Understand All the Wealth Planning Options Available to Your Clients
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Understand All the Wealth Planning Options Available to Your Clients
Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today!
This basic level seminar is designed for the professionals involved in creating and administering trusts:
All times are shown in Eastern time
including - Ethics: 1.00
NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 8.0 hours of CLE credit in Rhode Island, including 1.0 of ethics.
including - Regulatory Ethics: 1.00 Specialized Knowledge: 7.00
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 8.0 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. Recall key definitions and abbreviations used in trust practice. 2. Explain the difference between living and testamentary trusts. 3. Recall the current estate/gift/GST tax exemption levels. 4. Explain when grantor trusts are used. 5. Provide a definition of a marital trust. 6. List at least two more trusts and explain when they're used. 7. Restate when a beneficiary qualifies for a special needs trust. 8. Distinguish between ethical and unethical practices.Field(s) of Study -- Regulatory Ethics; Specialized Knowledge.
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 8.0 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, attendee will be able to: 1. Recall key definitions and abbreviations used in trust practice. 2. Explain the difference between living and testamentary trusts. 3. Recall the current estate/gift/GST tax exemption levels. 4. Explain when grantor trusts are used. 5. Provide a definition of a marital trust. 6. List at least two more trusts and explain when they're used. 7. Restate when a beneficiary qualifies for a special needs trust. 8. Distinguish between ethical and unethical practices.
ROBERT E. BOLLENGIER is a sole practitioner with Robert E. Bollengier, Attorney/CPA, in Warwick, Rhode Island. His practice areas include federal and state taxation, probate, estate planning, wills, trusts, and corporate and business law. Mr. Bollengier has been a visiting instructor for Bryant University and Providence College. He earned his B.S. degree, magna cum laude, from Boston College; simultaneously earned his J.D. degree with his M.B.A. degree, highest honors, from St. Louis University; and his LL.M degree, cum laude, from Boston University. In addition, Mr. Bollengier earned a certificate of advanced graduate studies in estate planning from Bryant University and is currently working towards his CFP®, ChFC and CLU designations. He is a member of the Rhode Island and American bar associations, as well as the Rhode Island Society of Certified Public Accountants.
ERIC D. CORREIRA is the principal at Correira Law, Inc., where he concentrates his law practice in the areas of estate planning, elder law, business planning, trust, estate, and tax litigation. He has been named a Rising Star by Super Lawyers. Mr. Correira has published articles on a variety of estate planning topics, and is a lecturer on estate planning and asset protection for National Business Institute. He is the current editor in chief of the Rhode Island Bar Journal, and is a member of the National Academy of Elder Law Attorneys (NAELA). He is a member of The Florida Bar, Collier County Bar Association, and National Academy of Elder Law Attorneys (NAELA). Mr. Correira has appeared and successfully argued several state appellate court cases. These cases have included the proper interpretation of ambiguous provisions in estate planning documents and disqualifying transfers of assets under the Medicaid regulations. He is admitted to practice in Florida, Massachusetts, Rhode Island, the U.S. District Court, and the U.S. Tax Court. Mr. Correira earned his B.A. degree, with honors, from The George Washington University, and his J.D. degree and LL.M. degrees from Villanova University School of Law. He also completed Villanova's Estate Planning Certificate program.
BRITTANEE N. DONLEY is a partner with Kiernan Plunkett & Redihan where her practice focuses on insurance defense litigation, creditor’s rights litigation, civil litigation, and asset protection and estate planning. Prior to joining the firm, Ms. Donley served as a pro se staff attorney intern with the United States District Court for the District of Rhode Island, and also worked as a research assistant to the Dean of Roger Williams University School of Law. She received her B.A. degree, cum laude, from the University of South Florida and her J.D. degree, cum laude, from the Roger Williams School of Law. Ms. Donley became a certified mediator through the Roger Williams Mediation Program. She is admitted to practice in Rhode Island; U.S. District Court, District of Rhode Island; Massachusetts; and Connecticut.
MATTHEW J. LEONARD is counsel at Salter McGowan Sylvia & Leonard, Inc., where he has devoted his practice to handling the legal needs of individuals and their business interests through all stages of life, from basic to sophisticated estate planning, elder law, Medicaid planning, probate, trust and estate administration, real estate, business transactions, business creation, and related litigation. Mr. Leonard appears in probate and superior courts representing executors, administrators, guardians, trustees and beneficiaries. He appears before the Rhode Island Department of Human Services in support of client Medicaid applications. He is a frequent author and lecturer on various topics such as advanced estate planning, Medicaid planning, buying or selling a business and the probate process. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University School of Law. He is admitted to practice in Rhode Island, Massachusetts and Florida, as well as the federal courts of Rhode Island, Massachusetts and Connecticut. He is a member of the Rhode Island and Massachusetts bar associations, and The Florida Bar.
$339 / Each Additional
$329 / New Professional
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