techniques to a national audience of estate planning attorneys and estate planning and asset protection techniques to professional groups and the general public throughout the country. Mr. Denison earned his B.S. degree from the University of Alabama; his M.B.A. degree from Samford University; his J.D. degree from Oral Roberts University School of Law; and his LL.M. degree, jointly, from the University of Alabama and the University of Florida. He is a member of WealthCounsel, the Advisors Forum, the Christian Legal Society, The Florida Bar (member, Elder Law Section), Virginia Bar Association (member, Trusts and Estates Section), and the Alabama State Bar (member, Real Property, and Probate and Trust sections).
P. DAVID MATHENY is a sole practitioner with P. David Matheny, P.C., in Bay Minette, Alabama, who has been practicing law in Baldwin County for 20 years. His trial experience includes contested probate cases and complicated divorces and his practice is focused on domestic and probate matters. Mr. Matheny served as the first county conservator for Baldwin County, Alabama, and was appointed by the probate court to manage the assets of those elderly or disabled persons who were not able to manage their own affairs. He serves as court representative or guardian ad litem in numerous probate court proceedings. Mr. Matheny also served as a part-time special assistant attorney general for the state of Alabama. He earned his B.S. degree from Mississippi State University and his J.D. degree from Mississippi College School of Law.
December 17 - HuntsvilleRODNEY EDMONDSON is a partner with McLaughlin & Edmondson, LLC, where he practices in the areas of estate planning and probate, personal injury, and municipal matters. Prior to his joining the firm, Mr. Edmondson was an assistant district attorney for the district attorney's office in Marshall County, Alabama. He is admitted to the Alabama State Bar and is a member of the Marshall County Bar Association. Mr. Edmondson is admitted to practice in all Alabama state and federal courts, and before the U.S. Court of Appeals for the Eleventh Circuit. He earned his B.A. degree from Faulkner University and his J.D. degree from Jones School of Law.
BETHANY ELLISON MALONE is a sole practitioner in Tuscumbia, Alabama. Her areas of practice are focused on probate, estate planning, business law, and juvenile law. Ms. Malone is a member of the Alabama State Bar. She earned her B.B.A. degree, summa cum laude, from the University of North Alabama; and her J.D. degree, cum laude, from Cumberland School of Law.
L. THOMAS RYAN JR. is a founding partner of the law firm of Ryan Hicks Cumpton & Cumpton, LLP, and is the managing partner in the firm's Huntsville office. He is a frequent speaker on estate planning and elder law topics, and regularly presents educational seminars for public and private audiences. Mr. Ryan is a member of the Alabama State Bar (Elder Law, and Real Property, Probate and Trust Law sections), Huntsville Madison County Bar Association, National Academy of Elder Law Attorneys, Lawyers With Purpose, and the American Academy of Estate Planning Attorneys. He served as a bar commissioner for the 23rd Judicial District of the Alabama State Bar from 2003 to 2012. Mr. Ryan served as a board member (and past chair) of the Huntsville Madison County Volunteer Lawyers Association, a group of volunteer lawyers providing legal advice and representation to low income residents of Madison County. He is admitted to practice before all courts in the state of Alabama, as well as the U.S. Court of Appeals for the Eleventh Circuit. Mr. Ryan earned his B.S. degree from the University of Alabama and his J.D. degree from the University of Alabama School of Law.
CURTIS WHITMORE is an attorney with Crumbley-Blackwell & Associates, P.C., where he focuses his practice on estate planning, elder law, conservator and guardianship, estates, small business needs, bankruptcy, and a variety of civil matters. Mr. Whitmore earned his J.D. degree from The University of Alabama, School of Law. He is admitted to practice in the state courts of Alabama, as well as before the United States District Court, Northern Division of Alabama, and the U.S. Bankruptcy Court.
December 19 - BirminghamCRAIG A. ALEXANDER is a partner in the Birmingham, Alabama office of Rumberger Kirk & Caldwell and has 38 years of experience as a civil litigation attorney. Mr. Alexander is admitted to practice in all courts in the state of Alabama, in the U.S. Court of Appeals for the Eleventh Circuit, and the U.S. Supreme Court. In addition to his law practice, he is an adjunct law professor at the University of Alabama School of Law, where he teaches Alabama civil practice and procedure. Mr. Alexander's practice includes the representation of attorneys in bar disciplinary matters and the counseling of bar applicants with potential character and fitness issues. He regularly speaks on the subject of legal ethics and professionalism. He is a member of the Association of Professional Responsibility Lawyers, the ABA Center for Professional Responsibility, the Defense Research Institute's Lawyers' Professionalism and Ethics Committee. Mr. Alexander also is a member of the Alabama Defense Lawyers Association, serving as the chair of its Amicus Curiae Committee. He earned his undergraduate degree from the University of Alabama and his J.D. degree from the George Washington University Law School.
GARY CULP, Esq., is a CPA and senior manager with Snow & Associates. He focuses his practice in a wide range of services to individuals and businesses, including in the areas of estate and trust planning, and tax management. Mr. Culp earned his B.A. and M.D. degrees from Auburn University.
THAD A. DAVIS is a member with The Law Offices of Davis & Davis, LLC in Birmingham, Alabama. He focuses his practice on trusts and estates with an emphasis on litigation. Mr. Davis represents fiduciaries and beneficiaries in trust and estate cases and related controversies, including will contests, spousal elective share proceedings, common law spouse claims, fiduciary accounting cases, intra-family business, and real estate litigation. Outside of litigation, he assists families of deceased persons in trust and probate administration. Mr. Davis also advises clients in planning their estates to accomplish their goals for distribution of assets to beneficiaries while minimizing tax liability. He earned his A.B. degree, cum laude, from Duke University; his J.D. degree, magna cum laude, from the University of Alabama School of Law; and his LL.M. degree, in taxation, from the University of Florida.
SARA DOTY is a sole practitioner whose practice is based out of Huntsville, Alabama. Ms. Doty practices in the areas of special needs planning, estate planning, probate, family law and divorce, adoption, and bankruptcy. She graduated with her B.S. degree from Athens State University and she earned her J.D. degree from Birmingham School of Law. Ms. Doty is a member of the Alabama State Bar, the Huntsville-Madison County Bar Association and the American Bar Association. She also volunteers with the Madison County Volunteer Lawyers Program.
SIDNEY C. SUMMEY is a shareholder with the law firm of White, Arnold & Dowd, P.C., and head of the firm's probate, trust, and elder law department. His practice involves guardianships and conservatorships, decedent's estates, trusts, the representation of conservators of the estates of minors and incapacitated adults who have received personal injury awards, special needs trusts, elder law, and litigation related to those areas. Mr. Summey has served as the general county conservator and guardian for Jefferson County. Mr. Summey is a frequent lecturer on basic and advanced probate and trust law, probate for litigators, special needs trusts, Medicaid issues, and elder law. He has served on the faculty of the Birmingham School of Law, where he taught trusts and elder law, and as an adjunct faculty of the Samford University Cumberland School of Law for five years, teaching courses in residential and commercial real estate transactions. Mr. Summey has been certified as a national certified guardian by the National Center for Guardianship Certification. He is a charter member of the Elder Law Section of the Alabama State Bar, a member of the National Academy of Elder Law Attorneys and the National Guardianship Association, and past chairman of the Probate Section of the Birmingham Bar Association. Mr. Summey is a member of the Alabama Association for Justice and is admitted to practice before all state and local federal district courts, the U.S. Tax Court, the U.S. Court of Appeals for the Fifth Circuit, and the U.S. Court of Appeals for the Eleventh Circuit. He earned his A.F.A degree from Young Harris College in Georgia, his B.A. degree from Gardner Webb University in North Carolina, his J.D. degree from Samford University Cumberland School of Law, and has further studied at the University of Nice in France.
CLINT C. THOMAS is a sole practitioner whose office is located in Calera, Alabama. Mr. Thomas maintains a general practice firm and has experience practicing in almost all areas of law. The cases he has handled span the legal spectrum from probate, wills, trusts and estate planning, family and divorce law, and adoptions, to real estate, personal injury, and criminal defense. Mr. Thomas taught as an adjunct professor for eleven years at Birmingham School of Law where he taught contracts, law office practice and commercial law. He earned his B.S. degree from Auburn University, his J.D. degree from Cumberland School of Law at Samford University, and his LL.M. degree in Taxation from the University of Alabama School of Law.
National Business Institute
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