Practical Skills: 6.00
Course book included with all formats
Do you have all the knowledge and skills you need to draft tailored testamentary documents and minimize taxable estate for each of your clients? This comprehensive course will become your ultimate guide to estate planning. You will receive tips, sample forms and answers to your most pressing questions to help you excel. Get the latest knowledge on effective will and trust planning techniques - order today!
including - Practical Skills: 6.00
NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 6.0 hours of general self-study continuing legal education credit and 0.0 hour of ethical considerations credit and 6.0 hours of Practical Skills credit.
GREGORY P. BESSERT has represented tax and business clients large and small for nearly 25 years. Mr. Bessert continues to offer creative solutions for clients with needs in estate planning and business transactions, while representing clients at all levels of the Internal Revenue Service, Washington's Department of Revenue, and Oregon's Department of Revenue to resolve taxpayer issues with federal and state tax laws. He is a member of the Washington State Bar Association and the Oregon State Bar. Mr. Bessert received his LL.M. degree in taxation from the University of Florida, his B.S. degree from Oregon State University, and his J.D. degree, cum laude, from Gonzaga Law School.
SUSAN B. BOCK is of counsel with Stoel Rives LLP, where she counsels clients in the administration of estates and trusts, as well as estate, corporate, tax and financial planning. Ms. Bock’s practice includes advising clients in the areas of estate and gift taxes, counseling trustees, beneficiaries, and tax exempt organizations, and working with families and closely-held businesses to achieve business succession planning and the creation of small family businesses. She has successfully argued before the IRS and U.S. Tax Court regarding valuation of closely-held business interests. Ms. Bock volunteers frequently with Legal Aid Services of Oregon and Catholic Charities. Ms. Bock is a member of the Oregon State Bar. She received her B.A. degree, magna cum laude, from Bryn Mawr College and her J.D. degree, with high honors, and her LL.M. degree from Duke University School of Law.
RICHARD L. KING is a sole practitioner in Portland, Oregon, where he focuses his practice on legal issues involving estate planning, elder law, probate law and business law. Mr. King is also involved in personal injury and general litigation. He is a member of the Oregon State Bar (Estate Planning and Elder Law sections), and the Illinois State and New York State bar associations. Mr. King earned his B.A. degree from the University of Illinois and his J.D. degree from the University of Illinois School of Law.
JAMES OBERHOLTZER has provided legal services to clients for over 25 years. Mr. Oberholtzer practices in the areas of business law, real estate development, tax, estate planning, probate, trust planning and administration, and charitable organizations. He is a member of the Virginia State Bar Association, the Illinois State Bar Association, the Oregon State Bar, the Washington State Bar Association and the American Bar Association. Mr. Oberholtzer received his B.A. degree from Earlham College, his LL.B. degree from Washington & Lee University and his LL.M. degree from DePaul University.
BARBARA SMYTHE is an attorney with Barbara Smythe LLC, and focuses her practice on estate planning and elder law. She serves on the Oregon State Bar's Public Service Advisory Committee and the executive committee of the Oregon State Bar's Nonprofit Organizations Law section. Ms. Smythe also is a member of the Oregon State Bar's Estate Planning and Administration and Elder Law sections. She earned her B.A. degree from Pacific Lutheran University and her J.D. degree from Lewis & Clark Law School.