Study Group: Practical Estate Planning Considerations with Intergenerational Issues

Jun 16, 2015 02:00pm -
Jun 16, 2015 03:00pm

Event Description




Practical Estate Planning Considerations with Intergenerational Issues

June 16, 2015 at 2pm EST


Presented by William B. Le Vay


Registration Fees


CPE/CLE* Credit

AAA-CPA Members: $15.00

Non-Members: $30.00


Non CPE/CLE Credit



 Non-Members: $25.00 



Program Description

We will discuss ethical issues for the drafters of testamentary documents, best practices to avoid claims from personal representatives and beneficiaries,  the advisability of certain will provisions and issues concerning the will execution.

William B. Le Vay is a graduate of Indiana University, and received his JD from Baylor University.  He has been a practicing attorney for over 33 years and has been involved in probate planning, drafting and administration issues.  He serves as general counsel to FCA Corp, a financial planning company.   He currently serves as the Education Compliance Officer of the South Texas Chapter of the AAA-CPA.

The dial-in number and passcode are sent once registration is received. Materials for the program will be sent via email one day prior to the program. Questions may be directed to Kimmy Livingston at or 888-ATTY-CPA ext. 2.




AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

Accounting CPE/Legal CLE/MCLE

The American Association of Attorney-CPAs 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 These programs meet the NASBA standards of 1 (50 minute) hour of instruction. 

*CLE varies by state. Though we are accredited for CLE in both TX and PA they will not accept Study Groups for credit. We are currently working on arranging for provider status for these programs through those states. If you require CLE in a specific state, please send a request to and we will do our best to arrange for CLE credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee.



Event Type:Study Group
Early registration ends on May 11, 2015.
Regular registration starts on May 12, 2015 and ends on Jun 15, 2015.
Late registration starts on Jun 16, 2015.