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IRA rules are in flux, and the changes will have a significant impact on the way we treat retirement assets in estate planning. Are you prepared? This practical update will give you the latest information and new practical guidance for planning in the changing environment. From beneficiary designations through creditor claims and tax consequences, you'll come away with the knowledge you can put to use immediately. Order today!
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THOMAS J. MURPHY is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law, and has successfully litigated cases in the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He has represented clients before all levels of the Internal Revenue Service and the Arizona Department of Revenue. Mr. Murphy is a member of the National Academy of Elder Law Attorneys, the State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and the Arizona Medicaid Planning Council. He has served on numerous state and county bar association committees, and was selected as the state bar representative to the Arizona Supreme Court's Committee on Reform of Lower Jurisdiction Courts. Mr. Murphy has testified as an expert witness in cases before the Maricopa County Probate Court regarding probate practices in Arizona. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy has been published in many national, state and local professional journals, writing on a wide variety of legal and tax matters. His articles on the impact of the new HIPAA regulations on health care powers of attorney and related documents have garnered him wide recognition as one of the nation's foremost authorities in this field, and he has been invited to speak before many organizations. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.
GEORGE S. PEEK is a shareholder with Crivello Carlson, S.C. He concentrates his practice in the areas of secured lending and transactions, creditor/debtor litigation, business and commercial litigation, and products liability litigation. In the course of his practice, Mr. Peek also provides transactional services in the areas of business entity creation and dissolution, real estate, trusts and estates. He is a member of the American and Milwaukee bar associations. Mr. Peek's bar admissions include the State of Wisconsin, the State of Illinois, the U.S. District Court for the Eastern District of Wisconsin, the U.S. District Court for the Western District of Wisconsin, and the U.S. Court of Appeals for the 7th Circuit. He earned his B.A. degree from the University of Nebraska-Omaha and his J.D. degree from Marquette University Law School.
JAMES W. SPENCER is an attorney with Brothers & Henderson, P.S., in Seattle. His practice focuses on business formation and general representation, trust and estate administration and litigation, and estate planning for traditional and nontraditional families and small business owners. Mr. Spencer also teaches as adjunct faculty at Seattle University School of Law in the areas of community property, business planning, and law practice management, and taught property courses in the Paralegal Studies program at Edmonds Community College. He is admitted to practice in the State of Washington and the United States Federal District Court. He earned his B.A. degree from The Evergreen State College and his J.D. degree, cum laude, from Seattle University School of Law. He is a member of the Washington State Bar Association and the Greater Seattle Business Association.
PAUL F. WRIGHT is a senior partner with The Wright Firm LLP, and the managing partner of the firm’s Dallas office. His practice concerns fiduciary and business litigation, contested and uncontested probate and guardianship matters, as well as estate and business planning. His litigation practice focuses on resolving estate and trust disputes, as well as representing closely-held and middle-market businesses. Mr. Wright’s transaction practice involves counseling individuals, families, widows, business owners and professionals (primarily physicians) in estate and tax planning, wealth preservation, post-divorce planning and asset rehabilitation, and advising business owners regarding on-going legal matters that affect businesses. Mr. Wright is a licensed attorney and a certified public accountant and is board certified in estate planning and probate law by the Texas Board of Legal Specialization. He is a member of the Dallas Bar Association, the American Bar Association, the Texas Society of CPAs, the National Academy of Elder Law Attorneys, and the National College of Probate Judges. Mr. Wright earned his B.S. degree in accounting from the University of North Texas, his M.S. degree in taxation from the University of North Texas, and his J.D. degree from South Texas College of Law.