Course book included with all formats
Whether you're new to estate administration or need a basic refresher, you'll receive a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation and procedures for correctly closing the estate. You'll also learn how to correctly deal with thorny estate administration debt issues including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - order today!
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TYLER R. BARRETT is a solo practitioner at The Law Office of Tyler R. Barrett, P.L.L.C, where he practices in estate planning, probate and elder law. Mr. Barrett earned his B.A. degree, summa cum laude, in political science from the University of Oklahoma and his J.D. degree from the University of Oklahoma College of Law, where he was articles editor for the Oklahoma Law Review. He is admitted to practice in the State of Oklahoma. Mr. Barrett is a member of the Oklahoma Bar Association (Estate Planning, Probate and Trust Sections), the Cleveland County Bar Association, WealthCounsel, and the National Academy of Elder Law Attorneys, Inc.
JAMES W. CARLTON JR. is a partner in the law firm of Garvin, Agee & Carlton, P.C., where he has been practicing law since 1988 in the areas of real estate, probate, estate administration, taxation, municipal and elder law. He is a certified public accountant in Oklahoma and has served as municipal counsel for the cities of Pauls Valley, Davis and Paoli. Mr. Carlton has spoken for various professional groups on estate planning, probate and elder law issues. He earned his B.A.C. and J.D. degrees from the University of Oklahoma. Mr. Carlton is a member of the Oklahoma County (Real Estate Section), Garvin County, Oklahoma, and American bar associations; and the Oklahoma Society of Certified Public Accountants.
CORY B. HICKS is an attorney with Field & Hicks PLLC in Guymon, where he practices primarily in the areas of probate, real estate, estate planning and business law. He routinely reviews abstracts and issues title opinions for lenders, title insurers and buyers, as well as performing searches in county land records. Mr. Hicks has been published in the Oklahoma Law Review and the Oklahoma Bar Journal. He was named a Rising Star in Oklahoma by Super Lawyers magazine. Mr. Hicks was a member of the first class of the Oklahoma Bar Association Leadership Academy. He serves as an adjunct professor of business law at Oklahoma Panhandle State University. Mr. Hicks earned his J.D. degree from the University of Oklahoma.
TERRELL MONKS practices primarily in Oklahoma County and Cleveland County, where his practice focuses on probate, estate planning, and guardianships. Mr. Monks represents the cities of Bethany and Piedmont, and he has served them for more than 20 years. Mr. Monks is active in public service. He has served as mayor of the city of Nicoma Park, president of his Kiwanis club, chairman of the Oklahoma Bar Association's Legal Intern Committee and as a member of the Bench and Bar Committee. He has tried more than 100 cases to verdict, but actively advocates mediation and alternative dispute resolution. Mr. Monks contributes articles to the Oklahoma Bar Journal. His submissions include: "Principles of Due Process in Probate," "Due Process in Tax Sales" and "Municipal Codification Requirements, and the Consequences of Noncompliance." Mr. Monks also wrote Probate for Non-Attorneys, a Handbook for Personal Representatives.June 16 - Tulsa
SANDRA J. ALEXANDER is a sole practitioner in Tulsa, where her practice is concentrated in the areas of real estate, small and medium businesses, wills, estates, trusts, probate and legal services for the elderly. Ms. Alexander served on the Board of Trustees at the Hillcrest Medical Center in Tulsa, Oklahoma (a not-for-profit entity) for 12 years, and is currently serving as the immediate past chairman of the Advisory Board of Hillcrest Medical Center (a for-profit entity), having completed 8 years as chairman. She was an instructor in business law and legal implications of the insurance industry for Tulsa Junior College and an adjunct professor of law, teaching real estate transactions at the University of Tulsa College of Law. Ms. Alexander is a member of the Oklahoma Bar Association. She earned her B.A. degree from Swarthmore College, her J.D. degree from the University of Tulsa College of Law, and finished 26 hours of graduate study in regional and city planning at the University of Oklahoma in Norman.
CATHERINE W. HOOPERT is an Oklahoma-based attorney, with Catherine W. Hoopert, PLLC, where she practices in the areas of estate planning, wills, trusts, probate, administration and taxation. She received her J.D. degree, with highest honors, from the University of Tulsa College of Law. She maintains her CPA credentials, is a member of the American Bar Association, Oklahoma Bar Association, Tulsa County Bar Association and Oklahoma Society of CPAs. Ms. Hoopert is admitted to practice before all state courts of Oklahoma, the Northern District of Oklahoma U.S. District Court, and the U.S. Tax Court.
JOSEPH R. WELLS is an attorney in private practice in Tulsa with Wells Law, PLLC. He graduated from Oklahoma State University with a B.S. degree in mathematics. After graduating, he worked as a stock analyst in New York City before deciding to attend law school. Mr. Wells then attended the University of Tulsa College of Law where he received his J.D. degree and Washington University in St. Louis where he received an LL.M. degree in taxation. After completing his legal education, his practice began in general civil litigation, probate and estate planning, as well as family law.