Course book included with all formats
Designed for attorneys who are new to estate administration or need a basic refresher, this legal guide will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process - order today!
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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 participatory credit, of which 1.0 hour will apply to legal ethics participatory 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.
SARAH J. BARNES is an attorney with Zerbst & Kluck, SC, where she practices in the areas of estate planning, probate, elder law and guardianships. Her practice includes drafting powers of attorney, wills, revocable and irrevocable trusts, and administration of estates. Ms. Barnes also serves as a court appointed guardian ad litem for children and individuals in guardianship matters. She earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.
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 and estates, Southwest Super Lawyers in estate planning and probate, and is ranked in Chambers and Partners under private wealth law.
CHRIS TYMCHUCK is the founder of the law firm Unique Estate Law, where she represents estate planning and probate clients throughout Minnesota. The firm focuses on all aspects of estate planning, including specialized wills, trusts, powers of attorney and medical directives for married couples, young families, blended families, single parents, gay families, and those going through a divorce. Unique Estate Law also handles probate and trust administration, elder law, business succession planning, and cabin planning. Ms. Tymchuck earned her B.A. degree from the University of California, Santa Barbara, and her J.D. degree from William Mitchell College of Law. She is a member of the Minnesota State Bar Association Diversity Committee, Federal Bar Association Diversity Committee and Minnesota Lavender Bar Association (former board member). Ms. Tymchuck also teaches a probate course at the Inver Hills paralegal studies program and is a frequent author and speaker on her areas of practice.