When it comes to trusts and estates, attorneys face a lot of challenging tasks and questions. What constitutes an IRA rollover? Should the client have a trust or would a simple will work better? How to prevent conflicts of interest when representing spouses? This informative program walks you through everything from drafting and execution of trusts and wills to tax reporting forms and guidelines - register today!
Discover how retirement rollovers and distributions work.
Improve your understanding of annuities and securities.
Help clients choose the right POAs.
Explore taxation of estates, trusts, and businesses.
Discover key tasks in managing estates.
Retirement Planning and Its Effect on Estate Planning
SUSAN BRATCHER is the principal attorney with Bratcher Legacy Estate Planning, LLC, where she practices in the areas of estate planning and bankruptcy. She earned her B.S.B.A. degree from Rockhurst University and her J.D. degree from Southern Methodist University, Dedmon Law School. Ms. Bratcher also attended Oxford University, University College, Oxford, England for a summer program for law school. She is licensed to practice law in Kansas, Missouri, the District of Kansas in Federal Court and the Western District of Missouri in Federal Court.
ROBERT F. BROGAN is president of the Brogan Law Group, a boutique practice focused exclusively on elder law, special needs planning, asset protection, estate & trust planning administration and related tax matters. Certified as an elder law attorney by the ABA-accredited National Elder Law Foundation, Mr. Brogan presently serves as a director, on the Board of Directors, of the Special Needs Alliance, an invitation-only national consortium of attorneys dedicated to special needs and disability law and serves as co-chair of the Special Needs Alliances' Public Policy Committee. He served as a director on the Board of Directors of the National Academy of Elder Law Attorneys (NAELA). He also served as chapter president of the New Jersey NAELA. Mr. Brogan was chair of the Elder and Disability Law Section of the New Jersey State Bar Association, and he is a member of the Council of Advanced Practitioners (CAP), an invitation-only council comprised of innovators in the profession guiding the future of elder and special needs law. He served as chair of the Ocean County Bar Association's Elder Law Committee. Mr. Brogan is admitted to practice in the Superior courts of New Jersey, the Federal District Court of New Jersey, and the United States Third Circuit Court of Appeals. He serves on the Public Policy Steering Committee of NAELA and was selected by the NAELA president to chair the ABLE Act Task Force. The New Jersey State Bar Association has twice awarded him the Legislative Service Award for his lobbying efforts in the fields of elder law and special needs. Mr. Brogan was an adjunct professor of law at the Georgetown University Law Center. He regularly lectures to other attorneys at the state and national level regarding Medicaid planning, planning for people with special needs, and the policy impact of healthcare issues on seniors and those with special needs. He has lobbied for positive legislative and regulatory developments on behalf of seniors and those with special needs at the state, congressional and presidential level. Mr. Brogan is the author of articles published by New Jersey Lawyer Magazine, the New Jersey Institute for Continuing Legal Education, Suffolk University School of Law, National Business Institute, the Special Needs Alliance, and the National Academy of Elder Law Attorneys. He earned his B.A. degree from Rutgers College and his J.D. degree from Rutgers School of Law.
MICHAEL P. MARSALESE is the managing member of The Marsalese Law Group, PLLC, a boutique law firm focusing on estate planning as an essential element of one’s business and individual planning, an owner’s manual of sorts. Formerly FINRA licensed as a securities stocker broker (Series 7) and general principal (Series 24), Mr. Marsalese’s estate planning practice utilizes the most cutting-edge techniques to assist his clients achieve their legacy planning goals. He is the founding member of the Estate Planning Institute, LLC, an organization offering comprehensive instruction on important and timely issues facing all estate planning professionals and clients. Mr. Marsalese is a charter member of the National Network of Estate Planning Attorneys, an interactive alliance of law firms nationwide, dedicated to creating estate plans that work at the outset while maintaining their viability over time through a formal process of updating and family education. He is also a member of the Probate and Estate Section of the State Bar of Michigan; the Financial and the Estate Planning Council of Metropolitan Detroit, Inc. Mr. Marsalese received his B.A. degree from Wayne State University and his J.D. degree from John Marshall Law School in Chicago, Illinois and attended the University of Florence (Italy) Law School. Mr. Marsalese is licensed to practice law in the states of Michigan, New York, Florida and Ohio, and the District of Columbia. He is admitted to practice before the U.S. Supreme Court, U.S. Court of Federal Claims, U.S. Court of Appeals 6th Circuit, U.S. Federal District Court for the districts in Michigan and the U.S. Bankruptcy Court for the Eastern District of Michigan. His area of technical expertise is the integration of financial planning and estate planning. He was a contributing author and legal editor of the treatise, "The Art of M & A: (Dow Jones Irwin ISBN 1-55623)."
ERIN M STROHBEHN is a partner with Gimbel Reilly Guerin & Brown LLP. She practices in the areas of probate and trust litigation and civil litigation. Ms. Strohbehn speaks frequently on her areas of practice. She is a member of Milwaukee Bar Association (Fee Arbitration Committee), State Bar of Wisconsin, Milwaukee Young Lawyers' Association, Wisconsin Association for Justice, and Association for Women Lawyers. Ms. Strohbehn earned her B.A. degree from Marquette University and her J.D. degree from Marquette University School of Law.
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