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Registration Fees
CPE/CLE* Credit
AAA-CPA Members $15.00; Non-Members$30.00
Non CPE/CLE Credit (Listen-Only)
AAA-CPA Members: FREE; Non-Members $25.00
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.
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Community Property for the Migrating Client
Presented by: Scott
M. Nelson
This Study Group
will cover how clients obtain community property rights that
migrate with them across state lines. Although most states are
common law jurisdictions, clients and their advisors frequently
fail to recognize community property rights between spouses. This
discussion with also cover the Uniform Disposition of Community
Property Rights at Death Act.
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With
more than 27 years of experience, Scott Nelson provides legal
counsel to individuals and closely held businesses in the
areas of tax, business and estate planning. Licensed in
Minnesota and Wisconsin, his areas of concentration include
business succession planning, coordinated estate planning for
complex estates, and advising all types of families on transfer of
assets as well as legacy and philanthropic planning during lifetime
or upon death. Scott's practice includes advising trust and
estate fiduciaries (trustees and executors), beneficiaries and
charitable organizations. Please click here to
read Mr. Nelson's full biography.
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