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When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. 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!
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SARAH J. BARNES is an attorney and trust officer with the Bank of Sun Prairie in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration matters. She previously was in private practice where she practiced in the areas of estate planning, probate, and elder law, and frequently served as a court-appointed guardian ad litem in guardianship matters. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.
RAYMOND J. FALCON JR. is a principal of Falcon Law Group LLC, in Woodcliff Lake, New Jersey. In his estate planning practice, Mr. Falcon works with clients and their financial advisors, accountants, and other professionals to identify their estate planning goals and develop tax-advantageous structures by selecting from a wide variety of estate planning vehicles. He also concentrates in planning for families that have members with special needs and persons with disabilities. Mr. Falcon assists plaintiff personal injury attorneys, their clients, and structured settlement advisors in utilizing self-settled special needs trusts to hold settlement proceeds in order to avoid loss of needs-based government benefit by the permanently-disabled injured client. His practice also spans a broad range of corporate, commercial, and general business matters. He is admitted to practice in the states of New York, Florida, and New Jersey, and before various federal courts. Mr. Falcon is a member of the American, Bergen County, and New York State bar associations; The Florida Bar; the National Academy of Elder Law Attorneys; the Academy of Special Needs Planners; the American Association for Justice; the National Alliance of Medicare Set-Aside Professionals; and the Council on Parent Attorneys and Advocates. Mr. Falcon earned his B.A. degree from Columbia College of Columbia University and his J.D. degree from Yale University School of Law.
T. JAMES LEE is a shareholder and director in the Phoenix office of Fennemore Craig, P.C., and chairs the firm’s private wealth preservation (trusts and estates) practice group. He is certified as a trust and estate specialist by the State Bar of Arizona, and practices in the areas of estate planning, trust and estate administration, charitable giving, business design and structuring, international taxation, and commercial transactions. Mr. Lee serves on Arizona’s Estate and Trust Advisory Commission, and is also a member of the American Bar Association, the Utah State Bar, the ABA's Committee on Estate and Gift Taxes (Taxation Section), and is a fellow of the American College of Trust and Estate Counsel (ACTEC). In addition to his professional activities, Mr. Lee is actively engaged with local and international charitable organizations. He earned a B.A. degree in business management from Brigham Young University, with distinction as the top business school graduate in the area of entrepreneurship. He graduated, with honors, in 1996 from the J. Reuben Clark Law School at BYU, and served on the Editorial Board of the BYU Law Review. Mr. Lee is listed in Best Lawyers in America under tax law and trusts & estates, Southwest Super Lawyers in estate planning and probate, and is ranked in Chambers and Partners under private wealth law.
MARK D. SCHUBERT is an attorney with Epiphany Law, LLC, in Appleton, Wisconsin, which serves clients in the areas of business law, estate planning, and business litigation. A member of the firm’s Legacy Section, the principal focus of his practice is limited to estate planning and elder law. As an undergraduate, Mr. Schubert earned a Bachelor of Business Administration degree, magna cum laude, from the University of Wisconsin-Oshkosh. He obtained his J.D. degree from the University of Wisconsin Law School, where he graduated cum laude and was elected vice president of the Business and Tax Law Society. Mr. Schubert is a member of the State Bar of Wisconsin; the Outagamie County Bar Association; the Wisconsin Council of Estate Planning Attorneys; the Fox Valley Estate Planning Council; WealthCounsel, LLC; and ElderCounsel, LLC. He has previously lectured for National Business Institute on a variety of estate planning and estate settlement topics.