Radisson Hotel Baltimore Downtown-Inner Harbor
101 West Fayette St
Baltimore, MD 21201
Regulatory Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
A Detailed Overview of Estate Planning Procedure and Strategy
Do you have all the knowledge and skills you need to draft tailored testamentary documents and minimize tax burdens for each of your clients? This two-day comprehensive course will become your ultimate guide to estate planning. From client intake through tax planning and business succession strategies, you will receive tips, sample forms and answers to your most pressing questions to help you excel. Get the latest knowledge on effective will and trust planning techniques - register today!
This basic level two-day seminar is designed for:
including - Ethics: 1.00
This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 12.0 hours of credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
including - Regulatory Ethics: 1.00 Specialized Knowledge: 6.00 Taxes: 7.00
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 14.0 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 at least two pieces of information to gain at client intake. 2. Explain how to verify testator's competency. 3. Recall the current federal estate tax rate and exemption level. 4. Recall two common methods of business succession. 5. Recall basic Medicaid eligibility requirements. 6. List two estate planning tools unavailable to unmarried clients. 7. Restate key parties of a trust. 8. List at least three powers of a personal representative. 9. Provide a definition of a revocable living trust. 10. Explain how ILITs are used for tax reduction. 11. Explain how an IDGT works. 12. List three common ethics mistakes made in estate planning. Field(s) of Study -- Specialized Knowledge; Taxes; Regulatory Ethics.
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 14.0 hours of CE credit for CFP® Certificants. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Upon completion of this course, attendee will be able to: 1. List at least two pieces of information to gain at client intake. 2. Explain how to verify testator's competency. 3. Recall the current federal estate tax rate and exemption level. 4. Recall two common methods of business succession. 5. Recall basic Medicaid eligibility requirements. 6. List two estate planning tools unavailable to unmarried clients. 7. Restate key parties of a trust. 8. List at least three powers of a personal representative. 9. Provide a definition of a revocable living trust. 10. Explain how ILITs are used for tax reduction. 11. Explain how an IDGT works. 12. List three common ethics mistakes made in estate planning.
RICHARD K. ABRAHAM is a member in the law firm of Abraham & Bauer, LLC, in Towson, Maryland. His practice focuses on elder law, including asset preservation, asset management in a fiduciary setting, medical assistance plans, medical assistance applications, guardianship, and special needs planning; estate and trust planning; and probate. Mr. Abraham is a member of the Maryland State Bar Association (Elder Law and Estate Planning sections); the Baltimore County Bar Association, where he has chaired different committees; the National Academy of Elder Law Attorneys (NAELA); and The Geriatric Assistance Information Network of Harford County. He is also a past member of the Baltimore City Bar Association and its Executive Committee. Mr. Abraham earned his B.A. degree from Ohio Wesleyan University and his J.D. degree from Capital University Law School, where he was the recipient of the Dean's Award. (Baltimore location)
MATTHEW B. BOGIN is a sole practitioner located in Chevy Chase, Maryland. He focuses his practice on estate planning and probate, estate and trust litigation, as well as some school/education law. Mr. Bogin earned his B.S. degree from The Wharton School and his J.D. and LL.M. degrees from Georgetown University Law Center. (Gaithersburg location)
RICHARD S. CHISHOLM is a shareholder with the law firm of WardChisholm, P.C., in Bethesda, Maryland. Mr. Chisholm focuses his practice on legal matters involving estate planning, estate administration, business planning, tax controversies, and tax law. He currently lectures at George Mason University School of Law and The Catholic University of America, where he teaches estate and gift taxation and estate planning. Also a certified public accountant, Mr. Chisholm earned his B.S. degree from Frostburg State University and his J.D. degree, with honors, from Howard University. He is a member of the Maryland State Bar Association, the American Bar Association, the Maryland Association of Certified Public Accountants, and the American Association of Attorney-Certified Public Accountants. (Gaithersburg location)
JENNA L. COHEN is an attorney at Hammond Law, LLC. She focuses her practice in the areas of estate planning, elder care, and long-term care planning. Ms. Cohen is a member of the National Academy of Elder Law Attorneys, and the Elder Law and Estates and Trusts sections of the Maryland State Bar Association. She graduated cum laude from Towson University with a bachelor's degree in gerontology and received her health law certificate from the University of Maryland School of Law. (Gaithersburg and Baltimore locations)
CHESTER H. HOBBS IV is a partner with the law firm of Bodie, Dolina, Hobbs, Friddell & Grenzer, P.C. His practice is focused on estate planning and administration, trust drafting and administration, and consumer bankruptcy and corporate law. Mr. Hobbs also handles commercial and residential real estate transactions for the firm. He is an agent for the Chicago Title Company and Commonwealth Land Title Company. Mr. Hobbs has taught estate and trust law at Stevenson University in Stevenson, Maryland. He is a member of the Baltimore Estate Planning Council (member, Board of Governors), the Baltimore County Bar Association, and the Maryland State Bar Association (member, Estates and Trusts Section). Mr. Hobbs earned his B.A. degree from the University of Baltimore and his J.D. and LL.M. degrees in taxation from the University of Baltimore School of Law. (Baltimore location)
MARC S. LEVINE is an attorney with Handler & Levine, LLC. Mr. Levine regularly represents individuals, including federal government employees, in preparing their estate plans consisting of wills, trusts, powers of attorney, health care directives and other estate planning tools; represents estates and trustees in regard to decedents' issues and estate tax returns; and represents small and medium-sized business owners in regard to their estate planning, succession planning and general business issues. In addition to teaching federal retirement seminars for the National Institute of Transition Planning, Mr. Levine teaches the Wills, Trusts & Estates class and the Probate in Maryland class at Montgomery College in Maryland. He is a member of the Board of Directors of the Estate Planning Council for Montgomery County, Maryland. Mr. Levine earned his B.A. degree from Boston University and his J.D. degree from the George Washington University Law School. (Baltimore location)
SHAKISHA A. MORGAN is an attorney with The Griffin Firm, PLLC, where she is an entrepreneur, attorney, and consultant practicing in the DMV. She has been a featured speaker and panelist at university lectures. She received her J.D. degree from Georgetown Law, and is also a graduate of Stanford University and a member of Alpha Kappa Psi, Professional Business Fraternity, Inc. Ms. Morgan is admitted to practice in the Court of Appeals of Maryland and the U.S. District Court for the District of Maryland. She is the president of the Women's Bar Association of Prince George's County and a member of the Maryland State Bar Association, the J. Franklyn Bourne Bar Association, the Prince George's County Bar Association, and Georgetown Law's Women's Legal Alliance. (Gaithersburg and Baltimore locations)
DARYL J. SIDLE is an attorney with the Baltimore law firm of Baxter Baker Sidle Conn & Jones, P.A., where he practices in the areas of tax, business and estate planning, mergers and acquisitions, and limited liability company law. Mr. Sidle has served as an instructor at the Johns Hopkins University School of Continuing Studies since 1989. He earned his B.A. degree, with honors, from Johns Hopkins University; his M.A. degree from Princeton University; and his J.D. degree, with honors, from the University of Maryland. Mr. Sidle is a member of the Bar Association of Baltimore City, the Maryland State Bar Association (member, Special Joint Committee on Maryland Limited Liability Company Act; Tax Section; Section Council), and the American Bar Association (member, S Corporations Committee, Tax Section). (Baltimore location)
ROBERT E. WARD has practiced as a tax attorney for over 37 years. He is the founder of WardChisholm, P.C., a firm of tax attorneys with offices in Bethesda, Maryland and Vancouver, British Columbia. In addition to practicing law, Mr. Ward was an adjunct faculty member for 29 years at George Mason University School of Law in Arlington, Virginia, where he taught courses on business planning, estate and gift taxation, and estate planning. He currently is an adjunct faculty member in the graduate tax program at Allard School of Law of the University of British Columbia, where he teaches classes on U.S. taxation and cross-border planning. Mr. Ward has also written numerous articles on business, tax, and estate planning topics. His most recent article is "Wonderland Redux: The Meaning of 'Willful'," 47 Bloomberg BNA Tax Management International Journal 582 (September 14, 2018). He is a member of the Bloomberg BNA Tax Management Advisory Board - U.S. International, and regularly contributes to its Leading Practitioner Commentary. Mr. Ward is a member of the Maryland State Bar Association (Tax Section), the Washington State Bar Association (Tax Section), and the State Bar of California (Tax Section). He is licensed by the Law Society of British Columbia as a practitioner of foreign law. He earned his B.A. degree from Northwestern University, his J.D. degree from the University of Santa Clara School of Law, and his LL.M. degree in taxation from Boston University School of Law. (Gaithersburg and Baltimore locations)
$525 / Each Additional
$555 / New Professional