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!
Includes - Ethics - 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics self-study credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
ELLEN COOKMAN is a principal in the firm of Cookman Law in Palo Alto, where she practices in the areas of estate planning, special needs planning, trust administration and limited conservatorships. Ms. Cookman is a certified specialist in estate planning, trust & probate law from the California State Bar Board of Legal Specialization. She has been a frequent speaker on estate planning and special needs trusts for various professional groups. Ms. Cookman is a member of the Academy of Special Needs Planners, the San Mateo County Bar Association, and the Palo Alto Area Bar Association. She earned her B.A. degree from Pomona College, her J.D. degree from U.C. Berkeley School of Law, and her LL.M. degree from Golden Gate University School of Law.
ANDREA STARRETT is an attorney with Ramsbacher Prokey Leonard LLP, where she practices in the areas of tax, trusts, and estates. She focuses on estate and succession planning for clients in the technology sector, emphasizing wealth and pre-IPO planning for startup founders, technology company executives, and employees holding equity in technology companies. Ms. Starrett regularly employs advanced estate planning techniques, including grantor retained annuity trusts (GRATs), special needs trusts, and charitable trusts and foundations. She is a member of the State Bar o California and is a certified specialist in estate planning, trust, & probate law. Ms. Starrett earned her B.A. degree from Mount Holyoke College, her LL.M. degree from Golden Gate University School of Law, and her J.D. degree from Case Western Reserve University School of Law.
LISA M. ZARAGOZA is an attorney with Acuna Regli, where she practices in the area of estate planning, probate & trust administration, conservatorship & special needs trusts, as well as inheritance litigation. Ms. Zaragoza is a member of the State Bar of California Trust and Estates Law section and the Contra Costa County Bar Association Estate Planning and Probate Section. She earned her Bachelor’s Degree in Business Administration from California Polytechnic State University, San Luis Obispo, and her J.D. degree from Northeastern University School of Law in Boston.
YULISSA ZULAICA is a partner in the law firm of Johnston Kinney & Zulaica, primarily managing the trust administration and probate portion of the practice. In addition, she is the lead attorney for international estate planning, addressing cross-border issues and also helping clients structure their personal and business succession planning. Ms. Zulaica is a member of the State Bar of California and the Trusts and Estates Section of the Bar Association of San Francisco. She earned her B.A. degree from the University of California, Berkeley, and her J.D. and LL.M. degrees from Golden Gate University.January 30 - Salinas
LAURA A. DAVIS is an attorney with The Law Offices of Laura A. Davis, where she helps individuals, entrepreneurs, and their families to design and execute sound estate planning and business strategies to safeguard the assets and protect the relationships that make her clients’ lives flourish. She has presented multiple times with National Business Institute in the area of estate planning and related tax issues. Ms. Davis earned her B.A. degree from Pomona College in Claremont, California; her M.S. degree in Taxation from Golden Gate University; and her J.D. degree from the University of Southern California Law Center.
DEBORAH S. HOWARD is of counsel with Horan Lloyd A Professional Corporation, in Carmel, California. Ms. Howard focuses her practice in the areas of estate planning, trust administration, and probate. She earned her J.D. degree graduating at the top of her class from Monterey College of Law, and has completed coursework in the Masters in Taxation curriculum at Golden Gate University.