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Debra J Polly


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.

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Stale and Unfunded Trusts: Addressing Administration, Litigation and Tax Issues


Total Credits: 3 CLE, 3 Estate & Trust Law Specialization

Average Rating:
   37
Categories:
Probate & Estate Planning |  Solo & Small Firm |  Mental Health and Elder Law
Format:
Audio and Video
Original Program Date:
Nov 14, 2023
SKU:
J23359

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2024 Advanced Issues in Probate, Trust Law and Estate Planning


Total Credits: 6.5 CLE, 6.5 Estate & Trust Law Specialization, 1.25 Ethics

Average Rating:
Not yet rated
Categories:
Probate & Estate Planning |  Mental Health and Elder Law
Format:
Audio and Video
Original Program Date:
May 03, 2024
SKU:
J24364

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