Course book included with all formats
Estate planning practice is incredibly complex, varied and intricate. This primer breaks it down into key governing principles and fundamental planning approaches to give you everything you need to successfully deal with clients' asset planning. Understand what the tools are, when they're used, and how they affect clients' taxes and plans. Order today!
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MELVIN A. COOK is a sole practitioner in Sandy, Utah, where his practice areas include civil litigation, family law, personal injury, estate planning, Social Security disability, and workers' compensation. Mr. Cook is a member of the Utah State Bar and Salt Lake County Bar. He earned his B.A. degree and M.B.A. degree from the University of Utah, and his J.D. degree from Brigham Young University. (Salt Lake City location)
MATTHEW F. HAFEN is a shareholder with Durham Jones & Pinegar, P.C., where his practice areas include complex trust, estate, and business matters, including the development and implementation of estate plans; wealth-transfer strategies; business-succession plans; gift plans for families for effective gift and estate tax planning; and the formation, governance, and sale of business entities. He is admitted to practice in Arizona, California, Nevada, and Utah. Mr. Hafen is a member of the Utah State Bar. He earned his Masters of Accountancy from Southern Utah University and his J.D. degree, cum laude, from Brigham Young University, J. Reuben Clark Law School. (St. George location)
RANDY M. LISH is a sole practitioner with Randy M. Lish, Attorney at Law in Provo, Utah, where he practices in the areas of trusts and estates, asset protection and probate. He is a former adjunct professor at Utah Valley State College and is a previous lecturer for National Business Institute. Mr. Lish earned his B.A. and J.D. degrees from Brigham Young University. He is a member of the Utah State Bar and the Central Utah Bar Association. (Salt Lake City location)
JONATHAN G. MILLER is principal in The Law Office of Jonathan G. Miller, where he focuses his practice in the areas of estate planning and business planning. He is a member of the Utah State Bar (Estate Planning, Business, and Young Lawyers sections). Mr. Miller is admitted to practice in Utah. He earned his B.S. degree from the University of Utah and his J.D. degree from Gonzaga University. (St. George location)
CAMERON M. MORBY is a shareholder with Snow Jensen & Reece, P.C., where his main areas of practice are business transactions; business entity formation; business sales and acquisitions; and estate planning, tax planning, and probate. He is admitted to practice in Nevada and Utah. Mr. Morby is a member of the State Bar of Nevada, Utah State Bar, and Dixie College Foundation. He earned his B.S. degree from Southern Utah University, his J.D. degree from Gonzaga University School of Law, and his LL.M. degree from the University of Florida Fredric G. Levin College of Law. (St. George location)
LANGDON T. OWEN JR. is a shareholder in the Salt Lake City law firm of Cohne Kinghorn, P.C., where he practices in the areas of corporate law, limited liability company, partnership, business structure and finance, commercial transactions, real estate, estate planning, taxation law, and health care law. He is a frequent speaker to professional groups on topics regarding taxation, estate planning and business, and health law. Mr. Owen has been appointed to the Utah State Bar's Ethics and Discipline Committee. He is a member of the Utah State Bar, American Bar Association, and the American Health Lawyers Association. He earned his A.B. degree, with high distinction, from the University of California, Berkeley, and his J.D. degree from the University of Utah. (Salt Lake City location)
S. JAMES PARK is a partner with Labrum Todd Park & Velez, PLLC. Mr. Park practices in the areas of business law, banking and finance, securities, estate and tax planning, mergers and acquisitions, and real estate matters. He is admitted to the Supreme courts of Utah, Nevada, and Arkansas; and is also admitted to the Federal District courts of Utah and Nevada; as well as the U.S. Tax Court. Mr. Park earned his B.S. degree from the University of Utah, his J.D. degree from the University of Arkansas and his LL.M (Masters in Taxation) degree from the University of Missouri Kansas City. (St. George and Salt Lake City locations)
GREGORY H. TAGGART is the owner of Taggart Law, LLC, where he practices estate planning, business planning, and firearms law. He is a member of WealthCounsel. He works in Utah and Wyoming and is a member of the Utah State Bar (Business Law and Estate Planning Law sections), the Wyoming State Bar (Business Law and Estate Planning, Trust & Probate Law sections), and the American Bar Association (Business Law and Real Property, Trust and Estate Law sections). He attended the University of Wyoming College of Law for two years and received his J.D. degree from Thomas Cooley Law School. He has been an adjunct professor at Brigham Young University since 1998. He has written for various Bloomberg magazines, Wealthmanagement.com, and Institutional Investor, among others. (St. George and Salt Lake City locations)
CHASE VAN OOSTENDORP is an attorney with The Van Law Firm, PLLC, where he focuses his practice in the areas of probate, trust and estate litigation, and estate planning. He is a member of the Utah State Bar (Probate/Estate Planning Law Section) and The Utah Young Lawyers Division. Mr. Van Oostendorp received his B.S. degree from Utah Valley University and his J.D. degree from The William S. Boyd School of Law in Las Vegas. (St. George location)