Course book included with all formats
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 - our experienced attorney faculty 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!
Includes - Ethics - 1.00
This program is approved by the Georgia Commission on Continuing Lawyer Competency. This program may qualify for up to 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethical considerations.
KORT D. L. PETERSON is an attorney at James Bates Brannan Groover LLP in Macon, Georgia. He focuses his practice on estate planning and tax law. Mr. Peterson assists clients with the design and implementation of sophisticated estate and business succession plans. He helps guide clients through the administration of complex trusts and estates. Mr. Peterson also advises businesses on a wide variety of tax issues, including the formation and operation of captive insurance companies. He represents clients before the IRS and prepares petitions for filing with the U.S. Tax Court. Mr. Peterson earned his B.S. degree, summa cum laude, from Kennesaw State University; his J.D. degree from Washington & Lee University School of Law; his LL.M. in taxation from Georgetown University Law School; and his certificate in estate planning (2008) from Georgetown University Law Center. He is a member of the Federalist Society and the Macon Bar Association.
WILLIAM D. RHOADS is an attorney with Smith, Gilliam, Williams & Miles, P.A., where his primary areas of practice include general estate planning, wills and trusts, business transactions, and providing tax advice for clients. In 2015, Georgia Trend magazine named Mr. Rhoads one of the State's Legal Elite in the areas of taxes and estates. He is admitted to practice in Georgia and all state and superior courts, Court of Appeals, and Supreme Court, as well as the U.S. District Court for the Northern District of Georgia. Mr. Rhoads is a member of the State Bar of Georgia and the Northeast Georgia Estate Planning Council. He earned his B.A. degree from Emory University, his M.P.A. degree from the University of Georgia School of Public and International Affairs, and his J.D. degree from the University of Georgia School of Law.
DEBRA L. SCOTT is a lawyer with The Scott Practice, LLC, where she represented clients concerning estates and trusts matters and fiduciary disputes. With more than 19 years of experience handling fiduciary matters, in 2014 Ms. Scott introduced a new nonprofit consulting division to the law firm called SP Consulting. She has a law, public health and accounting background. Ms. Scott earned her bachelor's degree from the University of California, Riverside, her law degree from Syracuse University College of Law, and her master's degree from Emory University.