Instructor Led Estate And Financial Planners Training

Accounting for Estates and Trusts Benefits strong Avoid errors and penalties in trust and estate accounting - minimize your client's tax and heartache. /strong Save your clients' hard-earned money - and avoid legal battles - by learning trust and estate accounting essentials. Come to this seminar and let our experts show you how to transfer assets in a tax-efficient manner. Get the most up-to-date strategies to minimize your  more...

Medicaid and Elder Law: Representing Clients in a New Legal Landscape Benefits strong Learn proven strategies for navigating the Medicaid maze. /strong Discover how to protect your clients' assets and provide the high-quality services they are looking for. To properly advise our increasing elder population, it's essential that you know the fundamentals of Medicaid and elder planning. Attend this vital seminar and explore the complexities of Medicaid eligibility,  more...

New Era of Estate Planning Benefits strong Master the intricacies of estate planning today and help your clients plan for tomorrow. /strong Help your clients save money and tears down the road - learn all the latest and most effective techniques for dealing with the uncertainty of estate planning in today's politically charged atmosphere. The estate tax may change, but your clients' peace of mind doesn't need to. Give  more...

Estate Planning Benefits strong Master the intricacies of estate planning today and help your clients plan for tomorrow. /strong From traditional wills to testamentary trusts, estate planning is a complex process regardless of income level. Learn to navigate planning methods with ease at this cutting-edge seminar. You will learn to help your clients through the sensitive but necessary steps of planning by  more...

Special Needs Trusts: Planning for the Disabled and Elderly Benefits strong Learn proven strategies for planning for the disabled and elderly. /strong Families with a loved one with special needs face many difficult decisions. The family often wants to take care of the disabled individual financially but is faced with the possibility that the disabled family member may lose his or her public benefits. In some cases, a disabled or elderly person may  more...

All About Trusts All About Trusts - Discover how to navigate the minefields of trusts with ease. Attend this cutting-edge seminar and you ll gain a clear understanding of the different types of trusts. Meet the challenges ahead and find out what you need to know about estate planning issues, asset protection considerations, estate and gift tax considerations, and grantor trust rules. These are just a few of the  more...