Courtyard Los Angeles Sherman Oaks
15433 Ventura Blvd.
Sherman Oaks, CA 91403
Behavioral Ethics: 1.00
Specialized Knowledge: 6.00
Chartered Advisor for Senior Living: 14.00
Course book included with all formats
Your Definitive Guide to the Probate Process
When the client is no longer there to make his or her voice heard, the task of interpreting his/her wishes to accurately settle the estate falls on your shoulders. Do you have all the tools you'll need? This start-to-finish course will take you through each stage of probate and offer time-tested techniques to handle challenges at each step of the way. Join your colleagues for two days of engaging discussion and legal analysis and get up to speed on the latest court rulings and tax rules, the proper application of the exemption portability, and the most effective post-mortem planning tactics. Whether you're a beginner or a veteran practitioner, you'll come away with information you can use - register today!
This two-day, basic level seminar is designed for:
including - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 12.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
including - Behavioral Ethics: 1.00 Specialized Knowledge: 6.00 Taxes: 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 14.0 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. Relay what must be done within the first 48 hours of the decedent's passing. 2. List at least 3 (three) duties of a personal representative. 3. Restate statutory requirements of marshalling and governing assets in probate. 4. Identify key deciding factors in choosing what property to sell to satisfy creditor claims. 5. Explain how to determine the spouse's elective share. 6. Clarify the personal representative's authority and responsibility in regards to the decedent's business. 7. Determine the share of a minor in an estate. 8. Explain how ABA rules of professional conduct are applied in probate practice. 9. Explain how bankruptcy affects probate. 10. Solve the problem of ancillary probate in estates with property in more than one state. 11. Identify common causes of action related to fiduciary liability. 12. Compare probate inventory with the final accounting and explain the discrepancies. 13. List at least three common reasons for reopening the estate. Field(s) of Study -- Behavioral Ethics; Specialized Knowledge; Taxes.
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 1.20 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. Relay what must be done within the first 48 hours of the decedent's passing. 2. List at least 3 (three) duties of a personal representative. 3. Restate statutory requirements of marshalling and governing assets in probate. 4. Identify key deciding factors in choosing what property to sell to satisfy creditor claims. 5. Explain how to determine the spouse's elective share. 6. Clarify the personal representative's authority and responsibility in regards to the decedent's business. 7. Determine the share of a minor in an estate. 8. Explain how ABA rules of professional conduct are applied in probate practice. 9. Explain how bankruptcy affects probate. 10. Solve the problem of ancillary probate in estates with property in more than one state. 11. Identify common causes of action related to fiduciary liability. 12. Compare probate inventory with the final accounting and explain the discrepancies. 13. List at least three common reasons for reopening the estate.
including - Chartered Advisor for Senior Living: 14.00
This seminar qualifies for 14.0 PACE (Professional Achievement in Continuing Education) credit hours for CASL.
UZZELL S. BRANSON III is a partner in The Law Offices of Branson & Branson, LLP, and manages the San Diego office of the firm. He concentrates his practice in the areas of probate and trust litigation and its attendant issues, such as civil business and commercial litigation involving small, closely held businesses. Mr. Branson does a significant amount of estate planning and business succession planning as part of his current practice. Before founding the firm in March 2014, he was a sole practitioner. During his time as a solo attorney, Mr. Branson trained interns and paralegal students, and also ran the practical skills civil litigation course at the University of San Diego in the Spring of 2012. He is admitted to practice in all California courts and federal courts in the Southern and Central districts of California, and a member of the Trusts and Estates Section of both the San Diego County Bar Association and the Los Angeles County Bar Association. Mr. Branson earned his B.A. degree from the University of California, San Diego, and his J.D. degree, cum laude, from the University of San Diego School of Law.
JASON L. GAUDY is the managing attorney of Gaudy Law Inc., where he oversees every department. Mr. Gaudy focuses his practice on probate, estate planning, business law, and litigation. He is an adjunct professor at Trinity Law School. Mr. Gaudy earned his B.A. degree from Trinity Christian College and his J.D. degree from the American College of Law.
SHAWN S. KERENDIAN is the founder and managing partner of Keystone Law Group, P.C., a 10-attorney boutique law firm that focuses exclusively in the areas of probate litigation and administration, with an emphasis on the litigation of estates, trusts, and conservatorships. Mr. Kerendian is a certified specialist in estate planning, trust and probate law (State Bar of California, Board of Legal Specialization); has an AV Rating by his peers on Martindale-Hubbell for exhibiting the highest level of professional excellence; has the highest possible rating on Avvo based on feedback from clients; was selected as a Super Lawyer Rising Star for three years in a row (2016-2018) and as a top 100 Southern California Rising Star in 2018; and was selected as a Top 40 Under 40 Attorney in California by the Los Angeles and San Francisco Daily Journal, a state-wide legal newspaper.
CAROL A. PETERS is an attorney at Carol A. Peters Law Offices, in Pasadena, whose practice is focused on elder law, including estate-planning and bioethics decisions for wills, trusts and nominations for those who can plan ahead; conservatorship petitions and administration for those unable to plan ahead; probate; and litigation. Ms. Peters has more than 30 years of experience as an attorney, plus 11 years of experience making and implementing eligibility determinations for LA County’s D.P.S.S. and the LA County Board of Supervisors. She serves as a consultant to other lawyers regarding Medi-Cal eligibility and case plan options/management. She also serves as an expert witness on Medi-Cal eligibility issues when needed by civil litigation counsel for financial abuse matters. Suggesting conservatorship to her client who agreed, Ms. Peters was the November 2001 attorney referred to in People v. Cooper (2007) 148 CA4th 731 appeal by the DA, which created an elder abuse exception to the SCOTUS’ Crawford v. Washington (2004) 541 U.S. 36 national ban of videotapes in criminal prosecutions. She is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the State Bar of California. She earned her B.A. degree from Pomona College and her J.D. degree from Whittier College School of Law.
COURTNEY F. WRITER is an attorney with Price Law Firm, APC, where she represents clients in legal matters involving civil litigation, probate, real estate, trust administration, and estate planning. Ms. Writer began her legal career in 2015 as a paralegal and later, an associate attorney at various law firms in Los Angeles and the Inland Empire. She is a member of the San Bernardino County Bar Association, Riverside County Bar Association, and Los Angeles County Bar Association. Ms. Writer received her B.A. degree at the University of California, Riverside, and her J.D. degree from Southwestern Law School, an ABA accredited institution. She also received her real estate salesperson license.
MARIVEL M. ZIALCITA is the founder of MMZ LAW, A Professional Corporation, where she practices in the areas of trust and estate, elder law, VA benefits, special needs, trust administration, and probate. Ms. Zialcita is a frequent speaker on trust and estate matters and holds memberships in the State Bar of California, Trust and Estate Section; the San Bernardino County Bar Association; WealthCounsel; and ElderCounsel. She currently assists in the pro bono legal services program at the James L. Brulte Senior Center in Rancho Cucamonga, California. Ms. Zialcita earned her B.A. degree from the University of California, in Irvine, and her J.D. degree from California Western School of Law, ABA/AALS, of San Diego, California, and was the recipient of the Dean Merit Scholarship.June 19 & June 20 - Santa Ana
CHARLES W. DAFF is an attorney with Dorsey & Whitney LLP, in the firm’s Tax, Trusts & Estates Department. Mr. Daff practices in the areas of estate, tax, and charitable planning, as well as trust and estate administration. Prior to joining Dorsey & Whitney, he was an associate at Gaw Van Male LLP, in Napa, California, where he handled estate and tax planning and estate administration for many of wine country’s notable estates. Mr. Daff also previously worked at U.S. Trust where he administered a wide variety of trusts and investments for high net worth and ultra-high net worth individuals and families. He is a member of the Orange County Bar Association and the State Bar of California. Mr. Daff earned his B.A. degree from California State University, Santa Barbara, and his J.D. degree from the University of California, Irvine School of Law.
DINA NAM is a wealth strategist with AdvicePeriod, a wealth management firm located in Los Angeles (Century City), California. Ms. Nam focuses on working with high net worth individuals and families to facilitate the most tax efficient transfer of wealth. Prior to joining AdvicePeriod, she was an estate planning attorney with Withers Bergman LLP, working on complex trust and probate administration matters. Ms. Nam received her Business Law and Taxation from the UCLA School of Law, her J.D. degree from Brooklyn Law School in New York, and her B.A. degree in Economics from Pomona College in Claremont, California. She is on the Executive Committee for the Trusts and Estates Section for the Beverly Hills Bar Association. Ms. Nam is an active member of the State Bar of California.
DIANE H. PARRIOTT is senior counsel at Bentler Mulder, LLP, where she practices exclusively in the areas of taxation, estate planning, trust administration and probate law. She has been designated as a certified specialist in estate planning, trust administration and probate law by the State Bar of California Board of Legal Specialization. Ms. Parriott earned her undergraduate degree from the University of California at San Diego; her J.D. degree from the University of San Francisco; and her Master of Laws (LL.M.) degree in taxation, with distinction, from the Georgetown University Law Center.
R. SAM PRICE is the managing attorney of the growing boutique law practice, Price Law Firm, APC. He is an experienced and well-educated attorney who combines extensive real estate and business experience as a real estate investor and real estate developer with a solid legal background. Mr. Price has been practicing law since 2000 and focuses his practice on real estate, asset protection, business, and estate planning (wills and trusts). He has successfully litigated real estate and business lawsuits and has represented both plaintiffs and defendants in civil litigation matters. Mr. Price is the author of Tax Sale Secrets Revealed: Little Known Tips and Tricks to Buy Real Estate at Tax Sales, currently available on Amazon. He previously worked for KPMG LLP in their international corporate tax department, consulting multi-national companies on their cross-border transactions; forming business entities internationally and reducing overall taxation. Mr. Price is a member of the State Bar of California, San Bernardino County Bar Association ( Law Practice Management, Trust & Estates, and Real Property Law sections), and Riverside County Bar Association. He earned his B.A.B.A. degree from California State University; his J.D. degree, cum laude, from Western New England; and his LL.M. degree in taxation from New York University School of Law.
GEORGE A. VAUSHER is a partner with FitzGerald Yap Kreditor LLP. Mr. Vausher is a certified specialist in estate planning, probate and trust law by the State Bar of California Board of Legal Specialization and is focused primarily on assisting clients with personal financial matters concerning their business organizations, tax, estates, trusts, contracts, asset protection, property ownership, and like matters. He has extensive expertise in handling complex business issues, including shareholders, partnerships, limited liability companies, corporations, contracts, pre-nuptial and post-nuptial agreements, and like matters. He earned his B.S. degree from the University of Minnesota, his J.D. degree from Loyola Law School, and his LL.M. degree from New York University Law School. Mr. Vausher is a member of the State Bar of California, the Orange County Bar Association and the United States Tax Court. He is a certified public accountant.
LISA M. WELLS is senior vice president and senior trust officer at U.S. Trust, Bank of America Private Wealth Management. With over 19 years of experience serving high net worth and ultra-high net worth clients in the areas of estate planning, estate settlement, trusts and tax services, she serves as an experienced resource for client planning strategies. Ms. Wells' prior experience at Northern Trust as a regional tax advisor includes recommending and implementing various tax elections, and negotiating cases with taxing authorities to pursue favorable results for trusts and clients. She is a member of the Los Angeles Estate Planning Council and the Women Lawyers Association of Los Angeles. Ms. Wells received her LL.M. degree in taxation, with honors, from the Golden Gate University, School of Law; her J.D. degree from Southwestern University School of Law; and her B.S. degree from California State University-Long Beach.
$565 / Each Additional