Course book included with all formats
Living trusts are one of the fundamental building blocks of estate planning. This legal guide will take you through every step of the way in choosing, drafting and incorporating the trust into your client's estate plan. Order today!
All times are shown in Eastern time
DERA L. JOHNSEN-TRACY is a shareholder and co-founder of Horn & Johnsen SC, focusing her legal practice in the areas of estate planning, probate and guardianship. In furtherance of her passion for helping families plan, Ms. Johnsen-Tracy is an active participant in the Wisconsin Wills for Heroes program and the Basic Estate Planning Clinic for Seniors and Veterans, for which she was awarded the 2015 Individual Attorney Pro Bono Award by the Dane County Bar Association, and for which she was also awarded the 2016 Pro Bono Attorney of the Year Award by the State Bar of Wisconsin. Ms. Johnsen-Tracy was selected by Super Lawyers to the 2016 and 2017 Wisconsin Rising Stars list. In addition, she was selected in 2016 as a member of the Fellows of the Wisconsin Law Foundation. Ms. Johnsen-Tracy has been invited to speak as a featured presenter at various conferences throughout Wisconsin and nationally, including the 2015 and 2017 Investor Conferences for the American Association of Individual Investors (AAII) in Las Vegas and Orlando; Women Inspiring Change luncheon sponsored by the Arthritis Foundation; Future Lifestyles Expo in Madison; All Things Senior Expo in Baraboo; Money Smart Women Conference; Asset Builders Madison Money Conference; estate planning classes through the Wisconsin Women’s Business Initiative Corporation (WWBIC); the American Society for Clinical Laboratory Science (ASCLS) Wisconsin State Convention; and “Ready, Set, Retirement!” sponsored by Madison Area Technical College Paralegal Program in cooperation with WPS, Greater Wisconsin Agency on Aging Resources (GWAAR), Dane County Bar Association and the State Bar of Wisconsin. Further, Ms. Johnsen-Tracy is a frequent contributor to Your Family Magazine and has taught a variety of CE classes to financial professionals and CLE seminars to attorneys through PINNACLE and National Business Institute (NBI). She earned her J.D. degree at Marquette University Law School.
T. JAMES LEE is a shareholder and director in the Phoenix office of Fennemore Craig, P.C., and chairs the firm’s private wealth preservation (trusts and estates) practice group. He is certified as a trust and estate specialist by the State Bar of Arizona, and practices in the areas of estate planning, trust and estate administration, charitable giving, business design and structuring, international taxation, and commercial transactions. Mr. Lee serves on Arizona’s Estate and Trust Advisory Commission, and is also a member of the American Bar Association, the Utah State Bar, the ABA's Committee on Estate and Gift Taxes (Taxation Section), and is a fellow of the American College of Trust and Estate Counsel (ACTEC). In addition to his professional activities, Mr. Lee is actively engaged with local and international charitable organizations. He earned a B.A. degree in business management from Brigham Young University, with distinction as the top business school graduate in the area of entrepreneurship. He graduated, with honors, in 1996 from the J. Reuben Clark Law School at BYU, and served on the Editorial Board of the BYU Law Review. Mr. Lee is listed in Best Lawyers in America under tax law and trusts & estates, Southwest Super Lawyers in estate planning and probate, and is ranked in Chambers and Partners under private wealth law.
LOUIS A. SILVERMAN has been practicing law in Arizona since 1981. From 1981 through 2005, Mr. Silverman’s practice included many aspects of litigation, including family law, civil litigation, and personal injury and wrongful death. In addition, he included estate planning and estate administration. Mr. Silverman has narrowed his practice focus to estate planning, estate administration, and probate law. He accomplished this transition through affiliations with professional estate planning associations, ongoing continuing education, and accepting only estate planning and estate administration matters. In 2015, Mr. Silverman became board certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. He is a frequent speaker on National Business Institute’s educational panels and also lectures to local groups on estate planning issues. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.