Professional Resources

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. A financial professional must not only serve his or her existing clients and prospect for new ones, but 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

• 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

For more information on our educational programs, check our seminar schedule to see if one is already scheduled or contact us directly. We look forward to meeting you soon.

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