Course book included with all formats
With the myriad of tax and regulatory changes recently passed and currently considered, trusts and estates practice is changing. Do you have all the information on how the changes will affect your current and future clients? This in-depth analysis will give you all the knowledge and tools you'll need to provide up-to-the-minute advice. Order today!
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This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of pre-recorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism. Attorneys may earn a maximum of 8.0 credit hours annually using pre-recorded programs.
T. JAMES LEE is a shareholder and director in the Phoenix office of Fennemore Craig, P.C., and chairs the firm’s private wealth preservation (trusts and estates) practice group. He is certified as a trust and estate specialist by the State Bar of Arizona, and practices in the areas of estate planning, trust and estate administration, charitable giving, business design and structuring, international taxation, and commercial transactions. Mr. Lee serves on Arizona’s Estate and Trust Advisory Commission, and is also a member of the American Bar Association, the Utah State Bar, the ABA's Committee on Estate and Gift Taxes (Taxation Section), and is a fellow of the American College of Trust and Estate Counsel (ACTEC). In addition to his professional activities, Mr. Lee is actively engaged with local and international charitable organizations. He earned his B.A. degree in business management from Brigham Young University, with distinction as the top business school graduate in the area of entrepreneurship. He graduated, with honors, from the J. Reuben Clark Law School at BYU. Mr. Lee is listed in Best Lawyers in America under tax law and trusts & estates, Southwest Super Lawyers in estate planning and probate, and is ranked in Chambers and Partners under private wealth law.
THOMAS J. MURPHY is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law, and has successfully litigated cases in the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He has represented clients before all levels of the Internal Revenue Service and the Arizona Department of Revenue. Mr. Murphy is a member of the National Academy of Elder Law Attorneys, the State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and the Arizona Medicaid Planning Council. He has served on numerous state and county bar association committees, and was selected as the state bar representative to the Arizona Supreme Court's Committee on Reform of Lower Jurisdiction Courts. Mr. Murphy has testified as an expert witness in cases before the Maricopa County Probate Court regarding probate practices in Arizona. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy has been published in many national, state and local professional journals, writing on a wide variety of legal and tax matters. His articles on the impact of the new HIPAA regulations on health care powers of attorney and related documents have garnered him wide recognition as one of the nation's foremost authorities in this field, and he has been invited to speak before many organizations. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.
PAUL F. WRIGHT is the founding partner of the Law Offices of Paul F. Wright, P.C., where he practices in the areas of estate planning, probate and tax. Mr. Wright is a licensed Texas attorney and a certified public accountant. Mr. Wright is board certified in estate planning & probate law by the Texas Board of Legal Specialization. He is a frequent lecturer on tax, estate planning and probate, as well as how technology impacts the practice of law. Mr. Wright is a member of the Texas Society of CPAs, the AICPA, the Dallas Bar Association (member, Business Litigation, Tax, Estate Planning and Probate sections), the State Bar of Texas (member, Real Estate, Probate and Trusts & Computer and Technology sections), the American Bar Association (member, Real Estate, Probate and Trusts Section) and the College of the State Bar of Texas. Mr. Wright earned his B.S. degree in accounting from the University of North Texas, his M.S. degree in taxation from the University of North Texas and his J.D. degree from South Texas College of Law.