Course book included with all formats
People don't like to contemplate their own death, but they do need to consider what will happen to their assets when they die. Tax issues, medical decisions, and a wide range of planning documents make the process even more complicated. But you can give your clients peace of mind by creating effective wills and trusts that carry out all of their wishes.
This comprehensive guide will help you master the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents such as powers of attorney. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Tackle the ethical issues related to estate planning, both from the attorney's perspective and from that of the client who must make end-of-life medical decisions. Have the skills and information you need right at your fingertips-order today!
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ANDREW G. OH-WILLEKE is a sole practitioner in Denver, Colorado, with 15 years of experience in medium sized and large law firms. His practice includes business transactions; tax planning; estate planning, including asset protection planning; commercial litigation in and out of bankruptcy court; probate administration; and tax litigation. Mr. Oh-Willeke is a past professor at the College for Financial Planning. He earned his J.D. degree, cum laude, from the University of Michigan. Mr. Oh-Willeke is admitted to practice law in Colorado and New York.
KELLSIE SINGLETON is a partner at Singleton Law Offices, LLC. She previously worked in the Wyoming Attorney General's Office and represented Wyoming Medicaid (Division of Healthcare Financing). While with the state, Ms. Singleton represented the agency in administrative hearings (eligibility and provider recovery) and represented Medicaid's interest in probate, estate recovery, and third-party liability matters. She graduated law school in 2015, with honors. During law school, she was the student director for the Estate Planning Practicum. While in that capacity, she prepared wills, powers of attorney, and advance health care directives for low-income individuals. While at the University of Wyoming She also interned at the University's Office of General Counsel, conducted legal research in the College of Business, and wrote for the Wyoming Law Review.