Course book included with all formats
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Gain the information you need with this comprehensive overview of the wide variety of trusts available. Order today!
including - Ethics: 0.50
This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 5.50 hours of self-study CLE credit including 0.50 ethics hours. No more than 5.5 hours of self-study CLE credit may be earned during a reporting period.
NICOLAS T. CARTER is an attorney in Ellsworth, where he practices in the areas of estate planning and elder law. Previously, Mr. Carter served as the statewide bankruptcy expert for the Massachusetts Office of the Attorney General’s HomeCorps initiative. He was also the owner of Carter Legal Services in Portland, a business that provided consumer protection and bankruptcy counsel. Mr. Carter has volunteered his time to Pine Tree Legal Assistance and the United States Attorney’s Office for the District of Maine. He is a graduate of the University of Maine School of Law and is admitted to the bars of Maine, Massachusetts, and the Federal District of Maine. Mr. Carter is a member of the National Academy of Elder Law Attorneys.
TUDOR GOLDSMITH is a member of the trusts and estates, and probate litigation practice groups at Jensen Baird Gardner & Henry, in Portland, Maine. Prior to joining Jensen Baird, she clerked for the Maine Supreme Judicial Court, Maine’s highest court. She is a graduate of Hamilton College, as well as the University of Maine School of Law, where she graduated summa cum laude. She is a member of the Maine State Bar Association and the American Bar Association.
CAITLIN LOCASCIO-KING is a solo practitioner at LoCascio-King Law, LLC, and concentrates her practice in estate planning, trusts, probate and elder law. She earned her J.D. degree from the University of Maine School of Law, where she was awarded the Pro Bono Publico Award. Ms. LoCascio-King is an honoree of the Katahdin Counsel Recognition Program and is on the Board of Directors for the Animal Refuge League of Greater Portland.
PAUL D. SHAPIRO is an attorney with Carlin & Shapiro, P.A. Mr. Shapiro handles most of the firm's litigation, and appears statewide in probate court. He has been invited by different organizations throughout the state of Maine to speak on estate planning techniques for families with disabled children. Mr. Shapiro is a member of the National Academy of Elder Law Attorneys, and is licensed to practice in both Maine and Massachusetts. He assists with developing estate plans that maintain a tax deferred asset’s benefits for the next generation. Mr. Shapiro is involved with many of the more complex MaineCare applications the firm handles. He earned his undergraduate degree, cum laude, from Wheaton College, and his J.D. degree, cum laude, from the Boston University School of Law.