Course book included with all formats
When the client is no longer there to make his or her voice heard, the task of interpreting his/her wishes to accurately settle the estate falls on your shoulders. Do you have all the tools you'll need? This truly start-to-finish course will take you through each stage of probate and offer time-tested techniques to handle challenges at each step of the way. Get up to speed on the latest court rulings and tax rules, on the proper application of the exemption portability and the most effective post-mortem planning tactics. Whether you're a beginner or a veteran practitioner, you'll find information you can use - order today!
This program may qualify for up to 12.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 11.0 hours of Law and Legal Procedure and 1.0 hour of ethics.
JAMES C. BATES is an attorney with the Tacoma law firm of Luce & Associates, P.S. Since 1997, Mr. Bates has limited his practice to the areas of estate planning (trusts, both revocable and irrevocable, wills, and powers of attorney), estate administration, (trust settlement, probate and guardianships), retirement tax and business succession planning. He is a frequent speaker on estate planning and elder law topics. Mr. Bates is a member of the Tacoma-Pierce County Bar Association and the Washington State Bar Association. He earned his B.A. degree from Miami University and his J.D. degree from the University of Akron School of Law.
GREGORY P. BESSERT is a sole practitioner in Vancouver, Washington. Mr. Bessert focuses his practice on estate planning, including comprehensive business, tax, and estate planning services for business owners, farmers, ranchers, and timberland owners, seeking to transfer ownership of their business within the family, to their employees, or to outside interests; federal and state tax litigation; and general business matters, including matters concerning business and real estate finance, reorganizations, acquisitions or divestitures, and mergers. In addition, he advises out of state business concerns on matters related to Washington’s excise tax regime. Mr. Bessert is a member of the Washington State Bar Association and the Oregon State Bar Association. He is admitted to practice and has experience before the U.S. Tax Court, U.S. Court of Federal Claims, U.S. Court of Appeals for the 9th Circuit, Washington’s Board of Tax Appeals, Oregon’s Supreme Court, and Oregon’s Tax Court. He is also admitted to practice before the U.S. District Court for Oregon and the U.S. District Court for Western Washington. Mr. Bessert earned his B.S. degree from Oregon State University; his J.D. degree from Gonzaga University, cum laude; and his LL.M. degree, in taxation, from the University of Florida.
MARK GABRIELSON is a member of Farr Law Group PLLC. Mr. Gabrielson focuses his practice on trust and estate litigation and probate/trust administration. From 2008 through 2016 his peers voted him a Rising Star in Washington Law & Politics and Super Lawyers magazines. Mr. Gabrielson is a Litigation Counsel of America fellow and an American Bar Association fellow. He earned his B.A. and M.A. degrees from the University of Washington, and his J.D. degree from the University of Oregon School of Law.
M. GEOFFREY JONES is a partner in the Everett firm of Newton Kight L.L.P. He has a general practice, concentrating primarily in the area of elder law and guardianships. His practice emphasizes probate, guardianship and estate planning, and other areas relating to elder law. Mr. Jones previously worked as an assistant attorney general for the Washington State Attorney General's Office in Olympia, where he represented several state agencies in civil matters, including the Department of Employment Security, the Department of General Administration, and the Department of Information Systems. He is a frequent presenter at CLEs on the topics of probate, guardianship and elder law. Mr. Jones is a member of the Washington State Bar Association. He earned his B.A. degree from The Evergreen State College and his J.D. degree from the University of Oregon.
SARAH L. MOEN is an attorney with Moen Law Offices, P.S., where she focuses her practice on fiduciary administrations and related litigation. She receives appointments from the court to serve as the personal representative of estates, as well as the guardian ad litem in probate proceedings. Ms. Moen received her B.A. degree from the University of Washington, her J.D. degree from Whittier College School of Law, and her LL.M. degree in taxation from Villanova University School of Law. She is admitted to practice before the U.S. Tax Court, the Ninth Circuit Court of Appeals, and the U.S. District Court for the Western District of Washington. Ms. Moen currently serves as the treasurer for the Guardianship and Elder Law Section of the King County Bar Association and previously served as the section's Seattle vice-chair. She also serves as a pro tempore court commissioner for the King County Superior Court. Ms. Moen previously served on the Washington State Bar Association Continuing Legal Education Committee from 2015 to 2018.
JOHN F. SHERWOOD SR. practices in the areas of federal and state estate tax issues, wills, trusts and estate, and trust administration. Mr. Sherwood represents individuals in litigation regarding real estate, trusts, probate, guardianships and related issues. He has taught estate planning, trust and estates administration, and fiduciary income tax at laws school of the University of Puget Sound and later at the University of Washington law school as an adjunct professor. Mr. Sherwood served as legislative counsel to a governor of Washington. He is a member of the Board of Directors of the Evergreen Hospital Foundation and co-chair of its Planned Giving Committee. Mr. Sherwood received his J.D. degree from New York University.
SHERMAN L. SNOW is the principal attorney for Snow Law PLLC, where he focuses his practice in the areas of estate planning and probate. He was formerly with Dorsey & Whitney's Seattle office where he worked in tax, trusts, and estates. Mr. Snow earned his B.A. degree from Seattle Pacific University and his J.D. degree from Seattle University School of Law.