Areas of Professional Practice: 13.00
Course book included with all formats
When drafting wills and trusts, it's fair to say that no two scenarios are alike. Are you choosing the right instrument for each client's unique needs? This comprehensive overview will guide you through the ins and outs of will drafting, trust creation, asset transfer taxes and more. Create airtight wills and trusts that fully protect your clients' estates and future medical needs - order today!
including - Ethics: 1.00 Areas of Professional Practice: 13.00
This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 14.0 credit hours. 13.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted and experienced attorneys. 1.0 hour can be applied toward the ethics and professionalism requirement and is approved for experienced attorneys.
ERIC A. FELDHAKE is a shareholder with the law firm of Kulzer & DiPadova, P.C., where his areas of practice include estate and tax planning, administration, litigation, and real estate and business transactions. He is a member of the bars of the state of New Jersey and the Commonwealth of Pennsylvania. Mr. Feldhake is also a member of the American, New Jersey State and the Camden County bar associations. He is an adjunct instructor of law and entrepreneurial studies at Burlington County College and an instructor of taxation at the Judge Advocate General Corps' LL.M. Graduate program, where he serves as a Major in the U.S. Army Reserves. Mr. Feldhake earned his B.S. degree from Indiana University, his M.B.A. degree from the Temple University Fox School of Business, and his J.D. degree and LL.M. degree in taxation from Temple University School of Law.
STEPHEN H. FRISHBERG is a shareholder at Schachtel Gerstley Frishberg & Koplin. He has extensive experience in the areas of estate and tax planning, and trust and estate administration, including corporate and real estate matters. His clients include high net worth individuals, with a special emphasis on those in the sport industry, financial institutions, closely held businesses, and not-for-profit organizations. In addition, Mr. Frishberg has planned and administered estates and trusts of varying values and degrees of complexity for his entire career. He also advises on business entity creation, drafts marital agreements and assists clients on real estate matters. Mr. Frishberg serves as trustee of a number of trusts requiring a wide range of fiduciary functions. He is a frequent presenter on estate planning matters to various professional groups. Mr. Frishberg is a member of the Pennsylvania Bar Association and is the chair of the Montgomery County Orphans' Court Rules Committee. He earned his B.S. degree from Temple University; his J.D. degree from Temple University Law School; his LL.M. degree in taxation from New York University Law School; and his LL.M. degree in trial advocacy from Temple University.
ROBERT P. GASPARRO is an attorney with Lifespan Legal Services, LLC, where he practices in the areas of elder law, Medicaid and Medicare. He is currently teaching at Temple University, as well as at Jenkins Law Library. Mr. Gasparro earned his B.S. degree from St. John’s University, Jamaica, Queens, N.Y.C., and his J.D. degree from Villanova University School of Law. He is admitted to practice in Commonwealth of Pennsylvania; Federal District Court, Eastern District of Pennsylvania; Social Security Administration; and United States Tax Court.
RISE P. NEWMAN practices law at Drucker Beckman Sobel, LLP (DBS), in Philadelphia. Prior to joining DBS, she ran her own law office for ten years and, after that, practiced in the estate and trust department of a well-known Philadelphia law firm. Ms. Newman concentrates her practice in the areas of estate planning, representation of elderly clients, guardianships, special needs trusts, and the administration of trusts and estates. She is a graduate of Temple University School of Law. Ms. Newman is a member of the American, Pennsylvania, and Philadelphia bar associations, and the Philadelphia Estate Planning Council. She is an appointee to the Orphans’ Court Procedural Rules Committee. Ms. Newman has served on the Pennsylvania Supreme Court Elder Law Task Force, which included co-chairing the Guardianship Monitoring Committee. She is a former member of the Executive Committee of the Philadelphia Bar Association Probate and Trust Law Section, and is its current chair-elect. Ms. Newman also has served on the Board of Directors of the Philadelphia Estate Planning Council. While co-chairing the Philadelphia Bar Association Elder Law Committee, she was instrumental in creating the Guardianship Handbook Committee, which has undertaken the task of drafting a guardianship reference handbook for attorneys serving as guardian in Philadelphia County. Ms. Newman has been appointed by the courts to represent alleged incapacitated individuals in Philadelphia County, and has served as guardian for several incapacitated persons. She is a frequent lecturer for National Business Institute and was named a Rising Star Super Lawyer by Philadelphia Magazine from 2010-2013.
SUSAN E. PIETTE is an attorney with Hamburg Rubin Mullin Maxwell & Lupin, where she practices in the areas of estate planning, elder law, trusts, guardianships and estate administration. She earned her B.S. degree from the University of Illinois and her J.D. degree from the University of Illinois School of Law. Ms. Piette is a member of the Pennsylvania Bar Association, Montgomery Bar Association, Bucks County Bar Association, The Mayflower Society and The Daughters of the American Revolution. She is admitted to practice in Pennsylvania and Illinois.
WARREN VOGEL is a member of the law firm of Eckert Seamans Cherin & Mellott, LLC, in Philadelphia, where he focuses his practice on estate planning business law and succession planning, and financial services. He has counseled businesses on such matters as succession planning, gifting, the use of stock bonuses and phantom stock to effect business transitions, as well as business combinations, acquisitions and divestitures. Mr. Vogel also has represented local and regional businesses as outside general counsel, handling corporate, commercial and real estate transactions, as well as banks, and other commercial lenders in various types of loan and financing transactions. He is a member of the Philadelphia Estate Planning Council and has spoken at numerous seminars, particularly with respect to estate and business succession planning. Mr. Vogel earned his B.A. degree, cum laude, from Temple University; and his J.D. degree, cum laude, from Temple University School of Law.