Joseph M Kirchgessner

Joseph M Kirchgessner's Courses

• ["CPE for Accountants/NASBA: 8","Financial Planners: 8","Virginia CLE: 6.5"]
  [{"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. Recall key definitions and abbreviations used in trust practice.\r\n2. Explain the difference between living and testamentary trusts.\r\n3. Recall the current estate\/gift\/GST tax exemption levels.\r\n4. Provide a definition of a marital trust.\r\n5. Restate when a beneficiary qualifies for a special needs trust.\r\n6. Recall the main function of a GST trust.\r\n7. Explain the differences between charitable lead and charitable remainder trusts.\r\n8. List at least two more trusts and explain when they're used.\r\n9. Distinguish between ethical and unethical practices."}],"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":"VA_CLE","credit-title":"Virginia CLE","credit-title-group":"CLE_Virginia CLE","credit-category":"CLE","credit-state":"VA","credit-type":[{"credit-name":"Ethics\/Professionalism","credit-short-name":"ETHPRO","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6.5","wording":"This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.50 hours of credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.5,"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":7.0}],"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. Recall key definitions and abbreviations used in trust practice.\r\n2. Explain the difference between living and testamentary trusts.\r\n3. Recall the current estate\/gift\/GST tax exemption levels.\r\n4. Provide a definition of a marital trust.\r\n5. Restate when a beneficiary qualifies for a special needs trust.\r\n6. Recall the main function of a GST trust.\r\n7. Explain the differences between charitable lead and charitable remainder trusts.\r\n8. List at least two more trusts and explain when they're used.\r\n9. Distinguish between ethical and unethical practices.\r\nField(s) of Study -- Regulatory Ethics; Specialized Knowledge."}],"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

  VA Specific

  Trusts in Virginia From A to Z

  Credits Available

  Credit	Status	Total
  Financial Planners	Approved	8 Total
  Virginia CLE	Approved	6.5 Total
  CPE for Accountants/NASBA	Approved	8 Total

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