Study Group: Community Property for the Migrating Client

Jan 27, 2015 02:00pm -
Jan 27, 2015 03:00pm

Event Description


Community Property for the Migrating Client  

January 27, 2015 at 2pm EST


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.   

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. 


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. 



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
Category:Study Group
Early registration ends on Aug 10, 2014.
Regular registration starts on Aug 11, 2014 and ends on Jan 25, 2015.
Late registration starts on Jan 26, 2015.
(GMT-05:00) Eastern Time (US & Canada)