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Designed for attorneys and other professionals involved in estate administration, this legal instruction can serve as an introduction or a basic refresher. Get a complete picture of the key tasks and procedures required and advised for administering the estate: from the first notices to discharge of the fiduciary. Order today!
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R. MICHAEL ALLEN is a shareholder with Cranford, Buckley, Schultze, Tomchin, Allen & Buie, P.A., in Charlotte, where he practices primarily in the areas of estate administration, guardianship administration, incompetency law and general fiduciary law. Mr. Allen is admitted to practice in North Carolina and is a member of the North Carolina State Bar. He earned his B.S. degree from the University of North Carolina and his J.D. degree from the University of North Carolina School of Law. Mr. Allen has served as the public administrator for Mecklenburg County since 2003 and frequently serves as a commissioner in court-ordered sales of real property.
MARTIN M. BRENNAN JR. is the managing partner of Brennan Law Firm, PLLC, which is located in The Park in Huntersville and has been serving the Lake Norman and surrounding areas for almost 15 years. In addition to being licensed to practice law in North Carolina, Virginia and the U.S. Tax Court, Mr. Brennan is also a certified public accountant. His more than 32 years of experience includes three years practicing with a "Big 8" accounting firm and 14 years of experience in both large and medium size law firms primarily in Raleigh and Charlotte. Mr. Brennan is dedicated to using his combined law and accounting skills to help businesses and families determine a strategy to successfully accomplish their goals. He is a member of many various professional organizations, such as the American Bar Association, North Carolina Bar Association (Business Law, Estate Planning & Fiduciary, Small Firm & Technology and Tax sections), American Institute of Certified Public Accountants (Tax Section), ElderCounsel, National Academy of Elder Law Attorneys, and the North Carolina Chapter of National Academy of Elder Law Attorneys. Mr. Brennan earned his B.S. degree from Pennsylvania State University and his J.D. degree from Duquesne University School of Law.
JOHN B. CROTTS is a partner with the firm of King Law Offices PLLC, located in Rutherfordton, North Carolina. He practices primarily in the areas of wills and estates, elder law, business law, municipal law, and civil litigation. In addition to many other individual and corporate clients, Mr. Crotts currently represents several municipal and local government entities, including the town of Spindale, town of Bostic, Chimney Rock Village, Broad River Water Authority, town of Ruth, and Forest City Housing Authority. He is a member the North Carolina State Bar, South Carolina State Bar, North Carolina Bar Association, and admitted to US District Court for the Western District of North Carolina. Mr. Crotts earned his associates degree from Isothermal Community College, his B.S. degree with a major in criminal justice and a minor in sociology and his J.D. degree from the Appalachian School of Law in Grundy, Virginia.
JOHN P. HUGGARD is the senior member in the Raleigh law firm of Huggard Obiol & Blake, PLLC, where he practices exclusively in the areas of estate planning and related litigation. He is a certified financial planner, and is board certified in estate planning and probate law by the North Carolina State Bar. Mr. Huggard retired from North Carolina State University, where he taught introductory and advanced courses in law and finance for 30 years. He was a member of the University‘s Academy of Outstanding Teachers and was named an Alumni Distinguished Professor in 1994. Mr. Huggard earned his B.A. and J.D. degrees from the University of North Carolina at Chapel Hill, and his master‘s degree from Duke University. He is the author of the North Carolina Estate Settlement Guide Book (updated annually).
RICHARD E. MARSH JR. is a partner at Marsh & Hoogland, PLLC. He is a board certified specialist in estate planning and probate law in North Carolina, and was a member of the South Carolina Bar Probate Revision Committee in 2009-2017. Mr. Marsh has practiced tax, business transactions, and estate planning and administration for more than 35 years. He is an active writer and lecturer for attorneys, CPAs, CLUs, and other financial professionals and trade groups in the areas of estate planning, tax planning, sales and purchases of businesses, and tax-advantaged transactions involving real estate; and taught decedents estates, estate planning, and will drafting at the law school level for about a decade. Mr. Marsh is a past chair of the Sales, Exchanges and Basis Committee and the Nonrecognition Transactions (Like Kind Exchanges) Subcommittee of the American Bar Association Tax Section. He is a member of the North Carolina State Bar, The Florida Bar, and South Carolina Bar. Mr. Marsh earned his B.A. degree from Bucknell University, his J.D. and M.B.A. degrees from the University of North Carolina at Chapel Hill, and his LL.M. degree from Georgetown University.
RYAN W. MONK is a member at the Monk Law Firm, PLLC. He focuses his practice in the areas of estate planning, elder law, Veterans' benefits (Aid & Attendance), Medicaid, corporate law, business succession planning, and asset protection. Mr. Monk is licensed to practice law in both North Carolina and South Carolina, and is an accredited attorney with the Department of Veterans Affairs. He is a member of the North Carolina State Bar and South Carolina Bar. Mr. Monk earned his B.A. degree from Catholic University of America, his M.A. degree from Catholic University of America, and his J.D. degree from Campbell University School of Law.