Build the Foundation of Your Trusts and Estates Practice
Whether you're new to Trusts and Estates or you've practiced for years, you know how steep the learning curve is. The essential planning approaches and tools are constantly evolving. This practical guide gets right to the point and provides a time-tested foundation - updated with today's resources and rules - to help you offer your clients the most solid and timely advice right now. Register today!
Brush up on the latest laws, rules, and IRS guidance.
Choose the right trust structure for each client's unique circumstances and needs.
Build your will and trust knowledge with a foundational guide to key provisions.
Tackle common problem scenarios and get solutions you can use immediately.
Find effective ways of planning for aging and disability issues.
Learn to navigate government agency procedures.
What You Need to Know about Asset Types, Ownership, and Transfer
Legal Ethics of Estate Planning Practice
Intestate Inheritance Laws
Top Types of Trusts and Their Uses
Key Tax Laws and IRS Communications
Common Client Mistakes and Problems You're Likely to Encounter
Key Helpful Resources (Where to Find Information)
Agencies You'll Have to Deal With and How to Navigate their Procedures
Caren C Jenkins is the principal attorney with Nevada Legacy Law, where her practice areas include probate avoidance, family trusts, living wills/end of life care, charitable gifts, valuation assistance, powers of attorney, incapacity planning, asset protection, special needs trusts, business succession, and real property law. Ms. Jenkins regularly speaks on topics from basic estate planning to more complex applications like SNTs and the ABLE Act. She earned her B.S. degree from Pennsylvania State University, and her J.D. degree from Golden Gate University School of Law.
Kenneth J Peace is an attorney with Resnick & Louis, P.C., where he has focused his practice on estate, probate, and trust administration; and litigation and disputes, including disputed guardianships and conservatorships. His areas of practice also include business and commercial counsel and litigation and real estate counsel and litigation. Mr. Peace is a member of the State Bar of Arizona, Illinois State Bar Association, The District Court of Arizona, the Supreme Court of Arizona, Valley Estate Planners, Scottsdale Bar Association, Scottsdale Estate Planners, North Phoenix Bar Association, The Central Arizona Estate Planning Council, and the San Carlos Apache Tribal Bar Association. He is judge pro tem for Maricopa County Superior Court. Mr. Peace earned his B.S. degree from the University of Illinois and his J.D. degree from DePaul University.
Sean L Robertson is an experienced wealth management, corporate, and real estate attorney at Gateville Law Firm, with more than 14 years' of experience. Mr. Robertson's legal experience has been varied and has involved issues surrounding divorce, post-divorce, child custody, estate planning, business law, probate and guardianship, and business litigation. During the Great Recession, he litigated issues surrounding people's wealth and business interests ranging from loan disputes, creditor and debtor contracts, and post-judgment law. This background is relevant to estate planning and real estate because asset protection is useful when one understands what happens in a court room. This unique experience adds to Mr. Robertson's estate planning, real estate, and corporate law background. Now, he focuses exclusively on issues involving estate planning, wealth management and asset protection, entrepreneurial and corporate, and real estate law. Mr. Robertson received his B.A. degree from University of Illinois, Urbana-Champaign and his J.D. degree from DePaul University College of Law.
Patti S Spencer is an attorney with Metzger and Spencer, LLP, and the Spencer Law Firm LLC, in Lancaster, Pennsylvania, where she provides experience and depth in estate planning, trust and estate administration, complex tax consulting, charitable gift planning, wealth transfer vehicles and retirement plan consulting, and expert witness testimony. Ms. Spencer taught estate and gift tax for eight years' as an adjunct professor at Boston University in the LL.M. program, and also was a former professor of trusts and estates at Boston University School of Law. In addition, she has spoken numerous times on topics related to her areas of expertise. Ms. Spencer is the author of a weekly column, "Taxing Matters," which appeared in the Lancaster Intelligencer Journal's Business Monday Section for 14 years. She also has written Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, which is updated annually. Ms. Spencer earned her B.A. degree from Dickinson College; her J.D. degree from Boston University; and her LL.M. degree from Boston University. She is a fellow of the American College of Trust and Estate Counsel.
We use this information in order to improve and customize your browsing experience,
in addition to improving our internal analytics and metrics about our visitors.