Four Points by Sheraton Columbus Airport
3030 Plaza Properties Blvd.
Columbus, OH 43219
Behavioral Ethics: 1.00
Specialized Knowledge: 5.00
Course book included with all formats
Draft Enforceable Estate Planning Documents with These Practical Techniques
Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today!
This basic level seminar offers foundational will and trust drafting skills that will benefit:
including - Ethics: 1.00
This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.
including - Behavioral Ethics: 1.00 Taxes: 1.00 Specialized Knowledge: 5.00
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 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 a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. Describe how to verify the testator's competency. 2. Explain when a trust is preferable to a simple will. 3. List key tax issues associated with estate planning. 4. Recall what must be done to help the client delegate medical treatment decision-making power. 5. State the effect of marital agreements on estate planning. 6. Distinguish between ethical and unethical practices. Field(s) of Study -- Specialized Knowledge; Behavioral Ethics; Taxes.
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, attendee will be able to: 1. Describe how to verify the testator's competency. 2. Explain when a trust is preferable to a simple will. 3. List key tax issues associated with estate planning. 4. Recall what must be done to help the client delegate medical treatment decision-making power. 5. State the effect of marital agreements on estate planning. 6. Distinguish between ethical and unethical practices.
RICHARD D. BRINGARDNER is a sole practitioner in Dublin and practices as Bringardner Law, LLC. Mr. Bringardner focuses his practice in the areas of real estate law, estate planning, and business law. He is a certified specialist in estate planning, probate & trusts through the Ohio State Bar Association, and is also a title insurance agent. Mr. Bringardner earned his B.S. degree from Ashland University and his J.D. degree from Capital University. He previously has spoken for various professional groups on his areas of practice. Mr. Bringardner is a member of the Columbus (member, Real Property Law Committee, Probate Committee, Estate and Gift Tax Committee), Ohio State (member, Trust and Probate Section, Real Estate Section) and American bar associations.
ROBERT CHALOUPKA is the sole practitioner with The Law Office of Robert S. Chaloupka in Seven Hills, Ohio. He practices in the areas of estate planning, probate, tax, wills and trusts, estate administration, LLCs and partnerships. Mr. Chaloupka is admitted to practice in Ohio. He is a member of the Ohio State Bar Association and the Cleveland Metropolitan Bar Association. Mr. Chaloupka earned his B.A. degree, summa cum laude, from Case Western Reserve University and his J.D. degree from Case Western Reserve University School of Law.
PHILIP J. GAUER practices in the areas of workers' compensation, Social Security disability law, and estate planning and probate. He is a certified specialist in workers' compensation law through the Ohio State Bar Association. Mr. Gauer is a former assistant attorney general with the Ohio Attorney General's Office. He has been in private practice since 1995, and has had a solo practice since 2001. He is a member of the Ohio State Bar Association. Mr. Gauer received his B.S. degree from Miami University and his J.D. degree from the Capital University Law School.
CATHERINE M. MOSELEY is the owner of a local CPA firm. She is a registered tax preparer specializing in small businesses and individuals. Her firm’s services include, but are not limited to, individual and business consulting, accounting system design, as she is a QuickBooks ProAdvisor, tax planning and preparation including estates, trusts and non-profit organizations. A native of Ohio, Ms. Moseley is a graduate of Ohio University in Athens, Ohio and was awarded the 2006 Beta Alpha Psi Phillip F Muck Award-Accountancy Alumnus in Industry. In addition she is a second year award winner for the Five Star Professional award in the Cincinnati area. Ms. Moseley is also an active member of the Ohio Society of CPAs and has volunteered many committees and has been a frequent presenter at the Ohio Accounting Shows. And as a member of the Little Miami Chamber Alliance she was awarded the “5 under 5” Award in 2011. Furthermore, she is an advisory board member for the Linden Grove School and on the Finance Committee. Her firm prides itself on providing close, personal attention to each client. By offering flexible hours to fit busy schedules and customized services to meet needs, the firm views every client relationship like a partnership. From years of training and practice, technical expertise and financial acumen, Ms. Moseley takes pride in giving the client the assurance of commitment to excellence and is dedicated to deliver superior service with a personal and professional touch and looks forward to serving each client as a trusted advisor.
RYAN G. WELKER is an attorney with Resch, Root, Philipps & Graham, LLC in Dublin, Ohio. He practices in the area of estate planning and elder law. Mr. Welker is a member of the Columbus Bar Association; WealthCounsel, National Association of Estate Planning Attorneys; WealthCounsel, Ohio Network of Estate Planning Attorneys; and The Legal Aid Society of Columbus, pro bono volunteer. He received his B.A. degree from The Ohio State University and his J.D. degree from Capital University Law School.
$339 / Each Additional
$329 / New Professional