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!
JULIE C. ANDERSON is a certified elder law attorney (CELA) at Stepanian & Menchyk, L.L.P., in Butler, Pennsylvania. She focuses her practice in the areas of elder law, estate planning and estate administration. Ms. Anderson is a member of the Butler County Bar Association, Pennsylvania Bar Association, National Association of Elder Law Attorneys, and Pennsylvania Association of Elder Law Attorneys. She is admitted to practice before the Supreme Court of Pennsylvania and is a VA accredited attorney for veterans benefit claims before the Department of Veterans Affairs. Ms. Anderson represents seniors and their families in estate and long term care planning, including drafting wills and powers of attorneys, complex trusts for asset protection and Medicaid planning; providing counsel on competency issues and the use of powers of attorneys; and understanding and qualifying for public benefits, including Medicare, Veterans Benefits, and Medicaid. She also represents clients incident to Orphans' Court litigation, including guardianship proceedings, will contests, and removal of fiduciaries. Ms. Anderson graduated from University of Pittsburgh, magna cum laude, with a B.A. degree in history and political science before attending Valparaiso University School of Law, where she earned her J.D. degree.
JOHN W. GILTINAN is of counsel at John W. Giltinan, Esq., P.C., in Pittsburgh. Mr. Giltinan has been an attorney for 40 years and practices in the areas of small business planning and succession, estate planning, and estate administration. He is a former adjunct professor of taxation at LaRoche College and has lectured to various professional groups on areas related to his practice. Mr. Giltinan is a member of WealthCounsel; Advisors Forum; ElderCounsel; and the American, Pennsylvania and Allegheny bar associations. He earned his B.A. degree from the University of Pittsburgh and his J.D. degree from Duquesne University.
TIMOTHY J. GILTINAN is an attorney with John W. Giltinan, Esq., P.C., where he practices in the areas of estate planning, estate administration, elder law, small business planning, tax and real estate. Mr. Giltinan is a member of WealthCounsel, The Advisors Forum, Elder Counsel and the Allegheny County Bar Association. He earned his J.D. degree from Duquesne.
LEEANN G. SYME is an attorney with John W. Giltinan, Esq., P.C. Ms. Syme practices in the areas of estate planning, elder law, asset protection planning, business entities and succession planning, estate and trust administration, and domestic relations. She earned her B.S. degree from the University of Pittsburgh and her J.D. degree from Duquesne University School of Law, where she was a member of the Duquesne Law Review. Ms. Syme is admitted to practice before all Pennsylvania state courts and the U.S. District Court for the Western District of Pennsylvania. She is a member of the Allegheny County Bar Association, WealthCounsel and The Advisors Forum.