Adam R Huffman
Carlile Patchen & Murphy LLP
Adam R Huffman's Courses
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["CPE for Accountants/NASBA: 8","Financial Planners: 8","Ohio CLE: 6.75"][{"credit-key":"N_CF","credit-title":"Financial Planners","credit-title-group":"Other_Financial Planners","credit-category":"Other","credit-state":"N","credit-type":[],"short-desc":"Financial Planners","long-desc":"Financial Planners","brochure-wording":[{"title":"Live - 8","wording":"This program has been accepted by the Certified Financial Planner Board of Standards Center for Financial Planning, Inc. and qualifies for 8.0 hours of CE credit for CFP® Certificants. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board Center also owns and licenses to CFP Board the CFP BOARD® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.","specialty-wording":"Upon completion of this course, attendee will be able to:\r\n\r\n\r\n1. Restate from recall the timeline for the estate in probate court.\r\n2. Recall the order of succession in an intestate estate.\r\n3. List key steps of inventory process.\r\n4. Distinguish probate from non-probate assets.\r\n5. Restate when and how notices to creditors are to be sent\/posted.\r\n6. State when estate income tax return is due and how to request a deadline extension.\r\n7. Identify impermissible behavior that violates ethical rules.\r\n8. Provide one example of a solution to the problem of liquidity.\r\n9. List at least two instances in which one can re-open the estate after the closing.\r\n10. List at least three causes of action for probate litigation."}],"earn-until":"","earn-until-timestamp":0,"credit-total":8.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"OH_CLE","credit-title":"Ohio CLE","credit-title-group":"CLE_Ohio CLE","credit-category":"CLE","credit-state":"OH","credit-type":[{"credit-name":"New Lawyer Training","credit-short-name":"NLT","credit-value":6.75},{"credit-name":"Professional Conduct","credit-short-name":"PROCON","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6.75","wording":"This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.75 self-study CLE credit hours, including 1.0 hour of attorney professional conduct instruction.\r\n\r\nThis course is approved for 6.75 hours of New Lawyer Training credit.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.75,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"N_NAS","credit-title":"CPE for Accountants\/NASBA","credit-title-group":"Other_CPE for Accountants\/NASBA","credit-category":"Other","credit-state":"N","credit-type":[{"credit-name":"Regulatory Ethics","credit-short-name":"RETH","credit-value":1.0},{"credit-name":"Specialized Knowledge","credit-short-name":"SK","credit-value":6.0},{"credit-name":"Taxes","credit-short-name":"TAX","credit-value":1.0}],"short-desc":"CPE for Accountants\/NASBA","long-desc":"National Association of State Boards of Accountancy","brochure-wording":[{"title":"Live - 8","wording":"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.\r\n\r\nThis 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.","specialty-wording":"This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.\r\n\r\nUpon completion of this course, attendee will be able to:\r\n\r\n\r\n1. Restate from recall the timeline for the estate in probate court.\r\n2. Recall the order of succession in an intestate estate.\r\n3. List key steps of inventory process.\r\n4. Distinguish probate from non-probate assets.\r\n5. Restate when and how notices to creditors are to be sent\/posted.\r\n6. State when estate income tax return is due and how to request a deadline extension.\r\n7. Identify impermissible behavior that violates ethical rules.\r\n8. Provide one example of a solution to the problem of liquidity.\r\n9. List at least two instances in which one can re-open the estate after the closing.\r\n10. List at least three causes of action for probate litigation.\r\nField(s) of Study -- Regulatory Ethics; Specialized Knowledge; Taxes."}],"earn-until":"","earn-until-timestamp":0,"credit-total":8.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":"nas"}]
OH Specific
Trusts, Estates & Probate
Credits Available
Credit Status Total Financial Planners Approved 8 Total Ohio CLE Approved 6.75 Total CPE for Accountants/NASBA Approved 8 Total Live Online
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