Understand All the Wealth Planning Options Available to Your Clients
Course book included with all formats
Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive legal instruction, our authors will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each is to be used for maximum effect. Get the best tools for your practice - order today!
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ERIC E. AMATEIS is an attorney with Deneka Law Firm P.C. He is admitted to practice in Virginia and is a member of the Virginia State Bar. Mr. Amateis earned his B.S. degree from Virginia Tech and his J.D. degree from the College of William and Mary. (Roanoke location)
DARREN T. DELAFIELD is a sole practitioner in Roanoke, Virginia. His firm provides legal representation in a number of areas, including Chapter 7 bankruptcy, Chapter 13 bankruptcy, debt management, Social Security disability, wills, trusts, and start up corporations. Mr. Delafield earned his B.S. degree from Virginia Tech and his J.D. degree from Regent University. He is a member of the Virginia State Bar and is admitted to practice in Virginia and before the U.S. District Court, the Western District of Virginia, and the U.S. Bankruptcy Court. (Roanoke location)
LENDEN A. EAKIN is a partner with Ferris & Eakin, P.C., where he has over 20 years of experience in plaintiffs' personal injury claims, estate-related litigation, estate planning, estate administration, and firearms law. Mr. Eakin is a member of the Roanoke Bar Association and the Virginia State Bar. He earned his B.B.A. degree from the College of William & Mary and his J.D. degree from T.C. Williams School of Law, University of Richmond. (Roanoke location)
HOLLY P. HILTON is the principal attorney at Hilton & Associates, PLC, where she practices writing wills and trusts, advance medical directives, powers of attorney, probate and estate administration and distribution, guardian and conservator litigation, long-term care planning, property transfers and litigation, contract review, small business legal support, and advice and counsel on family law matters. Ms. Hilton is licensed to practice in Virginia. She is a member of NAELA, Arc of the Piedmont, Aging in Place Business Roundtable, Business Women's Roundtable of the Charlottesville Regional Chamber of Commerce, and Charlottesville Albemarle Bar Association. Ms. Hilton earned her B.B.A. degree from George Washington University and her J.D. degree from The National Law Center of George Washington University. (Harrisonburg location)
CHARLES E. McWILLIAMS is a shareholder with Walsh Colucci Lubeley & Walsh PC, where he is both a lawyer and a certified public accountant. Mr. McWilliams' practice focuses on complex estate planning and business planning matters. His trust and estates practice focuses primarily on business owners, individuals, and families with significant net worth, and he regularly works to resolve family disputes, protect his client's assets, and protect family resources for long-term (multi-generational) planning purposes. He is a member of the Virginia Bar Association, Prince William County Bar Association, Frederick County Bar Association, the American Institute of Certified Public Accountants, and the director of the Rotary Club of Winchester's Latest. Mr. McWilliams earned his B.A. degree from Hampden-Sydney College, his B.S. degree from George Mason University, his J.D. degree from George Mason University School of Law, and his LL.M. degree in taxation, with honors, from Georgetown University. (Harrisonburg location)
JULIANNE B. NAFF is an attorney with Anderson, Desimone & Green, P.C., where her practice is exclusively devoted to estate planning, elder law, asset protection, and guardianship. Ms. Naff is a member of the Virginia State Bar, the Trusts & Estates and Elder Law sections of the Virginia Bar Association, and the National Academy of Elder Law Attorneys. She earned her B.S. degree, cum laude, from Virginia Tech and her J.D. degree from the Charleston School of Law. (Roanoke location)
KAREN L. ROWELL is an attorney with Clark & Bradshaw, P.C., where she focuses on drafting estate planning documents, including: wills, trusts, advanced medical directives, and powers of attorney. Ms. Rowell also focuses in Medicare, Medicaid and Social Security benefits, financial and long-term care planning, revocable living, life insurance, special needs and charitable trusts, guardianships and conservatorships, and probate, trust and estate administration. She is a qualified guardian ad litem for incapacitated adults. Ms. Rowell is a member of Harrisonburg-Rockingham Bar Association, the National Academy of Elder Law Attorneys, the Virginia Bar Association, and the American Bar Association. She received her baccalaureate degree in family and child development from Virginia Tech and her J.D. degree from the Marshall-Wythe School of Law at the College of William & Mary. (Harrisonburg location)
PHILLIP C. STONE JR. is an attorney with Stone Law Group, PLC, where he has over 26 years of experience in the areas of estate planning and administration, taxation, and business law. A CPA as well as an attorney, Mr. Stone's practice focuses on assisting clients with the development of estate plans for the efficient transfer of family assets to future generations in the most tax-advantageous way, including the use of wills and trusts, as well as assisting families with the orderly settlement of estates. He is a member of the Virginia State Bar and the Harrisonburg-Rockingham Bar Association. Mr. Stone earned his B.A. degree from Bridgewater College and his J.D. degree from Washington & Lee University School of Law. (Harrisonburg and Roanoke locations)