Course book included with all formats
Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - this guide will share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - order today!
including - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics participatory credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
HERB CHAVERS is the owner of Herb Chavers, APLC, where he practices in the areas of estate planning, long term care planning, Medi-Cal crisis planning, Veterans planning, and trust administration. Mr. Chavers is an estate planning, trust and probate law specialist as certified by the State Bar of California, Board of Legal Specialization and accredited for the preparation, presentation, and prosecution of claims for Veterans benefits before the Department of Veterans Affairs. He is admitted to practice in California. Mr. Chavers is member of the State Bar of California, Riverside County Bar Association, California Association of Nursing Home, WealthCounsel, ElderCounsel, and the Riverside Estate Planning Council. He earned his B.S. and B.A. degrees from California Baptist College and his J.D. degree from Western State University College of Law. (San Bernardino location)
SUSANNE B. COHEN is of counsel with Hahn & Hahn LLP, where she is a member of the firm's trusts and estates and litigation practice groups. Ms. Cohen is experienced in advising and representing clients in trusts and estates and elder financial abuse litigation. She advises and assists clients with trusts, estates, and conservatorship administration matters. Ms. Cohen also advises and assists clients with estate and special needs planning and represents fiduciary clients in court supervised cases. She is a contributing author for CEB and Matthew Bender practice guides on conservatorships, trust litigation, and Medi-Cal planning. She is a member of the State Bar of California, the State Bar of Arizona, the Bar Association of San Francisco, the East Bay Trusts & Estates Lawyers, and the Academy of Special Needs Planners. Ms. Cohen earned her B.A. degree from Vasser College and her J.D. degree from Loyola Law School of Los Angeles. (Pasadena location)
ANDREW W. GILLILAND is a sole practitioner with Andrew W. Gilliland, Attorney at Law with offices in Riverside, California and Salt Lake County, Utah. He loves working with clients to resolve their planning needs focusing his practice on estate planning, probate, and guardianship. Mr. Gilliland has a diverse background in working with clients in estate planning, business, and taxation. He is licensed to practice in California and Utah. Mr. Gilliland earned his B.A. degree from Brigham Young University, his J.D. degree from the University of Utah S.J. Quinney College of Law, and his LL.M. degree in taxation from the Fredrick G. Levin College of Law at the University of Florida. (San Bernardino location)
R. SAM PRICE is the managing attorney of the growing boutique law practice, Price Law Firm, APC, where he focuses his practice on estate planning, probate and trusts. Mr. Price is certified as a specialist in estate planning, trust & probate law by the California Board of Legal Specialization. He represents clients in probate matters and prosecutes and defends clients in probate and trust litigation. Mr. Price assists clients with protecting their family through estate planning and helps successor trustees administer trusts after the passing of the settlor. He earned his B.A. degree in business administration from California State University; his J.D. degree, cum laude, from Western New England College School of Law; and his LL.M. degree in taxation from New York University School of Law. (San Bernardino and Pasadena locations)
JONATHAN D. PRIMUTH is a partner at Primuth, Driskell & Terzian, LLP, in Pasadena, California. He focuses his practice on estate planning and administration. Mr. Primuth practiced at the international law firms of Latham & Watkins; and Paul, Hastings, Janofsky & Walker, handling a wide variety of civil litigation and transactional matters for large and medium sized businesses. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association (Trusts and Estates Section), and the State Bar of California (Trusts and Estates Section). Mr. Primuth earned his J.D. degree from the University of California, Los Angeles (UCLA) School of Law, where he interned for the Honorable William P. Gray in the United States District Court. (Pasadena location)