Course book included with all formats
Understand the underlying structures and functions of the key estate planning tools used to protect and transfer clients' assets. Whether you're a beginner or are in need of a refresher, this essential guide will leave you with useful and practical tips from the pros. Order today!
including - Ethics: 1.00
This program has been approved by the Illinois MCLE Board for 6.5 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.
SATIVA BOATMAN-SLOAN is owner of the Law Office of Sativa Boatman-Sloan, LLC, and 417 Elder Law. Her practices focuses on estate planning and probate administration; as well as elder, real estate and business law. Ms. Boatman-Sloan is a member of the Greene County Estate Planning Council, National Academy of Elder Law Attorneys, the Junior League of Springfield, and Business Network International. She is a member of the Probate and Trust committees of The Missouri Bar and the Springfield Metropolitan Bar Association. Ms. Boatman-Sloan earned her B.A. degree, cum laude, from Truman State University and her J.D. degree from St. Louis University School of Law.
COURTNEY L. FLETCHER is an attorney in the estate planning practice group of Carnahan, Evans, Cantwell & Brown, P.C. She concentrates her practice in the areas of estate planning and administration, probate, trusts and elder law, including Medicaid planning and special needs trusts. Ms. Fletcher earned her undergraduate degree, with honors, from William Jewell College and her law degree from the University of Missouri at Kansas City, Missouri. She is a member of The Missouri Bar.
JENNIFER K. HUCKFELDT is a shareholder in the estate planning practice group of Carnahan, Evans, Cantwell & Brown, P.C. She concentrates her practice in the areas of estate planning and administration; and estate, gift and income taxation. Ms. Huckfeldt has significant experience in the post-death administration of trusts and estates, including the preparation of estate tax returns and fiduciary income tax returns. She is also knowledgeable in estate planning with retirement plans and IRAs. Ms. Huckfeldt was elected as a fellow of the American College of Trust and Estate Counsel in 2011, and is currently a member of the Springfield Metropolitan Bar Association, the Greene County Estate Planning Council, The Missouri Bar, and the American Bar Association. She received her undergraduate degree from William Jewell College and her law degree from the University of Missouri – Columbia. In 1992, Ms. Huckfeldt received her LL.M. degree in taxation from New York University School of Law.
MARY LOU MARTIN is a sole practitioner in Springfield where she practices in the areas of general civil law practice, emphasizing her practice in the areas of immigration law, family law, adoption, elder law, estate planning and estate administration, wills, trusts, and probate law, including guardianship/conservatorship estates. She earned her B.S. degree in education from Ferris State College, her M.S. degree in education from Pittsburgh State University, and her J.D. degree from the University of Missouri-Kansas City School of Law. Ms. Martin is certified in mediation and arbitration, having received training in Missouri and Washington, D. C., as well as through The Missouri Bar programs. Her expertise includes international family law matters, involving both federal and state court appearances. Ms. Martin is a member of the Springfield Metropolitan Bar Association. She has memberships in The Missouri Bar's Solo Small Firm Committee, Immigration Law Committee, and Probate Committee. She serves on The Missouri Bar's Legislative Committee and as an executive member of The Missouri Bar's Fee Dispute Resolution Committee. Ms. Martin served for two (2) years as chair of The Missouri Bar’s Solo/Small Firm Committee and served for many years as a council member of the Family Law Section.