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Recent tax legislative and regulatory changes have greatly impacted how tax basis is used in estate planning. Old techniques can now do more harm than good. This focused legal instruction will give you the latest information and tools you'll need to give your clients prudent estate planning advice. Order today!
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NEAL B. JANNOL is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.
ROGER J. McCLURE is a practicing attorney with Washington Wealth Counsellors® PC, and has more than 35 years of experience. He maintains a business, estate and charitable planning law practice based in Virginia. Mr. McClure holds an undergraduate degree in international studies; a master's degree in political science from Northwestern University; and a Juris Doctorate degree, with honors, from The Ohio State University Law School. He has conducted civil and criminal trials in local courts, represented creditors in bankruptcy proceedings, and litigated antitrust and trade regulation cases involving the largest corporations in America in federal regulatory proceedings. Mr. McClure served ten years in the Virginia legislature (House of Delegates), has been a radio talk show host, received a Bronze Star for service in Vietnam, and has written and published several books and numerous articles in professional publications. He regularly blogs on business and estate planning at www.wealthcounsellors.com. Mr. McClure is a sought after speaker nationally. Through WealthCounsel and his professional associations, he works with professionals in every state to assist their clients in solving problems and enhancing planning. Mr. McClure is immediate past president of the Northern Virginia Estate Planning Council.
PAUL M. SCHMIDT is a partner with Boardman & Clark LLP, in Madison, Wisconsin. Mr. Schmidt practices in the areas of estate planning, probate, elder law, and tax planning. He has been an adjunct professor at the University of Wisconsin Law School on "The Use of Trusts in Estate Planning." He has also written several articles and presentations on trusts and estate law. Mr. Schmidt is a member of the Dane County and American bar associations, State Bar of Wisconsin, and The Florida Bar. Mr. Schmidt earned his B.S. degree, summa cum laude, from Valparaiso University; his M.S. degree from Drake University; and his J.D. degree from the University of Kansas.