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Do you have all the knowledge and skills you need to draft tailored testamentary documents and minimize tax burdens for each of your clients? This comprehensive course will become your ultimate guide to estate planning. From client intake through tax planning and business succession strategies, you will receive tips, sample forms and answers to your most pressing questions to help you excel. Get the latest knowledge on effective will and trust planning techniques - order today!
JOHN R. BEDOSKY is of counsel to Hinman Howard & Kattell, LLP, active in its estate planning practice group, and is a senior consultant with The Lustig Group, LLC. He has extensive experience representing individual and business clients in a variety of estate planning matters, including business succession planning; family wealth accumulation, preservation and transfer planning; estate and trust administration; fiduciary litigation; and related taxation matters. Mr. Bedosky is a frequent speaker on topics involving estate planning and estate administration. He has presented at continuing legal education seminars for the New York State Bar Association and the Minnesota State Continuing Legal Education Program. Mr. Bedosky has presented to the Minnesota Society of Certified Public Accountants (CPAs), the McGladrey & Pullen National Tax Conference, the Lutheran Brotherhood Annual Conference, and the Minnesota Planned Giving Conference. He was a speaker for a seminar series sponsored by the ATG Trust Company on planning and drafting for estate planners. Mr. Bedosky has also been a national seminar leader for Foxmoor Continuing Education and delivers full day workshops on trust and estate income taxation. He has been an adjunct professor of law at the University of Minnesota Law School, the University of St. Thomas, and William Mitchell College of Law; an adjunct business taxation professor at the University of Minnesota’s Carlson School of Management; and a visiting professor of law at William Mitchell College of Law.
DAVID D. FENSTER is a partner in the law firm of Fenster, Lewis & Good, LLC, practicing exclusively in the areas of estate planning, business planning, estate and trust administration, and elder law. He has lectured on estate planning and estate administration topics to both professional groups and the general public. Mr. Fenster earned his B.S. and J.D. degrees, cum laude, from the State University of New York at Buffalo.
KENNETH A. GROSSBERG is an attorney Phillips Lytle LLP, where he concentrates his practice in the area of estate planning, advising clients on estate tax matters, wills, trusts, guardianships, health care proxies, living wills and powers of attorney. He has extensive knowledge of the complex tax implications involved in estate matters and business transactions, and has significant experience representing clients before the Internal Revenue Service on a variety of international tax matters. Mr. Grossberg also advises on Medicaid planning. He earned his B.A. degree from the University of Pittsburgh; his J.D. degree, cum laude, from the State University of New York at Buffalo Law School; and his LL.M. degree from New York University School of Law.
KENNETH F. HUNT is an attorney in the private clients group of Nixon Peabody LLP. He represents settlers, beneficiaries, families, and corporate and individual trustees and executors with respect to estate planning and estate and trust administration matters. Mr. Hunt designs and implements plans for individuals and families with diverse estate planning objectives, including drafting wills, revocable trusts, charitable trusts, irrevocable gift trusts, and irrevocable life insurance trusts. He is admitted to practice in Delaware, Massachusetts, and New York. Mr. Hunt earned his B.A. degree, magna cum laude, from Providence College; his J.D. degree, magna cum laude, from Syracuse University School of Law; and his LL.M. degree in taxation from New York University School of Law.
RICHARD H. MURPHY is a principal in the Williamsville, New York law firm of Sheffer, Murphy & White, where his primary areas of practice are estate planning, estate and trust administration, wills and trusts, residential real estate, and corporate law. He frequently lectures to various professional groups on probate and estate planning topics. Mr. Murphy is a member of the New York State and Erie County bar associations. He earned his B.A. degree from Wheaton College and his J.D. degree from the State University of New York at Buffalo.