Continuing Education
Continuing Education
Continuing legal education credit has been applied for in every state that has mandatory continuing legal education requirements and has been routinely granted for past Institutes. In the past, continuing education credit has also been available for other estate planning professionals, including financial planning, banking and insurance professionals. We urge you to contact our office in advance with questions regarding the availability of credit for a specific jurisdiction or profession, as we cannot guarantee that credit will be available in all cases.
University of Miami School of Law 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.
All registrants must complete a Proof of Attendance form to request Continuing Education credit. Forms will be available at the Institute.
Ethics Session Breakdown
The following sessions may qualify for ethics credit by many accrediting agencies.
Tuesday, January 13th (11:45 a.m. - 12:35 p.m.)
Am I Working for the IRS?
Louis A. Mezzullo
A discussion of the new tax return preparer penalties that apply to all returns, including estate and gift tax returns, and raise the standard to avoid the new higher penalties. The penalties apply to so-called nonsigning preparers, and you may be a preparer even though you haven’t signed a return. The presentation will also cover Circular 230 as it affects an estate planning practice.
Wednesday, January 14th Special Session I-E (2:00 - 3:30 p.m.)
Lost? – Real Stories from Ethics Island
Joseph G. Gorman, J. Donald Cairns, John R. Price
This session will discuss situations that arise regularly in an estate planner’s practice, with a focus on what, from a practical viewpoint, should be done, and how to do it.
Thursday, January 15th Special Session III-D (2:00 - 3:30 p.m.)
Estate Litigation for the Ethical Estate Planner
Steven K. Mignogna, Glenn A. Henkel, Matthew P. Matiasevich
This program will assist those interested in the burgeoning field of estate and trust litigation, and provide information that all practitioners should know. Topics will include common mistakes, fees, and costs, and ethical and malpractice problems. This kind of litigation reaches all types of professionals dealing with estates and trusts – even those who prefer not to be involved in litigation.
