Course book included with all formats
Provide Your Clients with the Full Spectrum of Wealth Preservation Options.
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!
This course is designed for attorneys. It will also benefit accountants and CPAs, tax managers, trust officers, and paralegals.
10:00 am to 5:00 pm Eastern Standard Time
including - Ethics: 1.00
This program has been submitted to the Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association for approval. Approval is pending.
SARAH J. BARNES is an attorney and trust officer with the Bank of Sun Prairie in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration matters. Ms. Barnes also deals with tax related matters. She previously was in private practice where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court appointed guardian ad litem in guardianship matters. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.
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, 2017 and 2018 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, 2018 and 2019 Investor Conference for the American Association of Individual Investors (AAII) in Las Vegas and Orlando; the Midwest Horse Fair; 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 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. She earned her J.D. degree at Marquette University Law School.
$329 / Each Additional