Grow a Successful Estate Planning Practice
Course book included with all formats
Are you ready to grow your own successful estate planning practice or looking for a practical refresher? This guide will become your go-to guide. From client intake through will, trust and tax planning, you will receive tips, sample forms and answers to your most pressing questions to help you excel. Gain insight on everyday issues estate planning attorneys face - order today!
11:00 am to 6:00 pm Eastern Standard Time
including - Ethics: 1.00
NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 6.0 hours of CLE video replay credit in Rhode Island, including 1.0 of ethics. No more than 6.0 hours of online credit may be earned during a reporting period.
T. JAMES LEE is a shareholder and director in the Phoenix office of Fennemore Craig, P.C., and chairs the firm’s private wealth preservation (trusts and estates) practice group. He is certified as a Trust and Estate Specialist by the State Bar of Arizona, and practices in the areas of estate planning, trust and estate administration, charitable giving, business design and structuring, international taxation, and commercial transactions. Mr. Lee is a member of the American Bar Association, the Utah State Bar, the ABA's Committee on Estate and Gift Taxes (Taxation Section), and is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He earned his undergraduate degree in business management from Brigham Young University, with distinction as the top business school graduate in the area of entrepreneurship. He graduated, with honors, from the J. Reuben Clark Law School at BYU.
MARK D. SCHUBERT is founder and managing attorney of Schubert Law Office, LLC, in Appleton, Wisconsin. After being admitted to the bar in 1991 and holding general practice oriented positions with several firms in Wausau and the Fox Valley, Mr. Schubert established Schubert Law Office in 2003, where his principal focus has narrowed to estate planning, probate and estate settlement, and elder law. He earned his undergraduate B.B.A. degree, magna cum laude, from the University of Wisconsin Oshkosh and his J.D. degree from the University of Wisconsin Law School, where he graduated cum laude and was elected vice-president of the Business and Tax Law Society. Mr. Schubert is a member of the State Bar of Wisconsin, the Fox Valley Estate Planning Council, and WealthCounsel, LLC, among other professional groups. He has previously lectured for National Business Institute on a variety of estate planning, estate settlement, and elder law issues.
RICHARD P. SCHULZE is the owner of Schulze Law Group and principal shareholder in Patriot Legal Services. Mr. Schulze's law practice emphasizes wills, trusts, asset preservation planning, as well as elder law. He is highly skilled in assisting clients in qualifying for and receiving Medicaid and the Veterans' Aid & Attendance benefit. Mr. Schulze is a frequent lecturer to the public and professionals on estate, Medicaid, asset protection, and tax planning matters. Mr. Schulze is a member of the National Academy of Elder Law Attorneys and WealthCounsel, LLC. He is also a member of the American Bar Association and the State Bar of Nevada. Mr. Schulze earned his B.A. degree from Reed College and his J.D. degree from Willamette University College of Law.