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The estate planning process is often charged with emotion and filled with legal confusion for clients. Attorneys not only need in-depth familiarity with the top estate planning tools, but also need to know how to strategically use them to their best effect if they want to build their reputations as go-to practitioners. This comprehensive overview of top estate planning tools will go over how to strategically use wills, trusts, advanced directives and more. No matter if you are new to the estate planning arena or are an experienced practitioner in need of a refresher, you are sure to take away valuable techniques you can use to provide maximum benefit to your clients - order today!
PETER T. DIRKSEN is a senior vice president and wealth strategies advisor for Fifth Third Bank. His responsibilities include offering value added solutions to bank customers by coordinating the delivery of tax, estate planning, and financial consulting services to high-net-worth individuals and families. Mr. Dirksen works closely with clients and their outside advisors to provide specialized wealth management and fiduciary services. He is a member of The Florida Bar, State Bar of Georgia, and the Nashville Bar Association. Mr. Dirksen earned his B.B.A. degree from the University of Georgia, his J.D. degree from Mercer University, and his LL.M. degree from the University of Florida.
DALEN FARMER is an attorney with the law firm of Dalen Farmer, PLLC, in Murfreesboro, Tennessee. His areas of practice include comprehensive estate planning, trust administration, probate services, and general business consulting. Mr. Farmer's clients are typically business owners, professionals, executives, and retirees in middle and east Tennessee. In addition to practicing law, he has also worked as a wealth management advisor with regional and national investment houses. Mr. Farmer is admitted to practice in Tennessee and is a member of the American, Tennessee, and Rutherford County bar associations. He serves on the Board of Directors of the University of Tennessee Alumni Association (Middle Tennessee). He earned his bachelor’s degree from the University of Tennessee, and his Juris Doctorate degree from the University of Memphis Cecil C. Humphreys School of Law.
MICHAEL S. GOODE is of counsel with Stites & Harbison, PLLC, in the Nashville office where he helps businesses and families with their tax, business and estate planning needs. Mr. Goode also has a focus on international law, helping individuals and companies with both their international corporate and estate planning, including helping to resolve reporting requirement issues. He received his B.A. degree from Colby College, his M.S. degree in criminal justice from Northeastern University, his J.D. degree from William and Mary Law School, and also his LL.M. degree in taxation from New York University School of Law. He is a member of the Tennessee Chamber of Commerce (Tax Committee, member); Chattanooga Succession Planning Professionals, chair; Tennessee Bar Association (Tax Section, chair; Estate Planning & Probate Section, chair; International Section Executive Council); State Bar of Georgia; American Bar Association; Atlanta International Tax Study Group; Nashville Bar Association (vice chair, Tax Section); Tennessee World Affairs Council; Estate Planning Council of North Georgia; and the Estate Planning Council of Middle Tennessee. He is admitted to practice in Georgia and Tennessee.
TREY SMITH is a certified financial planner with SunTrust Investment Services, Inc. He offers clients more than ten years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, and credit and estate strategies. Mr. Smith works collaboratively with clients to assess their financial situation, goals and objectives; determines risk tolerance; and forms and executes an appropriate investment plan to obtain measurable results. In addition to having published several articles, he has also completed his first two books, The Tips, Tricks and $ Advice They Didn't Teach You in College, and Money Does Grow on Trees: The Family Tree in his Wealth & Family book series. Mr. Smith is a member of the Financial Planning Association and has earned his CFP, ChFC, CRPC, CIMA, and CPWA certifications. He received his B.A. degree from the University of Illinois at Urbana-Champaign and his M.B.A. degree from Vanderbilt University - Owen Graduate School of Management.
FRANK J. STEINER practices in the areas of probate, probate litigation, wills and estates, employment law, personal injury, and business law. He is a member of the Tennessee Employment Lawyers Association; American Association for Justice; and the Nashville, Tennessee and American bar associations. Mr. Steiner earned his B.A. degree from the University of Kentucky, his M.S. degree from the University of Memphis, his J.D. degree from South Texas College of Law, and his Ph.D. from Indiana University.
KARL D. WARDEN is a sole practitioner in Nashville, where he practices in the areas of elder law, estate planning, business law, business litigation and civil law. He has been practicing law for more than 30 years, and has lectured for professional groups on matters related to estate planning and elder law. Mr. Warden is admitted to practice in Tennessee. He earned his B.A. degree from Vanderbilt University, his J.D. degree from West Virginia University College of Law, and his LL.M. degree from George Washington University Law School. Mr. Warden is a member of the Nashville Bar Association, a recipient of the CLE Excellence Award, and a fellow of the Nashville Bar Foundation.