Professional Resources

Estate planning for a client takes a team. Most teams consist of a financial advisor, insurance agent, certified public accountant, and an estate planning attorney. The teams for clients with complex affairs might well include a trust officer. All of these 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 extensive Continuing Education programs designed to increase team members’ 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. All of our courses are certified to give Continuing Education credit for life insurance agents, certified financial planners, and certified public accountants.

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

  • Basic to Advanced Estate Planning Techniques
  • Estate Planning for the LGBT community
  • Asset Protection Techniques for Medicaid Planning, as well as Crisis Medicaid Planning
  • Planning with IRAs
  • Business Succession Planning
  • Probate and Trust Administration (Estate Settlement)
  • Special Needs Trusts
  • Gifting Strategies

At the present time we have approximately 25 courses certified for Continuing Education credit. If you are interested in a course on any topic, please contact us. We should be able to accommodate your needs.

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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