Course book included with all formats
Do you have the knowledge needed to insulate your clients' estate plans from regulatory storms and ensure smooth and secure preservation and transfer of wealth? This legal guide offers a straightforward overview of tax consequences and planning strategies that will help you minimize tax burdens and ensure IRS compliance. Build a solid tax foundation for your practice. Order today!
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NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.
JUSTIN H. BROWN is a partner in the tax and estates department at Pepper Hamilton LLP, in Philadelphia, Pennsylvania. He focuses his practice on estate and tax planning, estate and trust administration, and estate litigation. Mr. Brown advises clients in connection with wealth transfer, asset protection and business succession strategies. In his estate and trust administration practice, he counsels fiduciaries with respect to their duties and obligations in the administration of estates and trusts. Finally, he represents beneficiaries of estates and trusts in assuring that executors and trustees fulfill their duties and obligations. Mr. Brown is admitted to practice in the state and federal courts of New Jersey, along with the state courts of Pennsylvania and Maryland. He is also admitted to practice in the United States Tax Court. Mr. Brown earned his B.A. degree from Washington University in St. Louis, where he graduated with college honors; his J.D. degree from The American University Washington College of Law, where he graduated, cum laude, and served as a note and comment editor for the American University Journal of Gender, Social Policy & the Law; and his LL.M. degree in taxation from Villanova University School of Law. He is currently the chair-elect of the Probate and Trust Law Section of the Philadelphia Bar Association, and he serves as an adjunct professor at Temple University's James E. Beasley School of Law.
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 a 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, in 1996 from the J. Reuben Clark Law School at BYU, and served on the Editorial Board of the BYU Law Review. Mr. Lee is listed in Best Lawyers in America under tax law, and trusts and estates; Southwest Super Lawyers in estate planning and probate; and is ranked in Chambers and Partners under private wealth law.
ROBERT C. TORBERT is an attorney with Midland States Bank, where he practices in the areas of estate planning, tax issues, corporate transactions, and commercial and residential real estate and litigation. He uses his background in tax to develop and implement both simple and complex estate plans and corporate structures with up-to-date tax and succession planning. Mr. Torbert is a member of the Illinois State Bar Association and the State Bar of Wisconsin. He earned his B.A. degree, cum laude, from Augustana College; his J.D. degree from the University of Illinois College of Law; and his Masters of Science degree in taxation from Northern Illinois University.
AMANDA L. WIECKOWICZ is the owner of Wieckowicz Law Office, LLC, in Chetek, Wisconsin and Northern Wisconsin Mediation in Rice Lake, Wisconsin. Ms. Wieckowicz focuses on business, real estate, estate planning, trust administration, probate, litigation, and mediation. She serves as chairman of the District 11 Ethics Committee for the Office of Lawyer Regulation and is a member of the Wisconsin Association for Justice and the State Bar of Wisconsin. Ms. Wieckowicz earned her B.A. degree from the University of Wisconsin - Madison and her J.D. degree from the University of Wisconsin Law School. She was trained as a mediator by the American Arbitration Association in Washington, D.C.