David B Shotwell
David Shotwell PLLC
ProbateEstate PlanningElder Law
David B Shotwell's Courses
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["CPE for Accountants/NASBA: 8","Financial Planners: 8","Washington CLE: 6.75","Washington CPE for Accountants: 8"][{"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. \u003cbr\u003e 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.","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":"WA_CLE","credit-title":"Washington CLE","credit-title-group":"CLE_Washington CLE","credit-category":"CLE","credit-state":"WA","credit-type":[{"credit-name":"Ethics\/Professional Responsibility","credit-short-name":"EPR","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6.75","wording":"Approved for 6.75 hours of Washington continuing legal education credit, which includes 5.75 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.","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":"WA_CPE","credit-title":"Washington CPE for Accountants","credit-title-group":"Other_Washington CPE for Accountants","credit-category":"Other","credit-state":"WA","credit-type":[],"short-desc":"CPE for Accountants","long-desc":"Continuing Professional Education for Accountants","brochure-wording":[{"title":"Live - 8","wording":"This program qualifies for 8.0 hours of continuing education credit for accountants.","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."}],"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":"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. \u003cbr\u003e 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.","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"}]
Trusts, Estates & Probate
WA Specific
Happening Soon
Credits Available
Credit Status Total Financial Planners Approved 8 Total Washington CLE Approved 6.75 Total Washington CPE for Accountants Approved 8 Total CPE for Accountants/NASBA Approved 8 Total Live Online -
["Washington CLE: 6.75"][{"credit-key":"WA_CLE","credit-title":"Washington CLE","credit-title-group":"CLE_Washington CLE","credit-category":"CLE","credit-state":"WA","credit-type":[{"credit-name":"Ethics\/Professional Responsibility","credit-short-name":"EPR","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 6.75","wording":"This program qualifies for 6.75 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 5.75 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.","specialty-wording":null},{"title":"Video Download - 6.75","wording":"This program qualifies for 6.75 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 5.75 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.","specialty-wording":null}],"earn-until":"09-29-2030","earn-until-timestamp":1916870400,"credit-total":6.75,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
Trusts, Estates & Probate
WA Specific
Credits Available
Credit Status Total Until Washington CLE Approved 6.75 Total 09-29-2030 OnDemand 6 hours 28 minutes -
["Washington CLE: 6.75"][{"credit-key":"WA_CLE","credit-title":"Washington CLE","credit-title-group":"CLE_Washington CLE","credit-category":"CLE","credit-state":"WA","credit-type":[{"credit-name":"Ethics\/Professional Responsibility","credit-short-name":"EPR","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 6.75","wording":"This program may qualify for up to 6.75 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 5.75 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.","specialty-wording":null},{"title":"Video Download - 6.75","wording":"This program may qualify for up to 6.75 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 5.75 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.","specialty-wording":null}],"earn-until":"12-11-2029","earn-until-timestamp":1891641600,"credit-total":6.75,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
Trusts, Estates & Probate
WA Specific
Credits Available
Credit Status Total Until Washington CLE Approved 6.75 Total 12-11-2029 OnDemand 6 hours 42 minutes -
["West Virginia CLE: 8"][{"credit-key":"WV_CLE","credit-title":"West Virginia CLE","credit-title-group":"CLE_West Virginia CLE","credit-category":"CLE","credit-state":"WV","credit-type":[{"credit-name":"Ethics","credit-short-name":"ET","credit-value":1.2}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 8","wording":"This program qualifies for 8.0 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.","specialty-wording":null},{"title":"Video Download - 8","wording":"This program qualifies for 8.0 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.","specialty-wording":null}],"earn-until":"06-02-2029","earn-until-timestamp":1875052800,"credit-total":8.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
Trusts, Estates & Probate
WV Specific
Credits Available
Credit Status Total Until West Virginia CLE Approved 8 Total 06-02-2029 OnDemand 6 hours 30 minutes -
["Washington CLE: 3"][{"credit-key":"WA_CLE","credit-title":"Washington CLE","credit-title-group":"CLE_Washington CLE","credit-category":"CLE","credit-state":"WA","credit-type":[],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 3","wording":"This program may qualify for up to 3.0 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.","specialty-wording":null},{"title":"Video Download - 3","wording":"This program may qualify for up to 3.0 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.","specialty-wording":null}],"earn-until":"06-15-2028","earn-until-timestamp":1844640000,"credit-total":3.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
Trusts, Estates & Probate
WA Specific
Credits Available
Credit Status Total Until Washington CLE Approved 3 Total 06-15-2028 OnDemand 2 hours 58 minutes -
["Washington CLE: 6"][{"credit-key":"WA_CLE","credit-title":"Washington CLE","credit-title-group":"CLE_Washington CLE","credit-category":"CLE","credit-state":"WA","credit-type":[{"credit-name":"Ethics\/Professional Responsibility","credit-short-name":"EPR","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 6","wording":"This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.","specialty-wording":null},{"title":"Video Download - 6","wording":"This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.","specialty-wording":null}],"earn-until":"06-12-2030","earn-until-timestamp":1907452800,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
Trusts, Estates & Probate
WA Specific
Credits Available
Credit Status Total Until Washington CLE Approved 6 Total 06-12-2030 OnDemand 5 hours 52 minutes -
["Washington CLE: 6.75"][{"credit-key":"WA_CLE","credit-title":"Washington CLE","credit-title-group":"CLE_Washington CLE","credit-category":"CLE","credit-state":"WA","credit-type":[{"credit-name":"Ethics\/Professional Responsibility","credit-short-name":"EPR","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 6.75","wording":"This program qualifies for 6.75 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 5.75 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.","specialty-wording":null},{"title":"Video Download - 6.75","wording":"This program qualifies for 6.75 hours of Washington continuing legal education (Self Study) A\/V credit, which includes 5.75 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.","specialty-wording":null}],"earn-until":"03-10-2030","earn-until-timestamp":1899331200,"credit-total":6.75,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
Trusts, Estates & Probate
WA Specific
Credits Available
Credit Status Total Until Washington CLE Approved 6.75 Total 03-10-2030 OnDemand 6 hours 35 minutes
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