INSTITUTE FOR ESTATE PRESERVATION

THE ADVANCED INSTITUTE FOR ESTATE PRESERVATION

The Advanced Institute is a professional training course that offers an extensive education on current topics affecting your estate planning practice.  Each subject is presented by an expert in the industry.  An example of training topics are Medicaid and Veterans Planning, When a Corporate Trustee is Necessary, The Power of Trust Provisions, IRA Trust Planning, Settling the Estate, and more.  The Basic Institute course is preferred prior to attending this course.

THE BASIC INSTITUTE FOR ESTATE PRESERVATION

The Basic Institute is a professional training course that offers a solid education on living trusts, solutions for clients and higher net worth clients using advanced planning concepts, how to properly execute and fund a revocable living trust, steps for estate settlement, available marketing materials and how to use them, and where to look to potentially unlock new business and more.

TOPICS YOU WILL LEARN IN THE BASIC ESTATE PRESERVATION TRAINING INSTITUTE

The History of the Living Trust and Its Relevance Today
The Dangers of Probate
The Revocable Living Trust System
The Revocable Living Trust – 222 Provisions
Ancillary Documents in a Good Trust System
The Planning Team and Avoiding the Unauthorized Practice of Law
Client Generation, Marketing, and New Internet Systems
Advanced Planning Vehicles
The Estate Planning Client Process
Building Estate Planning Office Systems
Working with The Estate Planning Source
Putting Your Plans in Motion
Case Studies

ONLINE TRAINING & EDUCATION

Various information, training and educational material available to network professionals