If you have a well-drafted estate plan in place, you will ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning, and you must choose your estate planning attorney wisely.
Client & Consumer Resources
We offer a wealth of free information and free estate planning seminars in your area. Read our Estate Planning Articles or join us for a free Estate Planning Seminar.
We want you to feel confident about the choices you make. Let us be your guide on the path toward preserving your family’s future.
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 is 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 sector. Topics covered by our presentations include:
- Continuing Education Programs for Financial Advisors
- Basic to Advanced Estate Planning Techniques
- Planning with IRAs
- Business Succession Planning
- Trust Administration (Estate Settlement)
- Special Needs Trusts
- 529 Plans
- Total Return Trusts
- Tax Reform Act of 2001
- Drafting and Administering Special Needs Trusts