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On Demand

Revocable and Irrevocable Trusts: Drafting for Flexibility when you want it and when you don't (2024 CLE by the Sea)


Total Credits: 1 CLE, 1 Estate & Trust Law Specialization

Average Rating:
   17
Bundle(s):
OnDemand 2024 CLE by the Sea Probate & Estate Bundle
Categories:
Probate & Estate Planning
Faculty:
Debra J Polly
Format:
Audio and Video
Original Program Date:
Jul 08, 2024


Description

Speaker:
Debra J. Polly Esq, Fennemore Craig, P.C.

Handouts

Faculty

Debra J Polly Related Seminars and Products


Debra Polly is a director in our Trusts & Estates practice group who works out of their Phoenix office. Her practice focuses on probate; estate & trust administration; estate planning; retirement benefits planning and administration; estate tax, gift tax, and generationskipping transfer tax planning, strategy and compliance; and family settlement agreements and negotiation. Deb is also an Arizona Certified Public Accountant. Originally from Sioux City, Iowa, Deb began her professional career working for KPMG, one of the “Big Four” – the four largest accounting firms in the United States. She gravitated to work involving consulting for estate planning strategies, however, to fully assist her clients, it was evident that she needed to become an attorney – and this led her to law school and a rewarding career in the legal profession. In her work involving estate planning and administration, Deb takes great pride in creating customized solutions – never a “one size fits all” approach – on behalf of her esteemed clients. Deb is a fellow of the American College of Trust and Estate Counsel (ACTEC), a group of peer-elected trust and estate attorneys spanning the U.S. and abroad.


Reviews

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1

Overall:      4.5

Total Reviews: 17

Comments

Alexander M

"Beyond the complexity of my limited probate practice - cannot assess ultimate value in more complex practice."

Kevin K

"The presentation assumed some basic terms and concepts were understood which I think taking 5 minutes to explain certain basic terms and concepts would have been helpful. "

Michael H

"Excellent presenter"

Katie M

"."

John M

"Good Q and A"

Stephanie S

"Good info"

James G

"Very knowledgeable speaker. "