NALA - 6.00
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!
NALA - 6.00
Includes - Ethics - 1.00
DAVID E. HELLER is an attorney with the Nashville law firm of Martin, Heller, Potempa & Sheppard, PLLC, where he concentrates his practice in the areas of estate planning and probate, including asset protection planning for high-net-worth individuals, business succession planning, charitable planning, and generation skipping planning. Mr. Heller focuses on a comprehensive wealth preservation program which allows the family to preserve its wealth from taxes, creditors and others outside the designated family unit. He advises clients on how to integrate business interests along with executive compensation packages into the family's overall wealth preservation strategy. Mr. Heller has written extensively on these and other topics and has presented his work at many seminars and CLE presentations. He serves on several boards and committees of nonprofit organizations in the Nashville area, and he is a member of the Tennessee and Nashville bar associations. Mr. Heller earned his B.S. degree from Carnegie-Mellon University, his J.D. degree from Widener University School of Law and his LL.M. degree in tax law from Georgetown University Law Center.
DAVID B. PARSONS is a solo practitioner in Nashville, where his work includes tax planning (individual, corporate, and estate) and business transactions, including mergers and acquisitions. In addition to practicing law for more than 30 years, Mr. Parsons is a certified public accountant in the state of Tennessee. He is a frequent speaker on tax and estate planning topics for a wide variety of groups. He is a member of the Tennessee, Nashville, North Carolina, and American bar associations, as well as the District of Columbia Bar. Mr. Parsons earned his A.B. degree from Duke University and his J.D. degree from the University of Chicago.
KARL D. WARDEN is a sole practitioner in Nashville, where he practices in the areas of elder law, estate planning, business law, business litigation and civil law. He has been practicing law for more than 30 years, and has lectured for professional groups on matters related to estate planning and elder law. Mr. Warden is admitted to practice in Tennessee. He earned his B.A. degree from Vanderbilt University, his J.D. degree from West Virginia University and his LL.M. degree from George Washington University. Mr. Warden is a member of the Nashville Bar Association, a recipient of the CLE Excellence Award and a fellow of the Nashville Bar Foundation.