Course book included with all formats
Enhancing Your Estate Plans by Combining Top Techniques
Make the best use of the two most effective and versatile estate planning instruments: trusts and LLCs. This practical legal guide will help you determine the best course of action for each client's unique situation, and implement your plan impeccably. Register today!
This is a rebroadcast of the original webcast delivered by Douglas R. Griess, Neal B. Jannol and Daniel S. Welytok on October 30, 2018. Faculty will be available to answer your questions after the program.
This legal guide is designed for attorneys. It will also benefit accountants, estate planners, trust officers, business owners, and paralegals.
11:00 AM to 6:00 PM Eastern Standard Time
including - Ethics: 1.00
NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
DOUGLAS R. GRIESS is a partner with Hackstaff & Snow, LLC, in Denver, Colorado focusing on business law, estate planning, and intellectual property for small businesses. Early in his career, Mr. Griess learned contract analysis working on insurance coverage matters, commercial litigation, and construction defects. He opened The Griess Law Firm, LLC, in 2010 to provide business counsel to clients, and then merged with Hackstaff & Snow, LLC, in 2016 to expand his practice areas and resources. Mr. Griess represents various individuals and businesses based in Colorado and around the nation in business matters, non-profit matters, transactions, civil and commercial disputes, and intellectual property (copyrights, trademarks, and trade secrets). While engaged in all aspects of general business representation, he focuses on entity formation and updating, owner relationships, and business succession planning. Mr. Griess is admitted in Colorado and the Tenth Circuit. He is also admitted to the Wyoming bar. He is a member of the Colorado and Denver bar associations. Mr. Griess earned his B.A. degree from Virginia Tech and his J.D. degree from the University of Virginia School of Law.
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.
DANIEL S. WELYTOK is a shareholder in the Milwaukee office of von Briesen & Roper, s.c., where he assists clients with tax issues, acquisitions and divestments, capital structuring, financing, corporate governance, information technology, licensing and distribution, regulatory and compliance issues, labor and employee benefits matters, and dispute resolution. He serves as chair of the firm’s opinion review committee. Mr. Welytok was appointed in 2018 by the U.S. Department of Treasury to serve on the Internal Revenue Service Advisory Committee on Tax Exempt and Government Entities, and has served on the American Bar Association’s Advisory Committee, articles editor for The Tax Lawyer and chair of the ABA Tax Law Committee, Young Lawyers Division. He is also a past member of the State Bar of Wisconsin Tax Section Board of Directors and past chair of the TE/GE Council for the Great Lakes Area liaison with the Internal Revenue Service. Mr. Welytok is an Editorial Board member and on the editorial staff of the TAXFAX column of The Cooperative Accountant. He has authored and edited various tax and law-related books, including the 2018 National Income Tax Workbook, Nonprofit Law & Governance for Dummies, Sarbanes-Oxley for Dummies and The Wisconsin Guide to Nonprofits.
$329 / Each Additional