Course book included with all formats
Are you fully confident in your knowledge of the latest court and tax rules and the most effective transfer tools to ensure each client's estate is laid to rest according to the decedent's wishes, with minimal tax burden? This comprehensive legal instruction will give you all the skills you need to administer estates that include trusts and/or business interests without a hitch. Order today!
including - Ethics: 1.00
This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 14.50 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics. No more than 6.0 hours of On Demand CLE credit may be earned during a reporting period.
TYLER R. BARRETT is a solo practitioner at The Law Office of Tyler R. Barrett, P.L.L.C, where he practices in estate planning, probate and elder law. Mr. Barrett earned his B.A. degree, summa cum laude, from the University of Oklahoma; and his J.D. degree from the University of Oklahoma College of Law, where he was articles editor for the Oklahoma Law Review. He is admitted to practice in the state of Oklahoma. Mr. Barrett is a member of the Oklahoma Bar Association (Estate Planning, Probate and Trust sections), the Cleveland County Bar Association, WealthCounsel, and the National Academy of Elder Law Attorneys, Inc.
JAMES W. CARLTON JR. is a partner in the law firm of Garvin, Agee & Carlton, P.C., where he has been practicing law since 1988 in the areas of real estate, probate, estate administration, taxation, municipal, and elder law. He is a certified public accountant in Oklahoma and has served as municipal counsel for the cities of Pauls Valley, Davis and Paoli. Mr. Carlton has spoken for various professional groups on estate planning, probate and elder law issues. He earned his B.A.C. and J.D. degrees from the University of Oklahoma College of Law. Mr. Carlton is a member of the Oklahoma County (Real Estate Section), Garvin County, Oklahoma, and American bar associations; and the Oklahoma Society of Certified Public Accountants.
SHANIKA CHAPMAN is an attorney with Oklahoma Estate Attorneys, PLLC and practices in the areas of probate, guardianship law, and estate planning. Ms. Chapman also served as a volunteer with Legal Aid, assisting with family law and elder law issues. She received her J.D. degree from Oklahoma City University.
SARA HAWKINS is an attorney with Mee Mee Hoge & Eperson PLLP, where her legal practice focuses on probate and estate administration, estate planning, mineral title curative matters, business planning, property law, and legal and housing matters for Greek letter organizations. She is a member of the Oklahoma Bar Association and the Oklahoma City Estate Planning Council. Ms. Hawkins has been the recipient of the Pro Bono and Public Interest Law Exceptional Service Award. She is admitted to practice in Oklahoma. Ms. Hawkins earned her B.A. degree, with distinction, from Hendrix College; and her J.D. degree, cum laude, from Oklahoma City University School of Law.
H. TERRELL MONKS practices primarily in Oklahoma County and Cleveland County, where his practice focuses on probate and estate planning. Mr. Monks serves as the associate judge in the cities of Bethany and Piedmont, and he has previously served them as the prosecutor for more than 20 years. Mr. Monks is active in public service. He has served as mayor of the city of Nicoma Park; and he is the chair of the Oklahoma Bar Association's Licensed Legal Intern Committee and has served as a member of the Bench and Bar Committee and the Rules of Professional Conduct Committee. Mr. Monks has served on the board of the Estate Planning, Probate and Trust Section of the Oklahoma Bar Association for the past three years. He has tried more than 100 cases to verdict, but actively advocates mediation and alternative dispute resolution. Mr. Monks contributes articles to the Oklahoma Bar Journal. His submissions include: "Principles of Due Process in Probate"; "Due Process in Tax Sales"; and "Municipal Codification Requirements, and the Consequences of Noncompliance." Mr. Monks also wrote Probate for Non-Attorneys, a Handbook for Personal Representatives. Mr. Monks received his B.A. degree and J.D. degree from Oklahoma City University.
JERRY E. SHILES is the managing member of the Oklahoma City law firm of Parman & Easterday, where his practice is concentrated in the areas of elder law, Medicaid, VA, estate planning, probate, and trust administration. Mr. Shiles has lectured extensively to professional groups in the U.S., Europe and Japan. He has published numerous articles and treatises and also is a co-author of the Oklahoma Bar Association's Family Law Section practice manual and co-author of the book, Estate Planning Basics: A Crash Course in Safeguarding Your Legacy. Mr. Shiles is a member of the American, Oklahoma County and Oklahoma bar associations; State Bar of Nevada; District of Columbia Bar; the National Academy of Elder Law Attorneys; Oklahoma City Tax Lawyers; the Planned Giving Council of Oklahoma; the Oklahoma City Estate Planning Council; and a fellow of the American Academy of Estate Planning Attorneys. He is admitted to practice before the federal district courts; the 9th, 10th and Federal Circuit courts of Appeal; the U.S. Tax Court; the U.S. Court of Appeals for the Armed Forces; the U.S. Court of Federal Claims; the U.S. Court of Customs and Patent Appeals; and the U.S. Court of International Trade. Mr. Shiles is a recipient of the IRS certificate of recognition, Department of Defense Distinguished Civilian Service Award and Legion of Merit, and the ABA Distinguished Service Award. He earned his B.S. degree, dean's list, from the University of Nevada; his J.D. degree, with honors, from the University of Utah; his LL.M. degree from The Judge Advocate General's School-Army, University of Virginia; a certificate in German from the University of Connecticut; and his master's degree from the United States Army War College.
HENRY G. WILL is a partner with Conner & Winters, LLP. He has practiced in the areas of estate planning and exempt organizations for 48 years. In estate planning, Mr. Will focuses on complex estate plans of all sizes and has represented individual and family clients with large estates, businesses, special needs and complex situations throughout the United States. In this representation, he has prepared and helped implement many revocable trusts, family partnerships and limited liability companies, charitable remainder trusts, charitable lead trusts, qualified plan beneficiary designation arrangements, grantor retained annuity trusts, intra-family loans, and sales to grantor trusts among other planning vehicles. Mr. Will has represented his clients not only in planning but also through Internal Revenue Service audits in connection with family CPAs and financial advisors. With respect to exempt organizations, he has worked for more than 50 years with private family foundations, public charities, and major international tax exempt organizations. Mr. Will has assisted such organizations in obtaining and maintaining tax exempt status with representation before the IRS, and in advising and preparing legal documents for their governance and regular operations that require knowledge of tax laws and regulations and other relevant laws. He is listed in the Best Lawyers in America (tax law, trusts and estates), as well as Oklahoma Super Lawyers (estate planning & probate, tax, non-profit) and is a fellow of the American Council of Trusts and Estates Counsel (ACTEC). Mr. Will is licensed to practice in Oklahoma and Colorado. He earned his B.A. degree, magna cum laude, from Yale University and his J.D. degree from Yale Law School.