DoubleTree Suites by Hilton Hotel Atlanta - Galleria
2780 Windy Ridge Pkwy
Atlanta, GA 30339
CPE for Accountants
CPE for Accountants/NASBA - 7.00
IACET - 0.60
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-to-intermediate level seminar offers foundational will and trust drafting skills that will benefit:
Includes - Ethics - 1.00
This program is approved for 6.0 hours of continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of ethical considerations.
CPE for Accountants
CPE for Accountants/NASBA - 7.00
Includes - Behavioral Ethics - 1.00 Taxes - 1.00 Specialized Knowledge - 5.00NBI, 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 and refund, please contact our offices at (800) 930-6182.
IACET - 0.60
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.
AMY M. FLETCHER is an attorney with Martin Snow, LLP, in Macon, Georgia. She practices in the areas of taxation, corporate law, probate administration, employee benefits, trusts and estate planning. Ms. Fletcher earned her A.B. degree, magna cum laude, from Wesleyan College; her J.D. degree from Mercer University's Walter F. George School of Law; and her LL.M. degree in taxation from the University of Alabama School of Law. She maintains an active license as a certified public accountant and is a member of the State Bar of Georgia, Macon Bar Association, Towaliga Bar Association, and the Central Georgia Estate Planning Council. (Macon location)
JULIAN A. FORTUNA is an attorney at Taylor English Duma LLP, in Atlanta, where he focuses his practice on domestic and international tax planning and tax controversy matters. His experience spans the entertainment, manufacturing, hospitality, real estate, retail, health care, higher education and clean energy industries. Mr. Fortuna represents business and nonprofit entities, executives, and owners regarding all types of federal and state income, estate, and gift taxes. In tax controversies, Mr. Fortuna represents taxpayers in civil and criminal tax audits, investigations and administrative appeals before the Internal Revenue Service and various state, local and foreign taxing authorities, and in tax litigation before federal and state courts and tax tribunals. Prior to entering private practice, Mr. Fortuna was vice president and general tax counsel for InterContinental Hotels Group PLC, where he was responsible for structuring the international, federal, state and local tax impacts of mergers, acquisitions, dispositions and other corporate transactions, as well as construction projects, leases, exchanges, and other real and personal property transactions. He is a member of the Atlanta Bar Association (past chair, Tax Law Section) and the State Bar of Georgia (past chair, Taxation Section). Mr. Fortuna received his B.A. degree from the City University of New York, his J.D. degree from Rutgers University School of Law and his LL.M. degree from Emory University School of Law. He is also a certified public accountant. (Atlanta location)
DENNISE L. GRAYSON, attorney at the Law Offices of Dennise L. Grayson, LLC, focuses her practice on elder law, probate matters, and special needs planning. She is accredited by the United States Department of Veterans Affairs to represent veterans or their surviving spouses with pension benefits. Ms. Grayson assists her clients by drafting estate planning documents such as wills and trusts, powers of attorney, health care directives, and special needs trusts; representing families in guardianships and conservatorships; and assisting with life care plans to help clients (or their parents) age in place and maintain quality independent living. She also does long term care planning and applications for Medicaid and veterans benefits; and she handles probate matters and performs estate administration. Ms. Grayson is a member of the National Academy of Elder Law Attorneys (“NAELA”) and serves on the Board of Directors for the Georgia Chapter of NAELA. She is licensed to practice law in four states: Florida, Georgia, Connecticut and Arizona. (Athens location)
JENNIFER N. HASKINS provides assistance to individuals and families in preparing for the future and protecting their assets. She prepares wills, trusts, financial powers of attorney, advance directives for health care, special needs trusts, pet trusts, etc. Ms. Haskins assists surviving spouses in filing claims for year's support, and probating wills, as well as assisting families in the tough areas of Medicaid planning for future nursing home care and the contemplation of possible guardianships and conservatorships for their loved ones. Ms. Haskins is a member of the Leadership Macon Class of 2013, as well as a member of the Greater Macon Women’s Business Owners and the Macon Estate Planning Council. She earned her under graduate degree, magna cum laude, from Georgia College & State University, followed by earning her J.D. degree from Mercer Law School. (Macon location)
JAMES M. MISKELL is a principal in the Estate Planning Law Group of Georgia, James M. Miskell P.C., where he concentrates his practice in wills, trusts, estate planning, probate and elder law. He has litigated in nearly all courts in Georgia, including municipal, state and recorder’s court, probate court, superior court, the Court of Appeals, the Georgia Supreme Court, and federal courts. Mr. Miskell earned his B.S. degree from Clemson University and his J.D. degree from the University of Georgia School of Law. He is a member of the State Bar of Georgia (member, Fiduciary Law Section) and Lawyers with Purpose. (Atlanta location)
LINDA S. PACER is the principal of Pacer Law LLC, where she provides advocacy, advice and answers for aging individuals and their families, as well as estate planning. Her practice focuses on wills, trusts, powers of attorney, advance directives for health care, assisted living/nursing home issues, guardianships and conservatorships, and Medicaid planning. Ms. Pacer also represents elderly victims of financial abuse in securities arbitration and mediation proceedings before FINRA, and has successfully done so for over 25 years. She is a member of the State Bar of Georgia, the National Academy of Elder Law Attorneys, WealthCounsel and the Atlanta Bar Association. Ms. Pacer is the immediate past chair and current board member of the Atlanta Bar Association's Elder Law Section, and also a board member of the Estate Planning and Probate Section. She earned her B.A. degree, summa cum laude, in history and French from Daemen College in Amherst, New York; and her M.A. and Ph.D. degrees in history from the State University of New York at Buffalo. Ms. Pacer earned her J.D. degree from the University of Pennsylvania Law School, where she took several courses in conjunction with the Wharton School. She is admitted to practice before all Georgia state courts, the United States District Court for the Northern District of Georgia, and the Eleventh Circuit Court of Appeals; and is accredited to represent clients before the Veterans Administration. Ms. Pacer is also a member of the New York State Bar Association. (Athens and Atlanta locations)
JAMES E. PATTERSON is the founding attorney of The Law Offices of James E. Patterson, P.C., located in Forsyth, Georgia. Mr. Patterson specializes in family law, wills and probating estates. He’s been appointed a judge pro tem in Monroe County Probate Court if the court has a conflict of interest. Mr. Patterson is a member of the Towaliga Bar Association. He is also a special appointed attorney general, representing the Department of Family and Children Services. Mr. Patterson received his undergraduate degree from Valdosta State College, followed by earning his law degree from John Marshall Law School. (Macon location)
MICHAEL PEACOCK is a member with Ney Hoffecker Peacock & Hayle, LLC. He represents clients in general business and estate matters, including organization, operation, and dissolution of small businesses; contract preparation and negotiation; dispute resolution and business litigation; litigation of claims for professional/legal malpractice and breach of fiduciary duty; planning for estates and trusts; and probate and estate administration and litigation. He is a member of the Stonewall Bar Association. Mr. Peacock received his B.A degree, magna cum laude, from Boston University; and earned his J.D. degree, with honors, from Emory University School of Law. (Atlanta location)
WILLIAM D. RHOADS is an attorney with Smith, Gilliam, Williams & Miles, P.A., where his primary areas of practice include general estate planning, wills and trusts, business transactions, and providing tax advice for clients. In 2015, Georgia Trend magazine named Mr. Rhoads one of the State's Legal Elite in the areas of taxes and estates. He is admitted to practice in Georgia and all state and superior courts, Court of Appeals, and Supreme Court, as well as the U.S. District Court for the Northern District of Georgia. Mr. Rhoads is a member of the State Bar of Georgia and the Northeast Georgia Estate Planning Council. He earned his B.A. degree from Emory University, his M.P.A. degree from the University of Georgia School of Public and International Affairs, and his J.D. degree from the University of Georgia School of Law. (Athens location)
JENNY M. STANSFIELD is a partner at Martin Snow, LLP. Her primary areas of practice include business litigation; representation of creditors in consumer, commercial and agricultural bankruptcy; trusts, probate and estate planning; and guardianship. Ms. Stansfield is admitted to practice in all Georgia courts, as well as before the U.S. District Court and U.S. Bankruptcy Court for the Middle, Southern and Northern districts of Georgia, and the Eleventh Circuit Court of Appeals. She is a member of the Macon Bar Association; the State Bar of Georgia; the Central Georgia Estate Planning Council; the William Augustus Bootle Inn of Court; W. Homer Drake, Jr. Georgia Bankruptcy Inn of Court; and Career Women's Network of Macon, Inc. Ms. Stansfield earned her B.S. degree in accounting, cum laude, from the University of Kentucky Gatton College of Business and Economics, and earned her J.D. degree from Mercer University Walter F. George School of Law. (Macon location)
$349 / Each Additional