R. Lance Pruitt
R. Lance Pruitt
R. Lance Pruitt'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.","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. Explain when grantor trusts are used.\r\n5. Provide a definition of a marital trust.\r\n6. Restate when a beneficiary qualifies for a special needs trust.\r\n7. Recall the main function of a GST trust.\r\n8. Explain the differences between charitable lead and charitable remainder trusts.\r\n9. List at least two more trusts and explain when they're used.\r\n10. 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":"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. 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. Explain when grantor trusts are used.\r\n5. Provide a definition of a marital trust.\r\n6. Restate when a beneficiary qualifies for a special needs trust.\r\n7. Recall the main function of a GST trust.\r\n8. Explain the differences between charitable lead and charitable remainder trusts.\r\n9. List at least two more trusts and explain when they're used.\r\n10. 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":"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. 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. Explain when grantor trusts are used.\r\n5. Provide a definition of a marital trust.\r\n6. Restate when a beneficiary qualifies for a special needs trust.\r\n7. Recall the main function of a GST trust.\r\n8. Explain the differences between charitable lead and charitable remainder trusts.\r\n9. List at least two more trusts and explain when they're used.\r\n10. Distinguish between ethical and unethical practices.\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
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 -
["Mississippi CLE: 6.7","Tennessee CLE: 6.67"][{"credit-key":"MS_CLE","credit-title":"Mississippi CLE","credit-title-group":"CLE_Mississippi CLE","credit-category":"CLE","credit-state":"MS","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":"OnDemand - 6.7","wording":"This course has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 6.70 hours of Online credit, which includes 1.0 hour of ethics\/ professionalism. ","specialty-wording":""}],"earn-until":"07-31-2026","earn-until-timestamp":1785456000,"credit-total":6.7,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"TN_CLE","credit-title":"Tennessee CLE","credit-title-group":"CLE_Tennessee CLE","credit-category":"CLE","credit-state":"TN","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":"OnDemand - 6.67","wording":"This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.67 hours of Distance Learning credit, including 1.0 hour of ethics\/professionalism (EP) credit.","specialty-wording":null}],"earn-until":"09-21-2027","earn-until-timestamp":1821484800,"credit-total":6.67,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
TN Specific
Trusts, Estates & Probate
Credits Available
Credit Status Total Until Mississippi CLE Approved 6.7 Total 07-31-2026 Tennessee CLE Approved 6.67 Total 09-21-2027 OnDemand 6 hours 31 minutes -
["Tennessee CLE: 6.7","Washington CLE: 6.75"][{"credit-key":"TN_CLE","credit-title":"Tennessee CLE","credit-title-group":"CLE_Tennessee CLE","credit-category":"CLE","credit-state":"TN","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":"OnDemand - 6.7","wording":"This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.70 hours of Distance Learning credit, including 1.0 hour of ethics\/professionalism (EP) credit.","specialty-wording":""}],"earn-until":"10-14-2026","earn-until-timestamp":1791936000,"credit-total":6.7,"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":"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":"10-14-2029","earn-until-timestamp":1886630400,"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 Tennessee CLE Approved 6.7 Total 10-14-2026 Washington CLE Approved 6.75 Total 10-14-2029 OnDemand 6 hours 33 minutes
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