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Sample Pages

  • Table Of Contents
  • Sample Page 1
  • Sample Page 4
  • Sample Page 9

A-B Disclaimer Trusts (13-Page Book)

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Description

See sample pages above for the complete Table Of Contents.

Related Forms:  4 Disclaimer Forms

Related CLE Courses: to listen to, and obtain CLE/MCLE credits in those states for which they are listed, please visit our sister site, www.nlfonline.com, click on your state and scroll to these titles under the "Estate Planning & Taxation" heading: "A-B Disclaimer Trusts" and "Trusts: A Useful Introduction".

Author:
Edward P. Schlesier, a director and shareholder of Blanchard, Krasner & French, is responsible for the firm’s trust and estate practice. Mr. Schlesier is a certified specialist in Estate Planning, Trusts, and Probate law by the California Board of Legal Specialization of the State Bar of California. In addition to his trust and estate practice, other areas of practice include taxation, corporate, real estate, general business, and employment matters.

Prior to his legal career, Mr. Schlesier spent eight years with an internationally-ranked top-20 engineering firm, serving as a Senior Project Manager and Accounting Manager. As a Senior Project Manager, he was responsible for negotiating and drafting government and commercial contracts and managing engineering projects. As an Accounting Manager, he was responsible for implementing and monitoring operating budgets and strategic business plans, and developing, implementing, and auditing company financial policies and procedures. Prior to his experience with an engineering firm, Mr. Schlesier was in the real estate and aerospace manufacturing industries with Fortune 100 companies. 

Mr. Schlesier is a Juris Doctor from the University of San Diego, School of Law. Prior to becoming a Juris Doctor, he graduated, with honors, from the University of San Diego with a Bachelors of Business Administration, with an emphasis in Finance.  He is admitted to practice before all Courts in the State of California and the United States District Court, Southern District of California. He is a member of the American Bar Association and San Diego County Bar Association. He is a member and past-President of the La Jolla Bar Association. He also holds a Certificate in Government Contract Management from San Diego State University, passed the Certified Public Accountants exam, and is a licensed California Real Estate Broker. Mr. Schlesier is involved in various professional and charitable organizations. He is a past President of the La Jolla Bar Association and a Director for Volunteers of America-Southwest and Scripps Planned Giving Board.

 

 

 

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ONLINE CLE COURSES

Many states permit CLE credits to be earned by study of online courses. To see our many online CLE courses, go to : www.nlfonline.com

Recorded Audio/Video
CLE Courses

Many states permit CLE credits to be earned by study of audio CDs and DVDs. To see our recorded CLE courses, go to : www.nlfcle.com.
 
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