Course book included with all formats
Are you well-versed in the nuts and bolts of estate planning? This essential guide will walk you through how to effectively navigate through the client intake and screening process, review basic wills and trusts, explore tax basics and their impact on the client. Don't miss this chance to build your estate planning skills and protect your client's interests - order today!
Includes - Ethics - 1.00
This program may qualify for up to 6.0 hours of self-study continuing legal education credit in the state of Idaho, which may include 1.0 ethics credit. Application for self-study approval must be submitted to the Idaho State Bar.
SHIRLEY BADE is an attorney and a certified public accountant. She has been involved with many start-up companies either as an owner or as a financial officer. Ms. Bade practices law in the areas of estate planning and business development, doing both wills and trusts and documents related to businesses, such a leases and employment contracts, and assists in making the decisions as to whether the business should operate as a sole proprietorship, a corporation or as a limited liability company. In addition to being an attorney and a certified public accountant, she has been a business coach, treasurer of an interstate trucking company, a financial advisor with Shearson American Express, and an auditor with the Internal Revenue Service. Ms. Bade also prepares income tax returns and gift and estate tax returns.
ERIKA B. GRUBBS is a shareholder with Winston & Cashatt, Lawyers, where she practices in the areas of construction law, land use and development, planning and zoning, real estate, contracts, business law, civil litigation, government law and estate planning and probate. She received her B.S. degree from Springfield College and her J.D. degree from Wake Forest University School of Law. Ms. Grubbs is a member of the Washington State Bar Association; Idaho State Bar (IOLTA Committee); State Bar of Georgia; Spokane County Bar Association; Kootenai County Bar Association; and Women’s Center, Inc., past president. She is admitted to practice in all Idaho, Washington, and Georgia state courts; U.S. District Court for the District of Idaho; U.S. District Court for the Eastern District of Washington; and Yakama Tribal Court.
LILA JENNEANE MUSEGADES is an attorney in private practice focusing on estate planning. She is licensed to practice in Colorado, California, Illinois and Missouri. Ms. Musegades earned her B.S. degree, summa cum laude, from Metropolitan State College and her J.D. degree from the University of Denver.
STEPHEN F. SMITH is a sole practitioner. His areas of practice include wills, estates and trusts; corporate and business law, including business entities; business law, including business sales and acquisitions, as well as business litigation; guardianships and conservatorships; adoptions; and quasi-municipal entities, including fire, water and sewer districts. Mr. Smith is admitted to practice before the U.S. District Court for the District of Idaho and the Supreme Court of the State of Idaho. He has been a presenter to business and civic organizations on the topics of business law, focusing on business entities and trusts and has served in that capacity for the small business administration seminars for the Sandpoint Economic Development Corporation. Mr. Smith earned his B.S. degree from the University of Idaho and his J.D. degree from the University of Idaho College of Law.December 20 - Boise
MARK T. PETERS SR. is an attorney at his law firm, Peters Law, PLLC. He has been an attorney for more than 30 years, and focuses his practice on business law, including the formation and operation of companies, employment and contract issues, family law, guardianships, as well as estate planning and civil litigation. The first part of Mr. Peters' career was spent in-house with a number of Michigan companies. He has negotiated and documented just about any type of transaction that can be imagined: supply agreements, real estate, intellectual property licenses, trademark licenses, purchase and sale of businesses and loan agreements, just to name a few. Mr. Peters earned both his B.A. and J.D. degrees from the University of Michigan.
STEVEN F. SCANLIN is a sole practitioner with Scanlin Law Offices, PLLC, in Boise, Idaho, where he practices in wills, trusts and estate planning, probate, elder law, and guardianships. He offers advice and consultation services at senior citizen centers on wills, trusts and estate planning. Mr. Scanlin is a frequent lecturer for National Business Institute in his areas of expertise. He wrote "A Public Retirement Plan's View of Valuation and Division of Retirement Benefits at Divorce," published by The Advocate; and has conducted continuing legal education on "Drafting Your First Will and Trust in Idaho." Mr. Scanlin earned his B.S.Ed. degree from Montana State University at Billings, his J.D. degree from the University of Idaho and his M.S.W. degree from Portland State University. He is a member of the Idaho State Bar, the 4th District Bar, and the Idaho Guardianship and Fiduciary Association.
STEPHEN H. TELFORD is a sole practitioner in Nampa, whose work includes assisting clients with wills, trusts and contracts, as well as other legal issues regarding personal, business, professional and corporate liability. He has 30 years of legal experience practicing in the area of wealth preservation planning with an emphasis on asset protection through entity and trust structuring. Mr. Telford is a member of the Idaho State Bar and the Shoshone Bannock Tribal Bar Association. As a member of the Idaho State Bar, he has served on the Legislative Committee for the Probate, Taxation and Estate Planning Section and has been an active member of the Governmental Entity and the Business Entity sections. He is currently an active member of the Offshore Institute, the Boise Estate Planning Council and the Southwest Planning Council. Mr. Telford has served as president, vice president and secretary for the Eastern Idaho Estate Planning Council, and has been a frequent lecturer on a variety of topics in the complex areas of wealth preservation planning and asset protection.