Course book included with all formats
Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive legal instruction, our authors will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each is to be used for maximum effect. Get the best tools for your practice - order today!
Includes - Ethics - 1.00
This course has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 6.7 hours of on-line credit, which includes 1.0 hour of ethics. No more than 6.0 hours of on-line CLE credit may be earned during a reporting period.
S. GRAY EDMONDSON is an attorney at Barnes Law Firm, P.A., where he practices in the areas of partnership, corporate and individual tax planning; business transactions; tax controversy; estate and wealth transfer planning; probate, estate and trust litigation; asset protection; and charitable planning. He has conducted, written and directed numerous seminars for professional, academic and civic groups on taxation, business and estate planning. Mr. Edmondson is a member of The Mississippi Bar. He earned his B.A. degree, cum laude, from the University of Mississippi; his J.D. degree, cum laude, from the University of Mississippi School of Law; and his LL.M. degree from New York University School of Law. (Tupelo location)
BARRY K. JONES is a shareholder in the Jackson, Mississippi office of Pettis, Barfield & Hester, P.A., where he practices in the areas of state and federal taxation, business law, estate planning, estate administration, and elder law. Mr. Jones is also a certified public accountant and accredited estate planner. He is a frequent speaker to professional, civic, and academic groups on taxation, business law, estate planning, estate administration, and elder law topics. Mr. Jones is a member the American Bar Association (Taxation, and Real Property, Probate and Trust Law sections), Tennessee Bar Association (Taxation, and Probate and Trust Law sections), The Mississippi Bar (Taxation, and Estate and Trust sections) and the State Bar of Georgia (Taxation, Fiduciary Law, and Elder Law sections). He is also a member of the Estate Planning Council of Mississippi, Financial Planning Association, National Academy of Elder Law Attorneys, American Institute of Certified Public Accountants (Personal Financial Planning Section) and the Mississippi Society of Certified Public Accountants. Mr. Jones serves on the adjunct faculty of Mississippi College School of Law, where he teaches wills and estate administration. He is a graduate of the University of Southern Mississippi and earned his J.D. and LL.M. degrees from Emory University School of Law. (Olive Branch and Meridian locations)
T. MITCHELL KALOM is an attorney and managing member of Kalom Law Firm PLLC, in real property development. He has 25 years of experience as a veteran negotiator, business consultant, real estate investor and entrepreneur. In counseling, representing and crafting effective solutions to client needs, Mr. Kalom brings to bear advanced degrees in business and law tempered by years of real-world business experience. He is admitted to practice in Mississippi, and before the Supreme Court of Mississippi, 5th Circuit Court, Northern District Court of Mississippi and Southern District Court of Mississippi. Mr. Kalom is a member of The Mississippi Bar and American Bar Association (Real and Intellectual Property, Corporate, Probate and Trial sections), Harrison County Bar Association, American Trial Lawyers Association, National Tax Lien Association, and Institute of Certified Financial Planners. He earned his undergraduate degree, cum laude, from Mississippi College, his M.B.A. degree from the Else School of Management, his J.D. degree from Mississippi College School of Law, and his LL.M. degree, in real property development, from the University of Miami School of Law. (Gulfport location)
CORY R. LANCASTER is the managing member of Lancaster Law Firm, PLLC located in Tupelo, Mississippi. He focuses his practice in the areas of estate planning, estate administration, elder law, asset protection, business law and tax law. Mr. Lancaster frequently speaks to professional, civic and academic groups on the areas of law in which he specializes. He has been named as a Mid-South Rising Star by Super Lawyers. Mr. Lancaster is a member of several professional organizations, including WealthCounsel, a national organization of estate planning attorneys; The Mississippi Bar (Taxation, and Estates and Trusts sections); Tennessee Bar Association (Estate Planning and Probate section) and Community Development Foundation. Mr. Lancaster is an accredited attorney for the Department of Veterans Affairs. He is also a charter member of the North Mississippi Financial Planning Association where he serves as treasurer. Mr. Lancaster earned his LL.M. degree from the University of Florida Levin College of Law, his J.D. degree from the University of Mississippi School of Law and his Bachelor of Accountancy degree from Mississippi State University. He is licensed to practice law in Mississippi and Tennessee. (Olive Branch and Meridian and Tupelo locations)
DENNIE B. MAYHONE JR. is the founder of Mayhone Elder Law, PLLC. He practices in the areas of estate planning and elder law, helping clients and their families to integrate their legal, financial, and personal care needs into a plan to enhance the quality of life for seniors and those with disabilities, and their families. Mr. Mayhone assists families to protect assets, coordinate care and gain peace of mind. He is accredited by the Veterans Administration to assist veterans and their spouses with VA benefits, including "Aid and Attendance" pension benefits. Mr. Mayhone is admitted to the Mississippi Bar and is a member of the Jackson County Bar. He is also a member of the National Academy of Elder Law Attorneys, Elder Counsel, Elder Law Answers, the Life Care Planning Law Firms Association. Mr. Mayhone earned his B.A. degree from the University of Southern Mississippi and his J.D. degree from the University of Mississippi School of Law. (Gulfport location)
J. WALKER SIMS is an attorney with Sims Law Firm. He has been practicing law in the North Mississippi area for more than 25 years. Mr. Sims handles general civil litigation in state and federal court. He also practices in the areas of elder law, wills, and estates. Mr. Sims is admitted to practice in Mississippi, and before the U.S. District Court Northern District of Mississippi and the U.S. Court of Appeals for the Fifth Circuit. He is also admitted to practice in Tennessee and before the U.S. District Court Western District of Tennessee. Mr. Sims earned his A.B. degree from Princeton University and his J.D. degree from the University of Mississippi School of Law. (Olive Branch location)
KATHY van ZUTPHEN has practiced law for twenty years. She initially worked as a litigator in insurance defense firms, but later formed AL-MS Coastal Law, LLC, in Gulfport, Mississippi, where she focuses her practices in the areas of elder law, probate, trusts and estates, business law, and general civil litigation. Ms. van Zutphen is admitted to the Alabama State Bar and The Mississippi Bar, and to practice before all courts in Alabama and Mississippi. She is a former member of the Board of Directors for the Mississippi Defense Lawyers Association and past president of the Harrison County Bar Association. Ms. van Zutphen earned her J.D. degree from Cumberland School of Law of Samford University, in Birmingham, Alabama, where she was a member of the American Journal of Trial Advocacy. (Gulfport location)