Course book included with all formats
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - order today!
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August 12 - Merrillville
RUSSELL T. PAARLBERG is a partner at Lanting, Paarlberg & Associates, LTD, whose areas of practice include estate planning, real estate and litigation. Mr. Paarlberg is a member of the following professional organizations: the Illinois State Bar Association, Trust and Estates Section; Indiana State Bar Association, Probate, Trust and Real Property Section; Chicago Bar Association; South Suburban Bar Association; South Suburban Estate Planning Council; and the Lake County, Indiana, Bar Association. He is or has served on the following boards: The Bible League, The Chicago Christian Counseling Center, South Holland United Way, Village of South Holland Zoning Board of Appeals, South Holland Business Association, Cedar Lake Christian Conference Center, and The Family Life Child Development Center. Mr. Paarlberg earned his B.A. degree, cum laude, from Hope College, Holland, Michigan; and his J.D. degree, cum laude, from Indiana University School of Law, Bloomington.
CARLA K. PYLE is an attorney with the law firm of Rubino Ruman Crosmer & Polen. She concentrates her practice in business law, representing business clients in employment matters, contracts and the ins and outs of business operations. Ms. Pyle heads the team representing financial institutions in banking and foreclosure matters. She also devotes a significant part of her practice to probate and estate planning. Ms. Pyle earned her B.A. degree, summa cum laude, from East Texas Baptist University; and her J.D. degree, magna cum laude, from Valparaiso University School of Law.
DANIEL W. SHERMAN has served as a litigator and general legal counselor during his 28+ year career as a lawyer in Illinois and Indiana. Since 1998, Mr. Sherman has managed a solo practice, concentrating in general litigation, estate, asset protection and elder law planning, and probate administration, as well as general business consulting. He earned his B.A. degree, magna cum laude, from Aquinas College and his J.D. degree from the University of Notre Dame. Mr. Sherman is a member of the Indiana State Bar Association.
MORRIS A. SUNKEL is a member in the law firm of Harris Welsh & Lukmann, where he practices in estate planning and taxation. Mr. Sunkel is a licensed CPA in the state of Indiana. He is a certified trust and estate planning specialist as certified by the Trust and Estate Planning Board of the Indiana State Bar Association. Mr. Sunkel has lectured before professional and civic groups on individual and corporation taxation, estate planning and probate. He is the author of many published articles used for presentations and publications; and is an adjunct professor at Valparaiso University of Law, teaching estate planning. Mr. Sunkel earned his B.S. degree from the University of Illinois, his J.D. degree from Valparaiso University, and his LL.M. degree from The John Marshall Law School.
August 15 - Indianapolis
BRET S. CLEMENT is a member of the Indianapolis law firm of Ayres Carr & Sullivan, P.C., where his practice focuses on estate and business planning, tax, and corporate law. He frequently lectures to various professional groups on estate planning and tax-related subjects. As an adjunct professor of law, Mr. Clement previously taught the estate and gift tax course at Indiana University School of Law. He wrote the sales and use tax, gross income tax, inheritance tax, and property tax explanations for the Indiana Section of Research Institute of America’s State and Local Tax Service. Mr. Clement earned his B.B.A. degree, with high honors, from the University of Notre Dame; and his J.D. degree, cum laude, from the University of Michigan.
ANN M. O'HARA is the principal of the Law Firm of Ann M. O'Hara, P.C. She currently practices in the areas of employee benefits, estate planning and probate, and trust administration. Ms. O'Hara served as an adjunct professor in individual federal taxation at the Kelly School of Business, Indiana University; and has lectured on federal estate and gift taxes issues. While completing her law degree, Ms. O’Hara was a tax analyst for the Indiana Inheritance Tax Division of the Indiana Department of Revenue, and also served as director of the Corporations Division of the Indiana Secretary of State's Office. She earned her B.S. degree, summa cum laude, from St. Joseph's College and her J.D. degree from Indiana University Robert H. McKinney School of Law. Ms. O'Hara is a member of the Indianapolis, Hamilton County, and Indiana State bar associations.
ANDREW SUMERFORD is an attorney with Meils Thompson Dietz & Berish, where he practices in the areas of insurance defense, estate planning, probate, family law, construction law, and general civil practice. Mr. Sumerford earned his B.S. degree from Indiana University and his J.D. degree from Indiana University School of Law - Indianapolis. He is a member of the Indiana State Bar Association.
PETER P. TEN EYCK is an attorney with Hackman Hulett LLP, where he assists clients primarily with estate and retirement planning, wills and trusts, powers of attorney, living wills, guardianships, estate and trust administration, inheritance disputes, and estate and trust litigation. Mr. Ten Eyck’s practice also encompasses business formation and succession planning, real estate and personal property matters, and general civil litigation. He earned his B.A. degree, cum laude, from DePauw University and his J.D. degree from Indiana University Maurer School of Law. He is a member of the Indiana State Bar Association and the Indianapolis Bar Association. Mr. Ten Eyck has provided pro bono legal services to the Indianapolis Bar Association’s Low Asset Will Program and Ask a Lawyer Program, the Protective Order Pro Bono Project, the Community Development Law Center, and the Heartland Pro Bono Council. He has also represented the Indianapolis and Indiana State bar associations at naturalization ceremonies for new U.S. Citizens.
JESSICA R. WILLIAMS is a partner with Baldwin Maples & Williams, LLC where she practices in the areas of estate planning and administration, as well as assisting families with guardianship issues. Ms. Williams received her J.D. degree from IU McKinney School of Law, her B.S. degree from Indiana State University, and her A.S. and A.A.S. degrees from Lincoln Trail College. Ms. Williams is a member of the Indiana State Bar Association (Probate, Trust & Real Property Section) and the Indianapolis Bar Association.