Today, the demands of running a successful financial services practice have never been greater. New investment vehicles such as IRAs and mutual funds have tax and estate planning implications unheard of a generation ago. Financial professionals must not only serve their existing clients and prospect for new ones, but they must keep up to date on the latest changes in the law affecting tax and estate planning, along with fulfilling state requirements for continuing education and professional ethics.
That’s why our law firm and the American Academy of Estate Planning Attorneys have developed Continuing Education programs designed to increase financial advisors’ knowledge of basic estate planning concepts and advanced planning strategies. Not only will you learn how to use your existing estate planning services more effectively, but you’ll gain Continuing Education credits you need to keep your license current.
Our law office is committed to bringing you quality educational programs that will not only empower you in the advanced strategies of estate planning, but increase your edge in the increasingly competitive financial services arena. Some of the topics we present on include:
Continuing Education Programs for Financial Advisors
- Introduction to Estate Planning for Professional Advisor
- Transfers Using Probate
- Estate Tax Planning
- Charitable Remainder Trust
- Special Needs Trust
- Medicaid Planning
- Asset Protection
- Introduction to Wills in Probate System
- Family Limited Partnership
- Business Succession Planning
- Irrevocable Life Insurance Trust
- Transfers Using Revocable Living Trusts