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Working with clients from the initial interview through the final draft of the plan, you need to ensure the clients' financial interests are protected and their final wishes are carried out precisely and efficiently. Solidify your estate planning practice skills with this helpful guide. Order today!
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DERA L. JOHNSEN-TRACY is a shareholder and co-founder of Horn & Johnsen SC, focusing her legal practice in the areas of estate planning, probate and guardianship. In furtherance of her passion for helping families plan, Ms. Johnsen-Tracy is an active participant in the Wisconsin Wills for Heroes program and the Basic Estate Planning Clinic for Seniors and Veterans, for which she was awarded the 2015 Individual Attorney Pro Bono Award by the Dane County Bar Association, and for which she was also awarded the 2016 Pro Bono Attorney of the Year Award by the State Bar of Wisconsin. Ms. Johnsen-Tracy was selected by Super Lawyers to the 2016 and 2017 Wisconsin Rising Stars list. In addition, she was selected in 2016 as a member of the Fellows of the Wisconsin Law Foundation. Ms. Johnsen-Tracy has been invited to speak as a featured presenter at various conferences throughout Wisconsin and nationally, including the 2015 and 2017 Investor Conferences for the American Association of Individual Investors (AAII) in Las Vegas and Orlando, Women Inspiring Change luncheon sponsored by the Arthritis Foundation, Future Lifestyles Expo in Madison, All Things Senior Expo in Baraboo, Money Smart Women Conference, Asset Builders Madison Money Conference, estate planning classes through the Wisconsin Women’s Business Initiative Corporation (WWBIC), the American Society for Clinical Laboratory Science (ASCLS) Wisconsin State Convention, and “Ready, Set, Retirement!” sponsored by Madison Area Technical College Paralegal Program in cooperation with WPS, Greater Wisconsin Agency on Aging Resources (GWAAR), Dane County Bar Association and the State Bar of Wisconsin. Further, Ms. Johnsen-Tracy is a frequent contributor to Your Family Magazine and has taught a variety of CE classes to financial professionals and CLE seminars to attorneys through PINNACLE and National Business Institute. She earned her J.D. degree at Marquette University Law School.
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 serves on Arizona’s Estate and Trust Advisory Commission, and is also 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). In addition to his professional activities, Mr. Lee is actively engaged with local and international charitable organizations. He earned a B.A. 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, in 1996 from the J. Reuben Clark Law School at BYU, and served on the Editorial Board of the BYU Law Review. Mr. Lee is listed in Best Lawyers in America under tax law and trusts & estates, Southwest Super Lawyers in estate planning and probate, and is ranked in Chambers and Partners under private wealth law.
ALLISON MUNEY is an attorney with Zimmerman & Associates. She focuses her practice in the areas of elder law, estate planning, real estate law, and commercial litigation matters. Ms. Muney helps her clients develop plans for issues that may arise during the aging process, including estate planning, probate, guardianship, powers of attorney, advance directives, healthcare surrogates, Medicaid, and Veterans affairs. She is admitted to practice in Florida, as well as before the U.S. District Court for the Northern, Central, and Southern districts of Florida. Ms. Muney is a member of the National Academy of Elder Law Attorneys, Academy of Florida Elder Law Attorneys, American Bar Association, and The Florida Bar (Real Property, Probate and Trust Law Section; Elder Law Section). She is a VA accredited attorney. Ms. Muney earned her B.A. degree from Pennsylvania State University, her J.D. degree from Florida State University, and her LL.M. degree in elder law from Stetson University College of Law.