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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!
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JOHNNY P. AKERS is a managing partner of the Law Center of Akers & Esser, PLLC and a managing partner in the Oklahoma Bankruptcy Center, PLLC, both located in Bartlesville, Oklahoma. The Law Center of Akers & Esser, PLLC specializes in tort and contract litigation. Aside from handling numerous personal injury cases, Mr. Akers has also litigated complex civil cases including pipeline explosions to physical, civil rights violations, employment contracts, and sexual assault and battery of minor children. Mr. Akers and his partner, Frederick S. Esser, in combination, have more than 70 years of litigation experience. He worked for the Kansas Insurance Department while receiving his J.D. degree from Washburn University School of Law. Mr. Akers' office practice also includes advice to clients in regard to business planning, real and personal property issues, and estate planning. He is licensed to practice in the state of Oklahoma in both the state district courts, as well as the federal district courts. He has been admitted to practice in the Federal Court for the Western District of Texas, as well. Recently, Mr. Akers made oral arguments on behalf of a client he represented before the Tenth Circuit Federal Court of Appeals in Denver. He also provides pro bono work for many churches, educational and non-profit organizations. Mr. Akers' resume includes being an adjunct professor, city attorney, National Business Institute faculty member and a requested guest lecturer regarding the practice of law. (Tulsa location)
SANDRA J. ALEXANDER is a sole practitioner in Tulsa, where her practice is concentrated in the areas of real estate, small and medium businesses, wills, estates, trusts, probate and legal services for the elderly. Ms. Alexander served on the Board of Trustees at the Hillcrest Medical Center in Tulsa, Oklahoma (a not-for-profit entity) for 12 years, and is currently serving as the immediate past chairman of the Advisory Board of Hillcrest Medical Center (a for-profit entity), having completed eight years as chairman. She was an instructor in business law and legal implications of the insurance industry for Tulsa Junior College and an adjunct professor of law teaching real estate transactions at the University of Tulsa College of Law. Ms. Alexander is a member of the Oklahoma Bar Association. She earned her B.A. degree from Swarthmore College, her J.D. degree from the University of Tulsa College of Law, and finished 26 hours of graduate study in regional and city planning at the University of Oklahoma in Norman. (Tulsa location)
TYLER R. BARRETT is a solo practitioner at The Law Office of Tyler R. Barrett, P.L.L.C., where he practices in estate planning, probate and elder law. Mr. Barrett earned his B.A. degree, summa cum laude, from the University of Oklahoma and his J.D. degree from the University of Oklahoma College of Law, where he was articles editor for the Oklahoma Law Review. He is admitted to practice in the state of Oklahoma. Mr. Barrett is a member of the Oklahoma Bar Association (Estate Planning, Probate and Trust sections), the Cleveland County Bar Association, WealthCounsel, and the National Academy of Elder Law Attorneys, Inc. (Oklahoma City location)
JAMES W. CARLTON JR. is a partner in the law firm of Garvin, Agee & Carlton, P.C., where he has been practicing law since 1988 in the areas of real estate, probate, estate administration, taxation, municipal and elder law. He is a certified public accountant in Oklahoma and has served as municipal counsel for the cities of Pauls Valley, Davis and Paoli. Mr. Carlton has spoken for various professional groups on estate planning, probate and elder law issues. He earned his B.A.C. and J.D. degrees from the University of Oklahoma. Mr. Carlton is a member of the Oklahoma County (Real Estate Section), Garvin County, Oklahoma, and American bar associations; and the Oklahoma Society of Certified Public Accountants. (Oklahoma City location)
FREDERICK S. ESSER is a partner in general practice with the Law Center of Akers & Esser, PLLC. Mr. Esser has experience with most types of state and federal litigation, court procedures, hearings and trials. He is admitted to the Oklahoma Bar Association; the Federal Court, Northern District of Oklahoma; and the U.S. Supreme Court. Mr. Esser earned his B.A. degree from the University of Tulsa and his J.D. degree from the University of Oklahoma. (Tulsa location)
CORY B. HICKS routinely does estate planning and administration for clients with a wide range of needs and circumstances. Mr. Hicks received his law degree from the University of Oklahoma. He practices primarily in the areas of probate, real estate, estate planning, business law, and plaintiff’s litigation. Mr. Hicks has been published in the Oklahoma Law Review and the Oklahoma Bar Journal. He was named a Rising Star in Oklahoma by Super Lawyers magazine. Mr. Hicks was a member of the first class of the Oklahoma Bar Association Leadership Academy. (Oklahoma City location)
RICHARD KENT HOLMES is a member of the Tulsa law firm of Hanson & Holmes, PLC. He has been practicing law for more than 37 years and focuses his practice on the areas of trusts and estates, and corporate and business law. Mr. Holmes practices law in Tulsa County and northeastern Oklahoma; and is a member and former director of the Tulsa County Bar Association, as well as a member of the Oklahoma Bar Association. He has served twice as the president of The Tulsa Title and Probate Lawyers Association. Mr. Holmes earned his B.A. degree from the University of Oklahoma and his J.D. Degree from the University of Tulsa. (Tulsa location)
TERRELL MONKS practices primarily in Oklahoma County and Cleveland County, where his practice focuses on probate, estate planning, and guardianships. Mr. Monks represents the cities of Bethany and Piedmont, and he has served them for more than 20 years. Mr. Monks is active in public service. He has served as mayor of the city of Nicoma Park, chairman of the Oklahoma Bar Association's Legal Intern Committee and as a member of the Bench and Bar Committee. He has tried more than 100 cases to verdict, but actively advocates mediation and alternative dispute resolution. Mr. Monks contributes articles to the Oklahoma Bar Journal. His submissions include: "Principles of Due Process in Probate"; "Due Process in Tax Sales"; and "Municipal Codification Requirements, and the Consequences of Noncompliance." Mr. Monks also wrote "Probate for Non-Attorneys, a Handbook for Personal Representatives."(Oklahoma City location)
JERRY E. SHILES is the managing member of the Oklahoma City law firm of Parman & Easterday, where his practice is concentrated in the areas of elder law, Medicaid, VA, estate planning, probate and trust administration. Mr. Shiles has lectured extensively to professional groups in the U.S., Europe and Japan. He has published numerous articles and treatises and also is a co-author of the Oklahoma Bar Association's Family Law Section Practice Manual and co-author of the book, Estate Planning Basics: A Crash Course in Safeguarding Your Legacy. Mr. Shiles is a member of the American, Oklahoma County and Oklahoma bar associations; State Bar of Nevada; District of Columbia Bar; the National Academy of Elder Law Attorneys; Oklahoma City Tax Lawyers; the Planned Giving Council of Oklahoma; the Oklahoma City Estate Planning Council; and a fellow of the American Academy of Estate Planning Attorneys. He is admitted to practice before the Federal District courts; the Ninth, Tenth and Federal Circuit courts of Appeal; the U.S. Tax Court; the U.S. Court of Appeals for the Armed Forces; the U.S. Court of Federal Claims; the U.S. Court of Customs and Patent Appeals; and the U.S. Court of International Trade. Mr. Shiles is a recipient of the IRS Certificate of Recognition, Department of Defense Distinguished Civilian Service Award and Legion of Merit, and the ABA Distinguished Service Award. He earned his B.S. degree, dean's list, from the University of Nevada; his J.D. degree, with honors, from the University of Utah; his LL.M. degree from The Judge Advocate General's School-Army, University of Virginia; a certificate in German from the University of Connecticut; and his master's degree from the United States Army War College. (Oklahoma City location)
CARA C. WELLS is an attorney with Needham & Associates, PLLC, where she represents clients in probate administration, estate planning and administration, elder law, guardianship law, and family law. Ms. Wells is admitted to practice in Oklahoma and Missouri, and was appointed by Governor Fallin to serve on the Oklahoma Community Service Commission, which administers AmeriCorps grants in Oklahoma, as well as serving on the TU Law Alumni Board. She earned her B.A. degree from Oklahoma State University and her J.D. degree from the University of Tulsa College of Law. (Tulsa location)