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!
This content has been approved for Virginia Mandatory Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.
including - Ethics: 1.00
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.60 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
NBI, Inc. is a NFPA approved CLE provider.
BARRETT R. KING is a member attorney in the law firm of King|Hall LLC, where he focuses his practice on representing parties in routine and contested fiduciary matters: primarily guardianship, estates and trusts. He routinely serves as court-appointed or privately retained counsel for the alleged disabled person, petitioners and interested persons in guardianships, and as counsel for personal representatives, trustees, guardians or interested persons in estate and trust administration and litigation matters. Mr. King has himself served as the guardian, personal representative or trustee on more than 100 occasions and testifies often as an expert witness in guardianship matters. He is admitted to practice before the Court of Appeals of both Maryland and the District of Columbia, the United States Tax Court, the United States District Court for Maryland, and the United States Supreme Court. Mr. King earned his B.A. degree in philosophy from Salisbury University and his J.D. degree, cum laude, from the University of Baltimore School of Law.
CATHLEEN C. OPEL is counsel in the personal wealth, estates and trusts practice group in the Baltimore office of Saul Ewing Arnstein & Lehr LLP. Ms. Opel's practice encompasses all aspects of estate, gift, charitable, and special needs planning, as well as estate and trust administration and probate and fiduciary litigation. Her clients include individuals, family-owned businesses and fiduciaries. Ms. Opel provides counsel to individuals and families on how to avoid and resolve probate disputes, represents clients in probate litigation, and assists clients with family-owned businesses on business succession planning. She frequently speaks to professional organizations and business institutes, including National Business Institute, where she has been a contributing author and presenter for "Probate Inventory and Final Accounting," "Top Challenges in Estate Administration," "Estate Planning Oddities and Challenges," "The Probate Process from Start to Finish," "Tax Planning for Trusts and Estates" and "Estate Administration Boot Camp." Ms. Opel is a member of the Bar Association of Baltimore City and the Maryland State Bar Association. She earned her B.A. degree from the University of Maryland and her J.D. degree, with honors, from the University of Maryland School of Law.
SHARON J. RITTER BEALL is an attorney with the law firm of Hylton & Gonzales, LLC. Ms. Ritter Beall practices in the areas of estate and trust planning, wills, trusts, estate and trust administration, wealth transfer planning, and in special needs trust planning. She earned her B.A. degree from Kenyon College, her J.D. degree from IIT Chicago Kent College of Law, and her LL.M. in taxation degree from the University of Baltimore School of Law. Ms. Ritter Beall is a past chair of the Maryland State Bar Association Estates and Trusts Section Council, a member of the Academy of Special Needs Planners, and president elect of the Board of Directors at First Maryland Disability Trust, Inc.
ROBERT E. WARD has practiced as a tax attorney for 37 years. He is the founder of WardChisholm, P.C., a firm of tax attorneys with offices in Bethesda, Maryland and Vancouver, British Columbia. The firm provides tax, business, estate, and asset protection planning services and represents taxpayers before the Internal Revenue Service and the U.S. Tax Court. The firm focuses on providing tax planning and representation to owners of privately-held businesses, integrating business succession planning with personal estate planning needs, establishing foreign asset protection trusts, public and private tax-exempt charitable organizations, and all forms of business entities, both domestic and foreign. In addition to practicing law, Mr. Ward was an adjunct faculty member for 29 years at George Mason University School of Law in Arlington, Virginia, where he taught courses on business planning, estate and gift taxation, and estate planning. He currently is an adjunct faculty member in the graduate tax program at Allard School of Law, University of British Columbia where he teaches classes on U.S. taxation and cross-border planning. Mr. Ward has also written numerous articles on business, tax, and estate planning topics. His most recent article is "Wonderland Redux: the Meaning of 'Willful'", 47 Bloomberg BNA Tax Management International Journal 582 (September 14, 2018). He is a member of the Bloomberg BNA Tax Management Advisory Board - U.S. International and regularly contributes to its Leading Practitioner Commentary. Mr. Ward is a member of the Maryland State Bar Association (Tax Section), the Washington State Bar Association (Tax Section), the State Bar of California (Tax Section), and is licensed by the Law Society of British Columbia as a practitioner of foreign law. He earned his B.A. degree from Northwestern University, his J.D. degree from the University of Santa Clara School of Law, and his LL.M. degree in taxation from Boston University School of Law.