Course book included with all formats
Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - this guide will share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - order today!
including - Ethics: 1.00
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.
SHANNON L. HAMMOND is the founding member of Hammond Law, LLC, a boutique estate and long-term care planning practice, with offices in Frederick, Sykesville, and Cumberland. Ms. Hammond is admitted to practice law in Maryland, the District of Columbia, and before the U.S. District Court for the District of Maryland. She is a member of the National Academy of Elder Law Attorneys, the Elder Law and Estates and Trusts sections of the Maryland State Bar Association, and various other organizations dedicated to the support and service of the senior community. Ms. Hammond is a frequent lecturer on legal issues involving Medicaid and estate planning. She has taught "Strategic Planning for Aging and Asset Protection" at the College of Notre Dame of Maryland Renaissance Institute, and "Legal Issues and the Elderly" at the Johns Hopkins University Odyssey Program. Ms. Hammond is a member of the Peer Review Committee, appointed by the Attorney Grievance Commission, and was recently appointed to the Carroll County Adult Public Guardianship Review Board. She has dedicated her career exclusively to the practice of long-term care and estate planning, deeply committed to assisting clients in great need, and zealously advocates for those with diminished capacity. Ms. Hammond earned her B.A. degree from Towson University and her J.D. degree from the University of Baltimore School of Law.
CHESTER H. HOBBS IV is a partner with the law firm of Bodie, Dolina, Hobbs, Friddell & Grenzer, P.C. His practice is focused on estate planning and administration, trust drafting and administration, and consumer bankruptcy and corporate law. Mr. Hobbs also handles commercial and residential real estate transactions for the firm. He is an agent for the Chicago Title Company and Commonwealth Land Title Company. Mr. Hobbs has taught estate and trust law at Stevenson University in Stevenson, Maryland. He is a member of the Baltimore Estate Planning Council (member, Board of Governors), Baltimore County Bar Association, and the Maryland State Bar Association (member, Estates and Trusts Section). Mr. Hobbs earned his B.A. degree from the University of Baltimore, and his J.D. degree and LL.M. degree in taxation from the University of Baltimore School of Law.
RICHARD MAYBERRY is the principal of the Mayberry Law Firm and is of counsel to Miorini Law PLLC, in Vienna, Virginia. His areas of expertise include estate planning, estate administration and elder law. In his law practice, Mr. Mayberry assists families with wills, living trusts, powers of attorney, probate, special needs trusts, nursing home-related matters such as financing long-term care, qualification/contesting government benefits, end-of-life issues, attendant income, and gift and estate tax issues. He has also advised foundations and other tax-exempt organizations. Mr. Mayberry is a regular speaker throughout Northern Virginia and has taught continuing professional education seminars to professionals such as the Virginia Society of CPAs, the Northern Virginia Insurance and Financial Advisors Association, and bar associations on technical aspects of the law. He graduated from the George Washington University Law School. Mr. Mayberry is past chair of the Estate Planning and Elder Law Committee of the Bar Association of the District of Columbia.
SEAN P. O'KEEFE is a member of O’Keefe Legal Services, L.L.C., in Frederick County, where he focuses on estate planning and administration, and business law. He is a member of the American, Maryland State, and Frederick County bar associations, where he serves as Maryland's district representative for the American Bar’s Young Lawyers Division, and chair of the Frederick Bar’s Pro Bono Committee. Mr. O'Keefe also is treasurer for the Middletown Area Chamber of Commerce, and presents on estate planning topics for the Planned Giving Committee for Hospice of Frederick County. He earned his B.A. degree, magna cum laude, from the University of Maryland, Baltimore County; and his J.D. degree and LL.M. degree in taxation from the University of Baltimore School of Law.