DoubleTree by Hilton Hotel San Diego - Hotel Circle
1515 Hotel Circle South
San Diego, CA 92108
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 long-term care 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 activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 12.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
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 basic Medicaid eligibility requirements. 5. List two estate planning tools unavailable to unmarried clients. 6. Restate key parties of a trust. 7. List at least three powers of a personal representative. 8. Provide a definition of a revocable living trust. 9. Explain how ILITs are used for tax reduction. 10. Explain how an IDGT works. 11. 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 basic Medicaid eligibility requirements. 5. List two estate planning tools unavailable to unmarried clients. 6. Restate key parties of a trust. 7. List at least three powers of a personal representative. 8. Provide a definition of a revocable living trust. 9. Explain how ILITs are used for tax reduction. 10. Explain how an IDGT works. 11. List three common ethics mistakes made in estate planning.
PATRICIA L. ANDEL is a sole practitioner at the Law Office of Patricia L. Andel, A.P.C., with offices in Carlsbad and Big Bear. She has 33 years of experience as an attorney and is a certified specialist in estate planning, trust & probate law with the State Bar of California Board of Legal Specialization. Ms. Andel is admitted to practice in California and before the United States District Court for the Central District of California and the United States Court of Appeals for the Ninth Circuit. She is a member of the State Bar of California and the Bar Association of Northern San Diego County. Ms. Andel earned her B.S. degree, magna cum laude, from the University of Wisconsin-Eau Claire; and her J.D. degree, summa cum laude, from Pepperdine University School of Law. She was a full-time professor of law at Western State University College of Law in Fullerton, California and an adjunct professor of law at Whittier Law School in Costa Mesa, California. Ms. Andel also taught bar review courses for Fleming's Fundamentals of Law. She has served as a judge pro tem in Orange County and San Diego County.
ERIN BERANEK, Esq., is an attorney with The Ledger Law Firm; where she focuses her practice on estate planning and personal injury. Ms. Beranek is licensed to practice in California. She is a member of the State Bar of California, Consumer Attorneys of California, and Consumer Attorneys Association of Los Angeles (CAALA). Ms. Beranek earned her B.A. degree from UCLA and her J.D. degree from Loyola Law School.
DEETTE L. LOEFFLER is a partner in the San Diego law firm of Miller, Monson, Peshel, Polecek & Hoshaw. Ms. Loeffler's practice includes assisting individuals and businesses to minimize a variety of taxes, including income, property, estate, gift, and generation skipping taxes; preparing estate and gift tax returns; preparing premarital plans to minimize disputes; and estate plans to simplify transfers on incapacity/death. In addition to planning, she handles trust administrations and probates, and assists professional and business owner clients with entity formation and maintenance. Ms. Loeffler previously served as a judge advocate in the United States Army Reserve, she retired in 2014 after 24 years in that role. She is admitted to practice in the state of California. Ms. Loeffler is a member of the State Bar of California (Trusts and Estates, and Taxation sections), the San Diego County Bar Association (Trust and Estates, Taxation and Elder Law sections), the Probate Attorneys of San Diego, the San Diego Lawyer's Club, and the Estate Planning Group Network. Ms. Loeffler earned her B.A. degree from the University of Washington; her J.D. degree, cum laude, from Pepperdine University School of Law; and her LL.M. degree in taxation, summa cum laude, from the University of San Diego.
KIMBERLY McGHEE is a partner with Black & McGhee, A Professional Law Corporation, where she is an elder law attorney who focuses her practice on advocating and protecting her clients' best interests. She has a strong background in commercial litigation. Ms. McGhee possesses a broad range of experience in the areas of estate planning, elder law, long-term care planning, asset protection, retirement planning, banking, real estate, and legal ethics. She is a certified specialist in estate planning, trust and probate law by the State of California Board of Legal Specialization, certified elder law attorney (CELAÂ®) by the National Elder Law Foundation accredited by the California State Bar, and a VA accredited attorney. Ms. McGhee is a member of the state bars of California and Nevada, Southern California National Academy of Elder Law Attorneys (president), and the North County Bar Association, California Conference of Delegates (vice-chair). She earned her B.A. degree from the University of California, San Diego and her J.D. degree, magna cum laude, from California Western School of Law, San Diego.
BEN SCHWEFEL is an attorney with Bohm Wildish & Matsen LLP, where he works with individuals, families, trustees, executors, personal representatives, and small business owners, with his primary areas of practice being estate planning, asset protection, business formation, trust administration, probate, and trust litigation. Mr. Schwefel is admitted to practice in California. He earned his B.A. degree from the University of California at San Diego and his J.D. degree from the University of San Diego School of Law. Mr. Schwefel is a member of the Orange County Bar Association (Young Lawyers Division and Trust & Estates Section).
DANIELLE STROUD is a principal with Cannavino & Stroud, APC where she practices estate planning, probate, and trust administration law. Ms. Stroud is admitted to practice in California. She is a member of the State Bar of California and WealthCounsel. Ms. Stroud earned her B.A. degree from the University of Redlands and her J.D. degree from Chicago-Kent College of Law.
GEORGE A. VAUSHER is a partner with FitzGerald Yap Kreditor LLP. He is a certified specialist in estate planning, probate and trust law by the State Bar of California Board of Legal Specialization and is focused primarily on assisting clients with personal financial matters concerning their business organizations, tax, estates, trusts, contracts, asset protection, property ownership, and like matters. Mr. Vausher has extensive expertise in handling complex business issues, including shareholders, partnerships, limited liability companies, corporations, contracts, pre-nuptial and post-nuptial agreements, and like matters. He earned his B.S. degree from the University of Minnesota, his J.D. degree from Loyola Law School, and his LL.M. degree from New York University Law School. Mr. Vausher is a member of the State Bar of California, the Orange County Bar Association, the United States Tax Court, and is a certified public accountant.
BHASHINI WEERASINGHE is a solo practitioner with the Law Office of Bhashini Weerasinghe where her practice areas include estate planning and business law. Ms. Weerasinghe is admitted to practice in California. She is a member of the State Bar of California. Ms. Weerasinghe earned her B.A. degree from the University of California at Berkeley and her J.D. degree from New England School of Law in Boston. Since 2015, she has been selected as a Super Lawyers Rising Star.
$525 / Each Additional
$555 / New Professional