Course book included with all formats
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This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.
FRED J. FORMAN is the founding shareholder and director of Forman, Clark, Pockell & Kalinski, P.A., with multiple offices in New Hampshire, Maine and Massachusetts. He represents more than 1,000 business clients on all matters ranging from start up to succession. He also works with high net-worth clients in matters related to sophisticated estate and business succession planning. Mr. Forman works with clients on long term care strategies. He has published many articles and is the coauthor of a multitude of books used by the legal and accounting communities; has taught extensively in matters related to estate planning, elder law and business law and; also testified as an expert witness in these matters. He is a member of the Maine State, New Hampshire and Massachusetts bar associations. Mr. Forman is a member of the New Hampshire Estate Planning Council. He earned his B.A. degree from Merrimack College and his J.D. degree, magna cum laude, from Western New England College.
MILES C. HUNT is an attorney with Epstein & O'Donovan, LLP, where he focuses his practice in estate planning and probate administration. Mr. Hunt is a member of the American Bar Association, Maine State Ba Association, Oxford County Bar Association, and the Maine Estate Planning Council. He has been very active in local non-profit organizations over the years. Mr. Hunt served on the Board of Directors for Androscoggin Home Care & Hospice for nine years, serving as chairman for the last two. He also serves on the Maine Probate Rules Committee. Mr. Hunt speaks regularly on the subjects of estate planning, trusts and probate administration. He earned his undergraduate degree from Dickinson College and his J.D. degree from the University of Maine School of Law.
JENNIFER L. KRUSZEWSKI is a partner with Epstein & O'Donovan, LLP, where she focuses her practice on estate planning, trust and estate administration, and probate litigation. She is a frequent speaker on estate planning, estate administration, charitable giving, and other related topics. Ms. Kruszewski is a member of the Maine State Bar Association, the Cumberland County Bar Association, and is a member and a past president of the Maine Estate Planning Council. She is included in the 2019 list of The Best Lawyers in America for the practice area of trusts and estates. She received her undergraduate degree from the University of Vermont. After serving as an AmeriCorps member and the coordinator of an AmeriCorps program assisting elderly persons and adults with disabilities, Ms. Kruszewski earned her J.D. degree, cum laude, from the University of Maine School of Law. Pursuing a passion for tax law, Ms. Kruszewski earned her LL.M. degree in taxation from the University of Florida Levin College of Law.
JOY A. TRUEWORTHY focuses her practice at Rudman Winchell on estate planning, elder law, long-term care planning, and probate administration matters; and also serves as a guardian ad litem for children in child protection cases. She is a member of the Maine State Bar Association, the Penobscot County Bar Association, and the John Waldo Ballou Inn of Court. Ms. Trueworthy serves as the secretary for Partners for Peace (formerly the Spruce Run-Womancare Alliance). She received certificates of Commendation in 2012, 2013, 2014, and 2015 for her pro bono service to low-income Mainers through the Maine Supreme Judicial Court's Katahdin Counsel Recognition Program. Ms. Trueworthy was named Guardian ad Litem of the Year by Adoptive and Foster Families of Maine in 2016 and was selected as a 2018 Rising Star in elder law by Super Lawyers for New England. She graduated from Smith College, being named to the dean's list during each of her four years. Ms. Trueworthy received a law degree from the Rutgers University School of Law - Newark. During law school, she served as a managing editor of the Rutgers Law Review, which selected her note for publication. Following law school, Ms. Trueworthy served as a law clerk for the Honorable Andrew M. Mead of the Maine Supreme Judicial Court.