On-Demand Options
All About Trusts in New York
On-DemandJuly 16, 20246.0 Credit Hours
Credits
Accountants
7.2 CPE Credits
Attorneys
7.0 CLE Hours
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for up to 7.2 CPE credits for accountants and 7.0 CLE hours for attorneys in New York. Professionals seeking continuing education credits in other states may be able to claim the hours earned at this webinar; please refer to specific board rules to determine eligibility.
This webinar offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Specialized Knowledge. Knowledge of trusts is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education 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.
HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional format course offers 7.0 Areas of Professional Practice CLE hours which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not eligible for any of the listed credits.
Speakers
JulieAnn Calareso, Esq.
Of Counsel, Gleason Dunn Walsh & O’Shea, P.C., in Albany, NYMs. Calareso joined Gleason, Dunn, Walsh & O’Shea in May of 2022, bringing her experience in elder law, guardianships, trusts and estate planning and administration, and special needs planning to the firm. She has practiced in these areas of law after graduating from Albany Law School in 2003. Ms. Calareso came to law as her second career, having graduated from Fordham University with an undergraduate degree in communications. After years in television and movie production in Manhattan and Los Angeles, she moved into a field where she could make an impact on peoples’ lives on a daily basis. Her dedication to her practice of law comes from her personal experiences within her family and her fervent belief in the need for planning and for family collaboration across the generations.
Jessica M. Peraza
Attorney with Lippes Mathias LLP in Buffalo, NYMs. Peraza focuses her practice on estate planning and administration, Medicaid, and long-term care planning. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations.
$349.00 $174.50|6
New Jersey Freshwater Wetlands Law and Compliance
On-DemandJuly 10, 20247.0 Credit Hours
Credits
Engineers
7.0 PDHs
Architects
7.0 HSW CE Hours
AIA - American Institute of Architects
7.0 LU | HSW
Landscape Architects
7.0 HSW CE Hours
LACES - Landscape Architecture Continuing Education System
7.0 HSW PDHs
Floodplain Managers
7.0 ASFPM CECs
APA/AICP - American Planning Association/American Institute of Certified Planners
7 CM
Attorneys
8.0 CLE Credits (50-Minute Hours)
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 7.0 PDHs for professional engineers, 7.0 HSW continuing education hours for licensed architects, and 7.0 HSW continuing education hours for landscape architects in New Jersey.
HalfMoon Education is an approved continuing education sponsor for engineers in New Jersey (Approval No. 24GP00000700).
The American Institute of Architects Continuing Education System has approved this course for 7.0 HSW LUs (Sponsor No. J885). Only full participation is reportable to the AIA/CES. This approval qualifies the course for New Jersey architects.
The Landscape Architecture Continuing Education System has approved this course for 7.0 HSW PDHs. Only full participation is reportable to the LA CES.
This Association of State Floodplain Managers has approved this course for 7.0 CECs for floodplain managers.
HalfMoon Education is an approved CM Provider with the American Planning Association. This course is registered for CM | 7 for Certified Planners.
HalfMoon Education is a registered continuing education provider with the New Jersey Courts (#164). This course has been approved for 8.0 CLE credits which are based on 50-minute hours.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate. The following pre-approvals may be available for the on-demand format upon request:
6.0 HSW LUs (AIA)
6.0 HSW PDHs (LA CES)
Speakers
Victor Coppola
Building Biologist, Scientist, Owner of GreenWorks, LLCMr. Coppola has been an avid conservationist his entire life. He holds a BS in Biology from North Carolina State University and MBA from Wake Forest University. Mr. Coppola has worked in many diverse research environments, from Microbiology / Marine Biology labs working with free swimming phyto and zooplankton to Entomology Labs working with honeybees and Trachael mites. He supplements his diverse background with advanced certifications, licenses and continually seeking out continuing education in support of his environmental profession. Professionally, Mr. Coppola is the founder of GreenWorks Environmental, LLC (GWE), an Indoor Air Quality (IAQ) investigative and correction firm that coined the phrase “Healthy Starts at Home”. GWE is known for their practical approach to managing how the Built Environment collides with the Natural Environment. In fact, Their M.O.M. Services help property owners’ deal with the three most common issues degrading IAQ: Moisture, Odor & Mold. Degraded IAQ is the Firm’s focus where most of their clients suffer ill health effects from degraded IAQ.
Stuart J. Lieberman
Shareholder Lieberman Blecher & Sinkevich, P.C.Mr. Lieberman is a founding member of Lieberman Blecher & Sinkevich with over 30 years of environmental and land use legal experience. He was a former state Deputy Attorney General, who represented the New Jersey Department of Environmental Protection. Mr. Lieberman regularly uses his regulatory experience in advising property owners, industrial operators, gas station owners, dry cleaner operators, and many other companies, individuals, and governments of their environmental compliance responsibilities and issues. He has represented developers and community organizations before planning and zoning boards throughout New Jersey. These cases have involved use variances, land use board approvals, storm water issues, septic design issues, cell tower cases and billboard cases. Mr. Lieberman has represented neighbors in noise, flooding, and odor disputes, and many oppositions to proposed warehouses throughout New Jersey. He served as the Vice Chair, and then as Chair of the Board of Consultors for the State Bar’s Real Property, Trust, and Estate Law Section and is currently an active member of that organization. Mr. Lieberman serves on the Unauthorized Practice of Law Committee. He is also currently associate counsel for the Association of Planning Board and Zoning Boards of Adjustment. Mr. Lieberman is the Chair of the Princeton Flood & Storm Water Commission. He also serves as a Board Member of Sustainable Princeton, a 501(c)(3) nonprofit.
Mary Paist-Goldman, P.E.
Principal and Owner of Rippled Waters Engineering, LLC based in New JerseyMs. Paist-Goldman has more than 25 years of experience in water resource engineering with a particular focus in stream and wetland restoration and mitigation design. She is the principal and owner of Rippled Waters Engineering, LLC based in New Jersey. Her firm specializes in water resources engineering services for a variety of projects. She is an experienced hydrologic and hydraulic modeler and has worked extensively on design and analysis using a variety of hydrologic and hydraulic programs including HEC-HMS, HEC-RAS, and HydroCAD. Ms. Paist-Goldman’s design expertise includes wetland restoration and mitigation; stream restoration; bridge repair and replacement; and dam repair, replacement, and removal. Specifically related to riverine systems, Ms. Paist-Goldman has extensive expertise with stream restoration, large woody debris, natural channel design and bioengineering stabilization techniques. Ms. Paist-Goldman has designed restoration projects of all sizes ranging from a few hundred feet to several miles of stream. These projects are planned for use as mitigation banks or serve as mitigation for development onsite. Working closely with restoration ecologists and landscape architects, Ms. Paist-Goldman has designed a variety of stream and wetland habitats including creation, enhancement, restoration, and preservation with a focus on sustainability and regulatory compliance.
David L. Poling
President Professional Environment Associates, Inc.Mr. Poling, President of PEA, has over 40 years of experience in the environmental consulting field and actively participates on every project we complete. This includes not only management but he often times is intimately involved in completion of tasks because of 1) his extensive technical background and training, 2) his vast experience in the environmental and consulting fields and 3) his attitude that each project is a reflection of himself. Besides his extensive education and training, He holds a multitude of licenses and certifications in the environmental consulting field. Those licenses include Licensed Site Remediation Professional (NJDEP) and Indoor Environmental Consultant (NJDH&SS).
$349.00 $174.50|7
Arizona Water Law, Rights and Regulations
On-DemandJune 27, 20246.0 Credit Hours
Credits
Engineers
6.0 Hour Learning Opportunity
Geologists
6.0 Hour Learning Opportunity
Attorneys
6.0 CLE Hours (Incl. 1.0 Ethics Hour)
Floodplain Managers
6.0 ASFPM CECs
Continuing Education Credit Information
This webinar is open to the public and offers a 6.0-hour learning opportunity for professional engineers and geologists in Arizona. Arizona engineers and geologists are not subject to a continuing education requirements.
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.0 hours toward your annual CLE requirement for the State Bar of Arizona, including 1.0 hour(s) of ethics.
This Association of State Floodplain Managers has approved this course for 6.0 CECs for floodplain managers.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Fred Breedlove
Of Counsel, Dorsey & Whitney, LLP, in Phoenix, AZMr. Breedlove focuses his practice on water rights transactions and permitting, state and federal land permitting, mining, administrative law, and governmental relations. His experience includes a wide variety of water rights transactions (groundwater, surface water, and Colorado River entitlements), assured water supply permitting, consultation on compliance with active management area management plans, water rights due diligence and permitting, state land acquisition, and National Historic Preservation Act compliance. Mr. Breedlove has represented land developers, landowners, golf courses, ranchers, farmers, private water and energy utility businesses, government agencies, and private equity investment firms. He also served for five years as the legislative liaison for the Arizona Department of Water Resources, during which time he managed several bills that were enacted, including the 2007 Water Adequacy Amendments. Mr. Breedlove has experience with the Arizona legislative process, bill drafting, and government relations. He earned his B.S. degree from Western Washington University, his Master of Studies in Environmental Law from Vermont Law School and his J.D. degree from Vermont Law School.
John Burnside
Attorney at Snell & Wilmer, LLP, in Phoenix, AZMr. Burnside covers water rights and water quality as part of a broad-based environmental and natural resources law practice at Snell & Wilmer. Mr. Burnside regularly counsels and represents significant water interests in the State of Arizona, with a particular focus on mining and energy. He has extensive experience litigating contested water rights claims in Arizona’s Gila River General Stream Adjudication, including multiple arguments and trials before the Special Water Master. Mr. Burnside has in-depth experience with the complex legal and technical issues surrounding Arizona water rights at the intersection between groundwater and surface water.
Riley S. Snow
Attorney at Rose Law Group, in Scottsdale, AZMr. Snow represents clients in Arizona and Utah on matters related to water rights, real property, and resource development. He regularly appears before land and water agencies and in state and federal court. Mr. Snow’s clients include governmental entities, national and multi-national corporations, water companies, cooperatives, partnerships, and individuals. He has litigated numerous general adjudication claims in Arizona and Utah. Mr. Snow has also litigated quiet title, easement, right-of-way and condemnation claims in both states.
$349.00 $174.50|6
Federal Fiduciary Income Tax Workshop
On-DemandJune 27, 20246.5 Credit Hours
Credits
Accountants
8.0 CPE Hours
Attorneys
6.5 60-minute CLE Hours (AZ, CA, CT, IL, PA, VT, TX)
Attorneys
8.0 50-minute CLE Hours (FL)
IRS - Internal Revenue Service
8.0 CE Credits
CFP Board - Certified Financial Planner Board of Standards
8.0 CE Hours (Tax Planning)
Continuing Education Credit Information
This webinar is open to the public and offers accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of taxation. Knowledge in federal taxation is beneficial, and no advanced preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education 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.
This course offers 8.0 continuing education credit hours for IRS enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g).
HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 continuing education credit hours to the course.
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.5 hours toward your annual CLE requirement for the State Bar of Arizona. HalfMoon Education in an approved MCLE Multiple Activity Provider for California attorneys (No. 8370); this webinar is designed to qualify for 6.5 CLE hours to California attorneys. HalfMoon Education is an approved CLE provider for Pennsylvania attorneys (No. 1613); this webinar offers 6.5 CLE hours to Pennsylvania attorneys. HalfMoon Education is an approved CLE provider for Texas attorneys (No. 8306); this webinar offers 6.5 CLE hours to Texas attorneys. This course has been approved by the Florida Bar for 8.0 general CLE credits. This course has been approved for 6.50 MCLE general credit hours by the Illinois MCLE Board. This approval qualifies the webinar for Connecticut attorneys.
This program does not qualify for New York Attorneys.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course, respond to prompts, and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any organizations or licensing boards.
Speakers
Christian A. Klaas, CPA, MST
Partner at Friedman + Huey Associates LLP in Frankfort, ILMr. Klaas is a partner at Friedman + Huey Associates, LLP. He specializes in fiduciary, estate and individual income taxation and working with large family groups. Mr. Klaas taught as an undergraduate/graduate tax instructor at Purdue University Northwest. He received his B.S. degree with concentrations in Accounting and Finance from Purdue University Northwest and received his M.S. degree in Taxation from DePaul University. He has spoken on various occasions presenting on taxation of decedents, estates and trusts. Mr. Klaas serves as a 1041 subject matter expert for a national tax software development firm, has edited various professional publications and is an active member of the Chicago Estate Planning Council, Illinois CPA Society, and AICPA.
Ryan Wirtz, CPA MST
Partner at Friedman + Huey Associates LLP in Frankfort, ILMr. Wirtz is a partner at Friedman + Huey Associates, LLP. He specializes in fiduciary, charitable and individual income taxation and working with large family groups. Mr. Wirtz received his B.S. degree in Accounting from Purdue University Northwest and received his M.S. degree in Taxation from DePaul University. He also is member of the Illinois CPA Society.
$349.00 $174.50|6.5
Maine Construction Contracting
On-DemandJune 27, 20246.0 Credit Hours
Credits
Engineers
6.0 PDHs
Architects
6.0 Hour Learning Opportunity
AIA - American Institute of Architects
6.0 LU|Elective
ICC - International Code Council
.6 CEUs (Administration)
Attorneys
6.0 CLE Hours (Incl. 1.0 Ethics Hour)
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.0 PDHs for professional engineers and provide a 6.0-hour learning opportunity to architects licensed in Maine. Continuing education courses and providers are not subject to pre-approval in Maine.
The American Institute of Architects Continuing Education System has approved this course for 6.0 Elective LUs (Sponsor No. J885). Only full participation is reportable to the AIA/CES.
The International Code Council has approved this event for .6 CEUs in the specialty area of Administration (Preferred Provider No. 1232).
The Maine Board of Overseers of the Bar has approved this webinar for 6.0 CLE hours, which includes 1.0 ethics hour.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate. The following pre-approvals may be available for the on-demand format upon request:
6.0 Elective LUs (AIA)
Speakers
Patrick C. Brady
Attorney with Bergen ParkinsonMr. Brady is a seasoned attorney with a focus on business, construction and real estate law. Based in Kennebunk, Maine, he brings a wealth of experience and a distinguished track record of success to his practice at Bergen Parkinson. He is known for his ability to provide practical and strategic guidance to clients across a broad spectrum of legal matters. As an attorney with a particular passion for the construction industry, he is a formidable advocate for clients involved in the construction industry of all sizes and complexities. Mr. Brady routinely represents owners, general contractors, subcontractors and suppliers with contract drafting and negotiation, mechanic’s liens, construction defects, dispute resolution, and compliance with state and federal regulations. His comprehensive but practical, pragmatic approach enables clients to navigate the legal complexities inherent in construction projects with confidence, clarity and efficiency. In addition, he maintains a robust general business and real estate law practice where he advises clients on entity formation, contract negotiation, corporate governance, financing, and residential and commercial real estate transactions. Mr. Brady honed his skills at a prominent Portland law firm and also served as in-house counsel for a large national general contractor prior to joining Bergen Parkinson.
John J. Cronan, III
Attorney with PretiFlahertyMr. Cronan is a Partner in the firm’s Litigation, Construction, and Workers’ Compensation Practice Groups. In his practice, he focuses on regional and national matters, including commercial litigation. He counsels construction clients with contract issues and resolving disputes involving public and private construction projects. In this capacity, he has represented owners, general contractors, specialty contractors, and subcontractors. In addition, he regularly counsels clients navigating costly workers’ compensation claims, insurance issues, or creditor’s rights disputes. Mr. Cronan represents national insurance companies and group self-insurers before state courts, regulatory agencies, and mediators, and has argued before the Maine Law Court. In addition to his focus on workers’ compensation, his work includes defense of insurance claims. As an experienced trial attorney, he understands that being court-ready means having the right information and resources to dismantle the opposition as quickly and thoroughly as possible. Mr. Cronan enjoys the investigation, research, and preparation that help him win in court, and secure favorable pre-trial settlements for his clients. Before joining the firm, he served as a law clerk within the Civil Litigation Department of a law firm in Boston, and as an intern with the Worcester County District Attorney’s Office in Worcester, Massachusetts. While in law school, he served as Associate Editor and Executive Technical Editor of the New England Journal on Criminal and Civil Confinement.
$349.00 $174.50|6
Generation Interconnection under the RTO Model and Changes Coming from Order 2023
On-DemandJune 25, 20242.0 Credit Hours
Credits
Engineers
2.0 PDHs (not approved in NY)
Attorneys
2.0 CLE Hours (IN), 2.4 CLE Hours (MO), Pending in MN, WI
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 2.0 PDHs for professional engineers in most states; please refer to specific state rules to determine eligibility. This course is not approved in New York.
HalfMoon Education is an approved continuing education sponsor for engineers in Florida (Provider License No: CEA362), Indiana (License No. CE21700059), Maryland, New Jersey (Approval No. 24GP00000700) and North Carolina (S-0130).
The Missouri Bar’s MCLE Department has approved this webinar for 2.4 general CLE hours.
The Indiana Supreme Court’s Office of Admissions & Continuing Education has approved this webinar for 2.0 general CLE hours.
This course has been submitted to the appropriate licensing boards for CLE accreditation in Minnesota and Wisconsin. Please visit this course listing online at www.halfmoonseminars.org for updates on pending credits.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Jackson Evans
Senior Corporate Counsel at MISO EnergyAt MISO Mr. Evans has focused principally on Generator Interconnection, Transmission Planning, and Competitive Transmission Administration. He has been involved in multiple high-profile FERC dockets, including being the primary drafter of MISO’s Order 2023 comments. Mr. Evans is also one of America’s leading lawyers in the area of lawyer jokes. Prior to joining MISO, He worked at Midwest Reliability Organization which enforced the NERC Reliability Standards. Mr. Evans started his career at the Minnesota Attorney General’s Office.
$129.00 $64.50|2
Florida Elder Law and Planning Update
On-DemandJune 24, 20246.0 Credit Hours
Credits
Accountants
7.2 CPE Credits
NASBA - National Association of State Boards of Accountancy
7.2 CPE Credits
Attorneys
7.0 CLE Hours, Including 1.0 Ethics Hour and 6.0 Certification Credits in Elder Law and Wills, Trusts and Estates
Continuing Education Credit Information
This webinar is open to the public and offers accountants 7.2 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of specialized knowledge. Knowledge of elder law and issues is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education 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.
HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
This webinar has been approved by The Florida Bar for a total of 7.0 CLE credits, including 6.0 General CLE Credits and 1.0 Ethics CLE Credit. This webinar has been approved for 6.0 Certification Credits in Elder Law and Wills, Trusts and Estates.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Jason Neufeld, Esq.
Founder, Managing Partner, and Principal Attorney with Elder Needs Law PLLC.Mr. Neufeld serves as lead attorney for medicaid planning, asset protection planning and government benefits preservation planning client matters. Mr. Neufeld directs all new business development; marketing, advertising, website and blogging; community outreach; referral relationship building; and management of the firm.
Michael C. Norvell, Esq.
Attorney at Law with Medicaid Planning & Resource Center Law Firm PLLCMr. Norvell, graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to the Florida Bar in November 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Field Unit of the Ethiopia-U.S. Mapping Mission. This mission was the last ground mapping of an entire country. He has been working in the central Florida area as a Guardianship Attorney for over 30 years. Mr. Norvell has two practices in Leesburg, Florida with one office dedicated to the sole practice of Medicaid and Veterans Planning. He presently practices primarily in elder law.
Barry D. Siegel, Esq.
Founder of The Siegel Law Group, P.A.Mr. Siegel, counsels individuals and families on Trust and Estate Planning. Asset Protection, Elder Law Planning, Medicaid planning, Veterans Benefits, and Special Needs planning. He also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. Mr. Siegel has authored or co-authored many articles on Estate Planning and Asset Protection strategies, including The Book of Estate Planning Strategies. He is a columnist for the Boca Raton Tribune, and he has been quoted in the South Florida Business Journal, the South Florida Sun-Sentinel. Mr. Siegel’s been a guest on numerous television and radio shows, and he is currently writing a book on International Asset Protection. He also frequently lectures at many organizations and private functions; and he has served as an Adjunct Professor for the Legal Studies Program at Florida International University in Miami, Florida. Mr. Siegel has traveled extensively teaching Estate Planning and Asset Protection to CPAs, Financial Advisors, Insurance Agents, and Trust Officers. He has also been a featured speaker on Estate Planning and Asset Protection Issues from a global perspective at the prestigious Global Wealth Summit held in Nassau, Bahamas.
Ryan Jay Smollar
Attorney at Elder Law, P.A,Mr. Smollar is a native Floridian who is attuned to the diverse needs of his clients. He received his undergraduate degree from Florida State University in Tallahassee and his Juris Doctor from St. Thomas School of Law. He is a passionate advocate for seniors and the families who care about them. Mr. Smollar practice is focused towards Elder Law, Estate Planning, Medicaid Planning, Probate Administration and Asset Preservation. He seeks to help families avoid Guardianship through advanced planning when possible. However, in the absence of proactive planning, he can assist responsible family members in becoming the legal Guardian for an incapacitated loved one.
Rhonda Steller
Manager at Medicaid Planning & Resource Center Law Firm PLLCMs. Steller is the manager at Medicaid Planning and Resource Center in Leesburg, Florida. She has been a Medicaid planner for over 19 years.
Denise Tessier
Attorney at The Tessier Law Firm, P.A.Ms. Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, she served diligently as in-house counsel for large multinationals, international and start-up operations, rising to General Counsel and Compliance Officer roles. She has extensive expertise in highly complex areas such as global insurance and corporate law, regulatory compliance, and dispute resolution. Now residing in Lake Wales, Florida, she has enthusiastically transitioned her practice to passionately educate and serve her new community on how to protect their children, their families, their legacy and wealth. Ms. Tessier continuous goal is to achieve peace of mind for her clients, whether handling elder concerns or crafting solid estate plans. She is a graduate of Providence College in Providence, Rhode Island, and Western New England University in Springfield, Massachusetts. in addition to the American Academy of Estate Planning Attorneys, Ms. Tessier is an active member of many legal and community organizations including the Estate Planning and Real Property Chapter of the Florida Bar Association, National Academy of Elder Law Lawyers (NAELA), and Academy of Florida Elder Law Attorneys (AFELA), the American Bar Association, Real Estate, Trust & Estates Section, Polk County Estate Planning Attorney Bar Association, Florida Association for Women Lawyers (FAWL) and American Business Women’s Association (ABWA: Lakeland Chapter.
$349.00 $174.50|6
New York Elder Law and Planning Update
On-DemandJune 20, 20246.0 Credit Hours
Credits
Accountants
7.2 CPE Credits
Attorneys
7.0 CLE Hours, Including 1.0 Ethics Hour
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for up to 7.2 CPE credits for accountants and 7.0 CLE hours for attorneys in New York. Professionals seeking continuing education credits in other states may be able to claim the hours earned at this webinar; please refer to specific board rules to determine eligibility.
This webinar offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Specialized Knowledge. Knowledge in elder law is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education 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.
HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional format course offers 6.0 Areas of Professional Practice CLE hours and 1.0 Ethics CLE hour, which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not eligible for any of the listed credits.
Speakers
Robert Arbuco, Esq.
Associate at Enea, Scanlan & Sirignano, LLPMr. Arbuco, concentrates his practice on Medicaid Planning and Estate Planning. He believes it is crucial to plan for the future of yourself and your loved ones. Mr. Arbuco received a B.S. in Global Studies: Political Economy and Development and a B.A. in Italian Studies from the University of Arizona, graduating in 2016. He received a J.D. from the Elisabeth Haub School of Law at Pace University, graduating Cum Laude in 2021. Mr. Arbuco is admitted to practice law in New York. He is a member of the New York State Bar Association (NYSBA) and the Westchester County Bar Association (WCBA).
Deborah S. Ball
Law Offices of Deborah S. BallMs. Ball’s Law Offices are a practice that concentrates on elder law issues, matters affecting the developmentally disabled, trust and estate planning options, including will preparation, and estate administration. As a former Assistant District Attorney, She investigated home repair schemes against the elderly community. Ms. Ball has been appointed as guardian, guardian ad litem, court evaluator, and attorney for the alleged incapacitated person, as well representing clients in guardian proceedings involving elderly and disabled individuals.
Lauren Enea, Esq.
Senior Associate with Enea, Scanlan & Sirignano LLPMs. Enea, concentrates her practice on Wills, Trusts and Estates, Medicaid Planning, Special Needs Planning and Probate/Estate Administration. She believes that it is never too early or too late to start planning for your future and enjoys working with individuals to ensure that their plan best suits their needs. An active member of the local bar associations, Ms. Enea was appointed to the Executive Committee of the Westchester County Bar Association (WCBA) Trusts and Estates Section. She is also the co-chair of the WCBA New Lawyers Section, treasurer of the Columbian Lawyers Association of Westchester County, and chair of the New York State Bar Association (NYSBA) Elder Law and Special Needs Section Publications Committee and co-editor of the NYSBA Elder Law and Special Needs Section Journal. Ms. Enea is a past co-chair of the NYSBA Elder Law and Special Needs Section 2020 Fall Meeting and the Elder Law and Special Needs Section 2022 Summer Meeting.
Michael Korsinky
Korsinsky & KleinMr. Korsinsky, is a founding partner at Korsinsky & Klein, LLP. He manages the firm’s litigation groups and Health Care Department, which includes appearing before various courts as well as those matters before administrative tribunals at various government agencies. He concentrates and dedicates most of his time with construction litigation, Elder Law and Health Law matters. Mr. Korsinsky also represents nursing homes throughout New York State, advising them in all areas of reimbursement related issues. He has extensive experience in representing nursing homes in Mental Hygiene Law Article 81 Guardianship proceedings in an effort to obtain Medicaid eligibility for their residents. Mr. Korsinsky also advises and represents healthcare facilities in an effort to solve complex discharge planning problems. He has brought actions in New York State Supreme Court and Surrogate’s Court to solve clients’ accounts receivables troubles. Mr. Korsinsky is recognized in New York State in the elder law and guardianship field. He has given numerous lectures to Nursing Home and Hospital Associations in an effort to have these entities streamline their nursing home admissions process and limit their potential liability from non-paying individuals.
Moira Laidlaw
Hollis Laidlaw & Simon P.C.Clients have turned to Ms. Laidlaw for 20 years on a broad range of trust and estate planning needs, including wills, trusts, guardianship, probate, and estate administration. She also works with clients in matters regarding elder law, special needs planning, Medicaid, long-term care asset protection, small business planning, and high net worth estate tax planning. Additionally, Ms. Laidlaw handles fiduciary litigation concerning trusts, wills, guardianships, conservatorships, and related accountings. She is a Certified Elder Law Attorney (CELA), one of approximately 400 attorneys in the U.S. who hold this designation, as accredited by the National Elder Law Foundation and the American Bar Association. As an executive committee member of the New York State Bar Association’s Elder Law and Special Needs Section, Ms. Laidlaw is one of an elite group of attorneys who help advocate and set policy on matters that impact the elderly and special needs community. She frequently lectures and educates on topics such as Medicaid as it relates to long-term care financing; special needs planning; and probate, estates, and gift tax issues. Ms. Laidlaw is also a member of the Society of Trust and Estate Practitioners (STEP). STEP, a global organization whose members come from 98 countries, is the global professional association for practitioners who specialize in family inheritance and succession planning.
Sarah Murdoch
Director of Client Services at Medicare Rights CenterMs. Murdoch joined the Medicare Rights Center in 2014. As Director of Client Services, she oversees programmatic operations of the Client Services Department. This includes the national helpline; Medicare Rights Center’s participation in state ombudsman and technical assistance programs such as New York’s Health Insurance Information Counseling and Assistance Program (HIICAP), Community Health Access to Addiction and Mental Healthcare Project (CHAMP), the Independent Consumer Advocacy Network (ICAN), and Community Health Advocates (CHA); and Medicare Rights Center’s volunteer and intern program. Previously, Ms. Murdoch served as the Helpline & Volunteer Coordinator, managing helpline counselors who work directly with beneficiaries to advocate for access to care, services, and benefits available through Medicare and Medicaid. She has a B.S. from The University of Chicago and an M.S.W. from Washington University in St. Louis. Prior to joining the Medicare Rights Center, Ms. Murdoch worked at Catholic Charities Senior Services in Chicago, coordinating community-based services and home care for older adults.
Alfred Polizzotto, III, Esq., CFP
Polizzotto and Polizzotto, LLCMr. Polizzotto III practicing in Estate Planning & Administration, Litigation, Family Law, Elder Law, Real Estate, Financial Planning, and more.
$349.00 $174.50|6
Cold Case Law: Legal Issues in Unsolved Deaths and Disappearances
On-DemandJune 18, 20246.0 Credit Hours
Credits
Attorneys
6.0 CLE Hours (AK, AZ, CA, CT, PA, TX, VT), 7.0 CLE Hours (NY, WI), 1.0 Ethics CLE Hour (in select states*), 1.0 Professionalism CLE Hour (in select states*)
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.0-7.0 total CLE hours, *including 1.0 ethics hour and 1.0 professionalism hour, for attorneys in select states. State specific sponsor approvals, course pre-approvals and pending applications are detailed below. The course will only be pre-approved in states listed below. Attorneys who complete this course may be able to apply for credit in additional states individually; please refer to specific state rules to determine eligibility.
HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional course offers 7.0 Areas of Professional Practice CLE hours, which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
HalfMoon Education is an approved CLE provider for Pennsylvania attorneys (No. 1613); this webinar offers 6.0 CLE hours to Pennsylvania attorneys. HalfMoon Education is an approved CLE provider for Texas attorneys (No. 8306); this webinar offers 6.0 CLE hours to Texas attorneys. This approval qualifies the webinar for Connecticut and Alaska attorneys. HalfMoon Education is an approved CLE provider for Vermont attorneys. HalfMoon Education is an approved Multiple Activity Provider with the State Bar of California (No. 8370); this program offers 6.0 CLE hours to California attorneys.
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.0 hours toward your annual CLE requirement for the State Bar of Arizona, including 2.0 hour(s) of professional responsibility.
This webinar has been approved by the Utah State Board of Continuing Legal Education for 6.0 CLE credits, which includes 1.0 ethics hour and 1.0 professionalism hour. The webinar has also been approved by the Wisconsin Board of Bar Examiners for 7.0 CLE credits, which includes 1.0 ethics hour.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits as the live presentation.
Speakers
Karra Porter, Esq.
President of Christensen & Jensen, P.C.Ms. Porter has been a practicing attorney for 36 years and was Utah Lawyer of the Year in 2018. She is the cofounder and CEO of the Cold Case Coalition, a 501(c)(3) nonprofit that assists families and communities with unresolved deaths and disappearances. Karra is also cofounder and CEO of Intermountain Forensics, a state-of-the-art accredited forensic DNA laboratory. She is the coauthor of COLD CASE HELP: How to Work Your Own Cold Case (2023 Cold Case Coalition).
$349.00 $174.50|6
Federal Wetlands Science, Law, and Compliance Post-Sackett
On-DemandJune 14, 20246.5 Credit Hours
Credits
Architects
6.5 HSW CE Hours
AIA - American Institute of Architects
6.5 LU|HSW
Landscape Architects
6.5 HSW CE Hours
LACES - Landscape Architecture Continuing Education System
6.5 HSW LA CES PDHs
Engineers
6.5 PDHs
Floodplain Managers
6.5 ASFPM CECs
APA/AICP - American Planning Association/American Institute of Certified Planners
6.5 CM
Attorneys
6.5 CLE Hours (CT, PA, VT), 7.5 CLE Hours (FL, NY)
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.5 PDHs for professional engineers, 6.5 HSW continuing education hours for licensed architects, and 6.5 HSW continuing education hours for landscape architects in all states that allow this learning method. Please refer to specific state rules to determine eligibility.
HalfMoon Education is an approved continuing education sponsor for engineers in Florida (Provider License No: CEA362), Indiana (License No. CE21700059), Maryland, New Jersey (Approval No. 24GP00000700) and North Carolina (S-0130). HalfMoon Education is deemed an approved continuing education sponsor for New York engineers, architects and landscape architects via its registration with the American Institute of Architects Continuing Education System (Regulations of the Commissioner §68.14(i)(2) and §69.6(i)(2)) and with the Landscape Architecture Continuing Education System. Other states do not preapprove continuing education providers or courses.
The American Institute of Architects Continuing Education System has approved this course for 6.5 HSW LU’s (Sponsor No. J885). Only full participation is reportable to the AIA/CES.
The Landscape Architecture Continuing Education System has approved this course for 6.5 HSW PDHs. Only full participation is reportable to the LA CES.
This Association of State Floodplain Managers has approved this course for 6.5 CECs for floodplain managers.
HalfMoon Education is an approved CM Provider with the American Planning Association. This course is registered for CM | 6.5 for Certified Planners.
This webinar has been approved by the Florida Bar for a total of 7.5 CLE credits, including 6.5 General CLE Credits and 1.0 Ethics CLE Credit. This webinar has been approved for 6.5 Certification Credits in State and Federal Government and Administrative Practice.
This webinar provides 6.5 CLE hours to Pennsylvania attorneys; HalfMoon Education is an approved CLE provider for Pennsylvania attorneys (No. 1613). This approval qualifies the webinar for Connecticut attorneys. HalfMoon Education is an approved CLE provider for Vermont attorneys.
HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional course offers 7.5 Areas of Professional Practice CLE hours, which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards.
Speakers
Benjamin Burdette
Project Professional based in Geosyntec’s Mount Pleasant, South Carolina Office QHP, EITMr. Burdette has conducted and managed numerous field delineations, permitting under the Clean Water Act; National Environmental Policy Act (NEPA) efforts; and other local, regional, and national regulatory projects. He has worked with South Carolina Department of Transportation (SCDOT), North Carolina Department of Transportation (NCDOT), and Tennessee Department of Transportation (TDOT) on multiple permitting efforts ranging from bridge replacements to Environmental Impact Studies (EIS) for roadway developments. Mr. Burdette takes pride and specializes in utility scale solar development projects which have developed over 10,000 acres of land into sustainable green energy producing sites. Since 2018 He has held his FAA Part 107 Unmanned Aerial Systems (UAS) License. This has allowed him to use cutting edge software and hardware to create new methodologies for gathering data in the field.
Dylan Paul DeRouen
Wetland Professional in Training (WPIT) at Geosyntec Consultants in Baton Rouge, LAMr. DeRouen is a Wetland Professional in Training (WPIT) who specializes in botany and natural resources science. He received his B.S. in Biology at the University of Louisiana at Lafayette and his M.A. in Biology at Arkansas State University. Mr. DeRouen has been working in Southeastern (USA) ecosystems for over 10 years, primarily in the alluvial and coastal plains ecoregions. His professional experience includes wetland delineation, bioremediation, environmental permitting, T/E species surveying, ArcGIS, natural history collection and curation, invasive species management, habitat restoration, green infrastructure, native landscaping, and trail construction.
Mark A. Dilley
MAD Scientist Associates, LLC, in Westerville, OH.Mr. Dilley earned a B.S. in Natural Resources (Fisheries Management) in 1991 and a M.S. in Environmental Science (specializing in wetlands) in 2003, both from The Ohio State University. He and his wife Christine are co-owners of a WBE, WOSB, and EDGE-certified environmental consulting firm, MAD Scientist Associates, specializing in ecological and wetland consulting. Mr. Dilley has over 22 years’ experience as a field biologist, ecologist, and wetland scientist. He is an EPA-certified Level 3 Qualified Data Collector (QDC) for fish and habitat studies in Ohio, a Certified Senior Ecologist with the Ecological Society of America, and a Professional Wetland Scientist with the Society of Wetland Scientist. Mr. Dilley has conducted ecological surveys in over 11 states, at a variety of sites, including Department of Energy, NASA, and U.S. military facilities, landfills, and industrial sites.
Austin Scarborough
Young/Sommer LLC, in Troy, NYMr. Scarborough joined Young/Sommer in 2023 and focuses his area of practice on energy, environmental, and land use law. Prior to joining, Austin worked at other law firms in the Capital Region, where he assisted clients on various energy, environmental, land use, and cybersecurity matters. He provides counsel on matters such as environmental compliance, due diligence, and obtaining permits and approvals at local and state levels. He also regularly presents on wetlands issues and updates at the state and federal level.
Brianna Schroeder
Partner at Janzen Schroeder Ag Law LLC in Indianapolis, IN.
Ms. Schroeder focuses her legal practice on litigating complex environmental matters, drafting contracts for agribusinesses and farms, and assisting agricultural clients with regulatory compliance and land use issues. Her experience ranges from defending dairy farms against nuisance suits to negotiating solar leases and advising farmers on wetlands compliance. Ms. Schroeder has also litigated environmental insurance coverage, environmental liability, county zoning, and other complex litigation matters throughout Illinois and Indiana, representing a wide variety of clients from large corporations to municipalities to private individuals.
Matt Schweisberg
PWS Principal with Wetland Strategies and Solutions, LLC in Merrimac, MAMr. Schweisberg provides policy, regulatory and technical advice and assistance for clients seeking to navigate a wide range of regulatory and non-regulatory issues related to wetlands and other aquatic resources. He works throughout the U.S. Mr. Schweisberg is a Professional Wetland Scientist under the Professional Certification Program of the Society of Wetland Scientists. He is a retired federal wetlands ecologist and wildlife biologist who spent over 32 years with the U. S. Environmental Protection Agency at its headquarters office in Washington, D.C., and at the New England Region office in Boston. Mr. Schweisberg served as chief of the New England Region’s Wetlands Protection Program, as senior wetland ecologist, and on national work groups developing guidance and regulations on Clean Water Act jurisdiction, among other issues. He has testified before federal grand juries and has served several times as an expert witness in federal, state, and private litigation. Mr. Schweisberg has taught courses in wetland regulation, restoration, and creation; wetland ecology; and wetland identification and delineation for federal and state agencies, academic organizations, and environmental consultants. He received his degree in Wildlife Management from the University of Maine.
$349.00 $174.50|6.5
Maryland Water Laws and Regulations
On-DemandJune 14, 20246.0 Credit Hours
Credits
Engineers
6.0 PDHs
Land Surveyors
6.0 PDHs
Geologists
6.0 PDHs Learning Opportunity
Attorneys
6.0 Hour Learning Opportunity
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.0 PDHs for professional engineers and land surveyors in Maryland. HalfMoon Education is an approved continuing education provider for professional engineers and land surveyors in Maryland.
This webinar offers a 6.0-hour learning opportunity for Maryland attorneys and geologists, who are not currently subject to continuing education requirements.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Anthony G. Gorski
Attorney at Law Office of Anthony G. Gorski, Instructor at Johns Hopkins UniversityMr. Gorski is an attorney in Annapolis, specializing in environmental, natural resources and agricultural law. He advises clients on environmental and agricultural matters, water supply and sewer capacity allocation, land use and related litigation. In addition, he represents clients litigating in State and federal courts and administrative forums, including trial and appellate advocacy.
Mr. Gorski served as an assistant attorney general representing the Maryland Department of the Environment from 1991 to 1997. In addition to his law practice, he has taught environmental law in the graduate engineering program at Johns Hopkins University for over 20 years and water resources law and policy for the University of Maryland’s Department of Agriculture and Resource Economics. He is an active speaker in legal education seminars.
Mr. Gorski earned a J.D. degree and a master of environmental law degree, cum laude, from Vermont Law School and a B.S. degree in Wildlife and Fisheries Management, with minors in Biology and Chemistry, from Frostburg University. He is admitted to practice in Maryland, before the US District Court for Maryland, and before the US Courts of Appeals for the Fourth Circuit and the Federal Circuit. He is a member of the Maryland State Bar Association (Environmental Law and Agriculture Law Sections).
Timothy Henderson
Attorney at Rich & Henderson, Instructor at Johns Hopkins UniversityMr. Henderson is the co-founder and managing partner of Rich &
Henderson, P.C., which has law offices located in Annapolis and Easton, Maryland. Widely regarded as among the leading trial and transactional attorneys in his region, Mr. Henderson provides exceptional representation and support to clients throughout Washington, D.C., and surrounding areas. His main areas of practice include administrative law, business and commercial law, energy and natural resources law, environmental law and land use and zoning. Over the course of his legal career, Mr. Henderson has achieved remarkable success helping a diverse range of clients across the country with their important and pressing legal issues. He has extensive experience handling matters involving regulatory compliance of hazardous waste disposal and related violations as well as helping his clients to obtain the necessary permits and licenses they need.
In addition, Mr. Henderson has considerable experience handling environmental due diligence for mergers and acquisitions and complex real estate-related issues involving land use and zoning requirements. He has become known as an authority on environmental law, and he has gained a reputation for his efficient and cost-effective manner of helping his clients navigate the complex and convoluted process of environmental requirements needed to allow them to open their businesses or acquire land. As further evidence of his in-depth legal knowledge and leadership skills, Mr. Henderson serves as an instructor of environmental law and business law courses with the Johns Hopkins University Engineering for Professionals Program.
He has also conducted numerous lectures and continuing legal education seminars across the nation on a variety of legal topics related to real estate law, land development and other subjects, and he has served as Chair of the Maryland State Bar Association’s Environmental Law Section. A 1976 graduate of the State University of New York at Purchase with a Bachelor of Arts in environmental science. In 1980, Mr. Henderson received his Master of Science from the Nelson Institute of Environmental Studies at the University of Wisconsin-Madison his Juris Doctor from the University of Wisconsin Law School.
Jeff Hershey
Associate Attorney Rich & Henderson, P.C.Mr. J. Hershey is active in Rich & Henderson’s transactional, regulatory, and litigation practices, including with respect to environmental, administrative, business, zoning and land use, and contracts law. Prior to joining Rich & Henderson, He served as a judicial law clerk to the Honorable Ronald B. Rubin, Circuit Court for Montgomery County, Maryland. As a judicial law clerk, he regularly worked on cases in the Maryland Business and Technology Case Management Program. Mr. J. Hershey received a J.D. from the Antonin Scalia Law School at George Mason University in Arlington, Virginia and a B.B.A in Finance and a B.A. in History from the College of William and Mary in Virginia. While in law school, he served as a legal intern for the Securities and Exchange Commission Division of Investment Management and for the Department of Justice Civil Division. Prior to enrolling in law school, Mr. J. Hershey worked as an Information Technology auditor for Ernst & Young, LLP, in Tysons, Virginia and in Washington, D.C. He is admitted to practice in Maryland and the U.S. District Court for the District of Maryland.
Peter Hershey
Partner Rich & Henderson, P.C.Mr. P. Hershey practices in the areas of environmental, natural and cultural resources, land use, criminal, construction, maritime, procurement, and commercial law. He advises clients on a wide range of environmental, commercial, marine/maritime and other laws and regulations and is active in the firm’s trial and appellate litigation practice. Prior to joining Rich & Henderson, Mr. P. Hershey served as a judicial law clerk and senior judicial law clerk to the Honorable Christopher B. Kehoe, Maryland Court of Special Appeals, and as a judicial law clerk to the Honorable Broughton M. Earnest, County Administrative Judge for the Talbot County Circuit Court. He received a B.A. in History from the College of William and Mary in Virginia, and a J.D. from the William and Mary Marshall-Wythe School of Law.
Jeffrey W Moore, P.E. , Esq.
Principal Attorney with Jeffrey W. Moore Law, LLCMr. Moore’s main areas of practice are Environmental, Real Estate, Business, and Construction Law. Mr. Moore advises and represents individuals and businesses in civil litigation and commercial affairs including business asset purchases and sales, materials and mining, real estate, chemical manufacturing, energy development and construction. He also advises on regulatory, permitting and litigation matters. He delivers C-level consulting services for large regional development and manufacturing groups related to CERCLA remedial actions at legacy sites, real estate transactions, asset sales, mergers and acquisitions. Mr. Moore is also the owner and Principal Engineer with D. Moore & Associates, LLC with decades of environmental engineering and earthwork construction experience. He earned his B.A. degree in Environmental Sciences from the University of Virginia, his B.S. degree in Geology and his M.S. degree in Environmental Engineering from Virginia Tech and his J.D. degree from The George Washington University Law School.
$349.00 $174.50|6
All About Trusts in Texas
On-DemandJune 10, 20246.0 Credit Hours
Credits
Accountants
7.2 CPE Credits
NASBA - National Association of State Boards of Accountancy
7.2 CPE Credits
Attorneys
6.0 CLE Hours
TBLS - Texas Board of Legal Specialization
6.0 Hours – Estate Planning and Probate Law, and Tax Law
Continuing Education Credit Information
This webinar is open to the public and offers accountants 7.2 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of finance. Knowledge of trusts is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education 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.
HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
This webinar offers 6.0 CLE hours to Texas attorneys and paralegals; HalfMoon Education is an approved CLE provider for Texas attorneys (No. 8306).
This course has been approved by the Texas Board of Legal Specialization for 6.0 certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: Estate Planning and Probate Law and Tax Law.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Joseph Collins
Associate in the Estate Planning Practice Group in the Dallas office of Haynes and Boone, LLP.Mr. Collins practice focuses on designing and implementing comprehensive estate plans and business succession techniques, while minimizing estate, gift, generation-skipping and income tax consequences; forming and administering family business entities; representing clients in probate matters; developing and implementing plans for protecting clients’ privacy; and advising clients on trust and estate administration matters. He earned his B.A. degree from the University of Georgia, his J.D. degree (editor-in-chief, International Trade Law Journal) from South Texas College of Law Houston, and his Master of Law, Taxation from New York University School of Law. Mr. Collins is admitted to practice in California and Texas.
Terry L. Garrett, CELA
Attorney with The Garrett Law Firm, PLLCMs. Garrett serves on the federal advocacy committee of the National Academy of Elder and Special Needs Law Attorneys (“NAELA”) and the board of the Texas chapter. NAELA attorneys envision a day when all older adults, people with disabilities, and their families have the legal, health, social and financial care they need to live their best lives. She is an Approved Guardianship Attorney and is appointed by Central Texas courts in heirship and guardianship proceedings. Ms. Garrett is a member of the Estate Planning Council of Central Texas.
Ms. Garrett handles pro bono cases for Volunteer Legal Services, the Austin Bar Association’s Cancer Clinic, Veterans’ Clinics and the Women’s Resource Fair. She also participates in UT Law School clinics and speaks on legal and financial planning for the Alzheimer’s Association. Mother of a child with special needs, over the years she has taught for the National Alliance for the Mentally Ill and volunteered for the Council on Adoptable Children, the AFS foreign exchange student program, Cornell Cares, Hands on Housing and as an officer of the Harmony PTO.
Namrita Notani
Associate Spencer FaneMs. Notani’s practice focuses on all aspects of helping clients develop effective and beneficial wills and testaments, trusts, powers of attorney, and other related estate planning documents. She prioritizes plans that minimize, defer, and eliminate taxes and ensure protection and disposition of all assets through easy-to-understand advice that gives clients a clear picture of their tax, trust, estate, and business succession plans. Additionally, Ms. Notani has had extensive training as a mediator and has successfully settled many business and family disputes in a manner that avoided excessive costs related to protracted and expensive litigation. She is also certified to serve as guardian ad litem in Texas. Ms. Notani earned a doctorate in dental medicine from Boston University’s Henry M. Goldman School of Dental Medicine and earned her Juris Doctor from the Mitchell Hamline School of Law.
Deborah J. Schmidt
Attorney at Farrow-Gillespie Heath Wilmoth LLPMs. Schmidt, attorney at Farrow-Gillespie Heath Wilmoth LLP, practices in probate, guardianship, and elder law, including administrations and litigation for probate, guardianship, and trusts. She is certified by the Texas State Bar to serve as an attorney ad litem and guardian ad litem for probate and guardianships. With trial experience in civil, family, and probate law, she works tirelessly to protect and serve families in Collin, Dallas, Hunt, Kaufman, and Tarrant, as well as surrounding counties. Ms. Schmidt previously owned DJS Mediation Services, a mediation practice with a focus on family law and probate matters, where she resolved high conflict family disputes; performed evaluations for adoptions and contested custody cases; and taught mediation courses for Collin County Community College District. She graduated from Texas A&M University with a B.S. in psychology and earned her M.A. in dispute resolution from Southern Methodist University. Ms. Schmidt was admitted to the Texas State Bar, in 2018, after graduating with the inaugural class at UNT Dallas College of Law. She is active in several alumni and service organizations, mentors law students, and assists at UNT Dallas College of Law as an adjunct professor for the Interviewing and Counseling, and Negotiation courses. Ms. Schmidt’s professional memberships include the Collin and Dallas Bar Associations; Collin, Dallas, and Texas Women Lawyers’ Associations; and the State Bar of Texas. She accepts every opportunity to volunteer with Attorneys Serving the Community, Dallas Volunteer Attorneys, the DBA Habitat Build, Legal Hospice of North Texas, and Rotary International.
Robert Thomson, J.D.
Senior Attorney at Kearney, McWilliams & Davis, PLLCMr. Thomson practices in estate planning, probate, and business transactions. He is an alumnus of the University of Louisiana-Monroe and received the Juris Doctor degree from South Texas College of Law-Houston in 2012. Mr. Thomson’s focused interests include estate planning for business owners and high net-worth individuals and families, complex probate matters, business structuring, and asset protection planning. During law school, He clerked in the legal department of a global Fortune 500 company, where he drafted the model LLC operating agreement for use in most of the company’s many wholly owned subsidiary LLCs. Additionally, during this time Mr. Thomson assisted with a multi-billion-dollar merger, as well as a multi-national tax reorganization. This experience led to a lifelong interest in the development and proper management of complex business entity structures. He has also served for many years in the Texas Army National Guard, including several overseas deployments. Mr. Thomson was awarded the Bronze Star Medal for his service in Afghanistan. He is licensed in Texas and in the United States District Court for the Southern District of Texas. Mr. Thomson is based in the Houston office of Kearney, McWilliams & Davis, PLLC.
$349.00 $174.50|6
Obtaining Phase 1 and Phase 2 Environmental Site Assessments
On-DemandJune 10, 20242.0 Credit Hours
Credits
Engineers
2.0 PDHs
Attorneys
2.0 PDHs (AZ, CA, CT, PA, VT)
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 2.0 PDHs for professional engineers in most states; please refer to specific state rules to determine eligibility. *This course is not approved in New York.
HalfMoon Education is an approved CLE provider for Pennsylvania attorneys (No. 1613); this webinar offers 2.0 CLE hours to Pennsylvania attorneys. This approval qualifies the webinar for Connecticut attorneys. HalfMoon Education is an approved CLE provider for Vermont attorneys. HalfMoon Education is an approved Multiple Activity Provider with the State Bar of California (No. 8370); this program offers 6.0 CLE hours to California attorneys.
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 2.0 hours toward your annual CLE requirement for the State Bar of Arizona.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Victoria Reed
Senior Project Manager at Verdantas in Somerville, NJMrs. Reed has over 20 years of environmental consulting experience, she primarily supports commercial and industrial clients with transactional due diligence services and provides practical remedial solutions that become integrated into site development. This includes the evaluation of diverse property types including industrial facilities, multi-family residential developments, water utilities, and commercial spaces. She is an environmental professional as defined by the ASTM Standard E1527-21 and has overseen the environmental assessment of properties in New Jersey, Pennsylvania, New York, Delaware, Massachusetts, and other Mid-Atlantic states. The assessments are conducted in accordance with the ASTM Standard E1527-21 Standard Practice for Environmental Site Assessments: Phase I Environmental Assessment Process. Mrs. Reed also assembles, manages, and coordinates a team of professional experts, to collaboratively work towards developing a cost sensitive but effective investigation and/or remedial plan for clients in accordance with New Jersey Department of Environmental Protection regulations and guidance. she plans and directs the implementation of Preliminary Assessments (PA), Site Investigations (SI), Remedial Investigations (RI), and Remedial Actions for soil, groundwater, vapor intrusion and Underground Storage Tank (UST) investigations and closures. Mrs. Reed’s additional work activities include litigation support, technical third-party evaluation, oversight, and building management support (i.e. asbestos surveys, lead paint surveys).
David C. Scott
Partner at Greenbaum, Rowe, Smith & Davis LLP in Roseland, NJMr. Scott’s environmental law practice emphasizes transactions, permitting, and regulatory compliance. He provides counsel on environmental risks associated with real estate and business transactions, methods for mitigating those risks, compliance with federal and state environmental statutes, and strategies for addressing environmental issues including the presence of hazardous substances in soil and groundwater, discharges from underground storage tanks, and the cleanup and remediation of contaminated sites. Mr. Scott also guides clients through all phases of environmental permitting and the coordination of remedial activities in connection with redevelopment activities. He has counseled private equity firms, manufacturers, retailers, lenders, and developers in mergers, divestitures, acquisitions, and the purchase and sale of commercial and industrial real estate properties. Mr. Scott has assisted in brownfield redevelopment projects and transactions at former industrial and commercial facilities, gas stations and other contaminated properties, including conducting pre-acquisition environmental due diligence. His background also encompasses assisting solid waste service vendors with licensure and certification issues, as well as the management of environmental, health and safety (EHS) risks and oversight of environmental compliance audits. A graduate of the State University of New York College of Environmental Science and Forestry (magna cum laude) and Vermont Law School (cum laude), Mr. Scott is admitted to practice in New Jersey, New York, and the District of Columbia.
$129.00 $64.50|2
Oregon Water Rights and Regulations
On-DemandJune 6, 20246.5 Credit Hours
Credits
Engineers
6.5 PDHs
Geologists
6.5 PDHs
APA/AICP - American Planning Association/American Institute of Certified Planners
6.5 CM
Attorneys
6.5 General CLE Hours
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.5 PDHs for professional engineers and geologists in Oregon. Continuing education activities for Oregon engineers and geologists are not subject to pre-approval.
This course has been approved by the Oregon State Bar for 6.5 general CLE hours.
HalfMoon Education is an approved CM Provider with the American Planning Association. This course is registered for CM | 6.5 for Certified Planners.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Nellie Barnard
Shareholder at Schwabe, Williamson & Wyatt, P.C. in Portland, ORMs. Barnard provides legal ethics and risk management advice to lawyers, law firms, law students, and in-house legal departments. She also represents Oregon and Washington lawyers in attorney discipline matters and character and fitness proceedings, including on appeal. With a deep background in complex business and financial services disputes. Ms. Barnard is a frequent CLE speaker on legal ethics, risk management, and discipline defense issues, and also serves as Assistant General Counsel to the firm.
Maureen S. Bayer
Of Counsel with Tonkon Torp LLP, in Portland, ORMs. Bayer is a seasoned environmental attorney, regulatory specialist, and litigator at Tonkon Torp, where she serves as Chair of the firm’s Environmental & Natural Resources Practice Group. Her practice is focused on representing clients facing environmental issues related to regulatory compliance, site contamination, and business transactions. Clients value Ms. Bayer’s deep understanding of complex environmental challenges and her ability to provide creative solutions for the best possible outcome. She is adept at approaching her practice through a combination of science and law. No matter what issue her clients face, she puts their best interests first and provides practical advice and counsel all along the way.
Ms. Bayer has significant legal and technical experience remediating contaminated property and managing all stages of environmental litigation. She guides landowners through the appropriate steps when they suspect their property may be contaminated, assists clients with reporting obligations, works with consultants to ensure proper documentation of investigation and cleanup activities, and helps recover costs from responsible parties. Ms. Bayer also regularly assists businesses nationwide in complying with Extended Producer Responsibility laws.
She has represented clients from a variety of industries at some of the largest Superfund sites in the country. Ms. Bayer has experience obtaining stormwater, wastewater, and air emissions permits, negotiating settlements and resolving non-compliance issues with regulatory agencies, and transferring permits to new entities following change in ownership. When buying or selling a piece of potentially contaminated property, understanding environmental risk is key to avoiding major issues down the road. She works with environmental consultants and transactional attorneys to identify and appropriately shift environmental risk so that her clients can close their business transactions with peace of mind.
Rosalyn DiLillo Knock
Associate with Schwabe, Williamson & Wyatt, P.C. in Seattle, WAMs. DiLillo Knock provides strategic guidance on a variety of issues, including water rights, environmental compliance, and due diligence. She helps clients understand and comply with a range of regulatory frameworks at the local and national levels. Ms. DiLillo Knock conducts legal research on complex environmental statutes like the Clean Water Act, the National Environmental Law and Policy Act, and the Endangered Species Act. While in law school, she actively participated in the Washington Journal of Social and Environmental Justice as well as the Environmental Law and Policy Clinic and served as a legal researcher for a tribal entity in Washington.
Elizabeth E. Howard
Shareholder at Schwabe, Williamson & Wyatt, P.C. in Portland, ORMs. Howard works with companies and individuals to navigate complex natural resource and environmental regulations, and to obtain permits and authorizations. She also defends and resolves enforcement and regulatory actions from environmental and natural resources agencies in Oregon. Ms. Howard experience includes water; wetlands; endangered, threatened, and sensitive species; Confined Animal Feeding Operations; fertilizers and pesticides; and public and federal lands.
Sarah R. Liljefelt
Attorney at Dunn Carney LLP in Portland, ORMs. Liljefelt is a partner and the managing attorney at Schroeder Law Offices’ Portland, Oregon office. She joined Schroeder Law Offices in 2009 and graduated from Lewis & Clark Law School with an Environmental & Natural Resources certificate. Ms. Liljefelt represents water users in the West, focusing her practice on water rights review, evaluation, due diligence, permitting, transfer, forfeiture and cancellation, water-related real property and public lands issues and disputes, administrative contested cases, and state and federal litigation. She is licensed to practice law in Oregon, California, and Utah. Ms. Liljefelt is the chair of the Oregon Cattlemen’s Association’s Water Resources Committee, the former chair of the Oregon State Bar’s Environmental & Natural Resources Section’s executive committee, and serves on the Bar’s Agricultural Law Section executive committee. She enjoys cooking, kayaking, and camping with her family, and competitively races outrigger canoes with the Mountain Home Canoe Club.
Irion A. Sanger
Partner with Sanger Greene PC, in Portland, ORMr. Sanger’s legal and consulting practice focuses on energy, administrative, and public utility law. He represents energy trade associations, municipalities, electric cooperatives, irrigation districts, end-use industrial and commercial consumers, investor owned natural gas and water utilities, and renewable and cogeneration electricity producers. Mr. Sanger advises hydro, biomass, geothermal, wind, solar, cogeneration, and other electricity generators on a wide variety of transactional matters, including negotiating power purchase agreements, interconnection agreements, wholesale power sales, resource development and sales, and other matters. He has a lengthy background representing end[1]use industrial, commercial, and irrigation customers in all facets of retail rates and service quality. Mr. Sanger represents clients in energy and utility matters before state and federal courts, state public utility commissions, the Federal Energy Regulatory Commission, and the Bonneville Power Administration. Mr. Sanger is also an adjunct instructor at Lewis and Clark Law School, and in Portland Community College’s Paralegal Program. Mr. Sanger graduated from Lewis and Clark Law School in Portland, Oregon in 2000 with cum laude honors and an Environmental Law Certificate, and from World College Institute of New College of California in 1995 with a bachelor’s degree in the Humanities with an emphasis in International Environmental Studies.
Brian R. Sheets
BRS Legal, LLCMr. Sheets is the owner of BRS Legal, LLC, an Ontario-based law firm that focuses on water law, natural resources, and land use law in Oregon and Idaho. He has represented clients with a wide set of issues ranging from municipal water supply concerns to wildlife management policy, and individuals with diverse land use issues in negotiation and litigation roles. Mr. Sheets focuses on water-related legal challenges for agricultural and residential water users across Oregon and has expanded into Idaho in 2020. He is a graduate of Lewis & Clark Law School (2013) with a certificate in Environmental and Natural Resources Law and served as the Managing Editor of Lewis & Clark Law Review. In his spare time, Mr. Sheets represents a national non-profit Falconry advocacy organization, pro-bono as associate counsel, which compliments his practice as a licensed falconer.
Natascha Smith
Assistant Attorney General with the Oregon Department of Justice, General Counsel Division, Business Activities SectionMs. Smith represents and advises the OPUC Staff in matters before the OPUC, including water utility matters.
$349.00 $174.50|6.5
Indiana Land and Water Law
On-DemandMay 31, 20246.5 Credit Hours
Credits
Engineers
6.5 PDHs
Geologists
6.5 Hour Educational Opportunity
APA/AICP - American Planning Association/American Institute of Certified Planners
6.5 CM
Attorneys
6.5 Pending
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.5 PDHs for professional engineers in Indiana. HalfMoon Education is an approved continuing education sponsor for engineers in Indiana (License No. CE21700059).
Approval for this webinar is pending with the Indiana Supreme Court’s Office of Admissions and Continuing Education for 6.5 general CLE hours.
This webinar may provide up to 6.5 continuing education hours to geologists. This course has not been pre-approved for geologist credit.
HalfMoon Education is an approved CM Provider with the American Planning Association. This course is registered for CM | 6.5 for Certified Planners.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Lauren Baldwin
Associate in Ice Miller’s Environmental, Insurance and Utilities GroupMs. Baldwin represents businesses, municipalities and utilities in all aspects of litigation and risk management, regulatory compliance, air and water permitting, real estate transactions and insurance coverage. Her practice includes environmental litigation involving cleanup and cost recovery actions before Indiana and federal courts. Ms. Baldwin also has experience advising clients on Clean Air Act compliance and complex wastewater, stormwater and solid and hazardous regulations. Before joining Ice Miller, She worked at a law firm representing large industrial clients and other businesses in all areas of environmental law and helped clients find cost-effective solutions to compliance, permitting and enforcement issues.
Todd Bauer, P.E., PLS
Founder and Principal with ForeSight ConsultingForeSight Consulting, LLC, a professional services firm established in 2004 in Fort Wayne, Indiana. ForeSight offers comprehensive civil engineering and land surveying services to the construction and building sectors. He manages the firm’s operations, directs its growth strategy, mentors team members, and continues to oversee engineering and surveying projects of various sizes throughout Indiana. A graduate of Purdue University, Mr. Bauer holds a bachelor of science degree in Civil Engineering Technology. He is a licensed professional engineer and professional surveyor in Indiana and has previously held professional licenses in several other states. In addition, he has served as an adjunct faculty member at Purdue University Fort Wayne, where he taught courses in elementary surveying, route survey and design, land survey and subdivision, and hydraulics and drainage. Mr. Bauer has played an active role in the Indiana Society of Professional Surveyors (ISPLS), serving on its board of directors from 2006 to 2015 and again from 2018 to 2020. He was honored with the President’s Award in 2010 for his contributions to the society, and the profession of land surveying. He served as president of ISPLS in 2019 and continues his involvement with the society on the Government Affairs Committee. Additionally, Mr. Bauer has served in leadership positions within the Northeast Chapter of ISPLS, including serving as chapter president on three occasions. He is regularly called upon to handle complex surveying cases and has served as an expert witness in matters involving boundaries, easements, and riparian rights. Known as a trusted resource for developers, title companies, and real estate attorneys, he has delivered continuing education presentations on professional surveying topics, including “Professional Surveyor’s Reports,” “Locating Land Boundaries: On Paper and On the Ground,” and “Conducting Due Diligence for a Purchase-Sale Agreement” through the American Bar Association.
Amy Berg
Associate in Ice Miller’s Environmental, Insurance and Utilities GroupMs. Berg’s practice focuses on assisting clients with complex environmental, food, and agricultural regulatory and compliance issues. She advises clients in the complex permitting, operations, and reporting processes of federal and state regulatory programs and contributes her extensive experience to litigation and administrative proceedings. Ms. Berg also assists companies of all sizes on compliance with U.S. Food and Drug Administration (FDA) and U.S. Department of Agriculture (USDA) regulations, guidance, policies, and procedures regarding food and agricultural products. She helps clients with environmental issues involved in property redevelopment and real estate transactions. Ms. Berg work includes review of environmental assessments, evaluation of potential environmental liabilities associated with real estate transactions, and evaluation of eligibility for federal and state Brownfields assistance programs.
Megan Freveletti
Nancy C. Ralston Graduate AttorneyMs. Freveletti is the inaugural Nancy C. Ralston Conservation Fellow with the Conservation Law Center, and a graduate of Indiana University Maurer School of Law, magna cum laude. She has a passion for environmental and public interest work and has spent the last two years as an attorney at the Conservation Law Center working on a variety of environmental issues. In the last year, Ms. Freveletti has focused her work on working with other interested organizations to develop different approaches to address water quality and quantity issues in Indiana.
Gary R. Kent
Meridian Land Consulting, LLCMr. Kent is in his 40th year with Schneider Geomatics in Indianapolis – having transitioned to part-time status in 2020. He also provides training, consulting and expert witness services as manager and owner of Meridian Land Consulting, LLC. He served as chair of the Joint ALTA/NSPS Committee responsible for the ALTA/NSPS Land Title Survey standards from 1995 to 2021. He also served on the Indiana State Board of Registration for Professional Surveyors from 2004-2025 and is a past-president of both ACSM and the Indiana Society of Professional Land Surveyors. Mr. Kent has presented programs on boundary law, easements and rights of way, surveying standards and practice, and leadership multiple times in all 50 states.
$349.00 $174.50|6.5
Oregon Elder Law and Planning Update
On-DemandMay 30, 20246.0 Credit Hours
Credits
Accountants
7.2 CPE Credits
NASBA - National Association of State Boards of Accountancy
7.2 CPE Credits
Attorneys
6.0 General CLE Hours
Continuing Education Credit Information
This webinar is open to the public and offers accountants 7.2 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of finance. Knowledge of elder law and issues is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education 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.
HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
This webinar has been approved by the Oregon State Bar for 6.0 general CLE hours.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Terry Berthelot, MSW, JD
University of Connecticut, Storrs-Mansfield, CTMs. Berthelot is an Assistant Professor in Residence and Associate Director of Undergraduate Studies for Human Development and Family Sciences (HDFS) at the University of Connecticut. She is also the Editor and Chief for NAELA (National Academy of Elder Law Attorneys) News. Her research and advocacy is primarily about access to healthcare for people who are over sixty-five and for people with disabilities. She earned her Master’s degree in social work from Syracuse University, after which she designed, implemented, and then coordinated a Joint Commission Accredited hospice program in the Mississippi delta. Finding herself fascinated by the legal and ethical questions surrounding death and dying, Ms. Berthelot pursued her law degree at the University of Mississippi. After graduating, cum laude. She joined the Center for Medicare Advocacy, a national not-for-profit law firm. As a senior attorney, Ms. Berthelot oversaw the Center’s advocacy efforts. She also provided legal advice and representation to Medicare beneficiaries unfairly denied Medicare coverage or access to healthcare, wrote articles for national publications, produced educational materials, engaged in educational outreach activities with a particular focus on the Medicare hospice benefit, was a contributing author to the Medicare Handbook, and served as co-counsel for federal class action lawsuits challenging improper Medicare policies. Also while with the Center, Ms. Berthelot was the lead Medicare trainer for Connecticut’s State Health Insurance Assistance Program and for Connecticut’s Medicare Senior Patrol. She is a former chair of the steering committee for the National Academy of Elder Law Attorneys’ Health Care Section and she is the former Connecticut liaison for National Healthcare Decisions Day. Ms. Berthelot is currently a member of the Mansfield Town Council.
Jeff Foody
President, Northwest Reverse Mortgage and Reverse Loan SolutionsMr. Foody has been serving the reverse mortgage industry since 2002, a time when it was a relatively obscure concept. Since then, the industry has evolved to where reverse mortgages are widely understood and often used by thousands of homeowners who are 55 and older. He has been called one of the country’s foremost experts on reverse mortgages. Mr. Foody has been a speaker at the National Reverse Mortgage Lenders Association and other senior and retirement focused conventions. He has been recognized as Oregon’s top producing reverse mortgage broker for several consecutive years. Mr. Foody’s experience working with every type of reverse mortgage over the years has granted him the authority of a seasoned professional and enabled him to provide exceptional service through education. As of 2019, he is the proud owner of his own reverse mortgage brokerage, Northwest Reverse Mortgage. His belief in the ages of reverse mortgages is so strong that even his parents are happily enjoying one of their own.
Marisa Moneyhun
Kehoe Moneyhun Law, LLCMs. Moneyhun is one of the founding partners of Kehoe Moneyhun Law, LLC. Her practice focuses exclusively on estate planning, estate administration, guardianships and conservatorships in Oregon and Washington. Born in Portland and raised in Clackamas, Ms. Moneyhun is an Oregonian through and through. Ms. Moneyhun attained her Bachelor’s degree from the University of Oregon, in Eugene, and her J.D. degree from Willamette University College of Law, in Salem. Ms. Moneyhun began her career as a judicial clerk at the Multnomah County Courthouse clerking for Judge Dale Koch and Judge Karen Immergut. After clerking Ms. Moneyhun worked at a small firm where she focused her practice on probate administration and guardianships. In 2012, Ms. Moneyhun opened the Law Office of Marisa Moneyhun, LLC, focused exclusively on assisting individuals and families with estate planning, trust and estate administration, and adult protective proceedings. Kehoe Moneyhun Law, LLC, is a combination of the Law Office of Marisa Moneyhun, LLC, and the collaborative and family law firm Kehoe Law (formerly Osher Law).
Michael J. Rose
Rose Elder Law, LLCMr. Rose is an elder law attorney based in Lake Oswego. His practice is focused on assisting clients through the retirement years with thoughtful estate plans and crisis management. He earned his J.D. degree from Willamette University College of Law and his undergraduate degree from Brigham Young University. Mr. Rose comes from a long line of Oregonians who helped to settle the Mid-Willamette valley. He is a husband and father of five.
Meredith Williamson
NW Estate Law, LLCMs. Williamson began NW Estate Law, LLC with a mission of creating a law firm where people feel welcome and heard. She believes people are best served when they are free to laugh, cry, and share their fear, struggle, and joy. She wants her clients to understand their options and feel comfortable to ask questions. With client engagement and comfort in mind, she offers flat rates in long-term care, Medicaid, and estate planning. This way clients do not feel rushed by the clock or feel they cannot take the time to ask questions. Initial contacts are in person, over the phone, or over Zoom based on client’s preference and location. Home visits are also made available to people who need them. Ms. Williamson graduated from University of Oregon with a major in Psychology and a minor in business administration. She then attended the University of San Diego School of Law – a choice she made due to their Child Advocacy Clinic. Upon returning to Oregon, she was in-house counsel, co-owner, and manager of a family company that focused on connecting older Oregonians with appropriate housing and care services. It is in this position she saw the pitfalls of not having an appropriate and well-crafted estate plan in place and realized there was a need in the community for an attorney with her skills and caring approach.
$349.00 $174.50|6
All About Trusts in Utah
On-DemandMay 29, 20247.0 Credit Hours
Credits
Accountants
8.4 CPE Credits
Attorneys
Pending
NASBA - National Association of State Boards of Accountancy
8.4 CPE Credits
Continuing Education Credit Information
This webinar is open to the public and offers accountants 8.4 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of finance. Knowledge of trusts is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education 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.
HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
This webinar has been submitted to the Utah State Board of Continuing Legal Education for CLE accreditation, which is currently pending. Please visit this course listing at www.halfmoonseminars.org for updates on pending credits.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Blaine Edwards
Attorney at Hoyer Law FirmMr. Edwards proudly served six years in the United States Navy as a nuclear engineering technician onboard nuclear-powered submarines. He gained a love for technology and computer programming, which he continues today. Mr. Edwards is an avid programmer and is a big advocate of the maker movement. Because of his love for technology, He has gravitated towards technology law and intellectual property. Mr. Edwards has served large corporations on the use of intellectual property and how to best protect it. He also has great passion for the future of technology and the latest developments, such as blockchain technology.
Blake B. Johnson, Esq
Managing Attorney Trusted Estate Planning AttorneysMr. Blake is the managing partner of Trusted Estate Planning Attorneys, a multi-state estate planning law firm that helps clients ensure their assets are not wasted upon their passing. He is also a second-generation estate planning attorney who has seen first-hand how good planning can lead to extraordinary results, especially in the charitable planning world. Mr. Blake attended BYU for his undergraduate in Business Management and Finance and law school at the Paul M. Hebert Law School at LSU. Outside of work He has served the Boy Scouts of America as Assistant Scout Master, and he served on the Las Vegas Chapter of the BYU Management Society Board. He has been local church youth leader and was a member of the Rotary Club in Las Vegas.
Randy M. Lish
Attorney Randy M. Lish, Attorney at LawMr. Lish has been helping people plan and administer their estates since 1982. And in that time, he witnessed how intentional planning can do wonderful things for families and individuals. His practice focuses on estate planning, specializing in Medicaid planning, special needs planning, asset protection planning, probate, and elder law. When clients come to him for help, he makes it a priority to learn about their family circumstances. His aim is to put together a plan that will set their legacy families on the path toward success. He it admitted to the Utah Bar and went to Brigham Young University. He formally was a partner at McCullough, Jones & Ivins.
Paul Maxfield, JD, MBA, BSBM
Maxfield Law, LLCMr. Maxfield is an attorney with over a decade of experience practicing estate planning law. He holds a Bachelor’s degree in Business Management from the University of Phoenix (2004), as well as a Juris Doctor Degree from the J. Reuben Clark Law School at BYU (2010), and a Master’s in Business Administration from Western Governors University (2015). Mr. Maxfield married his sweetheart Candy Maxfield and they have one child, Fisher Maxfield. Candy and Fisher are his entire world. He loves to garden, travel, and explore with his family.
Chris Morgan
Attorney Morgan & Associates, Attorneys at LawMr. Morgan graduated Arizona State University’s Sandra Day O’Connor College of Law in 2014. Previously he studied History at Brigham Young University. While in law school, he was recognized as a finalist in a national legal writing competition with an essay on using estate planning to prevent elder abuse. He practices exclusively in the area of estate planning and probate. Mr. Morgan has a particular interest in protecting children and adults with special needs or disabilities with specialized estate planning and trusts. He is a member of both the Elder Law and Estate Planning Sections of the Utah State Bar and serves on the Legislative Committee for those sections. Mr. Morgan absolutely loves his job and the clients he is privileged to serve. Finally, getting to what matters most, He is married to the love of his life and has a son who is everything to him.
$349.00 $174.50|7
Wisconsin Elder Law and Planning Update
On-DemandMay 29, 20246.0 Credit Hours
Credits
Attorneys
7.0 CLE Hours (Including 1.0 Ethics Hour)
Accountants
7.2 CPE Credits
NASBA - National Association of State Boards of Accountancy
7.2 CPE Credits
Continuing Education Credit Information
This webinar is open to the public and offers accountants 7.2 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of finance. Knowledge of elder law and issues is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education 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.
HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
This webinar has been approved by the Wisconsin Board of Bar Examiners for 7.0 CLE hours, which includes 1.0 Ethics hour.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Avery J. Mayne, JD, CELA
Partner at Walny Legal Group in Milwaukee, WisconsinMs. Mayne is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. She focuses her practice in the areas of elder and special needs law. Ms. Mayne focuses her caseload on asset protection planning, long term care benefit planning, special needs trust planning, and adult guardianship and protective action litigation. She is licensed to practice law in both the states of Wisconsin and Illinois. Ms. Mayne earned her Bachelor of Arts degree in Communication, with honors, from the University of Missouri and received her J.D. from Marquette University Law School along with a certificate in Alternative Dispute Resolution. As part of Her elder law practice, she helps families and individuals with asset protection planning and appeals. Ms. Mayne assists clients seeking eligibility for long-term care benefits (such as Medicaid, Title XIX, family care, and waiver benefits) in the pre-planning and crisis-planning stages
Kate Schilling
Attorney, Legal Services Manager at Greater Wisconsin Agency on Aging Resources, Inc.Ms. Schilling oversees the Senior Medicare Patrol, the Wisconsin Guardianship Support Center, and the Elder Benefit Specialist Supervising Attorney program. She works predominantly in the areas of elder law, public benefits, and consumer law. Previously, she was in private practice in New Richmond, Wisconsin, where she practiced in estate planning, Medicaid benefits, guardianship, and general civil litigation. Ms. Schilling is a board member of the State Bar of Wisconsin’s Elder & Special Needs Law Section, the Public Interest Law Section, and a member of the National Academy of Elder Law Attorneys. Prior to attending law school, She coordinated supports for adults with developmental disabilities, and she currently serves as a volunteer guardian for a woman with a disability living in Madison.
Mark D. Schubert
Founder and principal attorney at Schubert Law Office, LLC, in Appleton, WisconsinAfter being admitted to the bar in 1991 and holding general practice oriented positions with several other Wisconsin law firms, Mr. Schubert established Schubert Law Office in 2003, where his principal focus has narrowed to estate planning, estate and trust settlement, and elder law. He earned his undergraduate B.B.A. degree, magna cum laude, from the University of Wisconsin Oshkosh, and his J.D. degree from the University of Wisconsin Law School, where he graduated cum laude and was elected vice-president of the Business and Tax Law Society. Mr. Schubert is a member of the State Bar of Wisconsin and the Fox Valley Estate Planning Council, among other professional groups. He has previously served as faculty for continuing education seminars on a variety of estate planning, estate settlement, and elder law topics.
Michael J. Weltman, M.B.A.
Reverse Mortgage Area Manager for SE Region at University Bank Reverse Mortgage DivisionMr. Weltman’s introduction to reverse mortgages came more than 20 years ago after completing a master’s degree in finance from Mercer University. Since that time, he has continued to educate himself and others on all aspects of the program and its uses. He has taught classes on Reverse and HECM to realtors, attorneys, financial planners, and consumers. Mr. Weltman has written articles for local and national publications over the last 20 years including at www.HousingWire.com, The Reverse Mortgage Magazine, The Reverse Review, and Reverse Mortgage Daily. He has been interviewed on television and radio and is considered a foremost expert on Reverse/ HECM in the Southeastern U.S.
$349.00 $174.50|6
New Jersey Easements, Rights-of-Way and Eminent Domain
On-DemandMay 23, 20246.5 Credit Hours
Credits
Engineers
6.5 PDHs
Land Surveyors
Pending
Attorneys
.01 Pending
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.5 PDHs for professional engineers and land surveyors in New Jersey.
HalfMoon Education is an approved continuing education sponsor for engineers in New Jersey (Approval No. 24GP00000700).
This webinar has been submitted to the New Jersey State Board of Professional Engineers and Land Surveyors for pre-approval for land surveyors, which is currently pending.
HalfMoon Education is an approved service provider for continuing legal education with the New Jersey Courts (#164). This course is currently pending accreditation as HalfMoon Education renews its approved service provider status. Please visit this course listing at www.halfmoonseminars.org for updates on course accreditation status.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Michael J. Ash, Esq., CRE
Partner at Carlin, Ward, Ash & Heiart, LLC, in Florham Park, NJMr. Ash, CRE, joined Carlin & Ward in 2019 bringing 15 years of experience in real estate law for public projects to the representation of property owners in eminent domain acquisitions. Now a partner at Carlin, Ward, Ash & Heiart, LLC, his practice focuses on real estate litigation and trial advocacy in eminent domain matters and tax appeals. He collaborates with experts in various disciplines including real estate appraisers, engineers, planners, and environmental consultants. Mr. Ash is certified by the New Jersey Supreme Court as a certified civil trial attorney, handling all aspects of condemnation valuation jury trials, commissioner hearings, and tax appeals in the Superior Court of New Jersey, Appellate Court, Tax Court, Supreme Court, and United States District Court for the District of New Jersey and Southern District of New York. In 2018, he was awarded the CRE® designation by the Counselors of Real Estate®, an international group of real estate professionals recognized as leading advisors in complex real property matters with approximately 1,000 members worldwide, of which only about 50 are practicing attorneys. Mr. Ash has been recognized as “Rising Star” and Super Lawyer in Eminent Domain 2012 through 2022. He earned his B.A. degree from Rutgers University and his J.D. degree from New England School of Law.
John A. Cannito
New Jersey Underwriting Counsel with AmTrust Title Insurance CompanyMr. Cannito is responsible for providing counsel to AmTrust’s independent agents in New Jersey, allowing them to close complex transactions, including larger commercial orders. He has examined titles and prepared title commitments and policies for more than 30,000 transactions, as well as for noninsured informational purposes. In addition, Mr. Cannito has been responsible for the conduct and oversight of the ordering of searches, as well as the examination of searches and the preparation of title reports, commitments and policies. His background in title searching and examination involves both residential matters and complex commercial transactions. Mr. Cannito earned his Bachelor of Arts degree in government and economics from Georgetown University. He earned a J.D. from Rutgers University. Mr. Cannito has served on the Board of Governors of the New Jersey Land Title Association, the Management Board of the Agency Section of the New Jersey Land Title Association, and various committees. He was also a representative on the Board of the New Jersey Land Title Insurance Rating Bureau and is a Certified Title Professional with the New Jersey Land Title Association.
Timothy P. Duggan, Esq.
Shareholder with Stark & Stark in Princeton and Chair of Stark & Stark’s Condemnation, Redevelopment, and Eminent Domain GroupThe main focus of the Condemnation, Redevelopment, and Eminent Domain Group is property valuation litigation and representing private property owners in challenging the government’s right to take private property by the use of the power of eminent domain (also known as condemnation) and prosecuting inverse condemnation claims. Mr. Duggan regularly represents clients whose highway access and property rights have been revoked or taken by the New Jersey Department of Transportation, county agencies and utility companies, and has experience in handling all aspects of eminent domain, including relocation assistance, modification of highway access, and litigating the amount of just compensation. He represents property owners in urban redevelopment projects and pipeline cases, and he has experience in both state and federal courts. Mr. Duggan also prosecutes real estate tax appeals for banks, developers, automobile dealerships, condominium and homeowners’ associations, shopping centers, and commercial property owners and is a member of the Firm’s Flood Litigation, Development & Mitigation Group. He has been awarded the CRE® designation by the Counselors of Real Estate®, an international group of real estate professionals recognized as leading advisors in complex real property matters with approximately 1,000 members worldwide, of which less than ten percent are practicing attorneys (www.cre.org). Mr. Duggan is a frequent speaker and author on topics related to bankruptcy, eminent domain and tax appeal matters. He earned his M.B.A. degree from Seton Hall University and his J.D. degree from Seton Hall University School of Law.
Alan P. Fox
Attorney with Capehart & Scatchard, P.A.Mr. Fox is chair of Capehart Scatchard’s Alternative Energy Group, representing clients in various sectors, including shopping centers, public and private schools, retail, office buildings, warehouses, farming, and residential properties. He has experience handling transactions related to photovoltaic solar powered electricity production systems including PPA, obtaining permits and approvals for utility-scale projects in southern New Jersey and solar systems for owners of industrial and commercial properties. Additionally, Mr. Fox serves as Co-Chair of the firm’s Real Estate and Land Use Group, and he is a shareholder in its Commercial Litigation, and Business and Tax Groups. He has 35+ years of experience in these areas includes presenting land use applications before planning/zoning boards, litigating zoning matters at the trial and appellate levels, serving as solicitor to the Riverside Township Planning and Zoning Boards for eight years, protecting creditors’ rights, and performing as outside general counsel for various private companies with local, regional and national needs. Mr. Fox earned his B.A. degree from Rutgers College and his J.D. degree from California Western School of Law. He is admitted to practice law in New Jersey and Pennsylvania, as well as before the U.S. District Courts for the districts of New Jersey, and Western and Eastern Pennsylvania.
Joseph W. Grather, Esq.
Attorney with McKirdy, Riskin, Olson & DellaPelle, P.C.Mr. Grather works diligently and knowledgeably to win favorable results for his clients, defending them against the governmental exercise of the power of eminent domain. He successfully manages the difficult and time-consuming process clients face in eminent domain cases, communicating clearly and frequently and allowing the client to focus on their business and other pursuits. A former Seton Hall Law School adjunct professor, Mr. Grather publishes articles on eminent domain and other issues, and he has participated in a number of reported eminent domain cases. He earned his B.A. degree from Saint Michael’s College, and his J.D. degree from Seton Hall University School of Law.
Wanda Ortiz
Deputy Attorney General with the State of New Jersey.Bio not available with high-ranking government officials.
$349.00 $174.50|6.5
Accounting for Digital Assets
On-DemandMay 22, 20246.0 Credit Hours
Credits
Accountants
7.2 CPE Credits
NASBA - National Association of State Boards of Accountancy
7.2 CPE Credits
Attorneys
7.0 CLE Hours (FL, NY) 6.0 CLE Hours (CA, CT)
Continuing Education Credit Information
This webinar is open to the public and offers accountants 7.2 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the areas of accounting and specialized knowledge. Knowledge of digital assets is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education 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.
HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
HalfMoon Education Inc. is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.
This webinar has been approved by the Florida Bar for 7.0 General and Technology CLE credits, as well as 7.0 Certification Credits in Wills, Trusts and Estates. This approval qualifies the program for attorneys in Connecticut.
HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional course offers 7.0 Areas of Professional Practice CLE hours, which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
This webinar is designed to qualify for California attorneys. HalfMoon Education is an approved Multiple Activity Provider with the State Bar of California (Provider Number 8370).
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Jeffrey A. Asher, Esq.
Founder of the Law Offices of Jeffrey A. Asher, P.C., in ArmonkMr. Asher is admitted to practice in New York and Connecticut. He is a member of the New York State Bar Association, where he serves on the Executive Committee of the Elder Law and Special Needs Section and on the Executive Committee of the Trusts & Estates Law Section. Mr. Asher is quite active with the legislative and lobbying efforts of both Sections. He concentrates primarily in the areas of sophisticated estate planning for high net-worth individuals and family businesses, asset protection planning to safeguard assets against creditors, estate and trust litigation, estate and trust administration, special needs planning, and elder law/Medicaid planning.
Mark DiMichael
Partner, Digital Practice Leader, Citrin Cooperman Advisors LLCMr. DiMichael is the founder and leader of the firm’s Digital Assets practice, focusing on addressing the unique needs of Citrin Cooperman clients in the digital asset space. He is a partner in the Forensic, Litigation, and Valuation Services group as well. Mr. DiMichael deep understanding of the digital asset industry allows him to assist clients such as mining companies, investors, investment funds, ICO/IEO token issuers, NFT marketplaces / promoters / artists, and financial services companies with a wide range of accounting, tax, and advisory issues. His areas of expertise include divorce litigation, economic damages analysis, fraud investigation, white collar criminal defense, and business appraisals. Mr. DiMichael has prepared and rebutted expert reports, and he has experience working with companies in a wide range of industries. He has also provided deposition and expert testimony numerous times in federal court, state court, and arbitrations. Mr. DiMichael has been featured in or quoted in media including the New York Times, CNBC, Forbes, “Bloomberg Tax,” Accounting Today, ”Bankrate.com,” Hidden Forces Podcast, and more. He regularly teaches CPE/CLE classes on digital assets and cryptocurrency, covering topics such as fraud, tax, accounting, investigation, and industry developments. Mr. DiMichael has also taught CPE/CLE classes on topics such as forensic accounting, divorce, and economic damages.
Alan Forester, CPA
Attorney at Law with CPA Offices of Alan Forester in Beverly Hills, CAMr. Forester practices in the areas of tax and trust law, personal injury and criminal law. He also testified as an expert witness in various state and federal courts in California. Mr. Forester is a Certified Public Accountant, Attorney, and Economist. As a CPA , he provides accounting, financial, and business valuation services. He received his M.A. in Economics and Finance, his Ph.D. Candidacy degree in Economics from UCLA, and his Juris Doctor from Loyola Law School, Los Angeles. Mr. Forester is an adjunct professor at California State University (CSU) and has teaching credentials in Accounting and Economics. He has taught tax, accounting, business law, statistics, and computer courses to graduate and undergraduate students. Mr. Forester is a Judicial Arbitrator of the Superior Court of the State of California for Los Angeles County as well as a mandatory fee arbitration for the State Bar of California.
Jeff A. Neumeister, CPA/ABV/CITP/CFF/CGMA, MAFF, CFE, CCI, CMA/CSCA, FCPA, CM&AA, PCI, CRFAC, BIDA/FMVA/FPWM, CCA, MA, MAcc, MBA, MS2
Accountant with Neumeister & Associates, LLP, in Burbank, CAMr. Neumeister is a partner with Neumeister & Associates. He is a well-educated and experienced forensic expert and consultant in accounting and financial advisory services. Small organizations, startups, holding entities, high-net-worth individuals, and middle market companies, directly and through their retained counsel, have relied upon Mr. Neumeister to identify problems, uncover frauds, improve efficiencies, and initiate and defend against litigation. Over his 22 years of professional experience, he has worked in firms ranging in size from large international entities to smaller regional practices. Mr. Neumeister has been designated as an expert in multiple cases and has provided valuable deposition testimony for his clients. He has provided litigation advisory services to clients spanning a breadth of industries including construction, entertainment, health care, investments, information technology, professional services, retail, oil and gas, real estate, education, food and beverage, transportation, pharmaceuticals, and manufacturing. He has provided business valuations for litigation and non-litigation purposes. Mr. Neumeister has also managed the financial due diligence process for both buy and sell transactions. Through the use of sophisticated analytic solutions, investigative techniques, and an understanding of accounting, he has found effective solutions for a range of clients’ problems including those related to tax strategies, operational efficiencies, and internal control.
$349.00 $174.50|6