Estate Planning and Probate Law: 6.00
Course book included with all formats
Paralegals are responsible for many critical aspects through the administration of estates and trusts. Manage your tasks efficiently and completely with this essential guide. Gain a firm understanding of the core concepts for trust and estate administration. Get ready to assist attorneys, personal representatives, and financial professionals in managing aspects of the estate from start to finish. Order today!
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including - Estate Planning and Probate Law: 6.00
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Estate Planning and Probate Law
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 includes 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.
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 and estates, Southwest Super Lawyers in estate planning and probate, and is ranked in Chambers and Partners under private wealth law.
PAUL F. WRIGHT is the founding partner of The Wright Firm, LLP, where he practices in the areas of estate planning, probate and tax. Mr. Wright is a licensed Texas attorney and a certified public accountant. Mr. Wright is board certified in estate planning and probate law by the Texas Board of Legal Specialization. He is a frequent lecturer on tax, estate planning and probate, as well as how technology impacts the practice of law. Mr. Wright is a member of the Texas Society of CPAs, the AICPA, the Dallas Bar Association (member, Business Litigation, Tax, Estate Planning and Probate sections), the State Bar of Texas (member, Real Estate, Probate and Trusts & Computer and Technology sections), the American Bar Association (member, Real Estate, Probate and Trusts section), and the College of the State Bar of Texas. He is recognized in Super Lawyers in the category of trust and estates; and Best Lawyers in Dallas in the category of tax, trust and estates. 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.