Training and Education
"A more complete understanding of this area than I have received anywhere else"
Estate Planning Fundamentals – Offered Online and In-person
Estate Planning Fundamentals 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 covered in our Estate Planning Fundamentals Course
- 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
THE ADVANCED INSTITUTE FOR ESTATE PRESERVATION ~ Offered Annually
The Advanced Institute is a professional training course that offers an extensive education on current topics affecting your estate planning practice. The Advanced Institute’s educational content is diverse and industry specific. The curriculum is different every year and each subject is presented by an expert in the industry. Regarded by regular attendees as a conference not to be missed, this three day, action packed event will provide you with all of the tools, technologies, and best practices you need to accomplish your goals.
The Basic Institute course is preferred prior to attending this course.
- Some of our past topics include:
- IRA Structuring
- Veterans Planning
- Practice Management
- Divorce and Estate Planning
- Insurance Trusts
- Nevada Trusts
- How to Settle a Trust
- Trust Protector
- Beneficiary Trusts
- Medicaid Planning
- Blended Families
- Seminar Success
- Corporate Record Keeping
- Estate Taxes and the Economy
- Using Business Entities for Advanced Planning
Ancillary Documents You Need
Individual’s Living Trust
Married Person’s Living Trust
Joint Tenancy
