Course book included with all formats
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Gain the information you need with this comprehensive overview of the wide variety of trusts available. Order today!
Approved by The Florida Bar, this program may qualify for up to 8.0 general hours of CLER self-study credit including 1.0 hour of self-study ethics credit.
This course will qualify for 7.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program.
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.60 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
NBI, Inc. is a NFPA approved CLE provider.
JOHN PAUL BRATCHER is an attorney with Hahn Loeser & Parks LLP, where he focuses his legal practice in the areas of advanced estate planning, estate settlement and trust administration; business succession, domicile and charitable planning; probate and trust administration; and wealth preservation. He has extensive experience in all areas of estate and gift planning, including complex planning structures and advanced tax planning strategies. Mr. Bratcher also has a considerable amount of experience with administering estates of high-net-worth decedents, trust administration, and obtaining post-mortem tax savings for estates and beneficiaries. He also represents clients in the formation of tax-exempt organizations and receipt of tax exemptions from the IRS. Mr. Bratcher is admitted to practice in Florida and before the U.S. Tax Court. He earned his B.S. degree, cum laude, from Indiana Wesleyan University; his J.D. degree from Ohio Northern Pettit College of Law; and his LL.M. degree, with a certificate in estate planning, from Georgetown University Law Center.
JOHN T. CARDILLO is an attorney with Cardillo, Keith & Bonaquist, where he practices in the areas of estate planning, probate and trust administration, probate and trust litigation, guardianship, and civil litigation and trial practice. Mr. Cardillo is a member of the Florida RPPTL Section, The Florida Bar Grievance Committee, The Florida Bar, Naples Planning Advisory Board, and the American Inns of Court. He earned his B.A. degree from Boston College and his J.D. degree from Florida State University.
KEVIN CARMICHAEL, MS, JD, LLM, CPA, is a tax partner with the Naples office of Wood, Buckel & Carmichael, PLLC. He is admitted to practice before the U.S. District Court for the Middle and Southern districts of Florida, the U.S. Claims Court and the U.S. Tax Court. Mr. Carmichael is a certified public accountant and a member of the Florida Institute of Certified Public Accountants. His practice focuses primarily on matters concerning business entity law, federal and state taxation, international tax and tax controversy, tax-exempt organizations, estate planning and business succession planning law. He taught business law and cost accounting as an adjunct professor at Florida Gulf Coast University for six years. He taught income tax law at Ave Maria Law School in the spring of 2012; corporate tax in 2013; partnership tax in the spring of 2014, 2015 and 2016; and exempt organization tax law in the fall of 2014.
GREGORY NUSSBICKEL is an attorney with Nussbickel Law Firm, P.A. His current areas of practice include wills and trusts, probate and estates, business and contracts, and real estate. He is a past adjunct professor at Florida SouthWestern State College, teaching both business law and estate planning courses. The Department of Veterans Affairs has accredited him for Veterans advocacy and he also holds a real estate sales associate license. He is an honors graduate of FSU Law and a former legal extern at the Florida Supreme Court. After gaining experience with a respected national law firm, he later obtained a Master of Laws degree (LL.M.) from the University of Miami.August 22 - Tampa
GERALD R. COLEN is a partner with Colen & Wagoner, P.A., where he concentrates his practice of law in the areas of elder law, asset protection planning for individuals and business owners, special local government issues, real property and title insurance law, simple and complex estate planning, wills, trusts, and probate. He is a member of the National Academy of Elder Law Attorneys and the Academy of Florida Elder Law Attorneys. Mr. Colen served as city attorney for the City of St. Pete Beach, Florida for approximately 25 years. During that time, he was involved in innumerable different legal matters, including First Amendment issues, labor and employment grievances, sexual discrimination issues, civil rights, zoning and planning, constitutional law issues, entertainment law, and also the preparation and drafting of ordinances and resolutions. Presently, Mr. Colen is the district legal counsel to four separate community development districts located within Marion County, Florida. He is presently a member of The Florida Bar, the State Bar of Texas, and the Ohio State Bar Association. Mr. Colen received his B.A. degree from The Ohio State University and his J.D. degree from the University of Texas School of Law.
D. REP DELOACH III is an attorney in the Seminole law firm of DeLoach & Hofstra, P.A., where he practices in the areas of elder law, estate planning, and probate. Mr. DeLoach is board certified in elder law by The Florida Bar Board of Legal Specialization and Education. He has previously lectured for National Business Institute on elder law issues. Mr. DeLoach is a member of the National Academy of Elder Law Attorneys, the Florida Academy of Elder Law Attorneys, the Pinellas County Estate Planning Council, the Life Care Planning Law Firm Association, and the St. Petersburg and Clearwater bar associations. He earned his B.A. and J.D. degrees from Mercer University.
HARLEY S. HERMAN practices litigation, probate and general civil trial law as a managing partner of Herman and Herman, a Plant City law firm. He has taught estates and trust law at the FAMU College of Law and Business Law; criminal justice at Savannah State University; and numerous CLE courses for lawyers, accountants, and law-related professionals. Mr. Herman continues to mentor young attorneys through The Florida Bar's Lawyer to Lawyer program. In addition to his work in estates, trusts and elder law, Mr. Herman earned his LL.M. degree from Stetson University College of Law and his J.D. degree from the University of Florida Fredric G. Levin College of Law.
KAREN G. NOLAN is an attorney at the Tampa law firm of Wetherington Hamilton, P.A. Her practice concentrates on trusts and estate planning, Medicaid planning, special needs planning, probate and trust administration, guardianship, and elder law. Ms. Nolan is a member of the National Academy of Elder Law Attorneys; Academy of Special Needs Planners; Florida Guardianship Association; Elder Law and Real Property, Probate and Trust Law sections of The Florida Bar; and Hillsborough County Bar Association (Real Property, Probate and Trust Law Section). She has been an adjunct professor of legal studies at Seminole State College, teaching wills, trusts and estate administration, and legal research and writing courses; and she has also guest lectured at Barry University Dwayne O. Andreas School of Law. Ms. Nolan is admitted to practice in Florida. She received her B.A. degree from the University of Miami and her J.D. degree from Barry University Dwayne O. Andreas School of Law. While in law school, Ms. Nolan was a member of the Editorial Board of the Barry University Law Review, a legal research assistant, and served as a judicial intern in 18th Judicial Circuit Court in Sanford, Florida.
REGINA E. RABITAILLE is a partner with Nelson Mullins Broad and Cassel, where she focuses her practice primarily in the areas of probate, trusts and estates, and transfer tax controversy matters. This includes, without limitation, handling the full gamut of the administration of estates and trusts, preparing gift and estate tax returns, planning for the succession of closely held or family business, drafting sophisticated estate plan documents, asset protection planning, and handling many contested tax matters in the transfer tax area and contested matters of will and trust administration and interpretation. Ms. Rabitaille is a member of The Florida Bar. She received her B.S. degree, cum laude, from the University of Florida; her LL.M. degree from New York Law School; and her J.D. degree, cum laude, from the University of Florida Levin College of Law.