Choose the Right Wealth Planning Instruments for Each Client
Course book included with all formats
With the financial future of your clients in your hands, do you have all the tools you'll need to protect them? Make the best use of the unique characteristics of different trusts to perfectly match the unique needs and circumstances of each case. This comprehensive how-to guide will give you the information you'll need to effectively utilize the wide variety of trusts available. Order today!
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NANCY B. GOODMAN is a sole practitioner and the owner of Nancy B. Goodman, PC. She practices in the areas of estate planning, estate administration, elder law, contracts and closely-held corporate entities. She is admitted to practice in Georgia, North Carolina, and South Carolina. Ms. Goodman works as a volunteer with the Atlanta Volunteer Lawyers Foundation and is on the Board of Directors for the Stonewall Bar Association. She is a member of the Emory Gift Planning Advisory Board, O4W Business Association, State Bar of Georgia, North Carolina State Bar, and South Carolina Bar. Ms. Goodman earned her B.A. degree from Emory University and her J.D. degree from the University of South Carolina. She is a frequent speaker on topics related to estate planning, estate administration, elder law and advanced healthcare directives.
MANDY MOYER is the founder and managing attorney of Georgia Probate Lawyers Moyer, LLC, a boutique firm focused on helping families navigate the legal processes after the death or disability of a family member. She opened her firm earlier this year following a three year tenure as the Forsyth County Probate Court's staff attorney. Ms. Moyer's practice handles probate and estate administration, trust administration, and adult guardianships and conservatorships exclusively. She handles both uncontested and contested cases. Ms. Moyer lives and works in Cumming, Georgia, and focuses her practice geographically on the counties north of Atlanta. She is a frequent speaker and writer on fiduciary law topics. Ms. Moyer is the current president of the Forsyth County Bar Association, a member of the Board of Directors of the Young Lawyers Division of the State Bar of Georgia, chair of the Young Lawyers Division's Estate and Elder Law Committee, and co-chair of the Fiduciary Law Section's Intranet Committee. She is admitted to practice in state of Georgia, having earned her B.S. degree, summa cum laude, from Kennesaw State University and her J.D. degree from the University of Georgia.
KORT D. L. PETERSON is of counsel with Adams Hemingway Wilson Rutledge LLC, where he practices in the areas of estate and tax planning and corporate and transactional law. Mr. Peterson assists clients with the design and implementation of sophisticated estate and business succession plans, helping guide clients through administrating complex trusts and estates. He also advises businesses on a wide variety of tax issues, including the formation and operation of captive insurance companies. He represents clients before the IRS and the U.S. Tax Court. Mr. Peterson is a member of the Federalist Society and the Macon Bar Association. He received his B.S. degree, summa cum laude, from Kennesaw State University; his J.D. degree from Washington & Lee University School of Law; his LL.M. degree in taxation from Georgetown University Law School; and a certificate in estate planning from Georgetown University Law Center.
JAMES B. SWAIN is the founder and principal of Swain Law Firm with offices in Rosswell, Georgia and founder and CEO of the Academy of VA Pension Planners. He is licensed to practice law in Georgia and Tennessee and was one of the first 50 attorneys in the country and first three in Georgia to be accredited by the VA. He has a unique background with extensive knowledge and experience in wealth transfer and estate planning, business planning, Medicaid planning, advising veterans about their benefits, assisting veterans and surviving spouses to get the benefits they have earned, and coordinating VA benefits with Medicaid. Mr. Swain conducts seminars for charitable organizations, individuals, attorneys, CPAs, investment advisors, insurance agents, advisors to the elderly, and trust officers on estate planning, wealth preservation, business succession, charitable gifting, wealth transfer, Medicaid, and military veterans benefits. He is a co-developer and co-presenter for the ElderCounsel VA Pension Immersion Course, the Academy of VA Pension Planner's Conference on Implementation of VA Pension Planning for Attorneys, the Georgia State Bar Association Attorney VA Accreditation Course, and a frequent speaker on VA Pension Benefits at events. Mr. Swain is a member of the ElderCounsel, WealthCounsel, National Academy of Elder Law Attorneys, Tennessee Bar Association, State Bar of Georgia, American Legion Post 201, Veterans of Foreign Wars Post 12002, John's Creek Veterans Associations, Atlanta Vietnam Veterans Business Association and the Georgia Vietnam Veterans Association. Mr. Swain earned his B.A. degree from Pepperdine University, and his MBA and J.D. degrees from Memphis State University.
DIANE WEINBERG of counsel with the law firm of Morgan & DiSalvo, P.C., where she specializes in assisting families with medical, financial and housing-related legal challenges that often accompany aging and disability. She offers solutions to clients in the elder law area, including Medicaid and disability planning, veterans' benefits counseling, Social Security issues, guardianships and conservatorships, and special needs trusts. Ms. Weinberg is a member of the Academy of Special Needs Planner, the National Academy of Elder Law Attorneys, and the Atlanta Bar Association. She earned her B.A. degree at the University of Pennsylvania and her J.D. degree from the Emory University School of Law.