Hyatt Place Atlanta/Cobb Galleria
2876 Spring Hill Parkway
Smyrna, GA 30080
Regulatory Ethics: 1.00
Specialized Knowledge: 3.00
Chartered Advisor for Senior Living: 7.00
Chartered Financial Consultant: 7.00
Chartered Life Underwriter: 7.00
Registered Health Underwriter: 7.00
Course book included with all formats
Help Your Clients Meet Their Estate Planning Needs
Do you have a clear understanding of the basic tax issues, medical decisions, and planning documents that can complicate the estate planning and probate processes? Are you prepared to answer your clients' tough questions about planning for final wishes? Attend this seminar to gain insight into the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Register today!
This basic level seminar will provide fundamentals of drafting wills and trusts for:
including - Ethics: 1.00
This program is approved for 6.0 hours of continuing legal education credit with the Commission on Continuing Lawyer Competency of the State Bar of Georgia, which includes 1.0 hour of ethical considerations.
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 live setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. State two statutory requirements for wills. 2. List at least three uses of living trusts in estate planning. 3. Identify two tax considerations in estate planning. 4. Distinguish between ethical and unethical practices. 5. List at least two instruments used to plan for incapacity. Field(s) of Study -- Regulatory Ethics; Taxes; Specialized Knowledge.
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. State two statutory requirements for wills. 2. List at least three uses of living trusts in estate planning. 3. Identify two tax considerations in estate planning. 4. Distinguish between ethical and unethical practices. 5. List at least two instruments used to plan for incapacity.
including - Ethics: 1.00
This seminar meets the requirements of the NALA Certifying Board for 6.0 hours, including 1.0 ethics, of continuing legal education credit required to maintain the CP(Certified Paralegal) credential.
including - Chartered Advisor for Senior Living: 7.00 Chartered Financial Consultant: 7.00 Chartered Life Underwriter: 7.00 Registered Health Underwriter: 7.00
This seminar qualifies for 7.0 PACE (Professional Achievement in Continuing Education) credit hours for CLU, RHU, CASL and/or ChFC.
NBI, Inc. is a NFPA approved CLE provider.
March 23 - Macon
MANDY MOYER is the founder and managing attorney of Georgia Probate Lawyers Moyer, LLC, a boutique firm focused on helping families navigate the legal processes after the death or disability of a family member. Ms. Moyer's practice handles probate and estate administration, trust administration, and adult guardianships and conservatorships exclusively. She handles both uncontested and contested cases. She is a frequent speaker and writer on fiduciary law topics. Ms. Moyer is the current president of the Forsyth County Bar Association, a member of the Board of Directors of the Young Lawyers Division of the State Bar of Georgia, chair of the Young Lawyers Division's Estate and Elder Law Committee, and co-chair of the Fiduciary Law Section's Intranet Committee. She is admitted to practice in the state of Georgia. Ms. Moyer earned her B.S. degree, summa cum laude, from Kennesaw State University and her J.D. degree from the University of Georgia.
KORT D.L. PETERSON is of counsel with Adams Hemingway Wilson Rutledge LLC, where he practices in the areas of estate and tax planning, and corporate and transactional law. Mr. Peterson assists clients with the design and implementation of sophisticated estate and business succession plans, helping guide clients through administrating complex trusts and estates. He also advises businesses on a wide variety of tax issues, including the formation and operation of captive insurance companies. He represents clients before the IRS and the U.S. Tax Court. Mr. Peterson is a member of the Federalist Society and the Macon Bar Association. He received his B.S. degree, summa cum laude, from Kennesaw State University; his J.D. degree from Washington & Lee University School of Law; his LL.M. degree in taxation from Georgetown University Law School; and a certificate in estate planning from Georgetown University Law Center.
TANNER W. PITTMAN is the founding partner of the law firm of Tanner Pittman, LLC, in LaGrange, Georgia. Mr. Pittman practices in estate planning, probate litigation, and general civil litigation. He earned his B.A. degree, magna cum laude, from Clemson University; and his J.D. degree, with honors, from the University of Georgia School of Law. Mr. Pittman is a member of the American Bar Association and State Bar of Georgia; and is admitted to practice before the Georgia Supreme Court, the Court of Appeals, the Federal District Court for the Northern District of Georgia, and all superior and lower Georgia courts.
March 26 - Smyrna
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 & 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.
WALLACE R. NICHOLS is an attorney, author and financial advisor in which his practice consists of estate planning, VA pension planning, and elder law. Since 2011, Mr. Nichols has put his M.B.A. experience and legal knowledge to work for clients providing financial advisory services. He is a member of the WealthCounselÂ®, and ElderCounselÂ®, national organizations of estate planning attorneys, is an accredited practitioner before the United States Department of Veterans Affairs, the National Association of Elder Law Attorneys, and the American Association for Justice. Mr. Nichols earned his B.S. degree from Angelo State University and his J.D. degree from the University of New Mexico.
DEBRA L. SCOTT is the sole practitioner with The Scott Practice, LLC, where she represents clients concerning estates and trusts matters, and fiduciary disputes. With more than 19 years of experience handling fiduciary matters, in 2014 Ms. Scott introduced a new nonprofit consulting division to the law firm called SP Consulting. She has a law, public health and accounting background. Ms. Scott earned her bachelor's degree from the University of California, Riverside; her law degree from Syracuse University College of Law; and her master's degree from Emory University.
JAMES B. SWAIN is the founder and principal of Swain Law Firm with offices in Rosswell, Georgia and founder and CEO of the Academy of VA Pension Planners. He is licensed to practice law in Georgia and Tennessee, and was one of the first 50 attorneys in the country and first three in Georgia to be accredited by the VA. He has a unique background with extensive knowledge and experience in wealth transfer and estate planning, business planning, Medicaid planning, advising veterans about their benefits, assisting veterans and surviving spouses to get the benefits they have earned, and coordinating VA benefits with Medicaid. Mr. Swain conducts seminars for charitable, individuals, attorneys, CPAs, investment advisors, insurance agents, advisors to the elderly, and trust officers, on estate planning, wealth preservation, business succession, charitable gifting, wealth transfer, Medicaid, and military veterans benefits. He is a co-developer and co-presenter for the ElderCounsel VA Pension Immersion Course, the Academy of VA Pension Planner's Conference on Implementation of VA Pension Planning for Attorneys, the Georgia State Bar Association Attorney VA Accreditation Course, and a frequent speaker on VA pension benefits at events. Mr. Swain is a member of the ElderCounsel, WealthCounsel, National Academy of Elder Law Attorneys, Tennessee Bar Association, State Bar of Georgia, American Legion Post 201, Veterans of Foreign Wars Post 12002, John's Creek Veterans Associations, Atlanta Vietnam Veterans Business Association, and the Georgia Vietnam Veterans Association. Mr. Swain earned his B.A. degree from Pepperdine University and his M.B.A. and J.D. degrees from Memphis State University.
$349 / Each Additional
$339 / New Professional