Course book included with all formats
Estate planning practice is incredibly complex, varied and intricate. This primer breaks it down into key governing principles and fundamental planning approaches to give you everything you need to successfully deal with clients' asset planning. Understand what the tools are, when they're used, and how they affect clients' taxes and plans. Order today!
including - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.75 hours of self-study credit, of which 1.0 hour will apply to legal ethics self-study credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
July 16 - Goleta
MELISSA J. FASSETT is a partner with the law firm of Price, Postel & Parma LLP, in Santa Barbara, California. Ms. Fassett's practice emphasizes advising and representing management in all aspects of labor and employment law and intellectual property. She counsels and advises public and private employers in the development and implementation of personnel policies and procedures, investigation of claims, and helps to trouble-shoot questions and situations which arise. Ms. Fassett also litigates and defends claims and employment disputes in both arbitration and court proceedings. Her employment practice includes wrongful termination and discrimination, retaliation, wage claims, labor practices, disability issues, and privacy issues. Ms. Fassett earned her B.A. and J.D. degrees from the University of New Mexico, and is licensed to practice in the states of California and New Mexico. She is a member of the State Bar of California (sections on Labor/Employment, Business Law, and Litigation), the State Bar of New Mexico, and the Santa Barbara County Bar Association (past-president).
ROBERT W. GIN is counsel to Griswold, LaSalle, Cobb, Dowd & Gin, L.L.P., where he practices in the areas of estate planning, probate and trust administration, business transactions, and administrative law. He earned his B.A. degree, cum laude, from California Polytechnic State University (in city and regional planning) and his J.D. degree, with distinction, from McGeorge School of Law, University of the Pacific.
KC KNOX is a partner with Hymes Schreiber & Knox LLP, where she is in charge of probate and trust administrations and litigations. Her areas of practice include probate administration, probate litigation, estate planning, trust administration, trust litigation, and asset protection. Ms. Knox is an adjunct professor at Abraham Lincoln University School of Law, teaching Wills, Trusts and Estates and Community Property. She is a member of the San Fernando Valley, Los Angeles County, and State Bar of California, as well as on the San Fernando Valley Probate Settlement Panel. Ms. Knox earned her B.A. degree from the University of California, Santa Barbara, and her J.D. degree from the University of San Diego School of Law. She has been admitted to practice in California since 2004.
MATTHEW M. O'LEARY a founding partner of O’Leary Wallace LLP, where he practices in the areas of trusts, estates, and elder law, with a special emphasis on special needs planning, conservatorships, and probate and trust litigation. In 2010, Mr. O’Leary moved to the central coast to join the boutique elder law and estate planning law firm of Stephen K. Hall & Associates. Before coming to San Luis Obispo, he worked for a boutique civil litigation law office in San Jose, California, served as a law clerk at the Santa Clara County and Santa Cruz County District Attorney’s offices, and held a judicial clerkship in the Family and Probate Division of the Sacramento Superior Court. Mr. O’Leary earned his B.S. degree from Sacramento State University and his J.D. degree from Santa Clara University School of Law.
MARK J. PHILLIPS is a partner in the law firm of Goldfarb, Sturman & Averbach, where his main areas of practice are estate planning, probate and probate litigation. He is a certified specialist in estate planning, trust and probate law by the State Bar of California. Mr. Phillips has served as an adjunct professor of law in wills and trusts since 1988 at the University of West Los Angeles, the University of LaVerne and San Fernando Valley College of Law. He earned his B.A. degree, cum laude, and his J.D. degree from the University of California at Los Angeles; and his LL.M. degree from New York University. Mr. Phillips is a member of the State Bar of California, the San Fernando Valley and the Los Angeles County (past Executive Committee member, Trusts and Estates Section) bar associations, and the Valley Estate Planning Council (past president). He is the author (with Aryn Z. Phillips) of Trials of the Century: a Decade-by-Decade Look at Ten of America’s Most Sensational Crimes, Prometheus Books, 2016.
July 19 - Pasadena
BOYD D. HUDSON is a partner in the Pasadena law firm of Adams, Hawekotte & Hudson practicing in the areas of federal and California tax planning, estate and financial planning, corporate and business planning, and representation of taxpayers in tax disputes before taxing authorities. He is a frequent speaker on tax-related issues and a frequent contributor to the Los Angeles Daily Journal and The Tax Adviser. He is a member of the State Bar of California (member, sections on Taxation, Estate Planning, Trust and Probate Law) and the Pasadena Bar Association. In addition to being a certified public accountant, Mr. Hudson also is a certified specialist in taxation law, Board of Legal Specialization, State Bar of California. A cum laude graduate of Claremont Men's College, Mr. Hudson earned his J.D. degree from the University of California Los Angeles School of Law and his M.B.A. degree from the University of California Los Angeles Graduate School of Management.
JONATHAN D. PRIMUTH is a partner at Primuth & Driskell LLP, in Pasadena, California. HeÂ focuses his practice on estate planning and administration. Mr. Primuth practiced at the international law firms of Latham & Watkins and Paul, Hastings, Janofsky & Walker, handling a wide variety of civil litigation and transactional matters for large and medium sized businesses. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association (Trusts and Estates Section), and the State Bar of California (Trusts and Estates Section). Mr. Primuth earned his J.D. degree from the University of California, Los Angeles (UCLA) School of Law, where he interned for the Honorable William P. Gray in the United States District Court.
SUSAN B. SHARE is a sole practitioner in Encino, California, at the Law Offices of Susan Share. She has been an attorney for more than 20 years and focuses her practice on estate planning, trust administration, and probate. Ms. Share is a member of the Beverly Hills Estate Planning Council and the Trusts and Estates Section of the Los Angeles County Bar Association. She was appointed to and currently serves on the Executive Committee of the Solo and Small Firm Section of the State Bar of California. Ms. Share earned her B.A. degree from Reed College and her J.D. degree from Lewis and Clark Law School.
RANDY M. SPIRO is a partner with Altshuler & Spiro, where he practices in the areas of estate planning. Mr. Spiro has been practicing law since 1978 and is certified as a specialist in both taxation law and estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. He represents executors in probating estates and trustees in administering trusts. He prepares federal estate tax returns, wills, revocable trusts and irrevocable trusts. He also assists clients in funding trusts by transferring assets into the trust and in changing the beneficiary of IRAs, retirement plans and life insurance policies. He earned his B.A. degree from UCLA, his J.D. degree from Loyola Law School and his M.S. degree in taxation from Golden Gate University.