Provide Your Clients with the Full Spectrum of Trust Options
Course book included with all formats
Provide Your Clients with the Full Spectrum of Trust Options
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!
This course is designed for attorneys. It will also benefit accountants, tax professionals, trust officers, and paralegals.
All times are shown in Eastern time
including - Regulatory Ethics: 1.00 Specialized Knowledge: 3.00 Taxes: 3.00
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, attendees should be able to: 1. Identify the main trust parties and their roles in the trust process. 2. List three phases of the trust lifecycle. 3. Provide the definition of a revocable living trust. 4. Recall at least three trusts used to reduce taxes. 5. List at least two types of grantor trusts.. 6. List two types of special needs trusts. 7. Provide one example of unethical behavior in trusts practice.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 7.0 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, attendees should be able to: 1. Identify the main trust parties and their roles in the trust process. 2. List three phases of the trust lifecycle. 3. Provide the definition of a revocable living trust. 4. Recall at least three trusts used to reduce taxes. 5. List at least two types of grantor trusts.. 6. List two types of special needs trusts. 7. Provide one example of unethical behavior in trusts practice.
JOHN R. BEDOSKY is of counsel to Hinman, Howard & Kattell, LLP, active in its estate planning practice group, and is a senior consultant with The Lustig Group, LLC. He has extensive experience representing individual and business clients in a variety of estate planning matters, including business succession planning; family wealth accumulation; preservation and transfer planning; estate and trust administration; fiduciary litigation; and related taxation matters. Mr. Bedosky has been an adjunct professor of law at the University of Minnesota Law School, the University of St. Thomas, and William Mitchell College of Law; an adjunct business taxation professor at the University of Minnesota’s Carlson School of Management; and a visiting professor of law at William Mitchell College of Law. He earned his B.S. degree, magna cum laude, from Villanova University, and his J.D. degree, magna cum laude, Syracuse Law Review, from Syracuse University College of Law. Mr. Bedosky earned his L.L.M. (estate planning) from the University of Miami School of Law.
LAUREN SHERRELL KAYWOOD is a senior vice president in trust services at Pinnacle Bank. Ms. Kaywood's role as trust advisor allows her to serve a variety of traditional trust and estate clients, as well as clients that require wealth management services. She has a deep commitment and interest in counseling clients in a variety of wealth, inheritance, probate, tax, and other end of life issues. Ms. Kaywood helps families and individuals effectively manage their assets and pass their wealth to children as efficiently as possible. She is a member of the Tennessee Bar Association and the Chattanooga Bar Association, and sits on the board of the Young Lawyer's Division of the Chattanooga Bar Association. Ms. Kaywood earned her undergraduate degree and M.B.A. degree from the University of Tennessee at Chattanooga and her J.D. degree from the University of Tennessee School of Law.
R. LANCE PRUITT is a family wealth director and senior vice president with the wealth management team of Venable Cantey Pruitt & Sexton. Mr. Pruitt is a financial advisor. He provides consultation and solutions to clients in the areas of estate planning, asset protection and business succession planning. Prior to his current employment, Mr. Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration and corporate law. He also is an adjunct professor at Tusculum College. Mr. Pruitt earned his B.S. degree from the University of Tennessee at Knoxville, J.D. degree from Southern Illinois University School of Law, and LL.M. degree in taxation from the University of Missouri-Kansas City School of Law.
$379 / Each Additional
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