Draft Enforceable Estate Planning Documents with These Practical Techniques
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Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - this guide will share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - order today!
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RICHARD D. BRINGARDNER is a sole practitioner in Dublin and practices as Bringardner Law, LLC. Mr. Bringardner focuses his practice in the areas of real estate law, estate planning, and business law. He is a certified specialist in estate planning, probate & trusts through the Ohio State Bar Association, and is also a title insurance agent. Mr. Bringardner earned his B.S. degree from Ashland University and his J.D. degree from Capital University. He previously has spoken for various professional groups on his areas of practice. Mr. Bringardner is a member of the Columbus (member, Real Property Law Committee, Probate Committee, Estate and Gift Tax Committee), Ohio State (member, Trust and Probate Section, Real Estate Section) and American bar associations.
ROBERT CHALOUPKA is the sole practitioner with The Law Office of Robert S. Chaloupka in Seven Hills, Ohio. He practices in the areas of estate planning, probate, tax, wills and trusts, estate administration, LLCs and partnerships. Mr. Chaloupka is admitted to practice in Ohio. He is a member of the Ohio State Bar Association and the Cleveland Metropolitan Bar Association. Mr. Chaloupka earned his B.A. degree, summa cum laude, from Case Western Reserve University and his J.D. degree from Case Western Reserve University School of Law.
PHILIP J. GAUER practices in the areas of workers' compensation, Social Security disability law, and estate planning and probate. He is a certified specialist in workers' compensation law through the Ohio State Bar Association. Mr. Gauer is a former assistant attorney general with the Ohio Attorney General's Office. He has been in private practice since 1995, and has had a solo practice since 2001. He is a member of the Ohio State Bar Association. Mr. Gauer received his B.S. degree from Miami University and his J.D. degree from the Capital University Law School.
DEREK L. GRAHAM is a partner at Resch, Root, Philipps & Graham, LLC in Dublin, where his practice focuses on estate planning, special needs estate planning, developmental disabilities law, elder law, guardianship, probate, probate litigation and business (organizational, transactional and succession). Mr. Graham and his wife have a daughter who was born with Down Syndrome and like many of his clients today, they were inundated with information and felt overwhelmed. Nine years later, he now spends the majority of his days helping similarly situated families understand the various resources that exist. He received his B.B.A. degree from University of Kentucky and his J.D. degree from Moritz College of Law at The Ohio State University. Mr. Graham's professional associations include the Down Syndrome Association of Central Ohio (DSACO), Board Member - Chair, Vice Chair, Past President; Ohio Supreme Court Judicial College - Past Faculty Member; Columbus Bar Association Professional Ethics Committee - Member; Columbus Bar Association Admissions Committee - Member; Ohio Guardianship Association - Member; National Association of Elder Law Attorney; and Ohio Supreme Court Subcommittee on Adult Guardianship - Past Member.
CATHERINE M. MOSELEY is the owner of a local CPA firm. She is a registered tax preparer specializing in small businesses and individuals. Her firm’s services include, but are not limited to, individual and business consulting, accounting system design, as she is a QuickBooks ProAdvisor, tax planning and preparation including estates, trusts and non-profit organizations. A native of Ohio, Ms. Moseley is a graduate of Ohio University in Athens, Ohio and was awarded the 2006 Beta Alpha Psi Phillip F Muck Award-Accountancy Alumnus in Industry. In addition, she is a second year award winner for the Five Star Professional award in the Cincinnati area. Ms. Moseley is also an active member of the Ohio Society of CPAs and has volunteered many committees and has been a frequent presenter at the Ohio Accounting Shows. And as a member of the Little Miami Chamber Alliance she was awarded the “5 under 5” Award in 2011. Furthermore, she is an advisory board member for the Linden Grove School and on the Finance Committee. Her firm prides itself on providing close, personal attention to each client. By offering flexible hours to fit busy schedules and customized services to meet needs, the firm views every client relationship like a partnership. From years of training and practice, technical expertise and financial acumen, Ms. Moseley takes pride in giving the client the assurance of commitment to excellence and is dedicated to deliver superior service with a personal and professional touch and looks forward to serving each client as a trusted advisor.