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!
10:00 am to 5:00 pm Eastern Standard Time
including - Ethics: 1.00
This program may qualify for up to 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics.
ALLISON EKLUND has been practicing law in Minnesota since 1998. After two years in general litigation at a large Twin Cities firm, she spent almost eight years in a small firm representing Indian tribes and tribal organizations. Ms. Eklund has represented tribal social services departments in child protection proceedings in tribal courts and state courts nationwide. She has helped draft tribal legislation and constitutional amendments and has represented tribes in boundary disputes, natural resource management, treatment as a state under the Clean Water Act, and federal litigation over multi-state regulatory encroachment on tribal sovereignty. Ms. Eklund spent several years shepherding fee-to-trust applications through the U.S. Department of the Interior and the Bureau of Indian Affairs. Her exposure to a broad variety of legal issues supports a diverse solo practice where she often represents ranching and construction businesses, navigating the complexity of overlapping state, federal and tribal laws. In addition to federal Indian law, Ms. Eklund's practice areas include residential and recreational real estate, estate planning, nonprofit and small business formation and consulting, and family and juvenile law. She earned her B.A. degree from St. Olaf College, her M.A. degree from United Theological Seminary, and her J.D. degree from Hamline University School of Law.
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). He earned his 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, from the J. Reuben Clark Law School at BYU.
JESSICA A. SIPPEL is the principal attorney of Sippel Law, LLC. Since 2011, Ms. Sippel has focused her practice in the areas of estate planning, probate, trust administration, and real estate. She advises and counsels clients in estate and tax planning for multi-million dollar estates, as well as clients who have smaller estates. Ms. Sippel has been an active educator and speaker for private families, financial planners and accountants, and welcomes any opportunity to share the importance of estate planning with her professional and community fellows. She presently is a member of the State Bar of Wisconsin, the Milwaukee Bar Association, the Financial Planning Association, the Association for Women Lawyers, and the Association for Marquette University Women. Ms. Sippel earned her undergraduate degree, cum laude, from Marquette University and her J.D. degree from Marquette University Law School.
KARL D. WARDEN is a sole practitioner in Nashville, where he practices in the areas of elder law, estate planning, business law, business litigation and civil law. He has been practicing law for more than 30 years, and has lectured for professional groups on matters related to estate planning and elder law. Mr. Warden is admitted to practice in Tennessee. He earned his B.A. degree from Vanderbilt University, his J.D. degree from West Virginia University College of Law and his LL.M. degree from George Washington University Law School. Mr. Warden is a member of the Nashville Bar Association, a recipient of the CLE Excellence Award and a fellow of the Nashville Bar Foundation.