Update Your Planning Approaches
Course book included with all formats
Update Your Planning Approaches
Trusts and estates practice has undergone significant changes in recent years. Major planning priorities and the tools used to accomplish them have now been replaced with new challenges, requiring a new set of skills and planning instruments. This legal course offers you a practical overview of what still works and how to fix or replace that which doesn't. Update your estate planning tools: register today!
This legal update is designed for attorneys. Accountants, tax professionals, estate planners, fiduciaries, and paralegals may also benefit.
All times are shown in Eastern time.
including - Regulatory Ethics: 1.00 Taxes: 2.50 Specialized Knowledge: 3.50
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 7.0 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 an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of estate planning and administration. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. State the current federal estate tax exclusion amount. 2. List at least two key provisions of the SECURE Act. 3. Recall two effects of the pandemic on estates practice. 4. List at least two tools used to plan for Medicaid nursing home eligibility.Field(s) of Study -- Taxes; Regulatory Ethics; Specialized Knowledge.
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 0.60 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 the current federal estate tax exclusion amount. 2. List at least two key provisions of the SECURE Act. 3. Recall two effects of the pandemic on estates practice. 4. List at least two tools used to plan for Medicaid nursing home eligibility.
LEONARD J.C. HARDESTY JR. is the founding attorney of Hardesty Law Group, PC, where his practice areas include corporate and business law, commercial and residential real estate, estate and gift tax planning, estate administration, and federal and state tax controversy. Mr. Hardesty is admitted to practice law in New Jersey and New York and before the U.S. District Court, District of New York, the U.S. District Court, District of New Jersey; and the U.S. Tax Court. He is a member of the New Jersey State Bar Association, Morris County Bar Association, New York State Bar Association, and the National Academy of Elder Law Attorneys. Mr. Hardesty earned his B.S. degree from Purdue University, his M.B.A. degree from the Stillman School of Business at Seton Hall University, his J.D. degree from Seton Hall University School of Law, and his LL.M. degree from the New York University School of Law.
BRIAN G. ISAACSON is a sole practitioner in Seattle at the Isaacson Law Firm. He is a member of the Academy of Attorney-CPAs, whose practice focuses on estate and trust tax planning and controversy, and Medicaid benefits planning. He is the co-author of a handbook titled, "Protect Your IRA, Avoid the 5 Common Mistakes." He received his B.A. degree from St. Martin's College, J.D. degree from Seattle University School of Law, and LL.M. degree, in taxation, from the University of Denver.
PAUL W. JONES is a partner is in the law firm of Hale & Wood, PLLC, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah; and his master's degree from Weber State University.
LOUIS A. SILVERMAN is an attorney at Silverman Law Offices, where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.
$379 / Each Additional