Administer Digital Assets, Real Estate, Trusts and More with Confidence
including -
Regulatory Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
Administer Digital Assets, Real Estate, Trusts and More with Confidence
Administering an estate requires impeccable attention to detail and a deep understanding of how assets are held, moved and taxed. This detailed program will show you how to handle an array of assets in probate. From real estate and trusts to more uncommon assets like digital currency, get the knowledge you need handle any eventuality. Hone your craft - register today!
This is a rebroadcast of the original webcast delivered by Marty G. Helle, George S. Peek & Louis A. Silverman on September 17, 2020. Faculty will be available to answer your questions after the program.
This legal guide to probate assets is designed for attorneys. It will also benefit accountants, executors, trust officers, paralegals and other professionals.
10:00 am - 5:00 pm Eastern Standard Time
including - Regulatory Ethics: 1.00 Specialized Knowledge: 6.00
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 an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of how to handle assets in probate. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Differentiate between probate and non-probate assets. 2. List four types of digital assets. 3. Explain what happens when a trust becomes irrevocable.Field(s) of Study -- Specialized Knowledge; Regulatory Ethics.
MARTY G. HELLE is a partner with the law firm of Hoversten, Johnson, Beckmann & Hovey, LLP, in Austin, Minnesota. Mr. Helle primarily practices in real estate, probate and related tax matters, and litigation. He also practices in the area of medical assistance and nursing home planning. Mr. Helle received two bachelor’s degrees from Iowa State University and graduated, with honors, from Drake University Law School. He is licensed to practice in Minnesota, Iowa, and Wisconsin.
GEORGE S. PEEK is a shareholder with Crivello Carlson, S.C. He concentrates his practice in the areas of secured lending and transactions, creditor/debtor litigation, business and commercial litigation, and products liability litigation. In the course of his practice, Mr. Peek also provides transactional services in the areas of business entity creation and dissolution, real estate, trusts, and estates. He is a member of the American and Milwaukee bar associations. Mr. Peek's bar admissions include the state of Wisconsin, the state of Illinois, the U.S. District Court for the Eastern District of Wisconsin, the U.S. District Court for the Western District of Wisconsin, and the U.S. Court of Appeals for the 7th Circuit. He earned his B.A. degree from the University of Nebraska-Omaha and his J.D. degree from Marquette University Law School.
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.
National Business Institute
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Eau Claire, WI 54702
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