Areas of Professional Practice: 7.00
Course book included with all formats
Estate administration is a highly detailed process involving many people and widely varied assets. Don't let simple (and not so simple) mistakes slip by you and wreak havoc. This practical guide will take you through the administration process step by step, teach you how to spot red flags and potential oversteps and help you find solutions along the way. Order today!
including - Ethics: 1.00 Areas of Professional Practice: 7.00
This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 8.0 credit hours. 7.0 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. 1.0 hour can be applied toward the ethics and professionalism requirement and is approved for experienced attorneys.
JULIE C. ANDERSON is a certified elder law attorney (CELA) at Stepanian & Menchyk, L.L.P., in Butler, Pennsylvania. She focuses her practice in the areas of elder law, estate planning and estate administration. Ms. Anderson is a member of the Butler County Bar Association, Pennsylvania Bar Association, National Association of Elder Law Attorneys, and Pennsylvania Association of Elder Law Attorneys. She is admitted to practice before the Supreme Court of Pennsylvania and is a VA accredited attorney for veterans benefit claims before the Department of Veterans Affairs. Ms. Anderson represents seniors and their families in estate and long term care planning, including drafting wills and powers of attorneys, complex trusts for asset protection, and Medicaid planning, providing counsel on competency issues and the use of powers of attorneys, and understanding and qualifying for public benefits, including Medicare, veterans benefits, and Medicaid. She also represents clients incident to Orphans' Court litigation, including guardianship proceedings, will contests, and removal of fiduciaries. Ms. Anderson graduated from University of Pittsburgh, magna cum laude, with a B.A. degree in history and political science before attending Valparaiso University School of Law, where she earned her J.D. degree.
JAMES R. FENCHEL II is the managing partner of Fenchel Law Offices, a firm with locations in both Allegheny and Beaver counties. The firm is a general practice firm with a strong focus on elder law issues. Mr. Fenchel's practice includes estate planning, estate administration, incapacity work, and Medicaid planning. The firm also is one of the few in Western Pennsylvania which employs a geriatric care manager as part of their staff. Mr. Fenchel is a member of NAELA and has lectured numerous times on elder law issues. He graduated, magna cum laude, from Washington & Jefferson College and earned his J.D. degree from The University of Pittsburgh School of Law.
JOHN W. GILTINAN is of counsel at John W. Giltinan, Esq., P.C., in Pittsburgh. Mr. Giltinan has been an attorney for 40 years and practices in the areas of small business planning and succession, estate planning, and estate administration. He is a former adjunct professor of taxation at LaRoche College and has lectured to various professional groups on areas related to his practice. Mr. Giltinan is a member of WealthCounsel; Advisors Forum; ElderCounsel; and the American, Pennsylvania and Allegheny bar associations. He earned his B.A. degree from the University of Pittsburgh and his J.D. degree from Duquesne University.
LEEANN G. SYME is an attorney with John W. Giltinan, Esq., P.C. Ms. Syme practices in the areas of estate planning, elder law, asset protection planning, business entities and succession planning, estate and trust administration, and domestic relations. She earned her B.S. degree from the University of Pittsburgh and her J.D. degree from Duquesne University School of Law, where she was a member of the Duquesne Law Review. Ms. Syme is admitted to practice before all Pennsylvania state courts and the U.S. District Court for the WesternÂ District of Pennsylvania. She is a member of the Allegheny County Bar Association, WealthCounsel and The Advisors Forum.