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The estate planning process is often charged with emotion and filled with legal confusion for clients. Attorneys not only need in-depth familiarity with the top estate planning tools, but also need to know how to strategically use them to their best effect if they want to build their reputations as go-to practitioners. This comprehensive overview of top estate planning tools will go over how to strategically use wills, trusts, advanced directives and more. No matter if you are new to the estate planning arena or are an experienced practitioner in need of a refresher, you are sure to take away valuable techniques you can use to provide maximum benefit to your clients - order today!
ROSS E. BRUCH is the vice president of wealth management at Brown Brothers Harriman & Co. in their Philadelphia office. Mr. Bruch focuses on multi-generational wealth planning and family business succession planning. Prior to joining Brown Brothers Harriman & Co., he was in private legal practice in the private client group at Saul Ewing LLP, where he focused on estate, gift and generation-skipping transfer tax planning. Mr. Bruch earned his B.A., J.D. and M.S. degrees from the University of Pennsylvania and his LL.M. degree in taxation from Temple University.
JACK J. HETHERINGTON is a sole practitioner in Chalfont, Pennsylvania. His main area of practice is in elder law. Mr. Hetherington has been certified in elder law by the National Elder Law Foundation. He is also a certified mediator in orphan's court disputes. Mr. Hetherington is an adjunct professor at the Bucks County Community College teaching elder law in the paralegal program. He has written on many subjects now known as "Elder Law" and has both planned and presented continuing legal education programs for several professional organizations, including the Pennsylvania Bar Institute (PBI); the American Association of Justice; the National Organization of Social Security Claimants Representatives (NOSSCR); the National Academy of Elder Law Attorneys (NAELA); the American Trial Lawyers Association (now American Association for Justice); the Bucks County Bar Association (BCBA); the Medical Professional Education Specialists (MEDS-PDN); National Business Institute; and other professional and community educational organizations, including the Alzheimer's Association. Mr. Hetherington holds memberships with the Pennsylvania and Bucks County bar associations, the National Academy of Elder Law Attorneys, the National Organization of Social Security Claimant's Representatives, and the American Association for Justice. Mr. Hetherington has been admitted to the courts of Pennsylvania and the federal courts. He earned his B.S. degree from the University of Pennsylvania and his J.D. degree from Gonzaga University School of Law.
REBECCA A. HOBBS is an attorney with O’Donnell, Weiss & Mattei, P.C. with offices in Pottstown and Phoenixville. She focuses her practice on elder law, special needs planning, estate planning, estate and trust administration, and Veteran’s benefits. Ms. Hobbs is a certified elder law attorney (CELA), certified by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court. She is licensed to practice in both Pennsylvania and New Jersey. Ms. Hobbs is an accredited attorney for the preparation, preservation and prosecution of claims for veterans’ benefits before the United States Department of Veterans Affairs. She is an active member of the National Academy of Elder Law Attorneys (Special Needs Law Section Steering Committee), the Pennsylvania Association of Elder Law Attorneys, Pennsylvania Bar Association (Charitable Organizations Committee and the Legal Services to Persons with Disabilities Committee), and the Montgomery County Bar Association (Elder Law Section and is currently participating in their Leadership Academy). Ms. Hobbs earned her B.A. degree from Eastern University and J.D. degree from Regent University School of Law.
REBECCA SALLEN is an attorney with Sallen Law LLC, where she practices in the areas of estate planning, administration and probate, and combined it with her skills in mediation, alternative tension resolution and coalition building to help her clients and their families. In addition to taking pro bono cases, Ms. Sallen is the legal counselor for the non profit organizations So 2 Speak and Together We Act. She has worked for ten years with blind, autistic and physically impaired children. Ms. Sallen has taught American Sign Language to college students and children. She is a member of the New Jersey State and Pennsylvania bar associations. She earned her B.A. degree, magna cum laude, from Emory University; and J.D. degree from Saint Louis University, where she also received a certificate from the nationally recognized William C. Wefel Center.
ELAINE T. YANDRISEVITS is an attorney with Antheil Maslow & MacMinn, LLP, where she focuses her practice on probate, special needs trusts, estate planning and guardianship. She is licensed to practice in Pennsylvania and New Jersey. Ms. Yandrisevits is a member of the Pennsylvania Bar Association, the New Jersey State Bar Association, Philadelphia Estate Planning Council, and the Lehigh Valley Estate Planning Council. She earned her undergraduate degree from the University of Delaware and her J.D. degree from Drexel University Thomas R. Kline School of Law. Ms. Yandrisevits also holds an L.L.M. degree in taxation from Villanova University School of Law.